Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.17%
2 BFIT 2.59%
3 WBIG 2.34%
4 SWIN_old 1.99%
5 RCD 1.65%
6 KLXY 1.54%
7 ADPV 1.47%
8 EQUL 1.34%
9 VIOV 1.26%
10 SPHB 0.97%
11 SLYV 0.87%
12 IJS 0.87%
13 ALTL 0.87%
14 EVNT 0.78%
15 AIEQ 0.77%
16 PEXL 0.72%
17 NIXT 0.71%
18 RWJ 0.67%
19 HIBL 0.62%
20 VIOO 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 75.28M (19.42%) -464.96K
Decreased by -0.62%
Dec 31, 24
2 Dodge & Cox 42.45M (10.95%) -65.20K
Decreased by -0.15%
Dec 31, 24
3 BlackRock Inc 41.72M (10.76%) 1.04M
Increased by +2.50%
Dec 31, 24
4 Vanguard Group Inc 41.54M (10.72%) 176.72K
Increased by +0.43%
Dec 31, 24
5 Northern Trust Corp 19.75M (5.09%) -1.03M
Decreased by -5.23%
Dec 31, 24
6 FMR Inc 18.15M (4.68%) -475.09K
Decreased by -2.62%
Dec 31, 24
7 M&G PLC 15.52M (4.00%) 542.43K
Increased by +3.50%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 13.68M (3.53%) 1.49M
Increased by +10.90%
Dec 31, 24
9 M&G INVESTMENT MANAGEMENT LTD 12.41M (3.20%) 2.02M
Increased by +16.24%
Dec 31, 23
10 State Street Corporation 12.36M (3.19%) -2.05M
Decreased by -16.61%
Mar 31, 24
11 State Street Corp 12.35M (3.18%) 362.89K
Increased by +2.94%
Dec 31, 24
12 Pacer Advisors, INC. 11.82M (3.05%) 11.76M
Increased by +99.48%
Jun 30, 24
13 Amvescap Plc. 9.67M (2.50%) 1.82M
Increased by +18.86%
Mar 31, 24
14 Arrowstreet Capital Limited Partnership 8.25M (2.13%) 8.24M
Increased by +99.86%
Mar 31, 24
15 Guinness Asset Management Limited 7.67M (1.98%) 207.78K
Increased by +2.71%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 7.53M (1.94%) -414.36K
Decreased by -5.50%
Dec 31, 24
17 Massachusetts Financial Services Company 6.83M (1.76%) 6.83M
Increased by +100.00%
Mar 31, 25
18 NORGES BANK 6.78M (1.75%) -806.47K
Decreased by -11.89%
Dec 31, 24
19 Capital Research & Mgmt Co - Division 3 6.27M (1.62%) -3.03M
Decreased by -48.37%
Mar 31, 24
20 UBS Group AG 5.92M (1.53%) 5.53M
Increased by +93.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 27.37M (7.06%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 21.09M (5.44%) -4.41K
Decreased by -0.02%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 12.38M (3.19%) 1.33M
Increased by +10.76%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 12.33M (3.18%) 38.33K
Increased by +0.31%
Mar 31, 25
5 Pacer US Cash Cows 100 ETF 12.15M (3.13%) 16.76K
Increased by +0.14%
Aug 30, 24
6 iShares Core S&P Mid-Cap ETF 10.74M (2.77%) -5.29K
Decreased by -0.05%
Apr 29, 25
7 Vanguard Small Cap Index 9.72M (2.51%) -217.39K
Decreased by -2.24%
Mar 31, 25
8 Vanguard Institutional 500 Index Trust 8.33M (2.15%) 85.03K
Increased by +1.02%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 6.30M (1.63%) -244.00K
Decreased by -3.87%
Mar 31, 25
10 M&G (Lux) Glb Dividend CI USD Acc 5.97M (1.54%) 0.00
Increased by 0.00%
Feb 28, 25
11 Invesco S&P 500® Equal Weight ETF 5.17M (1.33%) 24.09K
Increased by +0.47%
Jan 31, 24
12 M&G (Lux) Glb Dividend CI EUR Acc 5.17M (1.33%) 91.86K
Increased by +1.78%
Oct 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 5.10M (1.31%) 66.23K
Increased by +1.30%
Mar 31, 25
14 T. Rowe Price Mid-Cap Value 4.78M (1.23%) 364.32K
Increased by +7.62%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 4.78M (1.23%) -1.06M
Decreased by -22.07%
Mar 31, 25
16 M&G Global Dividend GBP I Acc 4.67M (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
17 SPDR® Portfolio S&P 500 High Div ETF 4.36M (1.12%) -16.61K
Decreased by -0.38%
Nov 30, 23
18 American Funds Washington Mutual A 4.08M (1.05%) -2.86M
Decreased by -70.22%
Mar 31, 24
19 Capital Group Wash Mutual Invtrs Comp 4.08M (1.05%) -2.86M
Decreased by -70.22%
Mar 31, 24
20 Fidelity 500 Index 3.99M (1.03%) 29.82K
Increased by +0.75%
Mar 31, 24