Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.54%
2 OIH 5.46%
3 XES 5.12%
4 IEZ 4.77%
5 ONG 3.37%
6 OFOS 3.35%
7 FMKT 3.03%
8 IVENC 2.96%
9 MVPA 2.94%
10 FXN 2.53%
11 CBSE 2.24%
12 ROKT 2.22%
13 CPAI 2.07%
14 HCOW 2.07%
15 COWS 2.05%
16 QVAL 1.95%
17 DOZR 1.89%
18 CALF 1.71%
19 XKFF 1.64%
20 FFSM 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 44.50M (10.95%) -4.45M
Decreased by -10.01%
Mar 31, 25
2 Vanguard Group Inc 40.52M (9.97%) -272.29K
Decreased by -0.67%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 40.30M (9.91%) -1.87M
Decreased by -4.64%
Mar 31, 25
4 BlackRock Inc 27.30M (6.72%) 1.39M
Increased by +5.10%
Mar 31, 25
5 FMR Inc 18.59M (4.57%) -1.29M
Decreased by -6.94%
Mar 31, 25
6 Ameriprise Financial Inc 18.03M (4.44%) 1.49M
Increased by +8.28%
Mar 31, 25
7 JPMorgan Chase & Co 16.28M (4.01%) -563.68K
Decreased by -3.46%
Mar 31, 25
8 Massachusetts Financial Services Company 9.95M (2.45%) 202.60K
Increased by +2.04%
Mar 31, 25
9 AQR Capital Management LLC 8.74M (2.15%) 4.60M
Increased by +52.69%
Mar 31, 25
10 State Street Corporation 8.22M (2.02%) -22.22K
Decreased by -0.27%
Mar 31, 24
11 State Street Corp 8.15M (2.00%) 24.14K
Increased by +0.30%
Mar 31, 25
12 Amvescap Plc. 7.46M (1.83%) 1.14M
Increased by +15.24%
Mar 31, 25
13 Geode Capital Management, LLC 7.09M (1.74%) 303.50K
Increased by +4.28%
Mar 31, 25
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.77M (1.67%) -1.51M
Decreased by -22.33%
Sep 30, 23
15 Capital World Investors 6.50M (1.60%) 6.50M
Increased by +100.00%
Mar 31, 25
16 Pacer Advisors, INC. 6.44M (1.58%) -637.24K
Decreased by -9.89%
Dec 31, 24
17 William Blair Investment Management, LLC 6.04M (1.49%) -1.06M
Decreased by -17.58%
Dec 31, 23
18 Franklin Resources Inc 5.42M (1.33%) -4.51M
Decreased by -83.09%
Dec 31, 23
19 Goldman Sachs Group Inc 5.12M (1.26%) 910.89K
Increased by +17.78%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 4.87M (1.20%) -49.85K
Decreased by -1.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.69M (3.37%) 8.16K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 12.90M (3.17%) 10.06K
Increased by +0.08%
Sep 30, 24
3 American Funds Growth Fund of Amer A 12.00M (2.95%) 7.02M
Increased by +58.48%
Jun 30, 25
4 Capital Group Growth Fnd of Amer Comp 12.00M (2.95%) 7.02M
Increased by +58.48%
Jun 30, 25
5 T. Rowe Price Mid-Cap Growth 11.34M (2.79%) -1.20M
Decreased by -10.56%
Jun 30, 25
6 T. Rowe Price US Mid-Cap Growth Equity 11.34M (2.79%) -1.20M
Decreased by -10.60%
Jun 30, 25
7 Vanguard Small Cap Index 10.73M (2.64%) 48.69K
Increased by +0.45%
May 31, 25
8 T. Rowe Price U.S. Value Equity Tr-D 6.82M (1.68%) 1.02M
Increased by +14.98%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 6.64M (1.63%) 55.88K
Increased by +0.84%
May 31, 25
10 Pacer US Cash Cows 100 ETF 6.45M (1.59%) 9.53K
Increased by +0.15%
Feb 28, 25
11 JHancock Disciplined Value Mid Cap I 5.98M (1.47%) 673.04K
Increased by +11.26%
May 31, 25
12 Vanguard Small Cap Growth Index Inv 5.91M (1.45%) -34.08K
Decreased by -0.58%
May 31, 25
13 T. Rowe Price US Value Equity Composite 5.88M (1.45%) 862.37K
Increased by +14.66%
Jun 30, 25
14 T. Rowe Price Value 5.88M (1.45%) -17.98K
Decreased by -0.31%
Jun 30, 25
15 T. Rowe Price U.S. Value Equity Tr-Z 5.80M (1.43%) 2.96M
Increased by +51.06%
Mar 31, 25
16 JPM US Mid Cap Growth-MA 5.49M (1.35%) 3.82M
Increased by +69.65%
Sep 30, 23
17 JPMorgan Growth Advantage A 5.48M (1.35%) -34.15K
Decreased by -0.62%
May 31, 25
18 Franklin Small Cap Value SMA Composite 5.29M (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
19 Franklin US Small Cap Value Equity 5.29M (1.30%) 0.00
Increased by 0.00%
Sep 30, 23
20 T. Rowe Price U.S. Large-Cap Core Tr-C 5.12M (1.26%) 23.31K
Increased by +0.46%
Jun 30, 25