Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 KMID 3.87%
3 GRNR 3.49%
4 MID 3.48%
5 XHB 3.03%
6 XMMO 2.80%
7 ITB 2.74%
8 UPGD 2.28%
9 CCSO 2.16%
10 UPGR 2.16%
11 NUMG 2.09%
12 NAIL 2.03%
13 PRN 1.93%
14 CZA 1.48%
15 CLAW 1.38%
16 PAMC 1.37%
17 MDYG 1.33%
18 IVOG 1.33%
19 IJK 1.33%
20 RNIN 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.85M (12.17%) -24.11K
Decreased by -0.63%
Jun 30, 25
2 BlackRock Inc 2.81M (8.88%) -49.53K
Decreased by -1.76%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 1.57M (4.94%) 56.66K
Increased by +3.62%
Jun 30, 25
4 State Street Corp 1.37M (4.33%) -14.31K
Decreased by -1.04%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 1.33M (4.20%) 2.56K
Increased by +0.19%
Mar 31, 25
6 State Street Corporation 1.25M (3.95%) -10.82K
Decreased by -0.87%
Mar 31, 24
7 Kayne Anderson Rudnick Investment Management LLC 1.13M (3.57%) -579.21K
Decreased by -51.19%
Mar 31, 25
8 MATHER GROUP, INC. 1.07M (3.36%) 1.07M
Increased by +99.99%
Mar 31, 25
9 Geode Capital Management, LLC 998.61K (3.15%) 109.58K
Increased by +10.97%
Mar 31, 25
10 Fisher Asset Management, LLC 585.00K (1.85%) 46.73K
Increased by +7.99%
Jun 30, 25
11 Amvescap Plc. 579.31K (1.83%) 83.09K
Increased by +14.34%
Mar 31, 25
12 Balyasny Asset Management LLC 480.21K (1.52%) -53.69K
Decreased by -11.18%
Sep 30, 23
13 NORGES BANK 474.18K (1.50%) -139.66K
Decreased by -29.45%
Jun 30, 25
14 Citadel Advisors Llc 461.90K (1.46%) 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 GAMMA Investing LLC 356.69K (1.13%) 356.18K
Increased by +99.86%
Mar 31, 25
18 London Company of Virginia 353.03K (1.11%) -16.76K
Decreased by -4.75%
Jun 30, 25
19 Northern Trust Corp 331.81K (1.05%) 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 (3.25%) 0.00
Increased by 0.00%
Nov 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.02M (3.24%) -2.86K
Decreased by -0.28%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.02M (3.21%) 603.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 911.17K (2.88%) 6.75K
Increased by +0.74%
May 31, 25
5 Vanguard 500 Index Investor 906.07K (2.86%) -5.10K
Decreased by -0.56%
Jun 30, 25
6 Vanguard Small Cap Index 780.38K (2.46%) -27.27K
Decreased by -3.49%
Jun 30, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 655.46K (2.07%) -3.95K
Decreased by -0.60%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 480.13K (1.52%) 5.86K
Increased by +1.22%
Nov 30, 24
9 Vanguard Small Cap Growth Index Inv 437.60K (1.38%) -7.27K
Decreased by -1.66%
Jun 30, 25
10 Fidelity 500 Index 404.65K (1.28%) 671.00
Increased by +0.17%
Jun 30, 25
11 SPDR® S&P 500 ETF 399.13K (1.26%) -5.89K
Decreased by -1.48%
Mar 31, 25
12 SPDR® S&P 500® ETF 392.67K (1.24%) 1.69K
Increased by +0.43%
Jul 31, 25
13 Fisher All World Equity 389.24K (1.23%) 50.87K
Increased by +13.07%
Jun 30, 25
14 SPDR® S&P 500® ETF Trust 388.47K (1.23%) -2.05K
Decreased by -0.53%
Mar 31, 25
15 iShares Core S&P 500 ETF 381.48K (1.20%) 1.75K
Increased by +0.46%
Jul 31, 25
16 American Funds American Balanced A 358.68K (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
17 Touchstone Mid Cap Y 327.32K (1.03%) -16.24K
Decreased by -4.96%
Jun 30, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 260.03K (0.82%) 7.79K
Increased by +3.00%
Nov 30, 24
19 Invesco S&P 500® Equal Weight ETF 256.74K (0.81%) 66.00
Increased by +0.03%
Jul 31, 25
20 Amundi Fds Glb Ecology ESG A EUR C 242.44K (0.77%) 121.22K
Increased by +50.00%
Dec 31, 23