Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.99%
2 PEZ 3.64%
3 ADPV 3.60%
4 HCOW 2.90%
5 GDIV 2.81%
6 COWS 2.77%
7 EMOT 2.56%
8 SRHQ 2.27%
9 DSMC 2.24%
10 FCFY 2.20%
11 SMRI 2.15%
12 SPDV 2.14%
13 RSPD 2.13%
14 RCD 2.13%
15 SFLO 2.02%
16 SCAP 2.00%
17 BUL 1.98%
18 FCUS 1.98%
19 QDIV 1.80%
20 SPGP 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.46M (13.78%) -2.42M
Decreased by -8.49%
Dec 31, 24
2 BlackRock Inc 14.86M (7.19%) 462.90K
Increased by +3.12%
Dec 31, 24
3 FMR Inc 13.35M (6.46%) -2.57M
Decreased by -19.27%
Dec 31, 24
4 Morgan Stanley - Brokerage Accounts 10.38M (5.02%) 7.88M
Increased by +75.95%
Dec 31, 24
5 State Street Corporation 9.11M (4.41%) -560.95K
Decreased by -6.16%
Mar 31, 24
6 State Street Corp 8.72M (4.22%) 476.92K
Increased by +5.47%
Dec 31, 24
7 JPMorgan Chase & Co 8.61M (4.17%) 96.83K
Increased by +1.13%
Sep 30, 24
8 Ameriprise Financial Inc 8.09M (3.92%) 370.78K
Increased by +4.58%
Dec 31, 24
9 Charles Schwab Investment Management Inc 8.00M (3.87%) 382.86K
Increased by +4.79%
Dec 31, 24
10 Bank of America Corp 7.01M (3.39%) 5.20M
Increased by +74.21%
Dec 31, 24
11 Victory Capital Management Inc. 6.82M (3.30%) 305.66K
Increased by +4.48%
Sep 30, 23
12 Geode Capital Management, LLC 5.77M (2.79%) 176.72K
Increased by +3.07%
Dec 31, 24
13 Pacer Advisors, INC. 4.53M (2.19%) -1.55M
Decreased by -34.19%
Dec 31, 24
14 NORGES BANK 4.29M (2.08%) 2.13M
Increased by +49.74%
Jun 30, 24
15 AllianceBernstein L.P. 4.14M (2.00%) 546.50K
Increased by +13.21%
Dec 31, 24
16 Westfield Capital Management Company, L.P. 3.60M (1.74%) 1.91M
Increased by +52.87%
Dec 31, 24
17 Amvescap Plc. 3.44M (1.67%) -1.40M
Decreased by -40.70%
Dec 31, 24
18 AQR Capital Management LLC 3.39M (1.64%) 1.89M
Increased by +55.78%
Sep 30, 24
19 Franklin Resources Inc 3.14M (1.52%) -2.81M
Decreased by -89.38%
Mar 31, 24
20 Ninety One UK Limited 3.12M (1.51%) -2.55M
Decreased by -81.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.28M (3.52%) 5.40K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.56M (3.17%) -790.61K
Decreased by -12.05%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 6.05M (2.93%) 5.00K
Increased by +0.08%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 5.75M (2.78%) -710.23K
Decreased by -12.35%
Mar 31, 25
5 Vanguard Small Cap Index 5.17M (2.50%) -783.85K
Decreased by -15.17%
Mar 31, 25
6 Victory Sycamore Established Value R 4.78M (2.31%) 660.00K
Increased by +13.81%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 3.35M (1.62%) -569.64K
Decreased by -17.01%
Mar 31, 25
8 Franklin Mutual Shares Z 2.76M (1.34%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Equity-Income Inv 2.75M (1.33%) -128.98K
Decreased by -4.69%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 2.71M (1.31%) 6.12K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.70M (1.31%) 17.19K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 2.60M (1.26%) -321.41K
Decreased by -12.38%
Mar 31, 25
13 SPDR® S&P 500 ETF 2.58M (1.25%) -367.63K
Decreased by -14.28%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.51M (1.22%) 2.07K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 2.51M (1.21%) -13.18K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 2.45M (1.19%) -2.56K
Decreased by -0.10%
Apr 30, 25
17 JPM US Mid Cap Value-MA 2.42M (1.17%) 2.41M
Increased by +99.59%
Sep 30, 23
18 JPMorgan Mid Cap Value L 2.38M (1.15%) -45.73K
Decreased by -1.92%
Dec 31, 23
19 Invesco S&P 500® Equal Weight ETF 1.96M (0.95%) -6.34K
Decreased by -0.32%
Apr 30, 25
20 JPM US Mid Cap Value-Composite 1.90M (0.92%) -20.81K
Decreased by -1.10%
Jun 30, 24