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 3.18%
8 EBIZ 2.98%
9 PEZ 2.72%
10 FTDS 2.58%
11 RISN 2.42%
12 BUL 2.35%
13 SMRI 2.34%
14 HCOW 2.34%
15 COWS 2.33%
16 TUSA 2.16%
17 VFLO 2.13%
18 OCEN 1.94%
19 LCLG 1.92%
20 DSMC 1.79%

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 Amvescap Plc. 2.86M (2.36%) -205.94K
Decreased by -7.20%
Dec 31, 24
10 State Street Corporation 2.60M (2.14%) 333.38K
Increased by +12.81%
Mar 31, 24
11 Pacer Advisors, INC. 2.11M (1.74%) 180.50K
Increased by +8.55%
Sep 30, 24
12 First Trust Advisors L.P. 1.95M (1.61%) -181.96K
Decreased by -9.31%
Dec 31, 24
13 Northern Trust Corp 1.90M (1.57%) 249.39K
Increased by +13.11%
Dec 31, 24
14 NORGES BANK 1.57M (1.29%) 87.73K
Increased by +5.60%
Dec 31, 24
15 D. E. Shaw & Co LP 1.55M (1.28%) 1.20M
Increased by +77.09%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 1.44M (1.18%) 365.72K
Increased by +25.45%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.43M (1.17%) -175.66K
Decreased by -12.32%
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%) 53.95K
Increased by +1.37%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 3.48M (2.87%) 55.12K
Increased by +1.58%
Apr 30, 25
5 Vanguard Small Cap Index 3.09M (2.54%) 18.61K
Increased by +0.60%
Apr 30, 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 (1.65%) 6.28K
Increased by +0.31%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.58%) 5.33K
Increased by +0.28%
Feb 28, 25
9 Fidelity 500 Index 1.54M (1.27%) 1.54M
Increased by +100.00%
Mar 31, 25
10 SPDR® S&P 500 ETF 1.53M (1.26%) 1.53M
Increased by +100.00%
Mar 31, 25
11 Invesco S&P MidCap Quality ETF 1.49M (1.23%) -246.00
Decreased by -0.02%
Feb 28, 25
12 SPDR® S&P 500® ETF Trust 1.49M (1.23%) -7.78K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.48M (1.22%) -8.86K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 1.46M (1.20%) -1.53K
Decreased by -0.11%
Apr 30, 25
15 iShares MSCI USA Quality Factor ETF 1.39M (1.15%) 1.72K
Increased by +0.12%
Apr 30, 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 Invesco S&P 500® Equal Weight ETF 803.66K (0.66%) -2.56K
Decreased by -0.32%
Apr 30, 25