Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.55%
2 CUT 2.88%
3 IVEG 1.93%
4 HCOW 1.19%
5 COWS 1.19%
6 CSB 1.14%
7 KSEA 1.03%
8 PMOM 0.90%
9 LSEQ 0.85%
10 XSLV 0.71%
11 OASC 0.69%
12 FXR 0.68%
13 TERM 0.65%
14 EZY 0.65%
15 CVY 0.63%
16 INAU 0.58%
17 ESIX 0.50%
18 FLOW 0.48%
19 JMID 0.47%
20 SLYV 0.46%

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 (3.55%) 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. 3.79M (2.61%) 1.55M
Increased by +40.89%
Dec 31, 24
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%) 846.88K
Increased by +36.41%
Dec 31, 24
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 1.95M (1.34%) -492.26K
Decreased by -25.28%
Dec 31, 24
20 Northern Trust Corp 1.64M (1.13%) 288.53K
Increased by +17.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.90M (6.12%) 0.00
Increased by 0.00%
Apr 30, 25
2 BlackRock Equity Dividend Instl 6.07M (4.18%) 0.00
Increased by 0.00%
Apr 30, 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 (3.21%) 43.53K
Increased by +0.93%
Apr 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 3.66M (2.52%) 20.71K
Increased by +0.57%
Apr 30, 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%) 7.39K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.54%) 16.37K
Increased by +0.73%
Apr 30, 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 Invesco Small Cap Value A 1.89M (1.30%) 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-D 1.44M (0.99%) 47.10K
Increased by +3.27%
Mar 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 Invesco Value Opportunities A 1.30M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25