Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.26%
2 RISN 3.20%
3 FEVR 3.09%
4 KRE 2.99%
5 UDI 2.91%
6 SCAP 2.79%
7 IAT 2.54%
8 KRU 2.29%
9 FTDS 2.15%
10 KBWB 2.07%
11 RDVY 2.02%
12 DPST 1.98%
13 TUSA 1.97%
14 FTXO 1.61%
15 HAPY 1.29%
16 XMMO 1.28%
17 GRPM 1.27%
18 EQWM 1.23%
19 KBE 1.09%
20 RNMC 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.20M (10.42%) 70.50K
Increased by +0.50%
Dec 31, 24
2 BlackRock Inc 13.09M (9.61%) 475.27K
Increased by +3.63%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 9.11M (6.69%) -636.54K
Decreased by -6.99%
Dec 31, 24
4 FMR Inc 7.99M (5.87%) 107.67K
Increased by +1.35%
Dec 31, 24
5 State Street Corp 5.83M (4.28%) 515.35K
Increased by +8.84%
Dec 31, 24
6 State Street Corporation 5.47M (4.01%) -509.96K
Decreased by -9.33%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.42M (3.24%) 186.89K
Increased by +4.23%
Dec 31, 24
8 Capital Research Global Investors 4.28M (3.14%) 1.56K
Increased by +0.04%
Dec 31, 24
9 First Trust Advisors L.P. 3.99M (2.93%) 7.61K
Increased by +0.19%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 3.96M (2.91%) -93.60K
Decreased by -2.36%
Dec 31, 24
11 Amvescap Plc. 3.02M (2.22%) 437.68K
Increased by +14.50%
Dec 31, 24
12 Schroder Investment Management Group 2.83M (2.08%) 183.68K
Increased by +6.49%
Dec 31, 24
13 Citadel Advisors Llc 2.79M (2.05%) 450.93K
Increased by +16.18%
Sep 30, 23
14 Himalaya Capital Management LLC 2.78M (2.04%) 0.00
Increased by 0.00%
Dec 31, 24
15 Geode Capital Management, LLC 2.54M (1.86%) -69.55K
Decreased by -2.74%
Dec 31, 24
16 Massachusetts Financial Services Company 2.52M (1.85%) -17.03K
Decreased by -0.67%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 2.49M (1.83%) -470.06K
Decreased by -18.86%
Sep 30, 24
18 Goldman Sachs Group Inc 2.47M (1.81%) 1.33M
Increased by +53.95%
Dec 31, 23
19 Boston Partners Global Investors, Inc 2.38M (1.75%) 447.06K
Increased by +18.76%
Dec 31, 24
20 Fuller & Thaler Asset Management Inc 1.97M (1.45%) -15.41K
Decreased by -0.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.49M (3.29%) -14.47K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.39M (3.22%) 2.86K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.38M (3.21%) 10.86K
Increased by +0.25%
Mar 31, 25
4 American Funds Growth Fund of Amer A 4.21M (3.09%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Growth Fnd of Amer Comp 4.21M (3.09%) 0.00
Increased by 0.00%
Dec 31, 24
6 Schwab US Dividend Equity ETF™ 3.93M (2.88%) 675.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 3.46M (2.54%) -80.62K
Decreased by -2.33%
Mar 31, 25
8 First Trust Rising Dividend Achiev ETF 3.12M (2.29%) 3.34K
Increased by +0.11%
Apr 30, 25
9 American Funds American Mutual A 2.75M (2.02%) -109.88K
Decreased by -4.00%
Mar 31, 25
10 Capital Group American Mutual Comp 2.75M (2.02%) -109.88K
Decreased by -4.00%
Mar 31, 25
11 American Funds American Balanced A 2.65M (1.95%) 0.00
Increased by 0.00%
Mar 31, 25
12 American Funds Capital Income Bldr A 2.35M (1.72%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 2.24M (1.65%) -88.70K
Decreased by -3.95%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.13M (1.57%) 28.52K
Increased by +1.34%
Mar 31, 25
15 JHancock Disciplined Value Mid Cap I 1.54M (1.13%) 4.27K
Increased by +0.28%
Feb 28, 25
16 MFS Mid Cap Value A 1.52M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
17 MFS Mid Cap Value Equity 1.52M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 Invesco Small Cap Value A 1.47M (1.08%) 53.03K
Increased by +3.61%
Mar 31, 25
19 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.01%) -183.96K
Decreased by -13.40%
Nov 30, 23
20 Schroder ISF US Large Cap A Dis $ AV 1.15M (0.84%) 20.42K
Increased by +1.78%
Mar 31, 25