Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 5.58%
2 ADPV 4.11%
3 PEZ 3.89%
4 MVFD 3.39%
5 WLDR 3.31%
6 FCUS 3.01%
7 CNAV 2.94%
8 COWS 2.83%
9 SPDV 2.81%
10 HCOW 2.80%
11 BUL 2.56%
12 RJMG 2.50%
13 YOKE 2.47%
14 EMOT 2.34%
15 GDIV 2.31%
16 SRHQ 2.27%
17 DSMC 2.24%
18 FCFY 2.20%
19 SMRI 2.19%
20 RCD 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.90M (12.51%) 606.69K
Increased by +2.34%
Jun 30, 25
2 BlackRock Inc 13.85M (6.69%) -1.01M
Decreased by -7.30%
Mar 31, 25
3 FMR Inc 9.61M (4.64%) -3.74M
Decreased by -38.88%
Mar 31, 25
4 Bank of America Corp 9.32M (4.50%) 2.30M
Increased by +24.73%
Mar 31, 25
5 State Street Corporation 9.11M (4.40%) -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 (3.86%) 382.86K
Increased by +4.79%
Dec 31, 24
8 State Street Corp 7.80M (3.76%) -925.39K
Decreased by -11.87%
Mar 31, 25
9 Victory Capital Management Inc. 6.82M (3.29%) 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 Schroder Investment Management Group 4.00M (1.93%) 3.78M
Increased by +94.32%
Jun 30, 25
18 Ameriprise Financial Inc 3.69M (1.78%) -4.40M
Decreased by -119.12%
Mar 31, 25
19 Westfield Capital Management Company, L.P. 3.42M (1.65%) -182.07K
Decreased by -5.32%
Jun 30, 25
20 Qube Research & Technologies 3.37M (1.62%) 1.36M
Increased by +40.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.28M (3.51%) 5.40K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.53M (3.15%) -146.24K
Decreased by -2.24%
Jul 31, 25
3 Schwab US Dividend Equity ETF™ 6.05M (2.92%) 5.00K
Increased by +0.08%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 5.89M (2.84%) 43.08K
Increased by +0.73%
May 31, 25
5 Vanguard 500 Index Investor 5.14M (2.48%) -753.48K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Small Cap Index 5.04M (2.43%) -32.24K
Decreased by -0.64%
Jul 31, 25
7 Victory Sycamore Established Value R 4.78M (2.31%) 660.00K
Increased by +13.81%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 3.24M (1.57%) 6.79K
Increased by +0.21%
Jul 31, 25
9 Franklin Mutual Shares Z 2.76M (1.33%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Equity-Income Inv 2.75M (1.33%) -128.98K
Decreased by -4.69%
Sep 30, 24
11 SPDR® S&P 500 ETF Trust 2.71M (1.31%) 6.12K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.70M (1.30%) 17.19K
Increased by +0.64%
Nov 30, 23
13 Fidelity 500 Index 2.63M (1.27%) 19.55K
Increased by +0.74%
Jun 30, 25
14 SPDR® S&P 500 ETF 2.58M (1.24%) -367.63K
Decreased by -14.28%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.53M (1.22%) 10.86K
Increased by +0.43%
Jul 31, 25
16 SPDR® S&P 500® ETF Trust 2.51M (1.21%) -13.18K
Decreased by -0.53%
Mar 31, 25
17 iShares Core S&P 500 ETF 2.48M (1.20%) 11.32K
Increased by +0.46%
Jul 31, 25
18 JPM US Mid Cap Value-MA 2.42M (1.17%) 2.41M
Increased by +99.59%
Sep 30, 23
19 JPMorgan Mid Cap Value L 2.38M (1.15%) -45.73K
Decreased by -1.92%
Dec 31, 23
20 JPM US Mid Cap Value-Composite 1.90M (0.92%) -20.81K
Decreased by -1.10%
Jun 30, 24