Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PYZ 2.56%
2 XMHQ 2.18%
3 UPGD 1.87%
4 RYJ 1.87%
5 FTDS 1.82%
6 SMIG 1.71%
7 SBM 1.53%
8 SMN 1.53%
9 SMAP 1.34%
10 VAW 1.15%
11 FMAT 1.10%
12 XMLV 1.09%
13 FFND 1.02%
14 ROE 0.97%
15 RNSC 0.96%
16 FSGS 0.96%
17 PPI 0.95%
18 TPHD 0.91%
19 RNMC 0.91%
20 FSCS 0.91%

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 4.20M (3.31%) 7.33K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.06M (3.21%) 5.96K
Increased by +0.15%
Feb 28, 25
3 Vanguard Small Cap Index 3.29M (2.59%) 2.69K
Increased by +0.08%
Feb 28, 25
4 Eaton Vance Atlanta Capital SMID-Cap I 3.04M (2.40%) 0.00
Increased by 0.00%
Jan 31, 25
5 Vanguard Windsor™ II Inv 2.35M (1.86%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.16M (1.71%) -7.32K
Decreased by -0.34%
Feb 28, 25
7 Victory Sycamore Established Value R 2.06M (1.63%) -40.00K
Decreased by -1.94%
Dec 31, 24
8 Pacer US Cash Cows 100 ETF 1.98M (1.56%) 2.72K
Increased by +0.14%
Aug 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.54%) -637.00
Decreased by -0.03%
Feb 28, 25
10 JPM US Mid Cap Value-Composite 1.52M (1.20%) -91.50K
Decreased by -6.01%
Jun 30, 24
11 Invesco S&P MidCap Quality ETF 1.08M (0.85%) -1.47K
Decreased by -0.14%
Mar 31, 25
12 SPDR® S&P Dividend ETF 1.07M (0.84%) -2.89K
Decreased by -0.27%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.04M (0.82%) 9.88K
Increased by +0.95%
Feb 28, 25
14 JPM US Mid Cap Value-MA 1.04M (0.82%) -304.42K
Decreased by -29.38%
Dec 31, 24
15 JPMorgan Mid Cap Value L 1.04M (0.82%) 0.00
Increased by 0.00%
Feb 28, 25
16 T. Rowe Price US Mid-Cap Growth Equity 996.60K (0.79%) -196.10K
Decreased by -19.68%
Dec 31, 24
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%
Feb 28, 25
19 Allspring Special US Mid Cap Value Eq 984.30K (0.78%) 0.00
Increased by 0.00%
Dec 31, 24
20 T. Rowe Price Mid-Cap Growth 874.60K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25