Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SNSR 5.40%
2 FMDG 4.26%
3 FTXL 4.24%
4 UTRN 4.05%
5 FCFY 3.85%
6 XSD 2.96%
7 LOUP 2.86%
8 VFLO 2.49%
9 FTDS 2.32%
10 PSI 2.21%
11 SMRI 2.18%
12 FDIV 2.01%
13 IDAT 1.95%
14 TUSA 1.90%
15 SDOG 1.77%
16 PEY 1.76%
17 GBGR 1.75%
18 MOTO 1.69%
19 FXL 1.69%
20 SSG 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.34M (12.72%) 562.78K
Increased by +2.77%
Dec 31, 24
2 BlackRock Inc 16.91M (10.58%) 878.94K
Increased by +5.20%
Dec 31, 24
3 State Street Corp 7.88M (4.93%) 150.39K
Increased by +1.91%
Dec 31, 24
4 State Street Corporation 7.77M (4.86%) 67.33K
Increased by +0.87%
Mar 31, 24
5 Pzena Investment Management, LLC 5.63M (3.52%) 1.54M
Increased by +27.29%
Dec 31, 24
6 Vulcan Value Partners, LLC 5.29M (3.31%) 1.19M
Increased by +22.58%
Dec 31, 24
7 Charles Schwab Investment Management Inc 5.10M (3.19%) 267.34K
Increased by +5.24%
Dec 31, 24
8 Pacer Advisors, INC. 4.44M (2.78%) 1.08M
Increased by +24.38%
Dec 31, 24
9 Geode Capital Management, LLC 4.21M (2.63%) 63.22K
Increased by +1.50%
Dec 31, 24
10 JPMorgan Chase & Co 4.19M (2.62%) 501.86K
Increased by +11.98%
Sep 30, 24
11 Barrow Hanley Mewhinney & Strauss LLC 3.61M (2.26%) -48.14K
Decreased by -1.33%
Mar 31, 24
12 Fidelity International Ltd 3.50M (2.19%) 10.66K
Increased by +0.30%
Dec 31, 24
13 Victory Capital Management Inc. 3.28M (2.05%) -1.10M
Decreased by -33.53%
Jun 30, 24
14 Amvescap Plc. 3.16M (1.98%) 462.26K
Increased by +14.62%
Dec 31, 24
15 Wellington Management Company LLP 2.77M (1.73%) 497.57K
Increased by +17.99%
Dec 31, 24
16 NORGES BANK 2.58M (1.61%) 246.50K
Increased by +9.56%
Dec 31, 24
17 FMR Inc 2.50M (1.56%) -195.32K
Decreased by -7.82%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.35M (1.47%) -361.75K
Decreased by -15.37%
Dec 31, 24
19 Northern Trust Corp 2.31M (1.44%) 303.78K
Increased by +13.17%
Dec 31, 24
20 Barclays PLC 1.93M (1.21%) 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 5.05M (3.16%) 29.03K
Increased by +0.57%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 5.04M (3.15%) -47.82K
Decreased by -0.95%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.43M (2.77%) 34.51K
Increased by +0.78%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 4.41M (2.76%) 3.48K
Increased by +0.08%
Mar 29, 25
5 Pacer US Cash Cows 100 ETF 4.37M (2.74%) 6.46K
Increased by +0.15%
Feb 28, 25
6 Vanguard Windsor Investor Shares 3.71M (2.32%) 750.36K
Increased by +20.22%
Dec 31, 24
7 iShares Select Dividend ETF 3.31M (2.07%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Global Technology A-Dis-EUR 3.09M (1.93%) -22.00
Decreased by -0.00%
Feb 28, 25
9 iShares Semiconductor ETF 2.61M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vulcan Value Partners Focus 2.36M (1.48%) 724.97K
Increased by +30.73%
Dec 31, 24
11 Invesco S&P 500® Equal Weight ETF 2.10M (1.31%) 4.45K
Increased by +0.21%
Mar 31, 25
12 Victory Sycamore Established Value R 2.08M (1.30%) -660.00K
Decreased by -31.65%
Jun 30, 24
13 Vanguard Small Cap Index 2.04M (1.28%) 1.66K
Increased by +0.08%
Feb 28, 25
14 Pzena Large Cap Value 2.01M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity 500 Index 2.00M (1.25%) 8.91K
Increased by +0.45%
Feb 28, 25
16 SPDR® S&P 500 ETF 1.99M (1.25%) -29.14K
Decreased by -1.46%
Mar 31, 25
17 iShares Core S&P 500 ETF 1.96M (1.23%) 5.70K
Increased by +0.29%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.94M (1.21%) -10.15K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.92M (1.20%) -32.15K
Decreased by -1.68%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 1.89M (1.18%) 4.28K
Increased by +0.23%
Apr 30, 24