Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXJ 5.24%
2 OIH 5.06%
3 XES 4.76%
4 IEZ 4.62%
5 ONG 3.37%
6 OFOS 3.35%
7 IVENC 2.96%
8 MVPA 2.73%
9 FXN 2.43%
10 CBSE 2.24%
11 ROKT 2.22%
12 CPAI 2.07%
13 HCOW 2.07%
14 COWS 2.05%
15 QVAL 2.01%
16 DOZR 1.89%
17 FFSM 1.71%
18 XKFF 1.64%
19 CALF 1.60%
20 CBLS 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 44.50M (10.73%) -4.45M
Decreased by -10.01%
Mar 31, 25
2 Vanguard Group Inc 40.52M (9.77%) -272.29K
Decreased by -0.67%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 40.30M (9.71%) -1.87M
Decreased by -4.64%
Mar 31, 25
4 BlackRock Inc 27.30M (6.58%) 1.39M
Increased by +5.10%
Mar 31, 25
5 FMR Inc 18.59M (4.48%) -1.29M
Decreased by -6.94%
Mar 31, 25
6 Ameriprise Financial Inc 18.03M (4.35%) 1.49M
Increased by +8.28%
Mar 31, 25
7 JPMorgan Chase & Co 16.28M (3.93%) -563.68K
Decreased by -3.46%
Mar 31, 25
8 Massachusetts Financial Services Company 9.95M (2.40%) 202.60K
Increased by +2.04%
Mar 31, 25
9 AQR Capital Management LLC 8.74M (2.11%) 4.60M
Increased by +52.69%
Mar 31, 25
10 State Street Corporation 8.22M (1.98%) -22.22K
Decreased by -0.27%
Mar 31, 24
11 State Street Corp 8.15M (1.96%) 24.14K
Increased by +0.30%
Mar 31, 25
12 Amvescap Plc. 7.46M (1.80%) 1.14M
Increased by +15.24%
Mar 31, 25
13 Geode Capital Management, LLC 7.09M (1.71%) 303.50K
Increased by +4.28%
Mar 31, 25
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.77M (1.63%) -1.51M
Decreased by -22.33%
Sep 30, 23
15 Capital World Investors 6.50M (1.57%) 6.50M
Increased by +100.00%
Mar 31, 25
16 Pacer Advisors, INC. 6.44M (1.55%) -637.24K
Decreased by -9.89%
Dec 31, 24
17 William Blair Investment Management, LLC 6.04M (1.46%) -1.06M
Decreased by -17.58%
Dec 31, 23
18 Franklin Resources Inc 5.42M (1.31%) -4.51M
Decreased by -83.09%
Dec 31, 23
19 Goldman Sachs Group Inc 5.12M (1.24%) 910.89K
Increased by +17.78%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 4.87M (1.17%) -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 (3.30%) 8.16K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 12.90M (3.11%) 10.06K
Increased by +0.08%
Sep 30, 24
3 T. Rowe Price Mid-Cap Growth 12.54M (3.02%) -15.20K
Decreased by -0.12%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 12.54M (3.02%) -20.50K
Decreased by -0.16%
Mar 31, 25
5 Vanguard Small Cap Index 10.73M (2.59%) 48.69K
Increased by +0.45%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 6.64M (1.60%) 55.88K
Increased by +0.84%
May 31, 25
7 Pacer US Cash Cows 100 ETF 6.45M (1.55%) 9.53K
Increased by +0.15%
Feb 28, 25
8 JHancock Disciplined Value Mid Cap I 5.98M (1.44%) 673.04K
Increased by +11.26%
May 31, 25
9 Vanguard Small Cap Growth Index Inv 5.91M (1.42%) -34.08K
Decreased by -0.58%
May 31, 25
10 T. Rowe Price U.S. Value Equity Tr-D 5.80M (1.40%) 2.96M
Increased by +51.06%
Mar 31, 25
11 T. Rowe Price U.S. Value Equity Tr-Z 5.80M (1.40%) 2.96M
Increased by +51.06%
Mar 31, 25
12 JPM US Mid Cap Growth-MA 5.49M (1.32%) 3.82M
Increased by +69.65%
Sep 30, 23
13 JPMorgan Growth Advantage A 5.48M (1.32%) -34.15K
Decreased by -0.62%
May 31, 25
14 Franklin Small Cap Value SMA Composite 5.29M (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
15 Franklin US Small Cap Value Equity 5.29M (1.28%) 0.00
Increased by 0.00%
Sep 30, 23
16 T. Rowe Price U.S. Large-Cap Core Tr-B 5.10M (1.23%) -2.90K
Decreased by -0.06%
Mar 31, 25
17 T. Rowe Price U.S. Large-Cap Core Tr-C 5.10M (1.23%) -2.90K
Decreased by -0.06%
Mar 31, 25
18 T. Rowe Price New Horizons Tr-Z 5.03M (1.21%) 1.19M
Increased by +23.57%
Sep 30, 24
19 T. Rowe Price US Value Equity Composite 5.02M (1.21%) 2.42M
Increased by +48.12%
Mar 31, 25
20 T. Rowe Price Value 5.02M (1.21%) 1.62M
Increased by +32.28%
Mar 31, 25