Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIV 5.38%
2 PSCM 3.08%
3 FXZ 2.73%
4 TINT 2.68%
5 PYZ 1.69%
6 MGNR 1.36%
7 RDIV 1.17%
8 PAMC 0.90%
9 WCEO 0.74%
10 NIXT 0.65%
11 CSB 0.63%
12 MCDS 0.52%
13 RWJ 0.48%
14 KOCG 0.47%
15 RFV 0.46%
16 EQLT 0.45%
17 SBM 0.45%
18 SMN 0.45%
19 SMD 0.42%
20 USVT 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.66M (15.30%) 4.82M
Increased by +22.26%
Mar 31, 25
2 Vanguard Group Inc 17.66M (12.48%) 1.18M
Increased by +6.66%
Jun 30, 25
3 FMR Inc 15.91M (11.24%) 1.10M
Increased by +6.94%
Mar 31, 25
4 Marshall Wace Asset Management Ltd 5.96M (4.21%) -1.12M
Decreased by -18.86%
Mar 31, 25
5 JPMorgan Chase & Co 5.52M (3.90%) 2.05M
Increased by +37.15%
Mar 31, 25
6 State Street Corp 4.98M (3.52%) 259.67K
Increased by +5.21%
Mar 31, 25
7 State Street Corporation 4.62M (3.26%) 106.17K
Increased by +2.30%
Mar 31, 24
8 Millennium Management LLC 4.02M (2.84%) 1.52M
Increased by +37.67%
Mar 31, 25
9 Appian WAY Asset Management 3.81M (2.69%) 1.34M
Increased by +35.19%
Jun 30, 25
10 UBS Group AG 3.72M (2.63%) 1.64M
Increased by +44.15%
Mar 31, 25
11 Ameriprise Financial Inc 3.47M (2.45%) -905.16K
Decreased by -26.10%
Mar 31, 25
12 Geode Capital Management, LLC 2.46M (1.74%) -15.53K
Decreased by -0.63%
Mar 31, 25
13 Khrom Capital Management, LLC 2.18M (1.54%) -1.16M
Decreased by -53.10%
Dec 31, 24
14 Vaughan Nelson Scarbrgh & Mccullough LP 2.17M (1.53%) -657.56K
Decreased by -30.35%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 2.06M (1.46%) -133.09K
Decreased by -6.46%
Jun 30, 25
16 Scopia Management Inc 1.95M (1.38%) 555.10K
Increased by +28.41%
Mar 31, 25
17 Charles Schwab Investment Management Inc 1.94M (1.37%) 505.93K
Increased by +26.02%
Jun 30, 25
18 Luminus Management, LLC 1.90M (1.34%) 1.30M
Increased by +68.38%
Mar 31, 25
19 American Century Companies Inc 1.89M (1.33%) -21.55K
Decreased by -1.14%
Jun 30, 25
20 LSV Asset Management 1.87M (1.32%) -211.90K
Decreased by -11.32%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.94M (6.32%) 1.37K
Increased by +0.02%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 4.87M (3.44%) 3.66K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.73M (3.34%) -100.70K
Decreased by -2.13%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.71M (3.33%) 4.69K
Increased by +0.10%
Sep 30, 24
5 iShares Select Dividend ETF 3.67M (2.60%) -2.51K
Decreased by -0.07%
Jul 31, 25
6 Vanguard Small Cap Index 3.63M (2.57%) -22.95K
Decreased by -0.63%
Jul 31, 25
7 iShares Russell 2000 ETF 3.56M (2.51%) -67.62K
Decreased by -1.90%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 2.34M (1.66%) 10.95K
Increased by +0.47%
Jul 31, 25
9 Fidelity Value 2.05M (1.45%) 0.00
Increased by 0.00%
Apr 30, 25
10 Fidelity® Value 1.93M (1.36%) -5.10K
Decreased by -0.26%
Nov 30, 23
11 Columbia Focused Mid Cap Value 1.82M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
12 Columbia Select Mid Cap Value Instl 1.82M (1.28%) 0.00
Increased by 0.00%
Jul 31, 25
13 Columbia Select Mid Cap Value SMA Cmp 1.82M (1.28%) 1.82M
Increased by +100.00%
Mar 31, 25
14 Fidelity Series Stk Selec Lg Cp Val 1.73M (1.23%) -681.92K
Decreased by -39.32%
May 31, 25
15 UWS BNY Mellon Global Higher Inc B 1.64M (1.16%) -36.15K
Decreased by -2.21%
Jan 31, 24
16 Fidelity® Series Stk Selec Lg Cp Val 1.61M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.14%) -714.52K
Decreased by -44.45%
Jul 31, 25
18 Avantis US Small Cap Value ETF 1.60M (1.13%) 1.55K
Increased by +0.10%
Jul 31, 25
19 Fidelity Small Cap Value Fund 1.53M (1.08%) 585.00K
Increased by +38.11%
Apr 30, 24
20 JPM Large Cap Value - MA 1.43M (1.01%) -1.38M
Decreased by -96.59%
Jun 30, 25