Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 4.47%
2 ADPV 4.22%
3 PEZ 3.83%
4 MVFD 3.39%
5 CNAV 3.19%
6 FMTM 3.17%
7 FCUS 3.04%
8 HCOW 2.89%
9 COWS 2.84%
10 SPDV 2.81%
11 BUL 2.51%
12 SMRI 2.49%
13 EMOT 2.47%
14 RJMG 2.45%
15 GDIV 2.38%
16 XVOL 2.33%
17 SRHQ 2.27%
18 WLDR 2.25%
19 DSMC 2.24%
20 FCFY 2.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.90M (12.72%) 606.69K
Increased by +2.34%
Jun 30, 25
2 BlackRock Inc 16.85M (8.28%) 3.01M
Increased by +17.83%
Jun 30, 25
3 FMR Inc 11.12M (5.46%) 1.51M
Increased by +13.56%
Jun 30, 25
4 State Street Corporation 9.11M (4.47%) -560.95K
Decreased by -6.16%
Mar 31, 24
5 JPMorgan Chase & Co 8.61M (4.23%) 96.83K
Increased by +1.13%
Sep 30, 24
6 State Street Corp 7.74M (3.80%) -61.24K
Decreased by -0.79%
Jun 30, 25
7 Victory Capital Management Inc. 6.82M (3.35%) 305.66K
Increased by +4.48%
Sep 30, 23
8 Bank of America Corp 6.21M (3.05%) -3.10M
Decreased by -49.96%
Jun 30, 25
9 Geode Capital Management, LLC 5.50M (2.70%) 158.78K
Increased by +2.89%
Jun 30, 25
10 SRS Investment Management, LLC 5.33M (2.62%) 589.00K
Increased by +11.04%
Jun 30, 25
11 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.84M (2.38%) -165.92K
Decreased by -3.43%
Jun 30, 25
12 Pacer Advisors, INC. 4.53M (2.22%) -1.55M
Decreased by -34.19%
Dec 31, 24
13 Schroder Investment Management Group 4.00M (1.97%) 3.78M
Increased by +94.32%
Jun 30, 25
14 Qube Research & Technologies 3.71M (1.82%) 347.54K
Increased by +9.36%
Jun 30, 25
15 AQR Capital Management LLC 3.55M (1.74%) 939.23K
Increased by +26.48%
Jun 30, 25
16 Westfield Capital Management Company, L.P. 3.42M (1.68%) -182.07K
Decreased by -5.32%
Jun 30, 25
17 Amvescap Plc. 3.36M (1.65%) 2.94K
Increased by +0.09%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 3.32M (1.63%) -3.11M
Decreased by -93.53%
Jun 30, 25
19 Ameriprise Financial Inc 3.30M (1.62%) -396.23K
Decreased by -12.02%
Jun 30, 25
20 Franklin Resources Inc 3.14M (1.54%) -2.81M
Decreased by -89.38%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.28M (3.57%) 5.40K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.53M (3.20%) -146.24K
Decreased by -2.24%
Jul 31, 25
3 Schwab US Dividend Equity ETF™ 6.05M (2.97%) 5.00K
Increased by +0.08%
Feb 28, 25
4 Vanguard 500 Index Investor 5.14M (2.53%) -753.48K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Small Cap Index 5.04M (2.48%) -32.24K
Decreased by -0.64%
Jul 31, 25
6 Victory Sycamore Established Value R 4.78M (2.35%) 660.00K
Increased by +13.81%
Sep 30, 23
7 Vanguard Small Cap Value Index Inv 3.24M (1.59%) 6.79K
Increased by +0.21%
Jul 31, 25
8 Franklin Mutual Shares Z 2.76M (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Equity-Income Inv 2.75M (1.35%) -128.98K
Decreased by -4.69%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 2.71M (1.33%) 6.12K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.70M (1.33%) 17.19K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 2.63M (1.29%) 1.12K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 2.58M (1.26%) -367.63K
Decreased by -14.28%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.51M (1.23%) -13.18K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.50M (1.23%) 30.87K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 2.50M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
17 JPM US Mid Cap Value-MA 2.42M (1.19%) 2.41M
Increased by +99.59%
Sep 30, 23
18 JPMorgan Mid Cap Value L 2.38M (1.17%) -45.73K
Decreased by -1.92%
Dec 31, 23
19 JPM US Mid Cap Value-Composite 1.90M (0.93%) -20.81K
Decreased by -1.10%
Jun 30, 24
20 American Century Small Cap Value Inv 1.90M (0.93%) -645.00K
Decreased by -34.04%
Sep 30, 24