Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 4.54%
2 XME 4.11%
3 MNM 3.46%
4 SMLL 3.33%
5 PYZ 3.19%
6 KONG 2.80%
7 COWS 2.72%
8 RISN 2.71%
9 BCUS 2.53%
10 WBIE 2.45%
11 IYM 2.38%
12 FXZ 2.29%
13 FTIF 2.25%
14 XMHQ 2.12%
15 SMRI 2.05%
16 UPGR 1.91%
17 BUL 1.90%
18 LYLD 1.84%
19 XMMO 1.79%
20 GRPM 1.76%

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 (2.03%) 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 Vanguard US Total Market Shares ETF 1.74M (3.33%) -79.02K
Decreased by -4.53%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.74M (3.33%) 992.00
Increased by +0.06%
May 31, 25
3 iShares Core S&P Mid-Cap ETF 1.71M (3.28%) 896.00
Increased by +0.05%
Jun 30, 25
4 Vanguard Small Cap Index 1.37M (2.61%) 6.29K
Increased by +0.46%
May 31, 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 877.57K (1.68%) -757.00
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 844.97K (1.62%) 6.98K
Increased by +0.83%
May 31, 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 717.61K (1.37%) -14.99K
Decreased by -2.09%
May 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%) 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%
Mar 31, 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