Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 8.10%
2 CUT 4.29%
3 HCOW 1.87%
4 COWS 1.86%
5 IVEG 1.77%
6 SMOT 1.76%
7 EPSV 1.53%
8 CSB 1.29%
9 XSHD 1.22%
10 EPMB 1.21%
11 KSEA 1.03%
12 BSMC 1.01%
13 EPMV 1.00%
14 PMOM 0.90%
15 LSEQ 0.74%
16 XSLV 0.71%
17 OASC 0.70%
18 ESIX 0.66%
19 TERM 0.65%
20 EZY 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.79M (19.80%) 441.15K
Increased by +1.53%
Jun 30, 25
2 Vanguard Group Inc 18.59M (12.78%) 290.92K
Increased by +1.56%
Jun 30, 25
3 T. Rowe Price Investment Management,Inc. 11.12M (7.65%) -1.42M
Decreased by -12.79%
Jun 30, 25
4 Harris Associates L.P. 5.34M (3.67%) -1.02M
Decreased by -19.19%
Jun 30, 25
5 State Street Corporation 5.17M (3.55%) 85.96K
Increased by +1.66%
Mar 31, 24
6 State Street Corp 5.02M (3.45%) -23.45K
Decreased by -0.47%
Jun 30, 25
7 Bank of America Corp 4.22M (2.90%) 507.07K
Increased by +12.01%
Jun 30, 25
8 Pacer Advisors, INC. 3.76M (2.59%) -86.75K
Decreased by -2.30%
Dec 31, 24
9 Amvescap Plc. 3.61M (2.48%) -274.51K
Decreased by -7.60%
Jun 30, 25
10 HHG PLC 3.55M (2.44%) -2.00M
Decreased by -56.35%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.76M (1.90%) 198.74K
Increased by +7.19%
Jun 30, 25
12 Victory Capital Management Inc. 2.74M (1.88%) -123.78K
Decreased by -4.52%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.64M (1.82%) -108.41K
Decreased by -4.10%
Jun 30, 25
14 Millennium Management LLC 2.59M (1.78%) 769.61K
Increased by +29.77%
Jun 30, 25
15 Swedbank AB 2.55M (1.76%) 226.93K
Increased by +8.89%
Jun 30, 25
16 Earnest Partners LLC 2.47M (1.70%) 16.19K
Increased by +0.66%
Jun 30, 25
17 Geode Capital Management, LLC 2.45M (1.69%) 12.91K
Increased by +0.53%
Jun 30, 25
18 Alberta Investment Management Corp 2.29M (1.57%) 691.20K
Increased by +30.22%
Jun 30, 25
19 HSBC Holdings PLC 2.26M (1.55%) -1.01M
Decreased by -44.85%
Sep 30, 24
20 Goldman Sachs Group Inc 2.07M (1.43%) 1.51M
Increased by +72.73%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.77M (6.03%) 0.00
Increased by 0.00%
Aug 31, 25
2 BlackRock Equity Dividend Instl 5.47M (3.76%) -14.33K
Decreased by -0.26%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.59M (3.16%) -96.78K
Decreased by -2.11%
Jul 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 4.50M (3.10%) -465.76K
Decreased by -10.34%
Jun 30, 25
5 Pacer US Cash Cows 100 ETF 3.77M (2.59%) 5.56K
Increased by +0.15%
Feb 28, 25
6 Vanguard US Total Market Shares ETF 3.73M (2.57%) -851.70K
Decreased by -22.83%
Sep 30, 24
7 T. Rowe Price Mid-Cap Growth 3.64M (2.51%) -861.24K
Decreased by -23.64%
Jul 31, 25
8 Vanguard Small Cap Index 3.57M (2.46%) -24.19K
Decreased by -0.68%
Jul 31, 25
9 Vanguard Institutional 500 Index Trust 3.51M (2.41%) 12.45K
Increased by +0.35%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 2.30M (1.58%) 6.72K
Increased by +0.29%
Jul 31, 25
11 Invesco Small Cap Value A 2.12M (1.45%) 356.47K
Increased by +16.85%
Jul 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 Fidelity 500 Index 1.68M (1.16%) 10.72K
Increased by +0.64%
Nov 30, 23
16 Fidelity® 500 Index 1.68M (1.16%) 10.72K
Increased by +0.64%
Nov 30, 23
17 Invesco Value Opportunities A 1.58M (1.09%) 321.33K
Increased by +20.31%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.09%) -683.10K
Decreased by -43.19%
Jul 31, 25
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.44M (0.99%) 47.10K
Increased by +3.27%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.43M (0.99%) -5.51K
Decreased by -0.38%
Jun 30, 25