Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 5.51%
2 XME 4.75%
3 FXZ 4.02%
4 PYZ 3.53%
5 MNM 3.46%
6 SMLL 3.45%
7 KONG 2.96%
8 BCUS 2.94%
9 IYM 2.93%
10 COWS 2.72%
11 RISN 2.71%
12 WBIE 2.45%
13 FTIF 2.25%
14 XMHQ 2.12%
15 UPGR 2.10%
16 SMRI 2.05%
17 BUL 1.90%
18 XMMO 1.79%
19 GRPM 1.73%
20 DSMC 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.43M (12.30%) -96.73K
Decreased by -1.50%
Dec 31, 24
2 BlackRock Inc 5.72M (10.93%) -172.34K
Decreased by -3.01%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 3.71M (7.09%) 319.58K
Increased by +8.61%
Dec 31, 24
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%) -9.62K
Decreased by -0.39%
Dec 31, 24
6 Wellington Management Company LLP 1.48M (2.83%) 138.87K
Increased by +9.39%
Dec 31, 24
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 Dimensional Fund Advisors, Inc. 988.23K (1.89%) -104.72K
Decreased by -10.60%
Dec 31, 24
10 Geode Capital Management, LLC 942.44K (1.80%) -25.91K
Decreased by -2.75%
Dec 31, 24
11 Pacer Advisors, INC. 816.47K (1.56%) 803.73K
Increased by +98.44%
Dec 31, 24
12 Amvescap Plc. 781.29K (1.49%) -186.96K
Decreased by -23.93%
Sep 30, 24
13 Yacktman Asset Management Co 763.18K (1.46%) -93.91K
Decreased by -12.31%
Mar 31, 25
14 Principal Financial Group Inc 725.54K (1.39%) -145.00
Decreased by -0.02%
Mar 31, 25
15 Boston Partners Global Investors, Inc 716.28K (1.37%) 50.53K
Increased by +7.05%
Dec 31, 24
16 Royal London Asset Management Ltd 693.47K (1.33%) -36.02K
Decreased by -5.19%
Dec 31, 24
17 NORGES BANK 691.73K (1.32%) -26.06K
Decreased by -3.77%
Dec 31, 24
18 Victory Capital Management Inc. 647.23K (1.24%) -237.25K
Decreased by -36.66%
Sep 30, 23
19 T. Rowe Price Investment Management,Inc. 633.58K (1.21%) 121.08K
Increased by +19.11%
Dec 31, 24
20 Northern Trust Corp 597.35K (1.14%) 147.08K
Increased by +24.62%
Dec 31, 24

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 1.71M (3.28%) 4.60K
Increased by +0.27%
Mar 31, 25
4 Vanguard Small Cap Index 1.35M (2.58%) -31.24K
Decreased by -2.31%
Mar 31, 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 875.56K (1.67%) -34.59K
Decreased by -3.95%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 833.61K (1.59%) 11.92K
Increased by +1.43%
Mar 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 752.24K (1.44%) 156.48K
Increased by +20.80%
Feb 28, 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 SPDR® S&P MIDCAP 400 ETF Trust 432.12K (0.83%) -5.12K
Decreased by -1.19%
Mar 31, 25
17 Vanguard Equity-Income Inv 429.59K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
18 Principal Equity Income A 405.13K (0.77%) -28.86K
Decreased by -7.12%
Mar 31, 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