Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.70%
2 TUSA 2.24%
3 REGL 1.99%
4 FTDS 1.96%
5 KBWR 1.79%
6 SMCO 1.58%
7 TMDV 1.45%
8 KRE 1.44%
9 IAT 1.22%
10 VSDA 1.12%
11 XMLV 1.12%
12 KRU 1.04%
13 FSCS 1.03%
14 RNMC 1.03%
15 DPST 0.95%
16 SMIZ 0.94%
17 KBE 0.94%
18 XMMO 0.75%
19 HSMV 0.70%
20 CVY 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.44M (10.62%) -53.63K
Decreased by -0.40%
Jun 30, 25
2 BlackRock Inc 11.51M (9.09%) -290.57K
Decreased by -2.52%
Jun 30, 25
3 State Street Corporation 6.52M (5.15%) -613.56K
Decreased by -9.42%
Mar 31, 24
4 Aristotle Capital Management LLC 6.48M (5.12%) -1.90M
Decreased by -29.37%
Jun 30, 25
5 State Street Corp 6.43M (5.08%) -1.78K
Decreased by -0.03%
Jun 30, 25
6 Commerce Bank NA/MO 4.68M (3.70%) 49.36K
Increased by +1.05%
Jun 30, 25
7 American Century Companies Inc 3.77M (2.98%) -65.99K
Decreased by -1.75%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 3.04M (2.40%) -200.20K
Decreased by -6.58%
Jun 30, 25
9 Geode Capital Management, LLC 2.49M (1.96%) -33.56K
Decreased by -1.35%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 2.47M (1.95%) 144.07K
Increased by +5.84%
Jun 30, 25
11 Citadel Advisors Llc 2.14M (1.69%) 1.42M
Increased by +66.13%
Jun 30, 25
12 Wells Fargo & Co 2.00M (1.58%) -73.46K
Decreased by -3.67%
Jun 30, 25
13 JPMorgan Chase & Co 1.54M (1.21%) -62.41K
Decreased by -4.06%
Jun 30, 25
14 BTIM Corp 1.48M (1.17%) 27.81K
Increased by +1.88%
Jun 30, 25
15 NORGES BANK 1.44M (1.13%) 50.65K
Increased by +3.53%
Jun 30, 25
16 First Trust Advisors L.P. 1.42M (1.13%) -44.12K
Decreased by -3.10%
Jun 30, 25
17 Bank of America Corp 1.32M (1.05%) -90.56K
Decreased by -6.84%
Jun 30, 25
18 Northern Trust Corp 1.21M (0.96%) -54.67K
Decreased by -4.51%
Jun 30, 25
19 UBS Group AG 1.16M (0.91%) -69.89K
Decreased by -6.05%
Jun 30, 25
20 Goldman Sachs Group Inc 1.04M (0.82%) 245.67K
Increased by +23.59%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.98M (3.14%) -112.73K
Decreased by -2.84%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 3.95M (3.12%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 3.68M (2.91%) 1.86K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 3.08M (2.43%) -18.47K
Decreased by -0.60%
Jul 31, 25
5 Vanguard Windsor™ II Inv 2.37M (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 1.98M (1.56%) 2.28K
Increased by +0.12%
Jul 31, 25
7 American Century Mid Cap Value Inv 1.74M (1.37%) -97.99K
Decreased by -5.64%
Jun 30, 25
8 American Century U.S. Mid Cap Value 1.74M (1.37%) -97.99K
Decreased by -5.64%
Jun 30, 25
9 Calvert Small-Cap A 1.34M (1.06%) 0.00
Increased by 0.00%
Jul 31, 25
10 Calvert US Small-Cap Strategy 1.34M (1.06%) 0.00
Increased by 0.00%
Jun 30, 25
11 SPDR® S&P Dividend ETF 1.31M (1.04%) 0.00
Increased by 0.00%
Aug 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.03%) -561.59K
Decreased by -43.08%
Jul 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 930.08K (0.73%) -23.26K
Decreased by -2.50%
Jul 31, 25
14 Bridge Builder Large Cap Growth 867.35K (0.69%) -27.60K
Decreased by -3.18%
May 31, 24
15 SPDR® S&P Regional Banking ETF 768.61K (0.61%) 0.00
Increased by 0.00%
Aug 31, 25
16 ProShares S&P MidCap 400 Dividend Arst 742.71K (0.59%) 61.84K
Increased by +8.33%
Jan 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 717.57K (0.57%) 11.55K
Increased by +1.61%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 697.27K (0.55%) 60.40K
Increased by +8.66%
Jul 31, 25
19 Vanguard Dividend Appreciation ETF 654.77K (0.52%) 1.28K
Increased by +0.20%
Jul 31, 25
20 JPM Small Cap Equity-MA 652.62K (0.52%) -22.00K
Decreased by -3.37%
Jun 30, 25