Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IFEU 3.62%
2 KNGS 3.21%
3 FGM 2.43%
4 PEY 2.01%
5 RWX 1.39%
6 CLAW 1.34%
7 VSDA 1.14%
8 IFGL 1.09%
9 SPVM_old 1.02%
10 GQRE 1.00%
11 WBIY 0.99%
12 PMOM 0.87%
13 ALTL_old 0.84%
14 DVYL 0.76%
15 PSCD 0.75%
16 WDIV 0.69%
17 HAUZ 0.66%
18 HOMZ 0.66%
19 VNQI 0.64%
20 TERM 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.58M (12.54%) 1.11M
Increased by +6.66%
Mar 31, 25
2 BlackRock Inc 16.51M (12.48%) -1.27M
Decreased by -7.68%
Mar 31, 25
3 State Street Corporation 7.63M (5.77%) 406.70K
Increased by +5.33%
Mar 31, 24
4 Millennium Management LLC 4.61M (3.48%) 4.08M
Increased by +88.70%
Mar 31, 25
5 State Street Corp 4.49M (3.40%) -118.12K
Decreased by -2.63%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 3.24M (2.45%) 337.33K
Increased by +10.42%
Mar 31, 25
7 D. E. Shaw & Co LP 2.63M (1.99%) 656.76K
Increased by +25.01%
Mar 31, 25
8 Marshall Wace Asset Management Ltd 2.49M (1.88%) 1.88M
Increased by +75.50%
Mar 31, 25
9 Geode Capital Management, LLC 2.15M (1.62%) 39.70K
Increased by +1.85%
Mar 31, 25
10 Invenomic Capital Management, LP 1.99M (1.51%) 475.16K
Increased by +23.85%
Mar 31, 25
11 Pacer Advisors, INC. 1.73M (1.31%) -10.49M
Decreased by -607.74%
Mar 31, 25
12 Scopus Asset Management, LLC 1.73M (1.30%) 1.73M
Increased by +100.00%
Sep 30, 24
13 Qube Research & Technologies 1.64M (1.24%) 545.22K
Increased by +33.27%
Mar 31, 24
14 NORGES BANK 1.56M (1.18%) 540.39K
Increased by +34.53%
Jun 30, 24
15 Trexquant Investment LP 1.55M (1.17%) 374.07K
Increased by +24.10%
Mar 31, 25
16 Cubist Systematic Strategies, LLC 1.54M (1.16%) 1.44M
Increased by +93.73%
Mar 31, 25
17 Northern Trust Corp 1.51M (1.14%) -122.85K
Decreased by -8.16%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.46M (1.10%) -3.29M
Decreased by -225.43%
Mar 31, 25
19 AQR Capital Management LLC 1.39M (1.05%) -246.67K
Decreased by -17.80%
Mar 31, 25
20 Two Sigma Advisers, LLC 1.38M (1.05%) 752.20K
Increased by +54.42%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.06M (6.09%) 9.25K
Increased by +0.11%
Jun 30, 25
2 Pacer US Cash Cows 100 ETF 4.90M (3.71%) 7.24K
Increased by +0.15%
Feb 28, 25
3 iShares Core S&P Mid-Cap ETF 4.14M (3.13%) -740.00
Decreased by -0.02%
Apr 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.10M (3.10%) 5.92K
Increased by +0.14%
May 31, 25
5 Vanguard US Total Market Shares ETF 4.07M (3.07%) 6.38K
Increased by +0.16%
Sep 30, 24
6 Schwab US Dividend Equity ETF™ 3.53M (2.67%) 2.91K
Increased by +0.08%
Feb 28, 25
7 iShares Russell 2000 ETF 3.29M (2.49%) 22.84K
Increased by +0.69%
Jun 30, 25
8 Vanguard Small Cap Index 3.23M (2.44%) 11.88K
Increased by +0.37%
May 31, 25
9 iShares Select Dividend ETF 2.80M (2.12%) -923.00
Decreased by -0.03%
Apr 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 2.14M (1.61%) 16.63K
Increased by +0.78%
May 31, 25
11 Vanguard Small Cap Value Index Inv 2.07M (1.57%) -3.09K
Decreased by -0.15%
May 31, 25
12 Invesco High Yield Eq Div Achiev™ ETF 2.00M (1.52%) 0.00
Increased by 0.00%
Apr 30, 24
13 SPDR® S&P Dividend ETF 1.77M (1.34%) -260.81K
Decreased by -14.74%
Apr 30, 24
14 Macquarie Growth and Income A 1.76M (1.33%) 0.00
Increased by 0.00%
May 31, 25
15 Jupiter Merian Glb Eq AbsRet I USD Acc 1.46M (1.10%) 38.72K
Increased by +2.66%
Dec 31, 23
16 Pacer US Small Cap Cash Cows 100 ETF 1.38M (1.04%) -659.00
Decreased by -0.05%
Jun 30, 25
17 iShares S&P Small-Cap 600 Value ETF 1.27M (0.96%) -10.08K
Decreased by -0.79%
Jun 30, 25
18 ProShares S&P MidCap 400 Dividend Arst 1.26M (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
19 iShares Russell 2000 Value ETF 1.19M (0.90%) 4.26K
Increased by +0.36%
Jun 30, 25
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.14M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25