Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.19%
2 UTRN 4.49%
3 OCFS 4.23%
4 AILV 4.21%
5 HACK 4.03%
6 WCBR 3.91%
7 XTL 3.82%
8 CIBR 3.50%
9 KONG 2.89%
10 CNAV 2.45%
11 SMRI 2.09%
12 QMOM 2.02%
13 XKFS 1.84%
14 MTK 1.81%
15 QIDX 1.71%
16 CLSE 1.68%
17 HUSV 1.68%
18 FIVG 1.61%
19 SIXG 1.61%
20 FCFY 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.42M (13.04%) -119.78K
Decreased by -1.61%
Mar 31, 25
2 BlackRock Inc 6.42M (11.28%) 161.15K
Increased by +2.51%
Mar 31, 25
3 Hotchkis & Wiley Capital Management LLC 5.39M (9.46%) 312.42K
Increased by +5.80%
Mar 31, 25
4 State Street Corporation 3.26M (5.72%) 156.17K
Increased by +4.80%
Mar 31, 24
5 State Street Corp 3.12M (5.49%) -93.69K
Decreased by -3.00%
Mar 31, 25
6 Geode Capital Management, LLC 1.68M (2.94%) 72.33K
Increased by +4.31%
Mar 31, 25
7 Amvescap Plc. 1.55M (2.72%) -132.08K
Decreased by -8.53%
Mar 31, 25
8 First Trust Advisors L.P. 1.26M (2.21%) 37.35K
Increased by +2.96%
Dec 31, 24
9 Lyrical Asset Management LP 1.07M (1.87%) -15.98K
Decreased by -1.50%
Mar 31, 25
10 Northern Trust Corp 1.05M (1.85%) 141.68K
Increased by +13.43%
Mar 31, 25
11 Pacer Advisors, INC. 848.39K (1.49%) 843.15K
Increased by +99.38%
Jun 30, 24
12 Acadian Asset Management LLC 828.97K (1.46%) 718.57K
Increased by +86.68%
Mar 31, 25
13 AQR Capital Management LLC 828.90K (1.46%) 226.23K
Increased by +27.29%
Mar 31, 25
14 JPMorgan Chase & Co 818.26K (1.44%) 162.01K
Increased by +19.80%
Sep 30, 24
15 UBS Group AG 757.50K (1.33%) 495.61K
Increased by +65.43%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 750.59K (1.32%) 80.46K
Increased by +10.72%
Mar 31, 25
17 GAMMA Investing LLC 746.09K (1.31%) 743.95K
Increased by +99.71%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 743.81K (1.31%) 92.82K
Increased by +12.48%
Mar 31, 25
19 Ameriprise Financial Inc 733.89K (1.29%) -594.00K
Decreased by -80.94%
Mar 31, 25
20 Wellington Management Company LLP 733.63K (1.29%) -100.46K
Decreased by -13.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Windsor™ II Inv 2.49M (4.38%) 201.70K
Increased by +8.09%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.86M (3.26%) 1.39K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.85M (3.25%) 24.53K
Increased by +1.33%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 1.63M (2.86%) 26.67K
Increased by +1.64%
Apr 30, 25
5 Vanguard Small Cap Index 1.45M (2.54%) 9.04K
Increased by +0.62%
Apr 30, 25
6 First Trust NASDAQ Cybersecurity ETF 1.14M (2.00%) 1.75K
Increased by +0.15%
May 29, 25
7 Columbia Seligman Tech & Inf SMA Cmp 1.05M (1.84%) 1.05M
Increased by +100.00%
Dec 31, 23
8 Vanguard Small Cap Value Index Inv 935.65K (1.64%) 2.96K
Increased by +0.32%
Apr 30, 25
9 Pacer US Cash Cows 100 ETF 856.29K (1.50%) 1.18K
Increased by +0.14%
Aug 30, 24
10 Fidelity 500 Index 724.20K (1.27%) 894.00
Increased by +0.12%
Apr 30, 25
11 SPDR® S&P 500 ETF 717.20K (1.26%) -16.24K
Decreased by -2.26%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 702.23K (1.23%) 1.57K
Increased by +0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 698.12K (1.23%) -3.67K
Decreased by -0.53%
Mar 31, 25
14 Fidelity® 500 Index 691.08K (1.21%) 4.40K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 689.89K (1.21%) -3.09K
Decreased by -0.45%
May 31, 25
16 iShares Core S&P 500 ETF 667.84K (1.17%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Information Technology ETF 601.05K (1.06%) 4.62K
Increased by +0.77%
Apr 30, 25
18 iShares MSCI USA Min Vol Factor ETF 529.94K (0.93%) 0.00
Increased by 0.00%
May 31, 25
19 Invesco S&P 500® Equal Weight ETF 518.69K (0.91%) 1.77K
Increased by +0.34%
May 30, 25
20 Lyrical U.S. Value Equity - CS 457.13K (0.80%) -3.29K
Decreased by -0.72%
Mar 31, 25