Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXN 4.57%
2 GASX 3.91%
3 FCG 3.10%
4 XOP 2.97%
5 PXE 2.81%
6 ZIG 2.80%
7 EWMC 2.77%
8 HCOW 2.27%
9 COWS 2.23%
10 SMAP 2.13%
11 FRAK 2.12%
12 GUSH 2.08%
13 CVRD 1.99%
14 SMCF 1.82%
15 FTIF 1.80%
16 NSCS 1.77%
17 UOP 1.74%
18 ERSX 1.65%
19 FTXN 1.44%
20 GASL 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.68M (12.69%) 1.17M
Increased by +7.95%
Jun 30, 25
2 BlackRock Inc 11.41M (9.86%) -305.69K
Decreased by -2.68%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 6.15M (5.32%) 687.36K
Increased by +11.17%
Jun 30, 25
4 State Street Corporation 5.49M (4.75%) 122.18K
Increased by +2.22%
Mar 31, 24
5 State Street Corp 4.73M (4.09%) 166.87K
Increased by +3.53%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 3.54M (3.06%) 38.95K
Increased by +1.10%
Jun 30, 25
7 LSV Asset Management 3.33M (2.88%) 1.05M
Increased by +31.35%
Jun 30, 25
8 AllianceBernstein L.P. 2.58M (2.23%) -120.28K
Decreased by -4.67%
Mar 31, 25
9 Victory Capital Management Inc. 2.30M (1.99%) -332.90K
Decreased by -14.49%
Mar 31, 25
10 Geode Capital Management, LLC 2.11M (1.83%) 101.76K
Increased by +4.82%
Mar 31, 25
11 Silvercrest Asset Management Group LLC 2.11M (1.83%) -23.27K
Decreased by -1.10%
Mar 31, 25
12 ClearBridge Advisors, LLC 2.10M (1.82%) -146.28K
Decreased by -6.96%
Mar 31, 25
13 Wellington Management Company LLP 1.93M (1.67%) -109.54K
Decreased by -5.66%
Jun 30, 25
14 GW&K Investment Management, LLC 1.75M (1.51%) -16.16K
Decreased by -0.92%
Mar 31, 25
15 Neuberger Berman Group LLC 1.73M (1.49%) -34.10K
Decreased by -1.97%
Jun 30, 24
16 JPMorgan Chase & Co 1.67M (1.44%) -132.46K
Decreased by -7.95%
Mar 31, 25
17 Beck, Mack & Oliver LLC 1.51M (1.31%) 96.56K
Increased by +6.37%
Mar 31, 25
18 Northern Trust Corp 1.49M (1.28%) 13.18K
Increased by +0.89%
Jun 30, 24
19 Citadel Advisors Llc 1.41M (1.22%) -109.19K
Decreased by -7.76%
Sep 30, 24
20 Charles Schwab Investment Management Inc 1.39M (1.20%) -51.77K
Decreased by -3.73%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.79M (3.28%) -6.82K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.62M (3.13%) -8.05K
Decreased by -0.22%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.56M (3.08%) 2.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.75M (2.38%) -89.06K
Decreased by -3.23%
Jun 30, 25
5 iShares Russell 2000 ETF 2.61M (2.25%) 19.80K
Increased by +0.76%
May 30, 24
6 T. Rowe Price Small-Cap Value 2.00M (1.73%) -2.35K
Decreased by -0.12%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.55%) -17.64K
Decreased by -0.98%
Jun 30, 25
8 Vanguard Equity-Income Inv 1.74M (1.50%) 1.27M
Increased by +73.43%
Jun 30, 25
9 Victory Small Cap Value CIT (Net 75) 1.59M (1.37%) 45.00K
Increased by +2.83%
Sep 30, 24
10 Vanguard Small Cap Growth Index Inv 1.55M (1.34%) -19.65K
Decreased by -1.27%
Jun 30, 25
11 DFA US Small Cap Value I 1.42M (1.23%) 113.02K
Increased by +7.96%
Jun 30, 25
12 Victory Sycamore Small Company Opp R 1.31M (1.14%) -55.00K
Decreased by -4.18%
Jun 30, 25
13 JHancock Disciplined Value Glb L/S I 1.21M (1.05%) 1.21M
Increased by +100.00%
Sep 30, 24
14 T. Rowe Price U.S. SC Value Eq Tr-D 1.21M (1.04%) 25.33K
Increased by +2.10%
Jun 30, 25
15 T. Rowe Price Integrated US SmCapGrEq 1.19M (1.03%) 487.70K
Increased by +41.04%
Dec 31, 24
16 T. Rowe Price U.S. SC Value Eq Tr-Z 1.18M (1.02%) -39.98K
Decreased by -3.38%
Mar 31, 25
17 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.15M (1.00%) 7.86K
Increased by +0.68%
Jul 31, 25
18 Fidelity Small Cap Index 1.12M (0.97%) -5.41K
Decreased by -0.48%
Apr 30, 24
19 Vanguard Explorer Inv 1.10M (0.95%) -28.45K
Decreased by -2.59%
Jun 30, 25
20 Fidelity® Small Cap Index 1.09M (0.94%) 29.81K
Increased by +2.73%
Oct 31, 23