Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SNSR 4.85%
2 FMDG 4.26%
3 UTRN 4.05%
4 FCFY 3.65%
5 LOUP 2.86%
6 FTXL 2.80%
7 VFLO 2.49%
8 XSD 2.40%
9 FTDS 2.32%
10 TDV 2.31%
11 SMRI 2.18%
12 AIEQ 2.10%
13 FDIV 2.06%
14 PSI 2.00%
15 IDAT 1.91%
16 TUSA 1.90%
17 OUSM 1.78%
18 GBGR 1.75%
19 SDOG 1.71%
20 SSG 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.76M (13.36%) -983.52K
Decreased by -4.98%
Jun 30, 25
2 BlackRock Inc 17.37M (11.75%) -2.59M
Decreased by -14.91%
Jun 30, 25
3 Pzena Investment Management, LLC 12.21M (8.26%) 4.44M
Increased by +36.41%
Jun 30, 25
4 State Street Corporation 7.77M (5.26%) 67.33K
Increased by +0.87%
Mar 31, 24
5 State Street Corp 6.70M (4.53%) -1.06M
Decreased by -15.88%
Jun 30, 25
6 Charles Schwab Investment Management Inc 5.34M (3.61%) -169.22K
Decreased by -3.17%
Jun 30, 25
7 Amvescap Plc. 4.21M (2.85%) 71.24K
Increased by +1.69%
Jun 30, 25
8 JPMorgan Chase & Co 4.19M (2.83%) 501.86K
Increased by +11.98%
Sep 30, 24
9 Geode Capital Management, LLC 4.11M (2.78%) -180.32K
Decreased by -4.38%
Jun 30, 25
10 Barrow Hanley Mewhinney & Strauss LLC 3.61M (2.44%) -48.14K
Decreased by -1.33%
Mar 31, 24
11 Fidelity International Ltd 3.49M (2.36%) -17.50K
Decreased by -0.50%
Jun 30, 25
12 Victory Capital Management Inc. 3.28M (2.22%) -1.10M
Decreased by -33.53%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 2.74M (1.86%) 1.13M
Increased by +41.26%
Jun 30, 25
14 Wellington Management Company LLP 2.72M (1.84%) -45.36K
Decreased by -1.67%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.70M (1.83%) -157.46K
Decreased by -5.83%
Jun 30, 25
16 FMR Inc 2.50M (1.69%) -195.32K
Decreased by -7.82%
Dec 31, 24
17 Barclays PLC 2.31M (1.56%) 257.05K
Increased by +11.14%
Jun 30, 25
18 Northern Trust Corp 2.31M (1.56%) -181.83K
Decreased by -7.89%
Jun 30, 25
19 Rafferty Asset Management, LLC 2.02M (1.37%) 693.38K
Increased by +34.25%
Jun 30, 25
20 Bank of America Corp 2.02M (1.37%) 517.34K
Increased by +25.62%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.04M (3.41%) -47.82K
Decreased by -0.95%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.71M (3.19%) -111.11K
Decreased by -2.36%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 4.57M (3.09%) 35.29K
Increased by +0.77%
May 31, 25
4 Pacer US Cash Cows 100 ETF 4.37M (2.96%) 6.46K
Increased by +0.15%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 4.27M (2.89%) 902.00
Increased by +0.02%
Aug 30, 25
6 Vanguard 500 Index Investor 3.72M (2.51%) -544.21K
Decreased by -14.64%
Jul 31, 25
7 Vanguard Small Cap Index 3.64M (2.47%) -24.46K
Decreased by -0.67%
Jul 31, 25
8 iShares Select Dividend ETF 3.28M (2.22%) 0.00
Increased by 0.00%
Aug 31, 25
9 Fidelity Global Technology A-Dis-EUR 3.07M (2.08%) 5.89K
Increased by +0.19%
Jul 31, 25
10 iShares Semiconductor ETF 2.53M (1.71%) 0.00
Increased by 0.00%
Aug 31, 25
11 Pzena Large Cap Value 2.44M (1.65%) 0.00
Increased by 0.00%
Aug 31, 25
12 Vanguard Windsor Investor Shares 2.44M (1.65%) -1.23M
Decreased by -50.39%
Jun 30, 25
13 Vulcan Value Partners Focus 2.36M (1.60%) 724.97K
Increased by +30.73%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 2.34M (1.58%) -2.06K
Decreased by -0.09%
Jul 31, 25
15 Victory Sycamore Established Value R 2.08M (1.41%) -660.00K
Decreased by -31.65%
Jun 30, 24
16 SPDR® S&P 500 ETF 1.99M (1.35%) -29.14K
Decreased by -1.46%
Mar 31, 25
17 Invesco S&P 500® Equal Weight ETF 1.94M (1.31%) 2.84K
Increased by +0.15%
Aug 29, 25
18 SPDR® S&P 500® ETF Trust 1.94M (1.31%) -10.15K
Decreased by -0.52%
Mar 31, 25
19 Fidelity 500 Index 1.90M (1.29%) 816.00
Increased by +0.04%
Jul 31, 25
20 SPDR® S&P 500 ETF Trust 1.89M (1.28%) 4.28K
Increased by +0.23%
Apr 30, 24