Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LUX 9.93%
2 KLXY 8.29%
3 LUXX 7.85%
4 EWL 6.22%
5 FLSW 4.93%
6 FINE 4.09%
7 KBWR 3.66%
8 AGQI 3.07%
9 DDIV 2.91%
10 TADS 2.82%
11 JRNY 2.74%
12 PJIO 2.57%
13 SMCO 2.13%
14 FTDS 2.13%
15 JIG 1.99%
16 TUSA 1.98%
17 KRU 1.89%
18 KRE 1.86%
19 EAFG 1.83%
20 DVLU 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.38M (10.81%) 66.24K
Increased by +1.04%
Dec 31, 24
2 BlackRock Inc 6.16M (10.44%) 174.46K
Increased by +2.83%
Dec 31, 24
3 Aristotle Capital Management LLC 5.79M (9.82%) -82.85K
Decreased by -1.43%
Dec 31, 24
4 State Street Corp 3.75M (6.36%) 281.70K
Increased by +7.51%
Dec 31, 24
5 State Street Corporation 3.56M (6.03%) -447.69K
Decreased by -12.58%
Mar 31, 24
6 Champlain Investment Partners, LLC 2.67M (4.53%) -743.77K
Decreased by -27.85%
Dec 31, 24
7 Neuberger Berman Group LLC 1.56M (2.65%) 129.49K
Increased by +8.28%
Dec 31, 24
8 FMR Inc 1.56M (2.64%) -50.06K
Decreased by -3.21%
Dec 31, 24
9 King Luther Capital Management Corp 1.56M (2.64%) 1.57K
Increased by +0.10%
Dec 31, 24
10 BTIM Corp 1.11M (1.89%) 60.19K
Increased by +5.41%
Mar 31, 25
11 Geode Capital Management, LLC 1.10M (1.86%) 390.00
Increased by +0.04%
Dec 31, 24
12 Bank of America Corp 1.07M (1.82%) -44.06K
Decreased by -4.10%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 1.03M (1.74%) 6.16K
Increased by +0.60%
Dec 31, 24
14 GAMMA Investing LLC 1.01M (1.71%) 1.01M
Increased by +99.92%
Mar 31, 25
15 Northern Trust Corp 973.58K (1.65%) 245.46K
Increased by +25.21%
Dec 31, 24
16 Montrusco Bolton Investments Inc 835.31K (1.42%) -13.58K
Decreased by -1.63%
Mar 31, 25
17 JPMorgan Chase & Co 834.01K (1.41%) -815.91K
Decreased by -97.83%
Dec 31, 24
18 Principal Financial Group Inc 811.63K (1.38%) -10.80K
Decreased by -1.33%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 732.98K (1.24%) -598.61K
Decreased by -81.67%
Sep 30, 24
20 HHG PLC 721.90K (1.22%) -55.18K
Decreased by -7.64%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers AMF Index 10.78M (18.28%) 0.00
Increased by 0.00%
Mar 31, 23
2 iShares Core S&P Mid-Cap ETF 2.09M (3.54%) -1.02K
Decreased by -0.05%
Apr 29, 25
3 Vanguard Total Stock Mkt Idx Inv 1.83M (3.10%) 4.34K
Increased by +0.24%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 1.83M (3.10%) 941.00
Increased by +0.05%
Sep 30, 24
5 Vanguard Windsor™ II Inv 1.58M (2.67%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 1.44M (2.45%) -31.20K
Decreased by -2.16%
Mar 31, 25
7 Champlain Mid Cap Fund, LLC 1.09M (1.85%) -15.32K
Decreased by -1.40%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 988.79K (1.68%) 13.42K
Increased by +1.36%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 935.27K (1.59%) -35.35K
Decreased by -3.78%
Mar 31, 25
10 Champlain Mid Cap Adv 815.00K (1.38%) -250.00K
Decreased by -30.67%
Dec 31, 24
11 Janus Henderson Opportunistic Alpha MA 792.64K (1.34%) 792.54K
Increased by +99.99%
Jun 30, 24
12 NBI US Equity Priv Ptf F CAD 727.53K (1.23%) 118.46K
Increased by +16.28%
Mar 31, 25
13 SPDR® S&P Dividend ETF 699.77K (1.19%) 0.00
Increased by 0.00%
Apr 30, 25
14 Neuberger Berman Genesis Inv 692.26K (1.17%) -249.16K
Decreased by -35.99%
Mar 31, 25
15 Impax Global Opportunities Strategy Comp 692.17K (1.17%) 692.17K
Increased by +100.00%
Jan 31, 25
16 Janus Henderson Contrarian D 591.67K (1.00%) 58.82K
Increased by +9.94%
Feb 28, 25
17 First Trust SMID Cp Rising Div Achv ETF 549.26K (0.93%) 472.00
Increased by +0.09%
Apr 30, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 512.88K (0.87%) -5.23K
Decreased by -1.02%
Mar 31, 25
19 SPDR® S&P Regional Banking ETF 482.51K (0.82%) 6.78K
Increased by +1.41%
Apr 30, 25
20 Janus Henderson US Opportunistic Alpha 456.76K (0.77%) -77.47K
Decreased by -16.96%
Dec 31, 24