Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 10.98%
2 KBWD 1.76%
3 SCAP 1.19%
4 ICAP 1.08%
5 FFND 0.71%
6 DSMC 0.56%
7 GWX 0.00%
8 FEU 0.00%
9 SPEU 0.00%
10 SPDW 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 4.71M (5.22%) 2.06M
Increased by +43.83%
Mar 31, 25
2 FMR Inc 3.32M (3.68%) 204.84K
Increased by +6.18%
Mar 31, 25
3 American Century Companies Inc 1.73M (1.92%) -1.29M
Decreased by -74.44%
Mar 31, 25
4 Bank of America Corp 1.35M (1.49%) 527.81K
Increased by +39.21%
Mar 31, 25
5 Neuberger Berman Group LLC 1.13M (1.26%) 1.10M
Increased by +97.00%
Mar 31, 25
6 Goldman Sachs Group Inc 916.57K (1.02%) 312.88K
Increased by +34.14%
Mar 31, 25
7 Jennison Associates LLC 911.56K (1.01%) -28.09K
Decreased by -3.08%
Mar 31, 25
8 Citigroup Inc 837.42K (0.93%) 191.73K
Increased by +22.90%
Dec 31, 24
9 Natixis SA 660.70K (0.73%) 93.30K
Increased by +14.12%
Dec 31, 24
10 UBS Group AG 613.41K (0.68%) -15.28K
Decreased by -2.49%
Dec 31, 24
11 Citadel Advisors Llc 551.36K (0.61%) 464.92K
Increased by +84.32%
Mar 31, 25
12 683 Capital Management LLC 525.83K (0.58%) 525.83K
Increased by +100.00%
Mar 31, 25
13 Weiss Multi-Strategy Advisers Llc 507.90K (0.56%) 66.28K
Increased by +13.05%
Dec 31, 23
14 JPMorgan Chase & Co 495.48K (0.55%) -2.40M
Decreased by -485.24%
Mar 31, 25
15 Cresset Asset Management, LLC 495.38K (0.55%) -16.49K
Decreased by -3.33%
Dec 31, 24
16 Callodine Capital Management, LP 459.77K (0.51%) 109.78K
Increased by +23.88%
Sep 30, 24
17 Nomura Holdings Inc 457.50K (0.51%) 156.90K
Increased by +34.30%
Jun 30, 24
18 Wells Fargo & Co 454.89K (0.50%) 5.83K
Increased by +1.28%
Dec 31, 24
19 Franklin Resources Inc 389.17K (0.43%) 0.00
Increased by 0.00%
Mar 31, 25
20 LPL Financial Corp 380.84K (0.42%) 9.63K
Increased by +2.53%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Small Cap Value Fund 1.74M (1.93%) 0.00
Increased by 0.00%
Mar 31, 25
2 American Century Equity Income Inv 1.47M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
3 American Century US Value Yield Eq Tr 1 1.47M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
4 American Century US Value Yield Eq Tr 2 1.47M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fidelity® Small Cap Value 1.24M (1.37%) 0.00
Increased by 0.00%
Oct 31, 23
6 American Century Mid Cap Value Inv 957.47K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
7 American Century U.S. Mid Cap Value 957.47K (1.06%) 0.00
Increased by 0.00%
Dec 31, 24
8 Jennison SMid Cap Core Equity 872.38K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
9 PGIM Jennison Small Company A 872.38K (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
10 Neuberger Berman Long Short Instl 723.95K (0.80%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity Series Intrinsic Opps 434.80K (0.48%) 0.00
Increased by 0.00%
Mar 31, 25
12 Templeton Global Smaller Comp A 382.17K (0.42%) 0.00
Increased by 0.00%
Apr 30, 25
13 Templeton Global Smaller Comp Fund A 382.17K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25
14 Churchill Equity Dividend Income 322.09K (0.36%) 322.09K
Increased by +100.00%
Mar 31, 25
15 Invesco KBW High Dividend Yld Fincl ETF 319.80K (0.35%) 0.00
Increased by 0.00%
May 30, 25
16 Fidelity Advisor Stock Selec Mid Cp I 293.91K (0.33%) -28.99K
Decreased by -9.86%
Apr 30, 25
17 Fidelity Select Financials Port 220.00K (0.24%) -200.00K
Decreased by -90.91%
Apr 30, 25
18 Miller/Howard High Income Equity 204.00K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
19 Manning & Napier Callodine Equity Inc I 174.06K (0.19%) -5.94K
Decreased by -3.41%
Mar 31, 25
20 Manning & Napier Callodine Equity Inc Z 174.06K (0.19%) -5.94K
Decreased by -3.41%
Mar 31, 25