Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SNSR 5.61%
2 FTXL 4.32%
3 FCFY 4.29%
4 FMDG 4.26%
5 UTRN 4.05%
6 LOUP 2.86%
7 XSD 2.74%
8 VFLO 2.49%
9 FTDS 2.32%
10 PSI 2.21%
11 SMRI 2.18%
12 SDOG 2.13%
13 PEY 2.12%
14 IDAT 2.09%
15 FDIV 2.01%
16 TUSA 1.90%
17 FXL 1.79%
18 MOTO 1.77%
19 GBGR 1.75%
20 FIVG 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.34M (13.62%) 562.78K
Increased by +2.77%
Dec 31, 24
2 BlackRock Inc 16.91M (11.32%) 878.94K
Increased by +5.20%
Dec 31, 24
3 State Street Corp 7.88M (5.28%) 150.39K
Increased by +1.91%
Dec 31, 24
4 State Street Corporation 7.77M (5.21%) 67.33K
Increased by +0.87%
Mar 31, 24
5 Pzena Investment Management, LLC 5.63M (3.77%) 1.54M
Increased by +27.29%
Dec 31, 24
6 Vulcan Value Partners, LLC 5.29M (3.54%) 1.19M
Increased by +22.58%
Dec 31, 24
7 Charles Schwab Investment Management Inc 5.10M (3.41%) 267.34K
Increased by +5.24%
Dec 31, 24
8 Pacer Advisors, INC. 4.44M (2.98%) 1.08M
Increased by +24.38%
Dec 31, 24
9 Geode Capital Management, LLC 4.21M (2.82%) 63.22K
Increased by +1.50%
Dec 31, 24
10 JPMorgan Chase & Co 4.19M (2.81%) 501.86K
Increased by +11.98%
Sep 30, 24
11 Barrow Hanley Mewhinney & Strauss LLC 3.61M (2.42%) -48.14K
Decreased by -1.33%
Mar 31, 24
12 Fidelity International Ltd 3.50M (2.35%) 10.66K
Increased by +0.30%
Dec 31, 24
13 Victory Capital Management Inc. 3.28M (2.20%) -1.10M
Decreased by -33.53%
Jun 30, 24
14 Amvescap Plc. 3.16M (2.12%) 462.26K
Increased by +14.62%
Dec 31, 24
15 Wellington Management Company LLP 2.77M (1.85%) 497.57K
Increased by +17.99%
Dec 31, 24
16 NORGES BANK 2.58M (1.73%) 246.50K
Increased by +9.56%
Dec 31, 24
17 FMR Inc 2.50M (1.67%) -195.32K
Decreased by -7.82%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.35M (1.58%) -361.75K
Decreased by -15.37%
Dec 31, 24
19 Northern Trust Corp 2.31M (1.55%) 303.78K
Increased by +13.17%
Dec 31, 24
20 Barclays PLC 1.93M (1.30%) 949.41K
Increased by +49.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.09M (3.41%) 34.34K
Increased by +0.68%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 5.04M (3.37%) -47.82K
Decreased by -0.95%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 4.52M (3.03%) 783.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 4.47M (2.99%) 34.53K
Increased by +0.77%
Mar 31, 25
5 Pacer US Cash Cows 100 ETF 4.37M (2.93%) 6.46K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 4.01M (2.69%) 1.97M
Increased by +49.14%
Mar 31, 25
7 Vanguard Windsor Investor Shares 3.67M (2.46%) -35.52K
Decreased by -0.97%
Mar 31, 25
8 iShares Select Dividend ETF 3.30M (2.21%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity Global Technology A-Dis-EUR 3.09M (2.07%) -4.45K
Decreased by -0.14%
Mar 31, 25
10 iShares Semiconductor ETF 2.66M (1.78%) -4.54K
Decreased by -0.17%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 2.60M (1.74%) 1.26M
Increased by +48.31%
Mar 31, 25
12 Vulcan Value Partners Focus 2.36M (1.58%) 724.97K
Increased by +30.73%
Dec 31, 24
13 Victory Sycamore Established Value R 2.08M (1.40%) -660.00K
Decreased by -31.65%
Jun 30, 24
14 Invesco S&P 500® Equal Weight ETF 2.07M (1.39%) -6.75K
Decreased by -0.33%
Apr 30, 25
15 Fidelity 500 Index 2.02M (1.35%) 16.32K
Increased by +0.81%
Mar 31, 25
16 Pzena Large Cap Value 2.01M (1.35%) 0.00
Increased by 0.00%
Mar 31, 25
17 SPDR® S&P 500 ETF 1.99M (1.33%) -29.14K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.94M (1.30%) 1.60K
Increased by +0.08%
Apr 30, 25
19 SPDR® S&P 500® ETF Trust 1.94M (1.30%) -10.15K
Decreased by -0.52%
Mar 31, 25
20 iShares Core S&P 500 ETF 1.90M (1.28%) -2.00K
Decreased by -0.10%
Apr 30, 25