Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 KMID 3.60%
3 GRNR 3.49%
4 MID 3.48%
5 XHB 3.46%
6 ITB 3.15%
7 XMMO 2.80%
8 UPGD 2.28%
9 NAIL 2.01%
10 PRN 1.93%
11 NUMG 1.90%
12 CCSO 1.89%
13 UPGR 1.67%
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 1.22%

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 3.01M (9.49%) 193.12K
Increased by +6.42%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 1.57M (4.94%) 56.66K
Increased by +3.62%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 1.40M (4.43%) 72.64K
Increased by +5.18%
Jun 30, 25
5 State Street Corp 1.39M (4.39%) 19.64K
Increased by +1.41%
Jun 30, 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 1.11M (3.52%) -17.05K
Decreased by -1.53%
Jun 30, 25
8 MATHER GROUP, INC. 1.07M (3.36%) -1.00
Decreased by -0.00%
Jun 30, 25
9 Geode Capital Management, LLC 937.71K (2.96%) -60.90K
Decreased by -6.49%
Jun 30, 25
10 Amvescap Plc. 600.96K (1.90%) 21.65K
Increased by +3.60%
Jun 30, 25
11 Fisher Asset Management, LLC 585.00K (1.85%) 46.73K
Increased by +7.99%
Jun 30, 25
12 Citadel Advisors Llc 566.71K (1.79%) 104.81K
Increased by +18.49%
Jun 30, 25
13 Balyasny Asset Management LLC 480.21K (1.52%) -53.69K
Decreased by -11.18%
Sep 30, 23
14 NORGES BANK 474.18K (1.50%) -139.66K
Decreased by -29.45%
Jun 30, 25
15 Beacon Pointe Advisors, LLC 421.95K (1.33%) -3.05K
Decreased by -0.72%
Jun 30, 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 Jacobs Levy Equity Management, Inc. 332.56K (1.05%) 23.77K
Increased by +7.15%
Jun 30, 25
20 Northern Trust Corp 321.04K (1.01%) -10.77K
Decreased by -3.35%
Jun 30, 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 US Total Market Shares ETF 1.02M (3.21%) 603.00
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.00M (3.17%) -21.40K
Decreased by -2.13%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 911.17K (2.88%) 6.75K
Increased by +0.74%
May 31, 25
5 Vanguard 500 Index Investor 790.49K (2.50%) -115.58K
Decreased by -14.62%
Jul 31, 25
6 Vanguard Small Cap Index 775.31K (2.45%) -5.06K
Decreased by -0.65%
Jul 31, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 609.29K (1.92%) -46.18K
Decreased by -7.58%
Jul 31, 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 436.71K (1.38%) -893.00
Decreased by -0.20%
Jul 31, 25
10 Fidelity 500 Index 404.83K (1.28%) 174.00
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 399.13K (1.26%) -5.89K
Decreased by -1.48%
Mar 31, 25
12 Fisher All World Equity 389.24K (1.23%) 50.87K
Increased by +13.07%
Jun 30, 25
13 SPDR® S&P 500® ETF Trust 388.47K (1.23%) -2.05K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 387.67K (1.22%) 4.81K
Increased by +1.24%
Aug 31, 25
15 iShares Core S&P 500 ETF 384.33K (1.21%) 0.00
Increased by 0.00%
Aug 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 256.85K (0.81%) 348.00
Increased by +0.14%
Aug 29, 25
20 Amundi Fds Glb Ecology ESG A EUR C 242.44K (0.77%) 121.22K
Increased by +50.00%
Dec 31, 23