Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCFE 4.75%
2 PSCD 3.17%
3 KLXY 3.09%
4 ADPV 2.78%
5 BFIT 2.59%
6 EVNT 2.27%
7 HCOW 2.19%
8 COWS 2.14%
9 SWIN_old 1.99%
10 RCD 1.65%
11 FEMD 1.58%
12 EQUL 1.34%
13 VIOV 1.26%
14 WBIG 1.03%
15 SPHB 0.97%
16 PAMC 0.94%
17 SLYV 0.87%
18 IJS 0.87%
19 ALTL 0.87%
20 AIEQ 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 74.67M (19.25%) -309.70K
Decreased by -0.41%
Sep 30, 25
2 Dodge & Cox 40.68M (10.49%) -297.55K
Decreased by -0.73%
Dec 31, 25
3 Vanguard Group Inc 36.87M (9.50%) -381.32K
Decreased by -1.03%
Dec 31, 25
4 BlackRock Inc 30.24M (7.80%) -1.81M
Decreased by -5.97%
Sep 30, 25
5 M&G PLC 25.55M (6.59%) 2.93M
Increased by +11.45%
Dec 31, 25
6 Northern Trust Corp 20.05M (5.17%) -87.29K
Decreased by -0.44%
Sep 30, 25
7 FMR Inc 12.75M (3.29%) 778.74K
Increased by +6.11%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 12.50M (3.22%) 733.50K
Increased by +5.87%
Sep 30, 25
9 M&G INVESTMENT MANAGEMENT LTD 12.41M (3.20%) 2.02M
Increased by +16.24%
Dec 31, 23
10 State Street Corporation 12.36M (3.19%) -2.05M
Decreased by -16.61%
Mar 31, 24
11 Pacer Advisors, INC. 11.82M (3.05%) 11.76M
Increased by +99.48%
Jun 30, 24
12 State Street Corp 11.00M (2.84%) -272.13K
Decreased by -2.47%
Sep 30, 25
13 Amvescap Plc. 9.67M (2.49%) 1.82M
Increased by +18.86%
Mar 31, 24
14 Arrowstreet Capital Limited Partnership 8.25M (2.13%) 8.24M
Increased by +99.86%
Mar 31, 24
15 Guinness Asset Management Limited 7.67M (1.98%) 207.78K
Increased by +2.71%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 7.49M (1.93%) 264.64K
Increased by +3.53%
Sep 30, 25
17 Massachusetts Financial Services Company 6.48M (1.67%) -345.99K
Decreased by -5.34%
Jun 30, 25
18 Capital Research & Mgmt Co - Division 3 6.27M (1.62%) -3.03M
Decreased by -48.37%
Mar 31, 24
19 Bank of America Corp 6.13M (1.58%) 3.21M
Increased by +52.40%
Mar 31, 25
20 AQR Capital Management LLC 6.05M (1.56%) 2.64M
Increased by +43.69%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 27.37M (7.06%) 0.00
Increased by 0.00%
Dec 31, 25
2 iShares Core S&P Small-Cap ETF 21.09M (5.44%) -4.41K
Decreased by -0.02%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 12.40M (3.20%) 21.48K
Increased by +0.17%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 12.38M (3.19%) 1.33M
Increased by +10.76%
Sep 30, 24
5 Pacer US Cash Cows 100 ETF 12.15M (3.13%) 16.76K
Increased by +0.14%
Aug 30, 24
6 iShares Core S&P Mid-Cap ETF 10.61M (2.73%) 10.61M
Increased by +100.00%
Feb 28, 26
7 M&G (Lux) Glb Dividend CI USD Acc 9.38M (2.42%) 208.90K
Increased by +2.23%
Feb 28, 26
8 Vanguard Small Cap Index 8.87M (2.29%) 23.64K
Increased by +0.27%
Feb 28, 26
9 Vanguard Institutional 500 Index Trust 8.33M (2.15%) 85.03K
Increased by +1.02%
Mar 31, 24
10 M&G Global Dividend GBP I Acc 8.19M (2.11%) 0.00
Increased by 0.00%
Feb 28, 26
11 Vanguard Small Cap Value Index Inv 5.70M (1.47%) 16.23K
Increased by +0.28%
Feb 28, 26
12 Invesco S&P 500® Equal Weight ETF 5.17M (1.33%) 24.09K
Increased by +0.47%
Jan 31, 24
13 M&G (Lux) Glb Dividend CI EUR Acc 5.17M (1.33%) 91.86K
Increased by +1.78%
Oct 31, 23
14 T. Rowe Price US Mid-Cap Value Equity 5.02M (1.29%) -1.71M
Decreased by -34.11%
Dec 31, 25
15 SPDR® Portfolio S&P 500 High Div ETF 4.36M (1.12%) -16.61K
Decreased by -0.38%
Nov 30, 23
16 American Funds Washington Mutual A 4.08M (1.05%) -2.86M
Decreased by -70.22%
Mar 31, 24
17 Capital Group Wash Mutual Invtrs Comp 4.08M (1.05%) -2.86M
Decreased by -70.22%
Mar 31, 24
18 Fidelity 500 Index 3.99M (1.03%) 29.82K
Increased by +0.75%
Mar 31, 24
19 SPDR® S&P 500 ETF Trust 3.96M (1.02%) 29.60K
Increased by +0.75%
Jan 31, 24
20 Fidelity® 500 Index 3.83M (0.99%) 30.49K
Increased by +0.80%
Oct 31, 23