Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.95%
2 UTRN 4.26%
3 PEZ 3.82%
4 BCUS 3.24%
5 BLCV 2.72%
6 PJFM 2.69%
7 ARWG 2.60%
8 RYJ 2.54%
9 CNAV 2.50%
10 RCD 2.41%
11 RSPD 2.41%
12 BUL 2.30%
13 QGRO 2.23%
14 QDIV 2.04%
15 FTGS 2.03%
16 FGSI 2.02%
17 QMOM 1.90%
18 RAYD 1.63%
19 BVAL 1.61%
20 OASC 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.74M (12.74%) -91.19K
Decreased by -1.93%
Dec 31, 25
2 BlackRock Inc 2.83M (7.61%) -73.40K
Decreased by -2.59%
Mar 31, 26
3 Vanguard Capital Management, LLC 2.45M (6.58%) 2.45M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.95M (5.25%) 1.95M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 1.72M (4.62%) 264.92K
Increased by +15.42%
Mar 31, 26
6 State Street Corporation 1.65M (4.43%) -153.06K
Decreased by -9.30%
Mar 31, 24
7 Barrow Hanley Mewhinney & Strauss LLC 1.54M (4.14%) 29.19K
Increased by +1.90%
Sep 30, 23
8 State Street Corp 1.43M (3.83%) -19.72K
Decreased by -1.38%
Mar 31, 26
9 Amvescap Plc. 1.41M (3.79%) 84.64K
Increased by +6.01%
Mar 31, 26
10 Geode Capital Management, LLC 1.15M (3.10%) 102.54K
Increased by +8.89%
Mar 31, 26
11 AQR Capital Management LLC 1.10M (2.96%) 218.30K
Increased by +19.85%
Mar 31, 26
12 Pacer Advisors, INC. 974.85K (2.62%) -165.12K
Decreased by -16.94%
Dec 31, 24
13 Squarepoint Ops LLC 929.08K (2.50%) 396.66K
Increased by +42.69%
Jun 30, 25
14 Two Sigma Investments LLC 896.72K (2.41%) 332.78K
Increased by +37.11%
Mar 31, 26
15 Holocene Advisors, LP 839.30K (2.26%) 78.01K
Increased by +9.29%
Sep 30, 24
16 The Goldman Sachs Group Inc 839.03K (2.26%) -55.99K
Decreased by -6.67%
Mar 31, 26
17 JPMorgan Chase & Co 796.84K (2.14%) 89.30K
Increased by +11.21%
Mar 31, 26
18 Victory Capital Management Inc. 770.01K (2.07%) -162.65K
Decreased by -21.12%
Jun 30, 25
19 Qube Research & Technologies 734.89K (1.98%) -164.55K
Decreased by -22.39%
Mar 31, 26
20 Millennium Management LLC 730.02K (1.96%) 517.41K
Increased by +70.88%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.20M (3.23%) 52.23K
Increased by +4.35%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.17M (3.14%) 5.17K
Increased by +0.44%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 1.13M (3.05%) 7.28K
Increased by +0.64%
May 31, 25
4 Vanguard 500 Index Investor 1.00M (2.70%) 17.78K
Increased by +1.77%
Apr 30, 26
5 Pacer US Cash Cows 100 ETF 957.02K (2.57%) 1.40K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 846.18K (2.28%) -1.51K
Decreased by -0.18%
Apr 30, 26
7 Sycamore Mid Cap Value Comp 645.00K (1.73%) 623.40K
Increased by +96.65%
Mar 31, 25
8 BlackRock Equity Dividend Instl 562.91K (1.51%) -12.21K
Decreased by -2.17%
Dec 31, 23
9 JPM US Value Advantage-MA 537.80K (1.45%) 517.60K
Increased by +96.24%
Sep 30, 23
10 JPMorgan Value Advantage L 524.60K (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Core S&P 500 ETF 509.55K (1.37%) 1.59K
Increased by +0.31%
May 29, 26
12 SPDR® S&P 500 ETF 499.75K (1.34%) -7.90K
Decreased by -1.58%
Mar 31, 25
13 Invesco S&P 500® Equal Weight ETF 496.11K (1.33%) 984.00
Increased by +0.20%
May 29, 26
14 Fidelity 500 Index 495.36K (1.33%) 1.70K
Increased by +0.34%
Apr 30, 26
15 SPDR® S&P 500® ETF Trust 486.85K (1.31%) -2.48K
Decreased by -0.51%
Mar 31, 25
16 SPDR® S&P 500® ETF 477.78K (1.29%) 5.82K
Increased by +1.22%
Aug 31, 25
17 JHancock Disciplined Value Mid Cap I 474.73K (1.28%) 0.00
Increased by 0.00%
Apr 30, 26
18 SPDR® S&P 500 ETF Trust 469.66K (1.26%) 1.03K
Increased by +0.22%
Apr 30, 24
19 State Street® SPDR® S&P 500® ETF 466.16K (1.25%) 484.00
Increased by +0.10%
May 31, 26
20 Victory Sycamore Established Value R 460.00K (1.24%) -185.00K
Decreased by -40.22%
Jun 30, 25