Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.43%
2 CUT 2.88%
3 IVEG 1.77%
4 HCOW 1.46%
5 COWS 1.45%
6 SMOT 1.29%
7 EPSV 1.15%
8 CSB 1.08%
9 KSEA 1.03%
10 PMOM 0.90%
11 XSHD 0.85%
12 BSMC 0.77%
13 LSEQ 0.74%
14 XSLV 0.71%
15 EPMV 0.69%
16 TERM 0.65%
17 EZY 0.65%
18 CVY 0.63%
19 OASC 0.62%
20 INAU 0.58%

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 18.59M (12.79%) 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 5.04M (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 Dimensional Fund Advisors, Inc. 2.76M (1.90%) 198.74K
Increased by +7.19%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.75M (1.89%) 832.00K
Increased by +30.24%
Mar 31, 25
14 Swedbank AB 2.55M (1.76%) 226.93K
Increased by +8.89%
Jun 30, 25
15 Earnest Partners LLC 2.45M (1.69%) 3.37K
Increased by +0.14%
Mar 31, 25
16 Geode Capital Management, LLC 2.44M (1.68%) 140.76K
Increased by +5.77%
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 Fuller & Thaler Asset Management Inc 2.00M (1.38%) 2.00M
Increased by +100.00%
Jun 30, 25
20 Millennium Management LLC 1.82M (1.25%) -131.09K
Decreased by -7.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.79M (6.04%) 0.00
Increased by 0.00%
Jul 31, 25
2 BlackRock Equity Dividend Instl 5.49M (3.77%) 0.00
Increased by 0.00%
Jun 30, 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 Mid-Cap Growth 4.50M (3.10%) -363.96K
Decreased by -8.08%
Jun 30, 25
5 T. Rowe Price US Mid-Cap Growth Equity 4.50M (3.10%) -465.76K
Decreased by -10.34%
Jun 30, 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 3.57M (2.46%) -24.19K
Decreased by -0.68%
Jul 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 2.30M (1.58%) 6.72K
Increased by +0.29%
Jul 31, 25
11 T. Rowe Price US Smlr Cm Eq A USD 2.11M (1.45%) 213.19K
Increased by +10.08%
Apr 30, 25
12 Janus Henderson Enterprise D 2.09M (1.44%) -7.09K
Decreased by -0.34%
Sep 30, 23
13 Janus Inst Mid Cap Growth CF 2.09M (1.44%) -7.09K
Decreased by -0.34%
Sep 30, 23
14 Invesco Small Cap Value A 1.76M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
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 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.09%) -683.10K
Decreased by -43.19%
Jul 31, 25
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.44M (0.99%) 47.10K
Increased by +3.27%
Mar 31, 25
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.43M (0.99%) -5.51K
Decreased by -0.38%
Jun 30, 25
20 T. Rowe Price US Smlr Coms Eq A 1.32M (0.91%) -582.31K
Decreased by -44.01%
Jun 30, 25