Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 4.49%
2 BCUS 4.08%
3 XME 3.83%
4 MNM 3.46%
5 SMLL 3.21%
6 PYZ 3.07%
7 KONG 2.82%
8 COWS 2.72%
9 RISN 2.71%
10 WBIE 2.45%
11 IYM 2.31%
12 FTIF 2.25%
13 FXZ 2.19%
14 XMHQ 2.12%
15 SMRI 2.05%
16 UPGR 1.97%
17 BUL 1.90%
18 XMMO 1.79%
19 LYLD 1.78%
20 GRPM 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.16M (11.78%) -181.66K
Decreased by -2.95%
Jun 30, 25
2 BlackRock Inc 5.80M (11.10%) 86.03K
Increased by +1.48%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 3.32M (6.35%) 94.33K
Increased by +2.84%
Jun 30, 25
4 State Street Corporation 2.57M (4.91%) -43.60K
Decreased by -1.70%
Mar 31, 24
5 State Street Corp 2.50M (4.78%) -564.00
Decreased by -0.02%
Mar 31, 25
6 First Trust Advisors L.P. 1.38M (2.65%) 185.87K
Increased by +13.44%
Dec 31, 24
7 Wellington Management Company LLP 1.37M (2.61%) -84.20K
Decreased by -6.17%
Jun 30, 25
8 Franklin Resources Inc 1.09M (2.09%) 26.55K
Increased by +2.43%
Jun 30, 25
9 Acadian Asset Management LLC 1.07M (2.05%) 184.51K
Increased by +17.21%
Mar 31, 24
10 Boston Partners Global Investors, Inc 1.02M (1.96%) 305.62K
Increased by +29.91%
Mar 31, 25
11 Geode Capital Management, LLC 987.32K (1.89%) 44.88K
Increased by +4.55%
Mar 31, 25
12 Pacer Advisors, INC. 816.47K (1.56%) 803.73K
Increased by +98.44%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 799.42K (1.53%) -77.19K
Decreased by -9.66%
Jun 30, 25
14 Amvescap Plc. 781.29K (1.49%) -186.96K
Decreased by -23.93%
Sep 30, 24
15 Yacktman Asset Management Co 748.37K (1.43%) -14.81K
Decreased by -1.98%
Jun 30, 25
16 Principal Financial Group Inc 724.99K (1.39%) -549.00
Decreased by -0.08%
Jun 30, 25
17 Royal London Asset Management Ltd 675.76K (1.29%) -17.71K
Decreased by -2.62%
Mar 31, 25
18 NORGES BANK 661.80K (1.27%) -29.92K
Decreased by -4.52%
Jun 30, 25
19 Victory Capital Management Inc. 647.23K (1.24%) -237.25K
Decreased by -36.66%
Sep 30, 23
20 American Century Companies Inc 626.89K (1.20%) 38.01K
Increased by +6.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.74M (3.34%) -79.02K
Decreased by -4.53%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.71M (3.28%) -3.08K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.69M (3.24%) -48.77K
Decreased by -2.88%
Jun 30, 25
4 Vanguard Small Cap Index 1.28M (2.46%) -80.05K
Decreased by -6.23%
Jun 30, 25
5 T. Rowe Price New Horizons 1.03M (1.97%) -5.13K
Decreased by -0.50%
Jun 30, 25
6 US Small-Cap Growth II Equity Comp 1.03M (1.97%) -18.84K
Decreased by -1.83%
Jun 30, 25
7 First Trust Rising Dividend Achiev ETF 1.01M (1.93%) 1.80K
Increased by +0.18%
Feb 27, 25
8 Vanguard Small Cap Value Index Inv 819.90K (1.57%) -57.67K
Decreased by -7.03%
Jun 30, 25
9 Pacer US Cash Cows 100 ETF 809.44K (1.55%) 1.20K
Increased by +0.15%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 809.04K (1.55%) -35.93K
Decreased by -4.44%
Jun 30, 25
11 JHancock Disciplined Value Mid Cap I 717.61K (1.37%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Windsor Investor Shares 644.63K (1.23%) -4.79K
Decreased by -0.74%
Jun 30, 25
13 AMG Yacktman I 510.00K (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
14 Invesco S&P MidCap Quality ETF 471.13K (0.90%) 1.52K
Increased by +0.32%
Nov 29, 24
15 Franklin Mutual Shares Z 446.53K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Equity-Income Inv 429.59K (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 412.90K (0.79%) -4.95K
Decreased by -1.20%
Jun 30, 25
18 Principal Equity Income A 403.05K (0.77%) -2.07K
Decreased by -0.51%
Jun 30, 25
19 T. Rowe Price Real Assets Tr I-Z 402.05K (0.77%) 16.67K
Increased by +4.15%
Dec 31, 24
20 Victory Sycamore Established Value R 360.00K (0.69%) -170.00K
Decreased by -47.22%
Sep 30, 23