Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 3.83%
2 FEVR 3.09%
3 RISN 2.77%
4 KRE 2.74%
5 UDI 2.53%
6 IAT 2.32%
7 KRU 2.29%
8 SCAP 2.07%
9 TUSA 1.97%
10 DPST 1.93%
11 KBWB 1.88%
12 RDVY 1.76%
13 FTDS 1.58%
14 FTXO 1.48%
15 EQWM 1.23%
16 HAPY 1.21%
17 XMMO 1.16%
18 GRPM 1.11%
19 KBE 1.01%
20 JKJ 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.20M (10.37%) 70.50K
Increased by +0.50%
Dec 31, 24
2 BlackRock Inc 13.09M (9.56%) 475.27K
Increased by +3.63%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 9.11M (6.65%) -636.54K
Decreased by -6.99%
Dec 31, 24
4 FMR Inc 7.99M (5.84%) 107.67K
Increased by +1.35%
Dec 31, 24
5 State Street Corp 5.83M (4.26%) 515.35K
Increased by +8.84%
Dec 31, 24
6 State Street Corporation 5.47M (3.99%) -509.96K
Decreased by -9.33%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.42M (3.23%) 186.89K
Increased by +4.23%
Dec 31, 24
8 Capital Research Global Investors 4.28M (3.13%) 1.56K
Increased by +0.04%
Dec 31, 24
9 First Trust Advisors L.P. 3.99M (2.91%) 7.61K
Increased by +0.19%
Dec 31, 24
10 T. Rowe Price Investment Management,Inc. 3.96M (2.89%) -93.60K
Decreased by -2.36%
Dec 31, 24
11 Amvescap Plc. 3.02M (2.20%) 437.68K
Increased by +14.50%
Dec 31, 24
12 Schroder Investment Management Group 2.83M (2.07%) 183.68K
Increased by +6.49%
Dec 31, 24
13 Citadel Advisors Llc 2.79M (2.04%) 450.93K
Increased by +16.18%
Sep 30, 23
14 Himalaya Capital Management LLC 2.78M (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
15 Massachusetts Financial Services Company 2.54M (1.86%) -176.82K
Decreased by -6.96%
Dec 31, 24
16 Geode Capital Management, LLC 2.54M (1.85%) -69.55K
Decreased by -2.74%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 2.49M (1.82%) -470.06K
Decreased by -18.86%
Sep 30, 24
18 Goldman Sachs Group Inc 2.47M (1.80%) 1.33M
Increased by +53.95%
Dec 31, 23
19 Boston Partners Global Investors, Inc 2.38M (1.74%) 447.06K
Increased by +18.76%
Dec 31, 24
20 Fuller & Thaler Asset Management Inc 1.97M (1.44%) -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 4.53M (3.31%) 7.95K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.37M (3.19%) 23.30K
Increased by +0.53%
Feb 28, 25
3 American Funds Growth Fund of Amer A 4.21M (3.07%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 4.21M (3.07%) 0.00
Increased by 0.00%
Dec 31, 24
5 Schwab US Dividend Equity ETF™ 3.83M (2.80%) 3.00K
Increased by +0.08%
Mar 29, 25
6 Vanguard Small Cap Index 3.54M (2.59%) 2.88K
Increased by +0.08%
Feb 28, 25
7 First Trust Rising Dividend Achiev ETF 3.05M (2.23%) 2.00K
Increased by +0.07%
Mar 31, 25
8 American Funds American Mutual A 2.86M (2.09%) -196.54K
Decreased by -6.87%
Dec 31, 24
9 Capital Group American Mutual Comp 2.86M (2.09%) -196.54K
Decreased by -6.87%
Dec 31, 24
10 American Funds American Balanced A 2.65M (1.94%) -458.03K
Decreased by -17.29%
Dec 31, 24
11 American Funds Capital Income Bldr A 2.35M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 2.33M (1.70%) -7.83K
Decreased by -0.34%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.54%) 7.50K
Increased by +0.36%
Feb 28, 25
14 JHancock Disciplined Value Mid Cap I 1.54M (1.12%) 0.00
Increased by 0.00%
Jan 31, 25
15 MFS Mid Cap Value A 1.52M (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
16 MFS Mid Cap Value Equity 1.52M (1.11%) 0.00
Increased by 0.00%
Dec 31, 24
17 Invesco Small Cap Value A 1.42M (1.03%) 0.00
Increased by 0.00%
Feb 28, 25
18 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.00%) -183.96K
Decreased by -13.40%
Nov 30, 23
19 SPDR® S&P Regional Banking ETF 1.14M (0.83%) 5.67K
Increased by +0.50%
Mar 31, 25
20 Schroder ISF US Large Cap A Dis $ AV 1.13M (0.82%) 23.24K
Increased by +2.06%
Feb 28, 25