Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 5.14%
2 ADPV 4.30%
3 PEZ 4.07%
4 WLDR 3.57%
5 GDIV 3.43%
6 MVFD 3.39%
7 CNAV 3.14%
8 HCOW 3.01%
9 COWS 2.97%
10 RJMG 2.96%
11 BUL 2.73%
12 SPDV 2.59%
13 EMOT 2.44%
14 RCD 2.34%
15 RSPD 2.29%
16 SMRI 2.27%
17 SRHQ 2.27%
18 DSMC 2.24%
19 XVOL 2.24%
20 FCFY 2.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.30M (12.24%) -3.17M
Decreased by -12.51%
Mar 31, 25
2 BlackRock Inc 13.85M (6.70%) -1.01M
Decreased by -7.30%
Mar 31, 25
3 FMR Inc 9.61M (4.65%) -3.74M
Decreased by -38.88%
Mar 31, 25
4 Bank of America Corp 9.32M (4.51%) 2.30M
Increased by +24.73%
Mar 31, 25
5 State Street Corporation 9.11M (4.41%) -560.95K
Decreased by -6.16%
Mar 31, 24
6 JPMorgan Chase & Co 8.61M (4.16%) 96.83K
Increased by +1.13%
Sep 30, 24
7 Charles Schwab Investment Management Inc 8.00M (3.87%) 382.86K
Increased by +4.79%
Dec 31, 24
8 State Street Corp 7.80M (3.77%) -925.39K
Decreased by -11.87%
Mar 31, 25
9 Victory Capital Management Inc. 6.82M (3.30%) 305.66K
Increased by +4.48%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 6.43M (3.11%) -3.95M
Decreased by -61.37%
Mar 31, 25
11 Geode Capital Management, LLC 5.34M (2.58%) -423.52K
Decreased by -7.93%
Mar 31, 25
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 5.00M (2.42%) 4.72M
Increased by +94.29%
Mar 31, 25
13 SRS Investment Management, LLC 4.74M (2.29%) 4.74M
Increased by +100.00%
Mar 31, 25
14 Pacer Advisors, INC. 4.53M (2.19%) -1.55M
Decreased by -34.19%
Dec 31, 24
15 NORGES BANK 4.29M (2.07%) 2.13M
Increased by +49.74%
Jun 30, 24
16 AllianceBernstein L.P. 4.14M (2.00%) 546.50K
Increased by +13.21%
Dec 31, 24
17 Ameriprise Financial Inc 3.69M (1.79%) -4.40M
Decreased by -119.12%
Mar 31, 25
18 Westfield Capital Management Company, L.P. 3.60M (1.74%) -3.60K
Decreased by -0.10%
Mar 31, 25
19 Qube Research & Technologies 3.37M (1.63%) 1.36M
Increased by +40.29%
Mar 31, 25
20 Amvescap Plc. 3.36M (1.63%) -84.52K
Decreased by -2.52%
Mar 31, 25

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 6.65M (3.22%) 3.99K
Increased by +0.06%
May 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 5.89M (2.85%) 43.08K
Increased by +0.73%
May 31, 25
5 Vanguard Small Cap Index 5.22M (2.53%) 24.13K
Increased by +0.46%
May 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 3.36M (1.62%) -2.86K
Decreased by -0.09%
May 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%) 3.21K
Increased by +0.12%
Apr 30, 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 Trust 2.51M (1.21%) -13.18K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.48M (1.20%) -11.01K
Decreased by -0.44%
May 31, 25
16 JPM US Mid Cap Value-MA 2.42M (1.17%) 2.41M
Increased by +99.59%
Sep 30, 23
17 iShares Core S&P 500 ETF 2.40M (1.16%) 0.00
Increased by 0.00%
May 31, 25
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 1.92M (0.93%) 6.53K
Increased by +0.34%
May 30, 25
20 JPM US Mid Cap Value-Composite 1.90M (0.92%) -20.81K
Decreased by -1.10%
Jun 30, 24