Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 4.20%
2 PSCD 3.17%
3 BFIT 2.59%
4 KLXY 2.50%
5 WBIG 2.34%
6 EVNT 2.27%
7 HCOW 2.19%
8 COWS 2.14%
9 SWIN_old 1.99%
10 RCD 1.65%
11 ADPV 1.47%
12 EQUL 1.34%
13 VIOV 1.26%
14 SPHB 0.97%
15 SLYV 0.87%
16 IJS 0.87%
17 ALTL 0.87%
18 AIEQ 0.77%
19 PEXL 0.72%
20 RWJ 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 74.98M (19.36%) -278.13K
Decreased by -0.37%
Jun 30, 25
2 Dodge & Cox 40.95M (10.58%) -7.38K
Decreased by -0.02%
Jun 30, 25
3 Vanguard Group Inc 37.51M (9.69%) -135.73K
Decreased by -0.36%
Jun 30, 25
4 BlackRock Inc 32.05M (8.28%) 1.35M
Increased by +4.20%
Jun 30, 25
5 M&G PLC 20.48M (5.29%) 2.94M
Increased by +14.38%
Jun 30, 25
6 Northern Trust Corp 20.14M (5.20%) -255.07K
Decreased by -1.27%
Jun 30, 25
7 M&G INVESTMENT MANAGEMENT LTD 12.41M (3.21%) 2.02M
Increased by +16.24%
Dec 31, 23
8 State Street Corporation 12.36M (3.19%) -2.05M
Decreased by -16.61%
Mar 31, 24
9 Pacer Advisors, INC. 11.82M (3.05%) 11.76M
Increased by +99.48%
Jun 30, 24
10 T. Rowe Price Associates, Inc. 11.76M (3.04%) 3.23M
Increased by +27.45%
Jun 30, 25
11 FMR Inc 11.35M (2.93%) -6.84M
Decreased by -60.24%
Jun 30, 25
12 State Street Corp 11.27M (2.91%) -161.34K
Decreased by -1.43%
Jun 30, 25
13 Amvescap Plc. 9.67M (2.50%) 1.82M
Increased by +18.86%
Mar 31, 24
14 UBS Group AG 8.38M (2.16%) 2.72M
Increased by +32.50%
Jun 30, 25
15 Arrowstreet Capital Limited Partnership 8.25M (2.13%) 8.24M
Increased by +99.86%
Mar 31, 24
16 Guinness Asset Management Limited 7.67M (1.98%) 207.78K
Increased by +2.71%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 7.23M (1.87%) 1.45M
Increased by +20.08%
Jun 30, 25
18 Massachusetts Financial Services Company 6.48M (1.67%) -345.99K
Decreased by -5.34%
Jun 30, 25
19 Capital Research & Mgmt Co - Division 3 6.27M (1.62%) -3.03M
Decreased by -48.37%
Mar 31, 24
20 Bank of America Corp 6.13M (1.58%) 3.21M
Increased by +52.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 27.37M (7.07%) 0.00
Increased by 0.00%
Jun 30, 25
2 iShares Core S&P Small-Cap ETF 21.09M (5.45%) -4.41K
Decreased by -0.02%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 12.38M (3.20%) 1.33M
Increased by +10.76%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 12.29M (3.17%) -259.41K
Decreased by -2.11%
Jul 31, 25
5 Pacer US Cash Cows 100 ETF 12.15M (3.14%) 16.76K
Increased by +0.14%
Aug 30, 24
6 iShares Core S&P Mid-Cap ETF 10.78M (2.78%) 0.00
Increased by 0.00%
Aug 31, 25
7 Vanguard Small Cap Index 9.46M (2.44%) -62.39K
Decreased by -0.66%
Jul 31, 25
8 Vanguard Institutional 500 Index Trust 8.33M (2.15%) 85.03K
Increased by +1.02%
Mar 31, 24
9 M&G (Lux) Glb Dividend CI USD Acc 7.29M (1.88%) 252.20K
Increased by +3.46%
May 31, 25
10 T. Rowe Price Mid-Cap Value 6.80M (1.76%) 165.47K
Increased by +2.43%
Jul 31, 25
11 T. Rowe Price US Mid-Cap Value Equity 6.64M (1.71%) 1.85M
Increased by +27.90%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 6.07M (1.57%) -5.36K
Decreased by -0.09%
Jul 31, 25
13 M&G Global Dividend GBP I Acc 5.86M (1.51%) 301.20K
Increased by +5.14%
May 31, 25
14 Invesco S&P 500® Equal Weight ETF 5.17M (1.34%) 24.09K
Increased by +0.47%
Jan 31, 24
15 M&G (Lux) Glb Dividend CI EUR Acc 5.17M (1.33%) 91.86K
Increased by +1.78%
Oct 31, 23
16 SPDR® Portfolio S&P 500 High Div ETF 4.36M (1.13%) -16.61K
Decreased by -0.38%
Nov 30, 23
17 American Funds Washington Mutual A 4.08M (1.05%) -2.86M
Decreased by -70.22%
Mar 31, 24
18 Capital Group Wash Mutual Invtrs Comp 4.08M (1.05%) -2.86M
Decreased by -70.22%
Mar 31, 24
19 Fidelity 500 Index 3.99M (1.03%) 29.82K
Increased by +0.75%
Mar 31, 24
20 SPDR® S&P 500 ETF Trust 3.96M (1.02%) 29.60K
Increased by +0.75%
Jan 31, 24