Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.35%
2 RISN 3.27%
3 SCAP 3.18%
4 KRE 3.16%
5 FEVR 3.09%
6 UDI 3.04%
7 IAT 2.65%
8 DPST 2.30%
9 FTDS 2.30%
10 KRU 2.29%
11 RDVY 2.07%
12 RDVI 2.06%
13 KBWB 2.05%
14 TUSA 1.97%
15 FTXO 1.66%
16 PJFM 1.43%
17 HAPY 1.34%
18 XMMO 1.30%
19 GRPM 1.28%
20 EQWM 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.10M (10.34%) -100.56K
Decreased by -0.71%
Mar 31, 25
2 BlackRock Inc 13.14M (9.64%) 45.45K
Increased by +0.35%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 9.04M (6.63%) -64.67K
Decreased by -0.72%
Mar 31, 25
4 Amvescap Plc. 7.71M (5.66%) 4.70M
Increased by +60.87%
Mar 31, 25
5 FMR Inc 7.33M (5.38%) -656.47K
Decreased by -8.95%
Mar 31, 25
6 State Street Corp 5.80M (4.25%) -31.37K
Decreased by -0.54%
Mar 31, 25
7 State Street Corporation 5.47M (4.01%) -509.96K
Decreased by -9.33%
Mar 31, 24
8 Charles Schwab Investment Management Inc 4.73M (3.47%) 314.26K
Increased by +6.64%
Mar 31, 25
9 Capital Research Global Investors 4.28M (3.14%) 1.56K
Increased by +0.04%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 4.01M (2.94%) 46.72K
Increased by +1.17%
Mar 31, 25
11 First Trust Advisors L.P. 3.99M (2.93%) 7.61K
Increased by +0.19%
Dec 31, 24
12 Schroder Investment Management Group 2.87M (2.11%) 42.22K
Increased by +1.47%
Mar 31, 25
13 Citadel Advisors Llc 2.79M (2.04%) 450.93K
Increased by +16.18%
Sep 30, 23
14 Himalaya Capital Management LLC 2.78M (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
15 Geode Capital Management, LLC 2.64M (1.94%) 101.37K
Increased by +3.84%
Mar 31, 25
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 2.32M (1.70%) -62.35K
Decreased by -2.69%
Mar 31, 25
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 4.50M (3.30%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.44M (3.26%) 66.95K
Increased by +1.51%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.39M (3.22%) 2.86K
Increased by +0.07%
Sep 30, 24
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™ 3.96M (2.91%) 2.74K
Increased by +0.07%
May 31, 25
7 Vanguard Small Cap Index 3.48M (2.55%) 21.40K
Increased by +0.61%
Apr 30, 25
8 First Trust Rising Dividend Achiev ETF 3.16M (2.32%) 1.34K
Increased by +0.04%
May 29, 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 (1.94%) 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 2.25M (1.65%) 7.09K
Increased by +0.32%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.15M (1.58%) 15.04K
Increased by +0.70%
Apr 30, 25
15 JHancock Disciplined Value Mid Cap I 1.96M (1.44%) 468.15K
Increased by +23.91%
Apr 30, 25
16 MFS Mid Cap Value A 1.52M (1.12%) 0.00
Increased by 0.00%
Apr 30, 25
17 MFS Mid Cap Value Equity 1.52M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.01%) -183.96K
Decreased by -13.40%
Nov 30, 23
19 Invesco Small Cap Value A 1.32M (0.97%) -149.20K
Decreased by -11.30%
Apr 30, 25
20 Schroder ISF US Large Cap A Dis $ AV 1.18M (0.86%) 28.93K
Increased by +2.46%
Apr 30, 25