Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PYZ 2.55%
2 XMHQ 2.13%
3 FTDS 2.03%
4 RYJ 1.88%
5 UPGD 1.88%
6 SMIG 1.73%
7 SBM 1.53%
8 SMN 1.53%
9 VAW 1.15%
10 FMAT 1.11%
11 TPHD 1.10%
12 XMLV 1.10%
13 TPHE 1.09%
14 RNMC 1.01%
15 FFND 1.01%
16 FSCS 1.00%
17 RNSC 0.99%
18 FSGS 0.99%
19 PPI 0.95%
20 ROE 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.10M (11.13%) 81.89K
Increased by +0.58%
Dec 31, 24
2 BlackRock Inc 13.46M (10.63%) 568.70K
Increased by +4.22%
Dec 31, 24
3 Aristotle Capital Management LLC 8.99M (7.10%) -159.62K
Decreased by -1.77%
Dec 31, 24
4 State Street Corp 6.44M (5.08%) 233.99K
Increased by +3.63%
Dec 31, 24
5 State Street Corporation 6.02M (4.75%) -382.49K
Decreased by -6.35%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 4.94M (3.90%) 67.59K
Increased by +1.37%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 3.00M (2.37%) 128.85K
Increased by +4.29%
Dec 31, 24
8 Victory Capital Management Inc. 2.92M (2.30%) -109.56K
Decreased by -3.75%
Dec 31, 24
9 Geode Capital Management, LLC 2.74M (2.16%) 79.26K
Increased by +2.90%
Dec 31, 24
10 JPMorgan Chase & Co 2.15M (1.69%) -3.01M
Decreased by -140.14%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 2.05M (1.62%) -405.97K
Decreased by -19.79%
Dec 31, 24
12 Pacer Advisors, INC. 1.95M (1.54%) 1.93M
Increased by +99.02%
Jun 30, 24
13 NORGES BANK 1.54M (1.22%) 20.15K
Increased by +1.30%
Dec 31, 24
14 Amvescap Plc. 1.47M (1.16%) 1.03M
Increased by +70.34%
Dec 31, 24
15 Bank of New York Mellon Corp 1.43M (1.13%) 87.54K
Increased by +6.12%
Dec 31, 24
16 Northern Trust Corp 1.36M (1.07%) 283.23K
Increased by +20.86%
Dec 31, 24
17 Acadian Asset Management LLC 1.34M (1.06%) 209.31K
Increased by +15.56%
Mar 31, 24
18 Bank of America Corp 1.32M (1.04%) -58.58K
Decreased by -4.44%
Dec 31, 24
19 Allspring Global Investments Holdings, LLC 1.24M (0.98%) 35.84K
Increased by +2.89%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.17M (0.92%) 68.07K
Increased by +5.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.16M (3.29%) -13.43K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.08M (3.22%) 14.49K
Increased by +0.36%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 4.07M (3.21%) 2.90K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 3.21M (2.53%) -78.03K
Decreased by -2.43%
Mar 31, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 3.04M (2.40%) 0.00
Increased by 0.00%
Feb 28, 25
6 Vanguard Windsor™ II Inv 2.35M (1.86%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Small Cap Value Index Inv 2.08M (1.64%) -84.48K
Decreased by -4.06%
Mar 31, 25
8 Sycamore Mid Cap Value Comp 2.00M (1.57%) 1.93M
Increased by +96.76%
Mar 31, 25
9 Victory Sycamore Established Value R 2.00M (1.57%) -65.00K
Decreased by -3.26%
Mar 31, 25
10 Pacer US Cash Cows 100 ETF 1.98M (1.56%) 2.72K
Increased by +0.14%
Aug 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.98M (1.56%) 28.55K
Increased by +1.44%
Mar 31, 25
12 JPM US Mid Cap Value-Composite 1.52M (1.20%) -91.50K
Decreased by -6.01%
Jun 30, 24
13 SPDR® S&P Dividend ETF 1.10M (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
14 JPM US Mid Cap Value-MA 1.06M (0.83%) 19.91K
Increased by +1.89%
Mar 31, 25
15 JPMorgan Mid Cap Value L 1.06M (0.83%) 19.91K
Increased by +1.89%
Mar 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 1.03M (0.81%) -13.22K
Decreased by -1.29%
Mar 31, 25
17 Allspring Mid Value SMA 984.30K (0.78%) 984.21K
Increased by +99.99%
Dec 31, 24
18 Allspring Special Mid Cap Value Inst 984.30K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
19 Allspring Special US Mid Cap Value Eq 984.30K (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco S&P MidCap Quality ETF 945.83K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25