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 2.47%
6 XMHQ 2.43%
7 KIE 1.88%
8 XMMO 1.75%
9 DFND 1.43%
10 NOBL 1.42%
11 KNG 1.42%
12 RSPF 1.31%
13 PFI 1.23%
14 PXLG 1.11%
15 SPGP 1.11%
16 LEAD 1.08%
17 DDIV 1.06%
18 IAK 1.05%
19 FSCS 1.00%
20 RNMC 1.00%

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 2.95M (15.11%) 8.51K
Increased by +0.29%
Jun 30, 25
3 Cresset Asset Management, LLC 1.75M (8.95%) 1.75M
Increased by +100.00%
Mar 31, 25
4 BlackRock Inc 1.64M (8.42%) 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 696.44K (3.56%) -16.85K
Decreased by -2.42%
Jun 30, 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 393.30K (2.01%) -50.69K
Decreased by -12.89%
Jun 30, 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 Dimensional Fund Advisors, Inc. 217.25K (1.11%) 35.55K
Increased by +16.36%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 198.87K (1.02%) 16.52K
Increased by +8.31%
Mar 31, 25
16 Northern Trust Corp 174.93K (0.90%) -9.26K
Decreased by -5.29%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 171.00K (0.88%) 15.43K
Increased by +9.02%
Jun 30, 25
18 Charles Schwab Investment Management Inc 168.45K (0.86%) -899.00
Decreased by -0.53%
Jun 30, 25
19 Apg All Pensions Group 167.49K (0.86%) -8.39K
Decreased by -5.01%
Mar 31, 24
20 First Trust Advisors L.P. 163.83K (0.84%) 146.15K
Increased by +89.20%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 817.64K (4.18%) 2.99K
Increased by +0.37%
Jun 30, 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 500 Index Investor 707.10K (3.62%) -2.80K
Decreased by -0.40%
Jun 30, 25
6 Vanguard Small Cap Index 620.80K (3.18%) -20.01K
Decreased by -3.22%
Jun 30, 25
7 Franklin Rising Dividends A 604.25K (3.09%) 0.00
Increased by 0.00%
Jun 30, 25
8 Franklin Rising Dividends Fund A 604.25K (3.09%) 0.00
Increased by 0.00%
Jun 30, 25
9 Invesco S&P 500® Equal Weight ETF 396.09K (2.03%) 110.00
Increased by +0.03%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 381.71K (1.95%) 271.00
Increased by +0.07%
Aug 31, 24
11 ProShares S&P 500 Dividend Aristocrats 380.03K (1.94%) 0.00
Increased by 0.00%
Jul 31, 25
12 Vanguard Small Cap Growth Index Inv 348.11K (1.78%) -5.03K
Decreased by -1.44%
Jun 30, 25
13 Fidelity 500 Index 316.03K (1.62%) 1.42K
Increased by +0.45%
Jun 30, 25
14 SPDR® S&P 500 ETF 311.52K (1.59%) -4.65K
Decreased by -1.49%
Mar 31, 25
15 SPDR® S&P 500® ETF 306.43K (1.57%) 1.33K
Increased by +0.44%
Jul 31, 25
16 SPDR® S&P 500® ETF Trust 303.11K (1.55%) -1.62K
Decreased by -0.53%
Mar 31, 25
17 iShares Core S&P 500 ETF 297.63K (1.52%) 1.38K
Increased by +0.46%
Jul 31, 25
18 SPDR® S&P Dividend ETF 254.26K (1.30%) 4.70K
Increased by +1.85%
Jul 31, 25
19 Invesco S&P MidCap Quality ETF 227.60K (1.16%) 1.41K
Increased by +0.62%
Jun 28, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 200.28K (1.02%) -5.08K
Decreased by -2.54%
Jun 30, 24