Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.35%
2 RISN 3.26%
3 FEVR 3.09%
4 KRE 3.05%
5 UDI 3.00%
6 SCAP 2.85%
7 IAT 2.57%
8 KRU 2.29%
9 FTDS 2.22%
10 DPST 2.12%
11 KBWB 2.06%
12 RDVY 2.04%
13 TUSA 1.97%
14 FTXO 1.63%
15 HAPY 1.33%
16 GRPM 1.29%
17 XMMO 1.28%
18 EQWM 1.23%
19 KBE 1.12%
20 RNMC 1.09%

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 FMR Inc 7.33M (5.38%) -656.47K
Decreased by -8.95%
Mar 31, 25
5 State Street Corp 5.80M (4.25%) -31.37K
Decreased by -0.54%
Mar 31, 25
6 State Street Corporation 5.47M (4.01%) -509.96K
Decreased by -9.33%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.73M (3.47%) 314.26K
Increased by +6.64%
Mar 31, 25
8 Capital Research Global Investors 4.28M (3.14%) 1.56K
Increased by +0.04%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 4.01M (2.94%) 46.72K
Increased by +1.17%
Mar 31, 25
10 First Trust Advisors L.P. 3.99M (2.93%) 7.61K
Increased by +0.19%
Dec 31, 24
11 Amvescap Plc. 3.02M (2.21%) 437.68K
Increased by +14.50%
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 4.49M (3.29%) -14.47K
Decreased by -0.32%
Apr 30, 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™ 3.93M (2.88%) 675.00
Increased by +0.02%
Apr 30, 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 3.12M (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 (1.94%) 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 MFS Mid Cap Value A 1.52M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
16 MFS Mid Cap Value Equity 1.52M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
17 JHancock Disciplined Value Mid Cap I 1.49M (1.09%) -49.42K
Decreased by -3.32%
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