Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SNSR 5.19%
2 FMDG 4.26%
3 UTRN 4.05%
4 FCFY 3.90%
5 FTXL 3.47%
6 LOUP 2.86%
7 VFLO 2.49%
8 XSD 2.48%
9 TDV 2.46%
10 FTDS 2.32%
11 PSI 2.27%
12 SMRI 2.18%
13 FDIV 2.01%
14 AIEQ 1.95%
15 TUSA 1.90%
16 SDOG 1.88%
17 IDAT 1.82%
18 SPDV 1.76%
19 GBGR 1.75%
20 CALF 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.74M (13.90%) 397.64K
Increased by +1.92%
Mar 31, 25
2 BlackRock Inc 19.96M (13.38%) 3.05M
Increased by +15.29%
Mar 31, 25
3 State Street Corporation 7.77M (5.21%) 67.33K
Increased by +0.87%
Mar 31, 24
4 State Street Corp 7.76M (5.21%) -119.64K
Decreased by -1.54%
Mar 31, 25
5 Pzena Investment Management, LLC 7.76M (5.20%) 2.13M
Increased by +27.47%
Mar 31, 25
6 Charles Schwab Investment Management Inc 5.51M (3.69%) 408.58K
Increased by +7.42%
Mar 31, 25
7 Pacer Advisors, INC. 4.44M (2.98%) 1.08M
Increased by +24.38%
Dec 31, 24
8 Geode Capital Management, LLC 4.29M (2.88%) 88.09K
Increased by +2.05%
Mar 31, 25
9 JPMorgan Chase & Co 4.19M (2.81%) 501.86K
Increased by +11.98%
Sep 30, 24
10 Amvescap Plc. 4.14M (2.78%) 979.96K
Increased by +23.66%
Mar 31, 25
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%) 140.00
Increased by +0.00%
Mar 31, 25
13 Victory Capital Management Inc. 3.28M (2.20%) -1.10M
Decreased by -33.53%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 2.86M (1.92%) 503.84K
Increased by +17.63%
Mar 31, 25
15 Wellington Management Company LLP 2.72M (1.82%) -45.36K
Decreased by -1.67%
Mar 31, 25
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 Northern Trust Corp 2.49M (1.67%) 179.66K
Increased by +7.22%
Mar 31, 25
19 Barclays PLC 2.05M (1.38%) 871.21K
Increased by +42.47%
Mar 31, 25
20 UBS Group AG 1.87M (1.25%) 905.04K
Increased by +48.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.04M (3.38%) -47.82K
Decreased by -0.95%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.82M (3.23%) -342.67K
Decreased by -7.11%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 4.57M (3.07%) 35.29K
Increased by +0.77%
May 31, 25
4 Pacer US Cash Cows 100 ETF 4.37M (2.93%) 6.46K
Increased by +0.15%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 4.27M (2.86%) -729.00
Decreased by -0.02%
Jul 31, 25
6 Vanguard 500 Index Investor 4.26M (2.86%) -312.83K
Decreased by -7.34%
Jun 30, 25
7 Vanguard Small Cap Index 3.67M (2.46%) -385.97K
Decreased by -10.52%
Jun 30, 25
8 iShares Select Dividend ETF 3.29M (2.21%) 0.00
Increased by 0.00%
Jul 30, 25
9 Fidelity Global Technology A-Dis-EUR 3.07M (2.06%) -8.44K
Decreased by -0.27%
Jun 30, 25
10 iShares Semiconductor ETF 2.62M (1.76%) 7.09K
Increased by +0.27%
Jul 30, 25
11 Pzena Large Cap Value 2.44M (1.64%) 432.94K
Increased by +17.72%
Jun 30, 25
12 Vanguard Windsor Investor Shares 2.44M (1.64%) -1.23M
Decreased by -50.39%
Jun 30, 25
13 Vulcan Value Partners Focus 2.36M (1.58%) 724.97K
Increased by +30.73%
Dec 31, 24
14 Vanguard Small Cap Value Index Inv 2.34M (1.57%) -265.77K
Decreased by -11.35%
Jun 30, 25
15 Victory Sycamore Established Value R 2.08M (1.40%) -660.00K
Decreased by -31.65%
Jun 30, 24
16 SPDR® S&P 500 ETF 1.99M (1.34%) -29.14K
Decreased by -1.46%
Mar 31, 25
17 Invesco S&P 500® Equal Weight ETF 1.94M (1.30%) 539.00
Increased by +0.03%
Jul 31, 25
18 SPDR® S&P 500® ETF Trust 1.94M (1.30%) -10.15K
Decreased by -0.52%
Mar 31, 25
19 Fidelity 500 Index 1.90M (1.28%) -125.95K
Decreased by -6.62%
Jun 30, 25
20 SPDR® S&P 500 ETF Trust 1.89M (1.27%) 4.28K
Increased by +0.23%
Apr 30, 24