Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 7.38%
2 CUT 3.95%
3 ARB 2.37%
4 EVNT 2.01%
5 IVEG 1.77%
6 COWS 1.57%
7 EPSV 1.53%
8 HCOW 1.51%
9 XSHD 1.22%
10 EPMB 1.21%
11 CSB 1.20%
12 KSEA 1.03%
13 FDLS 0.97%
14 EPMV 0.92%
15 BSMC 0.91%
16 PMOM 0.90%
17 SMOT 0.84%
18 XSLV 0.71%
19 OASC 0.70%
20 LSEQ 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.79M (19.69%) 441.15K
Increased by +1.53%
Jun 30, 25
2 Vanguard Group Inc 18.59M (12.72%) 290.92K
Increased by +1.56%
Jun 30, 25
3 T. Rowe Price Investment Management,Inc. 11.12M (7.61%) -1.42M
Decreased by -12.79%
Jun 30, 25
4 Harris Associates L.P. 5.34M (3.65%) -1.02M
Decreased by -19.19%
Jun 30, 25
5 State Street Corporation 5.17M (3.53%) 85.96K
Increased by +1.66%
Mar 31, 24
6 State Street Corp 5.02M (3.43%) -23.45K
Decreased by -0.47%
Jun 30, 25
7 Bank of America Corp 4.22M (2.89%) 507.07K
Increased by +12.01%
Jun 30, 25
8 Pacer Advisors, INC. 3.76M (2.57%) -86.75K
Decreased by -2.30%
Dec 31, 24
9 Amvescap Plc. 3.61M (2.47%) -274.51K
Decreased by -7.60%
Jun 30, 25
10 HHG PLC 3.55M (2.43%) -2.00M
Decreased by -56.35%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 2.76M (1.89%) 198.74K
Increased by +7.19%
Jun 30, 25
12 Victory Capital Management Inc. 2.74M (1.87%) -123.78K
Decreased by -4.52%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.64M (1.81%) -108.41K
Decreased by -4.10%
Jun 30, 25
14 Millennium Management LLC 2.59M (1.77%) 769.61K
Increased by +29.77%
Jun 30, 25
15 Swedbank AB 2.55M (1.75%) 226.93K
Increased by +8.89%
Jun 30, 25
16 Earnest Partners LLC 2.47M (1.69%) 16.19K
Increased by +0.66%
Jun 30, 25
17 Geode Capital Management, LLC 2.45M (1.68%) 12.91K
Increased by +0.53%
Jun 30, 25
18 Alberta Investment Management Corp 2.29M (1.56%) 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 (1.42%) 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 (6.00%) 0.00
Increased by 0.00%
Aug 31, 25
2 BlackRock Equity Dividend Instl 5.47M (3.74%) -14.33K
Decreased by -0.26%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.59M (3.14%) -96.78K
Decreased by -2.11%
Jul 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 4.50M (3.08%) -465.76K
Decreased by -10.34%
Jun 30, 25
5 Pacer US Cash Cows 100 ETF 3.77M (2.58%) 5.56K
Increased by +0.15%
Feb 28, 25
6 Vanguard US Total Market Shares ETF 3.73M (2.55%) -851.70K
Decreased by -22.83%
Sep 30, 24
7 T. Rowe Price Mid-Cap Growth 3.64M (2.49%) -861.24K
Decreased by -23.64%
Jul 31, 25
8 Vanguard Small Cap Index 3.57M (2.44%) -24.19K
Decreased by -0.68%
Jul 31, 25
9 Vanguard Institutional 500 Index Trust 3.51M (2.40%) 12.45K
Increased by +0.35%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 2.30M (1.57%) 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 (1.43%) -7.09K
Decreased by -0.34%
Sep 30, 23
14 Janus Inst Mid Cap Growth CF 2.09M (1.43%) -7.09K
Decreased by -0.34%
Sep 30, 23
15 Fidelity 500 Index 1.68M (1.15%) 10.72K
Increased by +0.64%
Nov 30, 23
16 Fidelity® 500 Index 1.68M (1.15%) 10.72K
Increased by +0.64%
Nov 30, 23
17 Invesco Value Opportunities A 1.58M (1.08%) 321.33K
Increased by +20.31%
Jul 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 1.58M (1.08%) -683.10K
Decreased by -43.19%
Jul 31, 25
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.44M (0.98%) 47.10K
Increased by +3.27%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.43M (0.98%) -5.51K
Decreased by -0.38%
Jun 30, 25