Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 5.41%
2 XME 4.62%
3 BCUS 4.04%
4 FXZ 4.02%
5 SMLL 3.56%
6 PYZ 3.50%
7 MNM 3.46%
8 KONG 3.07%
9 IYM 2.93%
10 COWS 2.72%
11 RISN 2.71%
12 WBIE 2.45%
13 FTIF 2.34%
14 UPGR 2.25%
15 XMHQ 2.12%
16 SMRI 2.05%
17 BUL 1.90%
18 XMMO 1.79%
19 GRPM 1.77%
20 DSMC 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.34M (12.12%) -92.52K
Decreased by -1.46%
Mar 31, 25
2 BlackRock Inc 5.80M (11.10%) 86.03K
Increased by +1.48%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 3.23M (6.17%) -484.27K
Decreased by -15.01%
Mar 31, 25
4 State Street Corporation 2.57M (4.91%) -43.60K
Decreased by -1.70%
Mar 31, 24
5 State Street Corp 2.50M (4.77%) -564.00
Decreased by -0.02%
Mar 31, 25
6 Wellington Management Company LLP 1.45M (2.77%) -30.19K
Decreased by -2.08%
Mar 31, 25
7 First Trust Advisors L.P. 1.38M (2.64%) 185.87K
Increased by +13.44%
Dec 31, 24
8 Acadian Asset Management LLC 1.07M (2.05%) 184.51K
Increased by +17.21%
Mar 31, 24
9 Franklin Resources Inc 1.06M (2.04%) 918.49K
Increased by +86.31%
Mar 31, 25
10 Boston Partners Global Investors, Inc 1.02M (1.95%) 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 Dimensional Fund Advisors, Inc. 876.61K (1.68%) -111.62K
Decreased by -12.73%
Mar 31, 25
13 Pacer Advisors, INC. 816.47K (1.56%) 803.73K
Increased by +98.44%
Dec 31, 24
14 Amvescap Plc. 781.29K (1.49%) -186.96K
Decreased by -23.93%
Sep 30, 24
15 Yacktman Asset Management Co 763.18K (1.46%) -93.91K
Decreased by -12.31%
Mar 31, 25
16 Principal Financial Group Inc 725.54K (1.39%) -145.00
Decreased by -0.02%
Mar 31, 25
17 NORGES BANK 691.73K (1.32%) -26.06K
Decreased by -3.77%
Dec 31, 24
18 Royal London Asset Management Ltd 675.76K (1.29%) -17.71K
Decreased by -2.62%
Mar 31, 25
19 Victory Capital Management Inc. 647.23K (1.24%) -237.25K
Decreased by -36.66%
Sep 30, 23
20 T. Rowe Price Investment Management,Inc. 641.05K (1.23%) 7.47K
Increased by +1.17%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.75M (3.35%) -5.65K
Decreased by -0.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.74M (3.33%) -79.02K
Decreased by -4.53%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.74M (3.33%) 23.83K
Increased by +1.37%
Apr 30, 25
4 Vanguard Small Cap Index 1.36M (2.60%) 8.23K
Increased by +0.61%
Apr 30, 25
5 T. Rowe Price New Horizons 1.05M (2.01%) -14.20K
Decreased by -1.35%
Mar 31, 25
6 US Small-Cap Growth II Equity Comp 1.05M (2.01%) 81.92K
Increased by +7.80%
Mar 31, 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 878.33K (1.68%) 2.77K
Increased by +0.32%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 837.99K (1.60%) 4.38K
Increased by +0.52%
Apr 30, 25
10 Pacer US Cash Cows 100 ETF 809.44K (1.55%) 1.20K
Increased by +0.15%
Feb 28, 25
11 JHancock Disciplined Value Mid Cap I 732.61K (1.40%) -19.64K
Decreased by -2.68%
Mar 31, 25
12 Vanguard Windsor Investor Shares 649.42K (1.24%) -17.05K
Decreased by -2.63%
Mar 31, 25
13 AMG Yacktman I 510.00K (0.98%) -10.00K
Decreased by -1.96%
Mar 31, 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%) 63.46K
Increased by +14.21%
Mar 31, 25
16 Vanguard Equity-Income Inv 429.59K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 427.36K (0.82%) -4.75K
Decreased by -1.11%
Apr 30, 25
18 Principal Equity Income A 405.13K (0.77%) 0.00
Increased by 0.00%
Apr 30, 25
19 T. Rowe Price Real Assets Tr I-D 402.05K (0.77%) 16.67K
Increased by +4.15%
Dec 31, 24
20 T. Rowe Price Real Assets Tr I-Z 402.05K (0.77%) 16.67K
Increased by +4.15%
Dec 31, 24