Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.67%
2 SCAP 4.13%
3 RISN 3.27%
4 UDI 3.26%
5 PJFM 3.16%
6 FEVR 3.09%
7 IAT 2.73%
8 KRU 2.29%
9 KBWB 2.05%
10 GRPM 2.03%
11 RDVI 2.00%
12 KRE 1.98%
13 TUSA 1.97%
14 RDVY 1.96%
15 FTDS 1.86%
16 DDIV 1.69%
17 DVLU 1.65%
18 EPMB 1.63%
19 EPSB 1.60%
20 FTXO 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.92M (10.21%) -174.77K
Decreased by -1.26%
Jun 30, 25
2 BlackRock Inc 12.81M (9.40%) -320.91K
Decreased by -2.50%
Jun 30, 25
3 Amvescap Plc. 10.68M (7.83%) 2.97M
Increased by +27.79%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 9.13M (6.69%) 85.02K
Increased by +0.93%
Jun 30, 25
5 FMR Inc 7.86M (5.76%) 523.51K
Increased by +6.66%
Jun 30, 25
6 State Street Corporation 5.47M (4.01%) -509.96K
Decreased by -9.33%
Mar 31, 24
7 State Street Corp 5.30M (3.89%) -495.65K
Decreased by -9.35%
Jun 30, 25
8 Charles Schwab Investment Management Inc 4.82M (3.53%) 86.17K
Increased by +1.79%
Jun 30, 25
9 First Trust Advisors L.P. 4.29M (3.15%) 134.54K
Increased by +3.13%
Jun 30, 25
10 Capital Research Global Investors 4.28M (3.14%) 1.56K
Increased by +0.04%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 3.45M (2.53%) -554.18K
Decreased by -16.06%
Jun 30, 25
12 Boston Partners Global Investors, Inc 3.24M (2.38%) 920.16K
Increased by +28.39%
Jun 30, 25
13 Schroder Investment Management Group 3.06M (2.24%) 186.87K
Increased by +6.10%
Jun 30, 25
14 Citadel Advisors Llc 2.79M (2.04%) 450.93K
Increased by +16.18%
Sep 30, 23
15 Himalaya Capital Management LLC 2.78M (2.04%) 0.00
Increased by 0.00%
Jun 30, 25
16 Geode Capital Management, LLC 2.73M (2.00%) 86.15K
Increased by +3.16%
Jun 30, 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 Massachusetts Financial Services Company 2.25M (1.65%) -279.54K
Decreased by -12.45%
Jun 30, 25
20 Bank of America Corp 2.05M (1.50%) 391.06K
Increased by +19.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.49M (3.29%) 0.00
Increased by 0.00%
Aug 31, 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 4.33M (3.17%) -91.75K
Decreased by -2.12%
Jul 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™ 3.92M (2.87%) 825.00
Increased by +0.02%
Aug 30, 25
7 Vanguard Small Cap Index 3.35M (2.45%) -20.67K
Decreased by -0.62%
Jul 31, 25
8 First Trust Rising Dividend Achiev ETF 3.24M (2.37%) 4.52K
Increased by +0.14%
Aug 28, 25
9 American Funds American Mutual A 3.03M (2.22%) 279.60K
Increased by +9.23%
Jun 30, 25
10 Capital Group American Mutual Comp 3.03M (2.22%) 279.60K
Increased by +9.23%
Jun 30, 25
11 American Funds American Balanced A 2.65M (1.94%) 0.00
Increased by 0.00%
Jun 30, 25
12 American Funds Capital Income Bldr A 2.35M (1.72%) 0.00
Increased by 0.00%
Jun 30, 25
13 JHancock Disciplined Value Mid Cap I 2.16M (1.59%) 0.00
Increased by 0.00%
Jul 31, 25
14 Vanguard Small Cap Value Index Inv 2.15M (1.58%) 4.20K
Increased by +0.20%
Jul 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.08%) -641.35K
Decreased by -43.35%
Jul 31, 25
16 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.01%) -183.96K
Decreased by -13.40%
Nov 30, 23
17 Schroder ISF US Large Cap A Dis $ AV 1.37M (1.00%) 48.34K
Increased by +3.53%
Jul 31, 25
18 Invesco Small Cap Value A 1.37M (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
19 MFS Mid Cap Value Equity 1.36M (0.99%) -168.14K
Decreased by -12.40%
Jun 30, 25
20 MFS Mid Cap Value A 1.34M (0.98%) -18.57K
Decreased by -1.39%
Jul 31, 25