Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.03%
2 ONLN 4.24%
3 XMMO 4.23%
4 EBIZ 4.14%
5 FCUS 4.13%
6 WBIC 4.00%
7 CLIX 3.76%
8 ZIG 3.33%
9 XHB 3.33%
10 PEZ 2.72%
11 BUL 2.59%
12 FTDS 2.58%
13 RISN 2.42%
14 CNAV 2.41%
15 SMRI 2.34%
16 HCOW 2.34%
17 COWS 2.33%
18 VERS 2.18%
19 TUSA 2.16%
20 VFLO 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.60M (12.96%) -31.14K
Decreased by -0.20%
Jun 30, 25
2 BlackRock Inc 12.10M (10.05%) -51.88K
Decreased by -0.43%
Jun 30, 25
3 Aristotle Capital Management LLC 9.15M (7.60%) -4.55K
Decreased by -0.05%
Jun 30, 25
4 Blackhill Capital Inc 7.73M (6.42%) -59.67K
Decreased by -0.77%
Jun 30, 25
5 State Street Corp 5.99M (4.98%) 127.60K
Increased by +2.13%
Jun 30, 25
6 Geode Capital Management, LLC 3.53M (2.93%) -64.20K
Decreased by -1.82%
Jun 30, 25
7 LEONARD GREEN PARTNERS LP 3.22M (2.68%) 0.00
Increased by 0.00%
Jun 30, 25
8 State Street Corporation 2.60M (2.16%) 333.38K
Increased by +12.81%
Mar 31, 24
9 Pacer Advisors, INC. 2.11M (1.75%) 180.50K
Increased by +8.55%
Sep 30, 24
10 D. E. Shaw & Co LP 1.99M (1.65%) 50.96K
Increased by +2.56%
Jun 30, 25
11 UBS Asset Mgmt Americas Inc 1.95M (1.62%) 511.36K
Increased by +26.25%
Jun 30, 25
12 FMR Inc 1.90M (1.58%) -2.42M
Decreased by -127.48%
Jun 30, 25
13 Northern Trust Corp 1.78M (1.48%) -35.62K
Decreased by -2.01%
Jun 30, 25
14 Amvescap Plc. 1.74M (1.45%) 407.93K
Increased by +23.42%
Jun 30, 25
15 First Trust Advisors L.P. 1.74M (1.44%) 401.14K
Increased by +23.10%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 1.48M (1.23%) 159.08K
Increased by +10.73%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 1.46M (1.22%) 39.17K
Increased by +2.67%
Jun 30, 25
18 NORGES BANK 1.30M (1.08%) -268.38K
Decreased by -20.67%
Jun 30, 25
19 JPMorgan Chase & Co 1.26M (1.04%) 389.55K
Increased by +31.00%
Jun 30, 25
20 Renaissance Technologies Corp 1.24M (1.03%) 254.50K
Increased by +20.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.11M (3.41%) 3.08K
Increased by +0.08%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 4.01M (3.33%) -72.32K
Decreased by -1.81%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.87M (3.21%) -92.55K
Decreased by -2.39%
Jul 31, 25
4 Vanguard 500 Index Investor 3.04M (2.53%) -445.83K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Small Cap Index 2.99M (2.48%) -19.08K
Decreased by -0.64%
Jul 31, 25
6 Fidelity® Contrafund® 2.14M (1.77%) 66.40K
Increased by +3.11%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 1.92M (1.60%) 3.89K
Increased by +0.20%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.59%) 5.33K
Increased by +0.28%
Feb 28, 25
9 iShares MSCI USA Quality Factor ETF 1.62M (1.34%) 0.00
Increased by 0.00%
Aug 31, 25
10 Fidelity 500 Index 1.56M (1.29%) 667.00
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 1.53M (1.27%) 1.53M
Increased by +100.00%
Mar 31, 25
12 Invesco S&P MidCap Quality ETF 1.49M (1.24%) -246.00
Decreased by -0.02%
Feb 28, 25
13 SPDR® S&P 500® ETF Trust 1.49M (1.24%) -7.78K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.49M (1.24%) 18.22K
Increased by +1.22%
Aug 31, 25
15 iShares Core S&P 500 ETF 1.48M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
16 First Trust Rising Dividend Achiev ETF 1.32M (1.10%) 1.85K
Increased by +0.14%
Aug 28, 25
17 Fidelity Contrafund Commingled Pl O 1.26M (1.05%) -158.57K
Decreased by -12.56%
Aug 31, 24
18 Schwab US Dividend Equity ETF™ 1.02M (0.85%) 592.00
Increased by +0.06%
Feb 29, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 1.02M (0.85%) 9.72K
Increased by +0.95%
Feb 28, 25
20 Invesco S&P MidCap Momentum ETF 926.95K (0.77%) 2.66K
Increased by +0.29%
Feb 28, 25