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 1.51%
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 HAUZ 0.71%
16 WDIV 0.69%
17 PSCD 0.68%
18 HOMZ 0.68%
19 VNQI 0.64%
20 TERM 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.58M (12.56%) 1.11M
Increased by +6.66%
Mar 31, 25
2 BlackRock Inc 16.51M (12.50%) -1.27M
Decreased by -7.68%
Mar 31, 25
3 Pacer Advisors, INC. 12.22M (9.25%) -1.12M
Decreased by -9.15%
Dec 31, 24
4 State Street Corporation 7.63M (5.78%) 406.70K
Increased by +5.33%
Mar 31, 24
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 Marshall Wace Asset Management Ltd 2.49M (1.89%) 1.88M
Increased by +75.50%
Mar 31, 25
8 Geode Capital Management, LLC 2.15M (1.63%) 39.70K
Increased by +1.85%
Mar 31, 25
9 Invenomic Capital Management, LP 1.99M (1.51%) 475.16K
Increased by +23.85%
Mar 31, 25
10 D. E. Shaw & Co LP 1.97M (1.49%) -161.34K
Decreased by -8.19%
Dec 31, 24
11 Scopus Asset Management, LLC 1.73M (1.31%) 1.73M
Increased by +100.00%
Sep 30, 24
12 Qube Research & Technologies 1.64M (1.24%) 545.22K
Increased by +33.27%
Mar 31, 24
13 NORGES BANK 1.56M (1.19%) 540.39K
Increased by +34.53%
Jun 30, 24
14 Trexquant Investment LP 1.55M (1.18%) 374.07K
Increased by +24.10%
Mar 31, 25
15 Northern Trust Corp 1.51M (1.14%) -122.85K
Decreased by -8.16%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.46M (1.11%) -3.29M
Decreased by -225.43%
Mar 31, 25
17 AQR Capital Management LLC 1.39M (1.05%) -246.67K
Decreased by -17.80%
Mar 31, 25
18 Two Sigma Advisers, LLC 1.38M (1.05%) 752.20K
Increased by +54.42%
Mar 31, 25
19 HRT FINANCIAL LLC 1.37M (1.04%) 1.37M
Increased by +100.00%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.34M (1.01%) -527.22K
Decreased by -39.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.16M (6.18%) -8.09K
Decreased by -0.10%
Apr 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 4.09M (3.10%) 28.65K
Increased by +0.70%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 4.07M (3.08%) 6.38K
Increased by +0.16%
Sep 30, 24
6 Schwab US Dividend Equity ETF™ 3.53M (2.68%) 2.91K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Index 3.21M (2.43%) 24.34K
Increased by +0.76%
Apr 30, 25
8 iShares Select Dividend ETF 2.80M (2.12%) -923.00
Decreased by -0.03%
Apr 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.12M (1.60%) 3.81K
Increased by +0.18%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 2.08M (1.57%) 6.31K
Increased by +0.30%
Apr 30, 25
11 Invesco High Yield Eq Div Achiev™ ETF 2.00M (1.52%) 0.00
Increased by 0.00%
Apr 30, 24
12 SPDR® S&P Dividend ETF 1.77M (1.34%) -260.81K
Decreased by -14.74%
Apr 30, 24
13 Pacer US Small Cap Cash Cows 100 ETF 1.48M (1.12%) -5.65K
Decreased by -0.38%
Apr 30, 25
14 Jupiter Merian Glb Eq AbsRet I USD Acc 1.46M (1.10%) 38.72K
Increased by +2.66%
Dec 31, 23
15 iShares S&P Small-Cap 600 Value ETF 1.32M (1.00%) 1.21K
Increased by +0.09%
Apr 30, 25
16 ProShares S&P MidCap 400 Dividend Arst 1.26M (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
17 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.16M (0.88%) 0.00
Increased by 0.00%
Apr 30, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 1.09M (0.83%) 25.85K
Increased by +2.37%
Mar 31, 24
19 Vanguard Tax-Managed Small Cap Adm 1.05M (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
20 Invenomic Institutional 1.00M (0.76%) 443.32K
Increased by +44.25%
Jan 31, 25