Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 KMID 3.98%
3 GRNR 3.49%
4 MID 3.48%
5 XHB 3.44%
6 ITB 3.26%
7 XMMO 2.80%
8 CCSO 2.29%
9 UPGD 2.28%
10 NUMG 2.21%
11 UPGR 2.01%
12 PRN 1.93%
13 NAIL 1.86%
14 CZA 1.48%
15 CLAW 1.38%
16 PAMC 1.37%
17 RSPN 1.37%
18 RGI 1.37%
19 MDYG 1.33%
20 IVOG 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.88M (12.20%) -5.75K
Decreased by -0.15%
Mar 31, 25
2 BlackRock Inc 2.81M (8.85%) -49.53K
Decreased by -1.76%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 1.51M (4.75%) 470.87K
Increased by +31.21%
Mar 31, 25
4 State Street Corp 1.37M (4.32%) -14.31K
Decreased by -1.04%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 1.33M (4.18%) 2.56K
Increased by +0.19%
Mar 31, 25
6 State Street Corporation 1.25M (3.94%) -10.82K
Decreased by -0.87%
Mar 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 1.13M (3.56%) -579.21K
Decreased by -51.19%
Mar 31, 25
8 MATHER GROUP, INC. 1.07M (3.35%) 1.07M
Increased by +99.99%
Mar 31, 25
9 Geode Capital Management, LLC 998.61K (3.14%) 109.58K
Increased by +10.97%
Mar 31, 25
10 NORGES BANK 613.83K (1.93%) 39.70K
Increased by +6.47%
Dec 31, 24
11 Amvescap Plc. 579.31K (1.82%) 83.09K
Increased by +14.34%
Mar 31, 25
12 Fisher Asset Management, LLC 538.26K (1.69%) 786.00
Increased by +0.15%
Mar 31, 25
13 Balyasny Asset Management LLC 480.21K (1.51%) -53.69K
Decreased by -11.18%
Sep 30, 23
14 Citadel Advisors Llc 461.90K (1.45%) 277.28K
Increased by +60.03%
Mar 31, 25
15 Beacon Pointe Advisors, LLC 425.00K (1.34%) -10.55K
Decreased by -2.48%
Mar 31, 25
16 Point72 Asset Management, L.P. 391.06K (1.23%) 232.04K
Increased by +59.34%
Sep 30, 23
17 London Company of Virginia 369.78K (1.16%) -15.57K
Decreased by -4.21%
Mar 31, 25
18 GAMMA Investing LLC 356.69K (1.12%) 356.18K
Increased by +99.86%
Mar 31, 25
19 Northern Trust Corp 331.81K (1.04%) 13.92K
Increased by +4.20%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 308.79K (0.97%) 199.13K
Increased by +64.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.03M (3.24%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.03M (3.23%) 646.00
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 1.02M (3.19%) 603.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 911.17K (2.87%) 6.75K
Increased by +0.74%
May 31, 25
5 Vanguard Small Cap Index 807.64K (2.54%) 3.72K
Increased by +0.46%
May 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 659.41K (2.07%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 480.13K (1.51%) 5.86K
Increased by +1.22%
Nov 30, 24
8 Vanguard Small Cap Growth Index Inv 444.88K (1.40%) -2.66K
Decreased by -0.60%
May 31, 25
9 Fidelity 500 Index 402.25K (1.27%) 497.00
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 399.13K (1.26%) -5.89K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 388.47K (1.22%) -2.05K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 383.87K (1.21%) -1.73K
Decreased by -0.45%
May 31, 25
13 iShares Core S&P 500 ETF 370.84K (1.17%) 0.00
Increased by 0.00%
May 31, 25
14 American Funds American Balanced A 358.68K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
15 Touchstone Mid Cap Y 343.56K (1.08%) -16.18K
Decreased by -4.71%
Mar 31, 25
16 Fisher All World Equity 338.37K (1.06%) 0.00
Increased by 0.00%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 260.03K (0.82%) 7.79K
Increased by +3.00%
Nov 30, 24
18 Amundi Fds Glb Ecology ESG A EUR C 242.44K (0.76%) 121.22K
Increased by +50.00%
Dec 31, 23
19 Invesco S&P 500® Equal Weight ETF 242.34K (0.76%) 816.00
Increased by +0.34%
May 30, 25
20 American Funds AMCAP A 237.75K (0.75%) 105.73K
Increased by +44.47%
Mar 31, 25