Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 KMID 3.73%
3 GRNR 3.49%
4 MID 3.48%
5 XHB 3.40%
6 XMMO 2.80%
7 UPGD 2.28%
8 NAIL 2.27%
9 CCSO 2.25%
10 UPGR 2.05%
11 PRN 1.98%
12 CZA 1.48%
13 CLAW 1.38%
14 PAMC 1.37%
15 MDYG 1.33%
16 IVOG 1.33%
17 IJK 1.33%
18 RFG 1.20%
19 RSPN 1.19%
20 RGI 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.88M (12.12%) -5.75K
Decreased by -0.15%
Mar 31, 25
2 BlackRock Inc 2.81M (8.79%) -49.53K
Decreased by -1.76%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 1.51M (4.71%) 470.87K
Increased by +31.21%
Mar 31, 25
4 State Street Corp 1.37M (4.29%) -14.31K
Decreased by -1.04%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 1.33M (4.15%) 2.56K
Increased by +0.19%
Mar 31, 25
6 State Street Corporation 1.25M (3.91%) -10.82K
Decreased by -0.87%
Mar 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 1.13M (3.54%) -579.21K
Decreased by -51.19%
Mar 31, 25
8 MATHER GROUP, INC. 1.07M (3.33%) 1.07M
Increased by +99.99%
Mar 31, 25
9 Geode Capital Management, LLC 998.61K (3.12%) 109.58K
Increased by +10.97%
Mar 31, 25
10 NORGES BANK 613.83K (1.92%) 39.70K
Increased by +6.47%
Dec 31, 24
11 Citadel Advisors Llc 546.45K (1.71%) 147.54K
Increased by +27.00%
Sep 30, 23
12 Fisher Asset Management, LLC 538.26K (1.68%) 786.00
Increased by +0.15%
Mar 31, 25
13 Amvescap Plc. 496.22K (1.55%) 236.02K
Increased by +47.56%
Dec 31, 24
14 Balyasny Asset Management LLC 480.21K (1.50%) -53.69K
Decreased by -11.18%
Sep 30, 23
15 Beacon Pointe Advisors, LLC 435.55K (1.36%) 435.55K
Increased by +100.00%
Dec 31, 24
16 Point72 Asset Management, L.P. 391.06K (1.22%) 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 (1.11%) 356.18K
Increased by +99.86%
Mar 31, 25
19 Northern Trust Corp 317.89K (0.99%) 71.19K
Increased by +22.40%
Dec 31, 24
20 Jacobs Levy Equity Management, Inc. 308.79K (0.96%) 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 (3.22%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.03M (3.21%) 12.15K
Increased by +1.18%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.02M (3.17%) 603.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 904.42K (2.83%) 14.99K
Increased by +1.66%
Apr 30, 25
5 Vanguard Small Cap Index 803.92K (2.51%) 4.91K
Increased by +0.61%
Apr 30, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 659.41K (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 480.13K (1.50%) 5.86K
Increased by +1.22%
Nov 30, 24
8 Vanguard Small Cap Growth Index Inv 447.54K (1.40%) -462.00
Decreased by -0.10%
Apr 30, 25
9 Fidelity 500 Index 401.75K (1.26%) 208.00
Increased by +0.05%
Mar 31, 25
10 SPDR® S&P 500 ETF 399.13K (1.25%) -5.89K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 388.47K (1.21%) -2.05K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 386.41K (1.21%) -2.34K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 379.34K (1.19%) -399.00
Decreased by -0.11%
Apr 30, 25
14 American Funds American Balanced A 358.68K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
15 Touchstone Mid Cap Y 343.56K (1.07%) -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 (0.81%) 7.79K
Increased by +3.00%
Nov 30, 24
18 iShares MSCI USA Quality Factor ETF 252.96K (0.79%) 49.00
Increased by +0.02%
Mar 28, 24
19 Invesco S&P 500® Equal Weight ETF 246.91K (0.77%) -810.00
Decreased by -0.33%
Apr 30, 25
20 Amundi Fds Glb Ecology ESG A EUR C 242.44K (0.76%) 121.22K
Increased by +50.00%
Dec 31, 23