Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.81%
2 PJFM 4.52%
3 UTRN 4.26%
4 PEZ 3.27%
5 BLCV 2.72%
6 BRNY 2.56%
7 RYJ 2.54%
8 BOUT 2.52%
9 BUL 2.13%
10 QDIV 2.04%
11 SPGP 1.95%
12 RCD 1.93%
13 RSPD 1.93%
14 RAYD 1.63%
15 BVAL 1.61%
16 DEMZ 1.52%
17 COWS 1.44%
18 WBIF 1.38%
19 NIXT 1.23%
20 SMCO 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.83M (12.70%) -54.10K
Decreased by -1.12%
Jun 30, 25
2 BlackRock Inc 3.00M (7.88%) 203.27K
Increased by +6.78%
Mar 31, 25
3 State Street Corporation 1.65M (4.33%) -153.06K
Decreased by -9.30%
Mar 31, 24
4 Barrow Hanley Mewhinney & Strauss LLC 1.54M (4.04%) 29.19K
Increased by +1.90%
Sep 30, 23
5 State Street Corp 1.52M (4.00%) -35.60K
Decreased by -2.34%
Mar 31, 25
6 FMR Inc 1.52M (3.99%) 103.14K
Increased by +6.79%
Mar 31, 25
7 Amvescap Plc. 1.51M (3.98%) 275.39K
Increased by +18.20%
Mar 31, 25
8 AQR Capital Management LLC 1.16M (3.04%) 414.27K
Increased by +35.78%
Mar 31, 25
9 Geode Capital Management, LLC 999.10K (2.63%) 30.32K
Increased by +3.03%
Mar 31, 25
10 Pacer Advisors, INC. 974.85K (2.56%) -165.12K
Decreased by -16.94%
Dec 31, 24
11 Boston Partners Global Investors, Inc 958.32K (2.52%) -24.61K
Decreased by -2.57%
Mar 31, 25
12 Victory Capital Management Inc. 932.66K (2.45%) -42.39K
Decreased by -4.55%
Mar 31, 25
13 JPMorgan Chase & Co 890.25K (2.34%) -189.33K
Decreased by -21.27%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 874.73K (2.30%) 49.11K
Increased by +5.61%
Jun 30, 25
15 Holocene Advisors, LP 839.30K (2.21%) 78.01K
Increased by +9.29%
Sep 30, 24
16 Millennium Management LLC 730.02K (1.92%) 517.41K
Increased by +70.88%
Jun 30, 24
17 Ameriprise Financial Inc 719.88K (1.89%) -171.55K
Decreased by -23.83%
Mar 31, 25
18 Qube Research & Technologies 668.47K (1.76%) 118.13K
Increased by +17.67%
Mar 31, 25
19 Jupiter Asset Management Limited 663.33K (1.74%) -15.48K
Decreased by -2.33%
Dec 31, 23
20 Goldman Sachs Group Inc 651.97K (1.71%) -111.11K
Decreased by -17.04%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.20M (3.16%) 52.23K
Increased by +4.35%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.15M (3.02%) -27.13K
Decreased by -2.37%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.13M (2.98%) 7.28K
Increased by +0.64%
May 31, 25
4 Vanguard 500 Index Investor 987.37K (2.60%) -144.53K
Decreased by -14.64%
Jul 31, 25
5 Pacer US Cash Cows 100 ETF 957.02K (2.52%) 1.40K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 886.43K (2.33%) -5.96K
Decreased by -0.67%
Jul 31, 25
7 Sycamore Mid Cap Value Comp 645.00K (1.70%) 623.40K
Increased by +96.65%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 570.42K (1.50%) 1.03K
Increased by +0.18%
Jul 31, 25
9 BlackRock Equity Dividend Instl 562.91K (1.48%) -12.21K
Decreased by -2.17%
Dec 31, 23
10 Fidelity Contrafund 545.73K (1.43%) 33.00
Increased by +0.01%
Jun 30, 25
11 JPM US Value Advantage-MA 537.80K (1.41%) 517.60K
Increased by +96.24%
Sep 30, 23
12 Invesco S&P 500® Equal Weight ETF 528.00K (1.39%) 143.00
Increased by +0.03%
Jul 31, 25
13 JPMorgan Value Advantage L 524.60K (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
14 JPM US Mid Cap Value-Composite 507.35K (1.33%) 68.93K
Increased by +13.59%
Jun 30, 25
15 JPMorgan Mid Cap Value L 507.35K (1.33%) 2.98K
Increased by +0.59%
Jun 30, 25
16 Fidelity 500 Index 505.34K (1.33%) 2.13K
Increased by +0.42%
Jun 30, 25
17 JHancock Disciplined Value Mid Cap I 504.47K (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
18 SPDR® S&P 500 ETF 499.75K (1.31%) -7.90K
Decreased by -1.58%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 486.85K (1.28%) -2.48K
Decreased by -0.51%
Mar 31, 25
20 SPDR® S&P 500® ETF 483.83K (1.27%) 2.05K
Increased by +0.42%
Jul 31, 25