Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PJFM 5.11%
2 KLXY 4.64%
3 UTRN 4.26%
4 PEZ 3.59%
5 BRNY 2.78%
6 BLCV 2.72%
7 RYJ 2.54%
8 BOUT 2.52%
9 BUL 2.30%
10 RCD 2.13%
11 RSPD 2.13%
12 QMOM 2.07%
13 QDIV 2.04%
14 SPGP 1.95%
15 DEMZ 1.74%
16 RAYD 1.63%
17 BVAL 1.61%
18 FXD 1.53%
19 COWS 1.44%
20 SMCO 1.38%

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 3.56M (9.36%) 567.11K
Increased by +15.92%
Jun 30, 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 (3.99%) -3.52K
Decreased by -0.23%
Jun 30, 25
6 FMR Inc 1.49M (3.92%) -25.22K
Decreased by -1.69%
Jun 30, 25
7 Geode Capital Management, LLC 1.01M (2.67%) 15.79K
Increased by +1.56%
Jun 30, 25
8 JPMorgan Chase & Co 1.01M (2.65%) 117.49K
Increased by +11.66%
Jun 30, 25
9 Pacer Advisors, INC. 974.85K (2.56%) -165.12K
Decreased by -16.94%
Dec 31, 24
10 Amvescap Plc. 955.00K (2.51%) -557.90K
Decreased by -58.42%
Jun 30, 25
11 Squarepoint Ops LLC 929.08K (2.44%) 396.66K
Increased by +42.69%
Jun 30, 25
12 T. Rowe Price Associates, Inc. 874.73K (2.30%) 49.11K
Increased by +5.61%
Jun 30, 25
13 Qube Research & Technologies 843.32K (2.22%) 174.85K
Increased by +20.73%
Jun 30, 25
14 Holocene Advisors, LP 839.30K (2.21%) 78.01K
Increased by +9.29%
Sep 30, 24
15 AQR Capital Management LLC 825.65K (2.17%) -332.21K
Decreased by -40.24%
Jun 30, 25
16 Victory Capital Management Inc. 770.01K (2.02%) -162.65K
Decreased by -21.12%
Jun 30, 25
17 Ameriprise Financial Inc 756.20K (1.99%) 36.33K
Increased by +4.80%
Jun 30, 25
18 Millennium Management LLC 730.02K (1.92%) 517.41K
Increased by +70.88%
Jun 30, 24
19 Boston Partners Global Investors, Inc 700.78K (1.84%) -257.54K
Decreased by -36.75%
Jun 30, 25
20 Jupiter Asset Management Limited 663.33K (1.74%) -15.48K
Decreased by -2.33%
Dec 31, 23

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 (3.01%) -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 (2.59%) -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 JPM US Value Advantage-MA 537.80K (1.41%) 517.60K
Increased by +96.24%
Sep 30, 23
11 Invesco S&P 500® Equal Weight ETF 528.45K (1.39%) 754.00
Increased by +0.14%
Aug 29, 25
12 JPMorgan Value Advantage L 524.60K (1.38%) 0.00
Increased by 0.00%
Nov 30, 23
13 JPM US Mid Cap Value-Composite 507.35K (1.33%) 68.93K
Increased by +13.59%
Jun 30, 25
14 Fidelity 500 Index 505.56K (1.33%) 218.00
Increased by +0.04%
Jul 31, 25
15 JHancock Disciplined Value Mid Cap I 504.47K (1.33%) 0.00
Increased by 0.00%
Jul 31, 25
16 SPDR® S&P 500 ETF 499.75K (1.31%) -7.90K
Decreased by -1.58%
Mar 31, 25
17 Fidelity Contrafund 487.72K (1.28%) -58.02K
Decreased by -11.90%
Jul 31, 25
18 SPDR® S&P 500® ETF Trust 486.85K (1.28%) -2.48K
Decreased by -0.51%
Mar 31, 25
19 iShares Core S&P 500 ETF 480.44K (1.26%) 0.00
Increased by 0.00%
Aug 31, 25
20 SPDR® S&P 500® ETF 477.78K (1.26%) 5.82K
Increased by +1.22%
Aug 31, 25