Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.25%
2 CUT 2.70%
3 IVEG 1.92%
4 COWS 1.16%
5 HCOW 1.11%
6 CSB 1.04%
7 KSEA 1.03%
8 PMOM 0.90%
9 LSEQ 0.85%
10 FXR 0.68%
11 OASC 0.67%
12 TERM 0.65%
13 EZY 0.65%
14 CVY 0.63%
15 INAU 0.58%
16 ESIX 0.49%
17 FLOW 0.48%
18 IJS 0.45%
19 SLYV 0.45%
20 QVMS 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.39M (19.64%) -305.46K
Decreased by -1.08%
Dec 31, 24
2 Vanguard Group Inc 18.33M (12.68%) 2.75M
Increased by +15.03%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 12.32M (8.52%) 1.08M
Increased by +8.78%
Dec 31, 24
4 Harris Associates L.P. 5.93M (4.10%) 143.50K
Increased by +2.42%
Dec 31, 24
5 State Street Corp 5.18M (3.59%) 193.55K
Increased by +3.74%
Dec 31, 24
6 State Street Corporation 5.17M (3.58%) 85.96K
Increased by +1.66%
Mar 31, 24
7 Amvescap Plc. 3.79M (2.62%) 1.55M
Increased by +40.89%
Dec 31, 24
8 Pacer Advisors, INC. 3.76M (2.60%) -86.75K
Decreased by -2.30%
Dec 31, 24
9 HHG PLC 3.55M (2.46%) -2.00M
Decreased by -56.35%
Sep 30, 23
10 Bank of America Corp 3.45M (2.39%) -105.75K
Decreased by -3.06%
Dec 31, 24
11 Earnest Partners LLC 2.45M (1.69%) -103.69K
Decreased by -4.23%
Dec 31, 24
12 Swedbank AB 2.33M (1.61%) 846.88K
Increased by +36.41%
Dec 31, 24
13 Geode Capital Management, LLC 2.30M (1.59%) -1.27K
Decreased by -0.06%
Dec 31, 24
14 HSBC Holdings PLC 2.26M (1.56%) -1.01M
Decreased by -44.85%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.20M (1.53%) 178.59K
Increased by +8.10%
Dec 31, 24
16 Goldman Sachs Group Inc 2.07M (1.43%) 1.51M
Increased by +72.73%
Dec 31, 23
17 Victory Capital Management Inc. 2.02M (1.39%) 920.00K
Increased by +45.65%
Dec 31, 24
18 Millennium Management LLC 1.95M (1.35%) -492.26K
Decreased by -25.28%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.92M (1.33%) -191.40K
Decreased by -9.97%
Dec 31, 24
20 NORGES BANK 1.67M (1.16%) 223.11K
Increased by +13.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.90M (6.16%) 0.00
Increased by 0.00%
Apr 30, 25
2 BlackRock Equity Dividend Instl 6.07M (4.20%) -2.18K
Decreased by -0.04%
Mar 31, 25
3 T. Rowe Price Mid-Cap Growth 4.97M (3.44%) -6.00K
Decreased by -0.12%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 4.97M (3.44%) -8.10K
Decreased by -0.16%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.63M (3.20%) 15.19K
Increased by +0.33%
Mar 31, 25
6 Pacer US Cash Cows 100 ETF 3.77M (2.61%) 5.56K
Increased by +0.15%
Feb 28, 25
7 Vanguard US Total Market Shares ETF 3.73M (2.58%) -851.70K
Decreased by -22.83%
Sep 30, 24
8 Vanguard Small Cap Index 3.64M (2.52%) -80.60K
Decreased by -2.22%
Mar 31, 25
9 Vanguard Institutional 500 Index Trust 3.51M (2.43%) 12.45K
Increased by +0.35%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 2.36M (1.63%) -90.86K
Decreased by -3.85%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.23M (1.54%) 13.57K
Increased by +0.61%
Mar 31, 25
12 Janus Henderson Enterprise D 2.09M (1.45%) -7.09K
Decreased by -0.34%
Sep 30, 23
13 Janus Inst Mid Cap Growth CF 2.09M (1.45%) -7.09K
Decreased by -0.34%
Sep 30, 23
14 T. Rowe Price US Smlr Cm Eq A USD 1.90M (1.32%) -2.63K
Decreased by -0.14%
Mar 31, 25
15 Invesco Small Cap Value A 1.89M (1.31%) 68.35K
Increased by +3.61%
Mar 31, 25
16 Fidelity 500 Index 1.68M (1.16%) 10.72K
Increased by +0.64%
Nov 30, 23
17 Fidelity® 500 Index 1.68M (1.16%) 10.72K
Increased by +0.64%
Nov 30, 23
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.44M (1.00%) 47.10K
Increased by +3.27%
Mar 31, 25
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.39M (0.96%) 98.30K
Increased by +7.06%
Dec 31, 24
20 Invesco Value Opportunities A 1.30M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25