Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCD 3.17%
2 BFIT 2.59%
3 WBIG 2.34%
4 KLXY 2.14%
5 SWIN_old 1.99%
6 COWS 1.81%
7 HCOW 1.76%
8 RCD 1.65%
9 ADPV 1.47%
10 EVNT 1.46%
11 EQUL 1.34%
12 VIOV 1.26%
13 SPHB 0.97%
14 SLYV 0.87%
15 IJS 0.87%
16 ALTL 0.87%
17 AIEQ 0.77%
18 PEXL 0.72%
19 RWJ 0.67%
20 HIBL 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 75.26M (19.48%) -20.43K
Decreased by -0.03%
Mar 31, 25
2 Dodge & Cox 40.96M (10.60%) -1.49M
Decreased by -3.63%
Mar 31, 25
3 Vanguard Group Inc 37.64M (9.74%) -3.90M
Decreased by -10.35%
Mar 31, 25
4 BlackRock Inc 30.70M (7.95%) -11.02M
Decreased by -35.90%
Mar 31, 25
5 Northern Trust Corp 20.40M (5.28%) 646.23K
Increased by +3.17%
Mar 31, 25
6 FMR Inc 18.19M (4.71%) 39.35K
Increased by +0.22%
Mar 31, 25
7 M&G PLC 17.53M (4.54%) 2.02M
Increased by +11.51%
Mar 31, 25
8 M&G INVESTMENT MANAGEMENT LTD 12.41M (3.21%) 2.02M
Increased by +16.24%
Dec 31, 23
9 State Street Corporation 12.36M (3.20%) -2.05M
Decreased by -16.61%
Mar 31, 24
10 Pacer Advisors, INC. 11.82M (3.06%) 11.76M
Increased by +99.48%
Jun 30, 24
11 State Street Corp 11.43M (2.96%) -915.03K
Decreased by -8.00%
Mar 31, 25
12 Amvescap Plc. 9.67M (2.50%) 1.82M
Increased by +18.86%
Mar 31, 24
13 T. Rowe Price Associates, Inc. 8.53M (2.21%) -5.15M
Decreased by -60.32%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 8.25M (2.14%) 8.24M
Increased by +99.86%
Mar 31, 24
15 Guinness Asset Management Limited 7.67M (1.99%) 207.78K
Increased by +2.71%
Sep 30, 23
16 Massachusetts Financial Services Company 6.83M (1.77%) 6.83M
Increased by +100.00%
Mar 31, 25
17 NORGES BANK 6.78M (1.76%) -806.47K
Decreased by -11.89%
Dec 31, 24
18 Capital Research & Mgmt Co - Division 3 6.27M (1.62%) -3.03M
Decreased by -48.37%
Mar 31, 24
19 Bank of America Corp 6.13M (1.59%) 3.21M
Increased by +52.40%
Mar 31, 25
20 Geode Capital Management, LLC 5.85M (1.51%) 538.33K
Increased by +9.21%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 27.37M (7.09%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 21.09M (5.46%) -4.41K
Decreased by -0.02%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 12.51M (3.24%) 36.94K
Increased by +0.30%
May 31, 25
4 Vanguard US Total Market Shares ETF 12.38M (3.20%) 1.33M
Increased by +10.76%
Sep 30, 24
5 Pacer US Cash Cows 100 ETF 12.15M (3.15%) 16.76K
Increased by +0.14%
Aug 30, 24
6 iShares Core S&P Mid-Cap ETF 10.75M (2.78%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 9.83M (2.54%) 47.83K
Increased by +0.49%
May 31, 25
8 Vanguard Institutional 500 Index Trust 8.33M (2.16%) 85.03K
Increased by +1.02%
Mar 31, 24
9 Vanguard Small Cap Value Index Inv 6.32M (1.64%) -5.35K
Decreased by -0.08%
May 31, 25
10 M&G (Lux) Glb Dividend CI USD Acc 5.97M (1.55%) 0.00
Increased by 0.00%
Feb 28, 25
11 Invesco S&P 500® Equal Weight ETF 5.17M (1.34%) 24.09K
Increased by +0.47%
Jan 31, 24
12 M&G (Lux) Glb Dividend CI EUR Acc 5.17M (1.34%) 91.86K
Increased by +1.78%
Oct 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 5.16M (1.34%) 35.35K
Increased by +0.69%
May 31, 25
14 T. Rowe Price Mid-Cap Value 4.78M (1.24%) 364.32K
Increased by +7.62%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 4.78M (1.24%) -1.06M
Decreased by -22.07%
Mar 31, 25
16 M&G Global Dividend GBP I Acc 4.67M (1.21%) 0.00
Increased by 0.00%
Feb 28, 25
17 SPDR® Portfolio S&P 500 High Div ETF 4.36M (1.13%) -16.61K
Decreased by -0.38%
Nov 30, 23
18 American Funds Washington Mutual A 4.08M (1.06%) -2.86M
Decreased by -70.22%
Mar 31, 24
19 Capital Group Wash Mutual Invtrs Comp 4.08M (1.06%) -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