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 XMMO 1.75%
7 KIE 1.64%
8 FTDS 1.63%
9 KONG 1.54%
10 KNG 1.37%
11 NOBL 1.36%
12 RSPF 1.28%
13 PFI 1.23%
14 DFND 1.12%
15 PXLG 1.07%
16 DDIV 1.06%
17 SPGP 1.05%
18 RNSC 1.04%
19 FSGS 1.04%
20 BOUT 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 4.91M (19.53%) -1.32K
Decreased by -0.03%
Mar 31, 26
2 Vanguard Group Inc 2.92M (11.62%) -24.66K
Decreased by -0.84%
Dec 31, 25
3 Cresset Asset Management, LLC 1.75M (6.96%) 4.00
Increased by +0.00%
Dec 31, 25
4 Vanguard Capital Management, LLC 1.63M (6.49%) 1.63M
Increased by +100.00%
Mar 31, 26
5 BlackRock Inc 1.58M (6.29%) 22.02K
Increased by +1.39%
Mar 31, 26
6 State Street Corp 1.38M (5.50%) 20.58K
Increased by +1.49%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.11M (4.40%) 1.11M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 1.10M (4.36%) 382.62K
Increased by +34.91%
Mar 31, 24
9 Amvescap Plc. 996.55K (3.96%) 177.43K
Increased by +17.80%
Mar 31, 26
10 Geode Capital Management, LLC 862.02K (3.43%) 51.61K
Increased by +5.99%
Mar 31, 26
11 Charles Schwab Investment Management Inc 763.99K (3.04%) 585.60K
Increased by +76.65%
Mar 31, 26
12 ProShare Advisors LLC 597.97K (2.38%) 99.51K
Increased by +16.64%
Mar 31, 26
13 Mizuho Securities USA Inc 510.90K (2.03%) 510.90K
Increased by +100.00%
Sep 30, 24
14 Bank of America Corp 479.78K (1.91%) 115.39K
Increased by +24.05%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 457.76K (1.82%) 58.68K
Increased by +12.82%
Mar 31, 26
16 International Assets Investment Management, LLC 308.24K (1.23%) 308.24K
Increased by +100.00%
Sep 30, 24
17 JPMorgan Chase & Co 268.66K (1.07%) 147.18K
Increased by +54.78%
Sep 30, 25
18 FMR Inc 256.51K (1.02%) 219.63K
Increased by +85.62%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 225.99K (0.90%) 900.00
Increased by +0.40%
Mar 31, 26
20 Vest Financial 185.01K (0.74%) 32.17K
Increased by +17.39%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 811.68K (3.23%) 2.25K
Increased by +0.28%
Apr 30, 26
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 Invesco S&P 500® Equal Weight ETF 692.01K (2.75%) 1.31K
Increased by +0.19%
May 29, 26
5 Vanguard 500 Index Investor 658.55K (2.62%) 12.11K
Increased by +1.84%
Apr 30, 26
6 ProShares S&P 500 Dividend Aristocrats 639.03K (2.54%) -2.16K
Decreased by -0.34%
May 29, 26
7 Schwab US Dividend Equity ETF™ 607.57K (2.42%) 1.14K
Increased by +0.19%
May 30, 26
8 Vanguard Small Cap Index 585.37K (2.33%) -1.22K
Decreased by -0.21%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 381.71K (1.52%) 271.00
Increased by +0.07%
Aug 31, 24
10 iShares Core S&P 500 ETF 334.19K (1.33%) 1.03K
Increased by +0.31%
May 29, 26
11 Vanguard Small Cap Growth Index Inv 328.08K (1.31%) -250.00
Decreased by -0.08%
Apr 30, 26
12 Fidelity 500 Index 325.55K (1.30%) 1.12K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500 ETF 311.52K (1.24%) -4.65K
Decreased by -1.49%
Mar 31, 25
14 State Street® SPDR® S&P 500® ETF 305.24K (1.21%) 330.00
Increased by +0.11%
May 31, 26
15 SPDR® S&P 500® ETF Trust 303.11K (1.21%) -1.62K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 302.48K (1.20%) 3.79K
Increased by +1.25%
Aug 31, 25
17 State Street® SPDR® S&P® Dividend ETF 259.88K (1.03%) 0.00
Increased by 0.00%
May 31, 26
18 SPDR® S&P Dividend ETF 252.98K (1.01%) 0.00
Increased by 0.00%
Aug 31, 25
19 Invesco S&P MidCap Quality ETF 227.60K (0.91%) 1.41K
Increased by +0.62%
Jun 28, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 200.28K (0.80%) -5.08K
Decreased by -2.54%
Jun 30, 24