Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QINC 3.99%
2 UTRN 3.77%
3 NEWZ 3.32%
4 FCUS 2.64%
5 KONG 2.44%
6 XMHQ 2.43%
7 KIE 1.89%
8 XMMO 1.75%
9 DFND 1.39%
10 RSPF 1.31%
11 PFI 1.23%
12 NOBL 1.20%
13 KNG 1.19%
14 LEAD 1.08%
15 SPGP 1.08%
16 DDIV 1.06%
17 IAK 1.06%
18 FSGS 1.02%
19 BOUT 1.00%
20 FSCS 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 4.91M (25.13%) -366.00
Decreased by -0.01%
Mar 31, 25
2 Vanguard Group Inc 2.94M (15.07%) -8.66K
Decreased by -0.29%
Mar 31, 25
3 Cresset Asset Management, LLC 1.75M (8.95%) 1.75M
Increased by +100.00%
Mar 31, 25
4 BlackRock Inc 1.64M (8.41%) 21.21K
Increased by +1.29%
Mar 31, 25
5 State Street Corp 1.43M (7.31%) 101.14K
Increased by +7.08%
Mar 31, 25
6 State Street Corporation 1.10M (5.61%) 382.62K
Increased by +34.91%
Mar 31, 24
7 Geode Capital Management, LLC 763.17K (3.91%) 14.29K
Increased by +1.87%
Mar 31, 25
8 Franklin Resources Inc 713.29K (3.65%) -3.28K
Decreased by -0.46%
Mar 31, 25
9 Mizuho Securities USA Inc 510.90K (2.61%) 510.90K
Increased by +100.00%
Sep 30, 24
10 Amvescap Plc. 495.84K (2.54%) -22.92K
Decreased by -4.62%
Mar 31, 25
11 ProShare Advisors LLC 443.99K (2.27%) 435.29K
Increased by +98.04%
Mar 31, 25
12 International Assets Investment Management, LLC 308.24K (1.58%) 308.24K
Increased by +100.00%
Sep 30, 24
13 FMR Inc 256.51K (1.31%) 219.63K
Increased by +85.62%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 198.87K (1.02%) 16.52K
Increased by +8.31%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 181.71K (0.93%) -1.64K
Decreased by -0.90%
Mar 31, 25
16 Northern Trust Corp 174.93K (0.90%) -9.26K
Decreased by -5.29%
Mar 31, 25
17 Charles Schwab Investment Management Inc 169.35K (0.87%) 12.13K
Increased by +7.16%
Mar 31, 25
18 Apg All Pensions Group 167.49K (0.86%) -8.39K
Decreased by -5.01%
Mar 31, 24
19 First Trust Advisors L.P. 163.83K (0.84%) 146.15K
Increased by +89.20%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 155.57K (0.80%) 3.85K
Increased by +2.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 814.65K (4.17%) 532.00
Increased by +0.07%
May 31, 25
2 Vanguard US Total Market Shares ETF 805.42K (4.12%) 616.00
Increased by +0.08%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 777.07K (3.98%) 1.27K
Increased by +0.16%
Jun 28, 24
4 Vanguard Institutional 500 Index Trust 709.90K (3.63%) 5.93K
Increased by +0.83%
May 31, 25
5 Vanguard Small Cap Index 640.80K (3.28%) 3.04K
Increased by +0.47%
May 31, 25
6 Franklin Rising Dividends A 604.25K (3.09%) 0.00
Increased by 0.00%
Jun 30, 25
7 Franklin Rising Dividends Fund A 604.25K (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
8 Invesco S&P 500® Equal Weight ETF 400.57K (2.05%) 4.69K
Increased by +1.17%
Jun 30, 25
9 ProShares S&P 500 Dividend Aristocrats 384.40K (1.97%) -171.00
Decreased by -0.04%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 381.71K (1.95%) 271.00
Increased by +0.07%
Aug 31, 24
11 Vanguard Small Cap Growth Index Inv 353.14K (1.81%) -1.92K
Decreased by -0.54%
May 31, 25
12 Fidelity 500 Index 314.61K (1.61%) 1.30K
Increased by +0.41%
May 31, 25
13 SPDR® S&P 500 ETF 311.52K (1.59%) -4.65K
Decreased by -1.49%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 303.11K (1.55%) -1.62K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 301.46K (1.54%) -1.08K
Decreased by -0.36%
Jun 30, 25
16 iShares Core S&P 500 ETF 295.40K (1.51%) 480.00
Increased by +0.16%
Jun 30, 25
17 SPDR® S&P Dividend ETF 249.83K (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
18 Invesco S&P MidCap Quality ETF 227.60K (1.16%) 1.41K
Increased by +0.62%
Jun 28, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 200.28K (1.02%) -5.08K
Decreased by -2.54%
Jun 30, 24
20 The Financial Select Sector SPDR® ETF 168.30K (0.86%) -324.00
Decreased by -0.19%
Jun 30, 25