Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 3.81%
2 ADPV 3.39%
3 PSCD 3.17%
4 KLXY 3.09%
5 BFIT 2.59%
6 EVNT 2.27%
7 HCOW 2.19%
8 COWS 2.14%
9 SWIN_old 1.99%
10 FEMD 1.76%
11 RCD 1.65%
12 EQUL 1.34%
13 VIOV 1.26%
14 WBIG 1.03%
15 SPHB 0.97%
16 PAMC 0.94%
17 SLYV 0.87%
18 IJS 0.87%
19 ALTL 0.87%
20 AIEQ 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 74.13M (18.93%) -264.35K
Decreased by -0.36%
Mar 31, 26
2 Vanguard Group Inc 36.87M (9.42%) -381.32K
Decreased by -1.03%
Dec 31, 25
3 Dodge & Cox 33.02M (8.43%) -7.66M
Decreased by -23.18%
Mar 31, 26
4 BlackRock Inc 29.36M (7.50%) -875.55K
Decreased by -2.98%
Dec 31, 25
5 M&G PLC 25.55M (6.53%) 2.93M
Increased by +11.45%
Dec 31, 25
6 Northern Trust Corp 20.07M (5.13%) 86.80K
Increased by +0.43%
Mar 31, 26
7 FMR Inc 12.75M (3.26%) 778.74K
Increased by +6.11%
Dec 31, 25
8 M&G INVESTMENT MANAGEMENT LTD 12.41M (3.17%) 2.02M
Increased by +16.24%
Dec 31, 23
9 State Street Corporation 12.36M (3.16%) -2.05M
Decreased by -16.61%
Mar 31, 24
10 Pacer Advisors, INC. 11.82M (3.02%) 11.76M
Increased by +99.48%
Jun 30, 24
11 State Street Corp 10.79M (2.75%) -212.86K
Decreased by -1.97%
Dec 31, 25
12 Amvescap Plc. 9.67M (2.47%) 1.82M
Increased by +18.86%
Mar 31, 24
13 T. Rowe Price Associates, Inc. 9.43M (2.41%) -3.07M
Decreased by -32.50%
Dec 31, 25
14 Arrowstreet Capital Limited Partnership 8.25M (2.11%) 8.24M
Increased by +99.86%
Mar 31, 24
15 Guinness Asset Management Limited 7.67M (1.96%) 207.78K
Increased by +2.71%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 6.75M (1.72%) -742.64K
Decreased by -11.01%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 6.27M (1.60%) -3.03M
Decreased by -48.37%
Mar 31, 24
18 Bank of America Corp 6.13M (1.57%) 3.21M
Increased by +52.40%
Mar 31, 25
19 AQR Capital Management LLC 6.05M (1.55%) 2.64M
Increased by +43.69%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 6.01M (1.53%) 388.65K
Increased by +6.47%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 21.09M (5.39%) -4.41K
Decreased by -0.02%
Feb 28, 25
2 Dodge & Cox Stock I 20.76M (5.30%) -6.62M
Decreased by -31.89%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 12.46M (3.18%) 63.72K
Increased by +0.51%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 12.38M (3.16%) 1.33M
Increased by +10.76%
Sep 30, 24
5 Pacer US Cash Cows 100 ETF 12.15M (3.10%) 16.76K
Increased by +0.14%
Aug 30, 24
6 iShares Core S&P Mid-Cap ETF 11.10M (2.84%) -5.58K
Decreased by -0.05%
Apr 30, 26
7 M&G (Lux) Glb Dividend CI USD Acc 9.34M (2.39%) 0.00
Increased by 0.00%
Apr 30, 26
8 Vanguard Small Cap Index 9.03M (2.31%) 158.60K
Increased by +1.76%
Mar 31, 26
9 Vanguard Institutional 500 Index Trust 8.33M (2.13%) 85.03K
Increased by +1.02%
Mar 31, 24
10 M&G Global Dividend GBP I Acc 8.16M (2.08%) -32.13K
Decreased by -0.39%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 5.75M (1.47%) 49.80K
Increased by +0.87%
Mar 31, 26
12 Invesco S&P 500® Equal Weight ETF 5.17M (1.32%) 24.09K
Increased by +0.47%
Jan 31, 24
13 M&G (Lux) Glb Dividend CI EUR Acc 5.17M (1.32%) 91.86K
Increased by +1.78%
Oct 31, 23
14 T. Rowe Price US Mid-Cap Value Equity 5.02M (1.28%) -1.71M
Decreased by -34.11%
Dec 31, 25
15 SPDR® Portfolio S&P 500 High Div ETF 4.36M (1.11%) -16.61K
Decreased by -0.38%
Nov 30, 23
16 American Funds Washington Mutual A 4.08M (1.04%) -2.86M
Decreased by -70.22%
Mar 31, 24
17 Capital Group Wash Mutual Invtrs Comp 4.08M (1.04%) -2.86M
Decreased by -70.22%
Mar 31, 24
18 Fidelity 500 Index 3.99M (1.02%) 29.82K
Increased by +0.75%
Mar 31, 24
19 SPDR® S&P 500 ETF Trust 3.96M (1.01%) 29.60K
Increased by +0.75%
Jan 31, 24
20 Fidelity® 500 Index 3.83M (0.98%) 30.49K
Increased by +0.80%
Oct 31, 23