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 XMHQ 2.43%
6 KONG 1.96%
7 KIE 1.80%
8 XMMO 1.75%
9 DFND 1.40%
10 PFI 1.23%
11 NOBL 1.22%
12 KNG 1.20%
13 SPGP 1.16%
14 FSCS 1.13%
15 RNMC 1.13%
16 LEAD 1.11%
17 RSPF 1.10%
18 DDIV 1.06%
19 IAK 1.02%
20 BOUT 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 4.91M (19.54%) 296.00
Increased by +0.01%
Dec 31, 24
2 Vanguard Group Inc 2.94M (11.72%) -8.66K
Decreased by -0.29%
Mar 31, 25
3 Cresset Asset Management, LLC 1.75M (6.96%) 1.75M
Increased by +100.00%
Mar 31, 25
4 BlackRock Inc 1.64M (6.54%) 21.21K
Increased by +1.29%
Mar 31, 25
5 State Street Corp 1.43M (5.68%) 101.14K
Increased by +7.08%
Mar 31, 25
6 State Street Corporation 1.10M (4.36%) 382.62K
Increased by +34.91%
Mar 31, 24
7 Geode Capital Management, LLC 763.17K (3.04%) 14.29K
Increased by +1.87%
Mar 31, 25
8 Franklin Resources Inc 713.29K (2.84%) -3.28K
Decreased by -0.46%
Mar 31, 25
9 Amvescap Plc. 518.76K (2.06%) 204.01K
Increased by +39.33%
Dec 31, 24
10 Mizuho Securities USA Inc 510.90K (2.03%) 510.90K
Increased by +100.00%
Sep 30, 24
11 ProShare Advisors LLC 443.99K (1.77%) 435.29K
Increased by +98.04%
Mar 31, 25
12 International Assets Investment Management, LLC 308.24K (1.23%) 308.24K
Increased by +100.00%
Sep 30, 24
13 FMR Inc 256.51K (1.02%) 219.63K
Increased by +85.62%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 198.87K (0.79%) 16.52K
Increased by +8.31%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 181.71K (0.72%) -1.64K
Decreased by -0.90%
Mar 31, 25
16 Northern Trust Corp 174.93K (0.70%) -9.26K
Decreased by -5.29%
Mar 31, 25
17 Charles Schwab Investment Management Inc 169.35K (0.67%) 12.13K
Increased by +7.16%
Mar 31, 25
18 Apg All Pensions Group 167.49K (0.67%) -8.39K
Decreased by -5.01%
Mar 31, 24
19 First Trust Advisors L.P. 163.83K (0.65%) 146.15K
Increased by +89.20%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 155.57K (0.62%) 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 814.12K (3.24%) 8.38K
Increased by +1.03%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 805.42K (3.20%) 616.00
Increased by +0.08%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 777.07K (3.09%) 1.27K
Increased by +0.16%
Jun 28, 24
4 Vanguard Institutional 500 Index Trust 703.97K (2.80%) 11.66K
Increased by +1.66%
Apr 30, 25
5 Vanguard Small Cap Index 637.76K (2.54%) 3.79K
Increased by +0.59%
Apr 30, 25
6 Franklin Rising Dividends A 604.25K (2.40%) 0.00
Increased by 0.00%
Apr 30, 25
7 Franklin Rising Dividends Fund A 604.25K (2.40%) 0.00
Increased by 0.00%
Mar 31, 25
8 ProShares S&P 500 Dividend Aristocrats 390.79K (1.56%) 855.00
Increased by +0.22%
May 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 381.71K (1.52%) 271.00
Increased by +0.07%
Aug 31, 24
10 Vanguard Small Cap Growth Index Inv 355.06K (1.41%) -359.00
Decreased by -0.10%
Apr 30, 25
11 Invesco S&P 500® Equal Weight ETF 329.07K (1.31%) 1.09K
Increased by +0.33%
May 30, 25
12 Fidelity 500 Index 313.31K (1.25%) 387.00
Increased by +0.12%
Apr 30, 25
13 SPDR® S&P 500 ETF 311.52K (1.24%) -4.65K
Decreased by -1.49%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 303.11K (1.21%) -1.62K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 299.48K (1.19%) -1.36K
Decreased by -0.46%
May 31, 25
16 iShares Core S&P 500 ETF 288.65K (1.15%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® S&P Dividend ETF 251.62K (1.00%) -86.00
Decreased by -0.03%
May 31, 25
18 Invesco S&P MidCap Quality ETF 227.60K (0.91%) 1.41K
Increased by +0.62%
Jun 28, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 200.28K (0.80%) -5.08K
Decreased by -2.54%
Jun 30, 24
20 The Financial Select Sector SPDR® ETF 171.64K (0.68%) -486.00
Decreased by -0.28%
May 31, 25