Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIV 4.79%
2 PSCM 2.77%
3 FXZ 2.71%
4 TINT 2.45%
5 PYZ 1.57%
6 MGNR 1.22%
7 RDIV 1.17%
8 PAMC 0.90%
9 WCEO 0.60%
10 MCDS 0.52%
11 CSB 0.50%
12 KOCG 0.47%
13 RFV 0.46%
14 EQLT 0.45%
15 SMN 0.45%
16 SBM 0.45%
17 RWJ 0.43%
18 SMD 0.42%
19 USVT 0.41%
20 FDWM 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.66M (15.48%) 4.82M
Increased by +22.26%
Mar 31, 25
2 Vanguard Group Inc 16.49M (11.78%) 1.26M
Increased by +7.66%
Mar 31, 25
3 FMR Inc 15.91M (11.37%) 1.10M
Increased by +6.94%
Mar 31, 25
4 Marshall Wace Asset Management Ltd 5.96M (4.26%) -1.12M
Decreased by -18.86%
Mar 31, 25
5 JPMorgan Chase & Co 5.52M (3.95%) 2.05M
Increased by +37.15%
Mar 31, 25
6 State Street Corp 4.98M (3.56%) 259.67K
Increased by +5.21%
Mar 31, 25
7 State Street Corporation 4.62M (3.30%) 106.17K
Increased by +2.30%
Mar 31, 24
8 Millennium Management LLC 4.02M (2.87%) 1.52M
Increased by +37.67%
Mar 31, 25
9 UBS Group AG 3.72M (2.66%) 1.64M
Increased by +44.15%
Mar 31, 25
10 Ameriprise Financial Inc 3.47M (2.48%) -905.16K
Decreased by -26.10%
Mar 31, 25
11 Appian WAY Asset Management 2.47M (1.77%) -60.99K
Decreased by -2.47%
Mar 31, 25
12 Geode Capital Management, LLC 2.46M (1.76%) -15.53K
Decreased by -0.63%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.19M (1.57%) 413.11K
Increased by +18.84%
Mar 31, 25
14 Khrom Capital Management, LLC 2.18M (1.56%) -1.16M
Decreased by -53.10%
Dec 31, 24
15 Vaughan Nelson Scarbrgh & Mccullough LP 2.17M (1.55%) -657.56K
Decreased by -30.35%
Sep 30, 24
16 Scopia Management Inc 1.95M (1.40%) 555.10K
Increased by +28.41%
Mar 31, 25
17 American Century Companies Inc 1.91M (1.36%) 284.13K
Increased by +14.88%
Mar 31, 25
18 Luminus Management, LLC 1.90M (1.36%) 1.30M
Increased by +68.38%
Mar 31, 25
19 LSV Asset Management 1.87M (1.34%) -211.90K
Decreased by -11.32%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.83M (1.31%) 248.23K
Increased by +13.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.97M (6.41%) 0.00
Increased by 0.00%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 4.87M (3.48%) 3.66K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.80M (3.43%) 4.35K
Increased by +0.09%
May 31, 25
4 Vanguard US Total Market Shares ETF 4.71M (3.37%) 4.69K
Increased by +0.10%
Sep 30, 24
5 Vanguard Small Cap Index 3.77M (2.69%) 13.87K
Increased by +0.37%
May 31, 25
6 iShares Select Dividend ETF 3.70M (2.64%) 0.00
Increased by 0.00%
May 31, 25
7 JPM Large Cap Value - MA 2.82M (2.01%) 1.23M
Increased by +43.49%
Mar 31, 25
8 JPM US Large Cap Value-Composite 2.82M (2.01%) 1.23M
Increased by +43.49%
Mar 31, 25
9 Strategic Advisers Fidelity US TtlStk 2.66M (1.90%) 407.50K
Increased by +15.34%
Apr 30, 25
10 JPMorgan Large Cap Value I 2.50M (1.79%) -314.80K
Decreased by -12.58%
Apr 30, 25
11 Vanguard Small Cap Value Index Inv 2.42M (1.73%) -1.13K
Decreased by -0.05%
May 31, 25
12 Fidelity Series Stk Selec Lg Cp Val 2.42M (1.73%) 0.00
Increased by 0.00%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.33M (1.66%) 29.57K
Increased by +1.27%
May 31, 25
14 Fidelity Value 2.05M (1.47%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Value 1.93M (1.38%) -5.10K
Decreased by -0.26%
Nov 30, 23
16 Columbia Focused Mid Cap Value 1.82M (1.30%) -400.00K
Decreased by -22.02%
Mar 31, 25
17 Columbia Select Mid Cap Value Instl 1.82M (1.30%) 0.00
Increased by 0.00%
May 31, 25
18 Columbia Select Mid Cap Value SMA Cmp 1.82M (1.30%) 1.82M
Increased by +100.00%
Mar 31, 25
19 UWS BNY Mellon Global Higher Inc B 1.64M (1.17%) -36.15K
Decreased by -2.21%
Jan 31, 24
20 Fidelity® Series Stk Selec Lg Cp Val 1.61M (1.15%) 0.00
Increased by 0.00%
Nov 30, 23