Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.49%
2 CUT 2.82%
3 IVEG 1.86%
4 COWS 1.47%
5 HCOW 1.46%
6 SMOT 1.26%
7 LSEQ 1.20%
8 CSB 1.07%
9 KSEA 1.03%
10 PMOM 0.90%
11 XSHD 0.81%
12 BSMC 0.76%
13 XSLV 0.71%
14 TERM 0.65%
15 EZY 0.65%
16 OASC 0.64%
17 CVY 0.63%
18 INAU 0.58%
19 FXR 0.48%
20 ESIX 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.35M (19.50%) -38.34K
Decreased by -0.14%
Mar 31, 25
2 Vanguard Group Inc 18.30M (12.59%) -29.76K
Decreased by -0.16%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 12.55M (8.63%) 228.94K
Increased by +1.82%
Mar 31, 25
4 Harris Associates L.P. 6.37M (4.38%) 435.15K
Increased by +6.84%
Mar 31, 25
5 State Street Corporation 5.17M (3.56%) 85.96K
Increased by +1.66%
Mar 31, 24
6 State Street Corp 5.04M (3.47%) -141.42K
Decreased by -2.81%
Mar 31, 25
7 Amvescap Plc. 3.88M (2.67%) 95.36K
Increased by +2.46%
Mar 31, 25
8 Pacer Advisors, INC. 3.76M (2.59%) -86.75K
Decreased by -2.30%
Dec 31, 24
9 Bank of America Corp 3.71M (2.55%) 262.60K
Increased by +7.07%
Mar 31, 25
10 HHG PLC 3.55M (2.44%) -2.00M
Decreased by -56.35%
Sep 30, 23
11 Victory Capital Management Inc. 2.86M (1.97%) 849.49K
Increased by +29.65%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.75M (1.89%) 832.00K
Increased by +30.24%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.56M (1.76%) 358.97K
Increased by +14.00%
Mar 31, 25
14 Earnest Partners LLC 2.45M (1.69%) 3.37K
Increased by +0.14%
Mar 31, 25
15 Geode Capital Management, LLC 2.44M (1.68%) 140.76K
Increased by +5.77%
Mar 31, 25
16 Swedbank AB 2.33M (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
17 HSBC Holdings PLC 2.26M (1.55%) -1.01M
Decreased by -44.85%
Sep 30, 24
18 Goldman Sachs Group Inc 2.07M (1.43%) 1.51M
Increased by +72.73%
Dec 31, 23
19 Millennium Management LLC 1.82M (1.25%) -131.09K
Decreased by -7.22%
Mar 31, 25
20 Northern Trust Corp 1.80M (1.24%) 161.05K
Increased by +8.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.82M (6.07%) 0.00
Increased by 0.00%
May 31, 25
2 BlackRock Equity Dividend Instl 5.49M (3.78%) -585.31K
Decreased by -10.67%
May 31, 25
3 T. Rowe Price Mid-Cap Growth 4.97M (3.42%) -6.00K
Decreased by -0.12%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 4.97M (3.42%) -8.10K
Decreased by -0.16%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.67M (3.22%) 3.13K
Increased by +0.07%
May 31, 25
6 Pacer US Cash Cows 100 ETF 3.77M (2.59%) 5.56K
Increased by +0.15%
Feb 28, 25
7 Vanguard US Total Market Shares ETF 3.73M (2.57%) -851.70K
Decreased by -22.83%
Sep 30, 24
8 Vanguard Small Cap Index 3.68M (2.53%) 18.85K
Increased by +0.51%
May 31, 25
9 Vanguard Institutional 500 Index Trust 3.51M (2.42%) 12.45K
Increased by +0.35%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 2.37M (1.63%) 489.00
Increased by +0.02%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.56%) 14.80K
Increased by +0.65%
May 31, 25
12 T. Rowe Price US Smlr Cm Eq A USD 2.11M (1.45%) 213.19K
Increased by +10.08%
Apr 30, 25
13 Janus Henderson Enterprise D 2.09M (1.44%) -7.09K
Decreased by -0.34%
Sep 30, 23
14 Janus Inst Mid Cap Growth CF 2.09M (1.44%) -7.09K
Decreased by -0.34%
Sep 30, 23
15 T. Rowe Price US Smlr Coms Eq A 1.91M (1.31%) -209.19K
Decreased by -10.98%
May 31, 25
16 Invesco Small Cap Value A 1.70M (1.17%) -192.30K
Decreased by -11.30%
Apr 30, 25
17 Fidelity 500 Index 1.68M (1.16%) 10.72K
Increased by +0.64%
Nov 30, 23
18 Fidelity® 500 Index 1.68M (1.16%) 10.72K
Increased by +0.64%
Nov 30, 23
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.44M (0.99%) 47.10K
Increased by +3.27%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.44M (0.99%) 47.10K
Increased by +3.27%
Mar 31, 25