Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 6.74%
2 CUT 2.48%
3 IVEG 1.75%
4 COWS 1.07%
5 HCOW 1.05%
6 CSB 0.99%
7 KSEA 0.97%
8 PMOM 0.90%
9 LSEQ 0.85%
10 FXR 0.68%
11 TERM 0.65%
12 EZY 0.65%
13 CVY 0.63%
14 OASC 0.61%
15 INAU 0.58%
16 ESIX 0.56%
17 FLOW 0.48%
18 SLYV 0.41%
19 IJS 0.41%
20 VIOV 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.39M (19.73%) -305.46K
Decreased by -1.08%
Dec 31, 24
2 Vanguard Group Inc 18.33M (12.74%) 2.75M
Increased by +15.03%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 12.32M (8.56%) 1.08M
Increased by +8.78%
Dec 31, 24
4 Harris Associates L.P. 5.93M (4.12%) 143.50K
Increased by +2.42%
Dec 31, 24
5 State Street Corp 5.18M (3.60%) 193.55K
Increased by +3.74%
Dec 31, 24
6 State Street Corporation 5.17M (3.59%) 85.96K
Increased by +1.66%
Mar 31, 24
7 Amvescap Plc. 3.79M (2.63%) 1.55M
Increased by +40.89%
Dec 31, 24
8 Pacer Advisors, INC. 3.76M (2.62%) -86.75K
Decreased by -2.30%
Dec 31, 24
9 HHG PLC 3.55M (2.47%) -2.00M
Decreased by -56.35%
Sep 30, 23
10 Bank of America Corp 3.45M (2.40%) -105.75K
Decreased by -3.06%
Dec 31, 24
11 Earnest Partners LLC 2.45M (1.70%) -103.69K
Decreased by -4.23%
Dec 31, 24
12 Swedbank AB 2.33M (1.62%) 846.88K
Increased by +36.41%
Dec 31, 24
13 Geode Capital Management, LLC 2.30M (1.60%) -1.27K
Decreased by -0.06%
Dec 31, 24
14 HSBC Holdings PLC 2.26M (1.57%) -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 (1.44%) 1.51M
Increased by +72.73%
Dec 31, 23
17 Victory Capital Management Inc. 2.02M (1.40%) 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 9.02M (6.27%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Equity Dividend Instl 6.08M (4.22%) -69.43K
Decreased by -1.14%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Growth Equity 4.98M (3.46%) 148.30K
Increased by +2.98%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 4.98M (3.46%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 4.61M (3.21%) 2.82K
Increased by +0.06%
Feb 28, 25
6 Pacer US Cash Cows 100 ETF 3.77M (2.62%) 5.56K
Increased by +0.15%
Feb 28, 25
7 Vanguard Small Cap Index 3.72M (2.59%) 3.02K
Increased by +0.08%
Feb 28, 25
8 Vanguard Institutional 500 Index Trust 3.51M (2.44%) 12.45K
Increased by +0.35%
Nov 30, 23
9 Vanguard Small Cap Value Index Inv 2.45M (1.70%) -8.90K
Decreased by -0.36%
Feb 28, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.22M (1.54%) 2.99K
Increased by +0.14%
Feb 28, 25
11 Janus Henderson Enterprise D 2.09M (1.45%) -7.09K
Decreased by -0.34%
Sep 30, 23
12 Janus Inst Mid Cap Growth CF 2.09M (1.45%) -7.09K
Decreased by -0.34%
Sep 30, 23
13 T. Rowe Price US Smlr Cm Eq A USD 1.90M (1.32%) 656.00
Increased by +0.03%
Feb 28, 25
14 Invesco Small Cap Value A 1.83M (1.27%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity 500 Index 1.68M (1.17%) 10.72K
Increased by +0.64%
Nov 30, 23
16 Fidelity® 500 Index 1.68M (1.17%) 10.72K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.39M (0.97%) 98.30K
Increased by +7.06%
Dec 31, 24
18 Invesco Value Opportunities A 1.30M (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.28M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
20 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.26M (0.88%) 1.88K
Increased by +0.15%
Mar 31, 25