Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.03%
2 ONLN 4.24%
3 XMMO 4.23%
4 FCUS 4.13%
5 WBIC 4.00%
6 CLIX 3.76%
7 XHB 3.44%
8 ZIG 3.38%
9 EBIZ 3.22%
10 BUL 2.71%
11 PEZ 2.69%
12 FTDS 2.58%
13 RISN 2.42%
14 CNAV 2.37%
15 SMRI 2.34%
16 HCOW 2.34%
17 COWS 2.33%
18 VERS 2.19%
19 TUSA 2.16%
20 VFLO 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.63M (12.87%) 2.80M
Increased by +17.90%
Mar 31, 25
2 BlackRock Inc 12.15M (10.00%) -3.53M
Decreased by -29.10%
Mar 31, 25
3 Aristotle Capital Management LLC 9.15M (7.53%) 39.09K
Increased by +0.43%
Mar 31, 25
4 Blackhill Capital Inc 7.79M (6.41%) -31.18K
Decreased by -0.40%
Mar 31, 25
5 State Street Corp 5.86M (4.83%) 590.32K
Increased by +10.07%
Mar 31, 25
6 FMR Inc 4.32M (3.56%) -1.45M
Decreased by -33.62%
Mar 31, 25
7 Geode Capital Management, LLC 3.59M (2.96%) 920.01K
Increased by +25.59%
Mar 31, 25
8 LEONARD GREEN PARTNERS LP 3.22M (2.65%) 0.00
Increased by 0.00%
Mar 31, 25
9 State Street Corporation 2.60M (2.14%) 333.38K
Increased by +12.81%
Mar 31, 24
10 Pacer Advisors, INC. 2.11M (1.74%) 180.50K
Increased by +8.55%
Sep 30, 24
11 D. E. Shaw & Co LP 1.94M (1.59%) 383.03K
Increased by +19.78%
Mar 31, 25
12 Northern Trust Corp 1.81M (1.49%) -90.24K
Decreased by -4.98%
Mar 31, 25
13 NORGES BANK 1.57M (1.29%) 87.73K
Increased by +5.60%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 1.44M (1.18%) 365.72K
Increased by +25.45%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 1.43M (1.17%) -175.66K
Decreased by -12.32%
Mar 31, 25
16 First Trust Advisors L.P. 1.34M (1.10%) -619.15K
Decreased by -46.37%
Mar 31, 25
17 Amvescap Plc. 1.33M (1.10%) -1.53M
Decreased by -114.51%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.32M (1.09%) -470.65K
Decreased by -35.55%
Mar 31, 25
19 Renaissance Technologies Corp 1.24M (1.02%) 254.50K
Increased by +20.45%
Mar 31, 25
20 Bank of New York Mellon Corp 1.12M (0.92%) -197.04K
Decreased by -17.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.11M (3.38%) 3.08K
Increased by +0.08%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 4.01M (3.30%) -72.32K
Decreased by -1.81%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.95M (3.25%) 7.77K
Increased by +0.20%
May 31, 25
4 Vanguard Institutional 500 Index Trust 3.50M (2.88%) 21.86K
Increased by +0.62%
May 31, 25
5 Vanguard Small Cap Index 3.10M (2.56%) 14.52K
Increased by +0.47%
May 31, 25
6 Fidelity® Contrafund® 2.14M (1.76%) 66.40K
Increased by +3.11%
Nov 30, 23
7 Vanguard Small Cap Value Index Inv 2.00M (1.64%) -1.70K
Decreased by -0.08%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.58%) 5.33K
Increased by +0.28%
Feb 28, 25
9 iShares MSCI USA Quality Factor ETF 1.62M (1.33%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity 500 Index 1.55M (1.27%) 1.91K
Increased by +0.12%
Apr 30, 25
11 SPDR® S&P 500 ETF 1.53M (1.26%) 1.53M
Increased by +100.00%
Mar 31, 25
12 Invesco S&P MidCap Quality ETF 1.49M (1.23%) -246.00
Decreased by -0.02%
Feb 28, 25
13 SPDR® S&P 500® ETF Trust 1.49M (1.23%) -7.78K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.47M (1.21%) -6.55K
Decreased by -0.44%
May 31, 25
15 iShares Core S&P 500 ETF 1.43M (1.17%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity Contrafund Commingled Pl O 1.26M (1.04%) -158.57K
Decreased by -12.56%
Aug 31, 24
17 Schwab US Dividend Equity ETF™ 1.02M (0.84%) 592.00
Increased by +0.06%
Feb 29, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.02M (0.84%) 9.72K
Increased by +0.95%
Feb 28, 25
19 Invesco S&P MidCap Momentum ETF 926.95K (0.76%) 2.66K
Increased by +0.29%
Feb 28, 25
20 First Trust Rising Dividend Achiev ETF 809.39K (0.67%) 342.00
Increased by +0.04%
May 29, 25