Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LUX 9.79%
2 LUXX 7.85%
3 KLXY 7.79%
4 EWL 5.48%
5 FLSW 4.36%
6 FINE 4.31%
7 KBWR 3.62%
8 DDIV 3.00%
9 AGQI 2.97%
10 TADS 2.82%
11 JRNY 2.74%
12 PJIO 2.57%
13 FTDS 2.17%
14 PJBF 2.15%
15 REGL 2.14%
16 SMCO 2.07%
17 TUSA 1.98%
18 JIG 1.96%
19 KRU 1.89%
20 EAFG 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.31M (10.70%) -63.30K
Decreased by -1.00%
Mar 31, 25
2 BlackRock Inc 6.06M (10.27%) -100.20K
Decreased by -1.65%
Mar 31, 25
3 Aristotle Capital Management LLC 5.66M (9.60%) -130.98K
Decreased by -2.31%
Mar 31, 25
4 State Street Corporation 3.56M (6.03%) -447.69K
Decreased by -12.58%
Mar 31, 24
5 State Street Corp 3.47M (5.89%) -276.54K
Decreased by -7.96%
Mar 31, 25
6 Champlain Investment Partners, LLC 1.72M (2.91%) -952.84K
Decreased by -55.48%
Mar 31, 25
7 King Luther Capital Management Corp 1.44M (2.45%) -111.66K
Decreased by -7.73%
Mar 31, 25
8 FMR Inc 1.27M (2.15%) -289.97K
Decreased by -22.84%
Mar 31, 25
9 Neuberger Berman Group LLC 1.16M (1.97%) -399.92K
Decreased by -34.35%
Mar 31, 25
10 Geode Capital Management, LLC 1.15M (1.94%) 47.15K
Increased by +4.12%
Mar 31, 25
11 Bank of America Corp 1.13M (1.91%) 53.39K
Increased by +4.73%
Mar 31, 25
12 BTIM Corp 1.11M (1.89%) 60.19K
Increased by +5.41%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 1.06M (1.79%) 30.71K
Increased by +2.90%
Mar 31, 25
14 Northern Trust Corp 1.05M (1.78%) 77.59K
Increased by +7.38%
Mar 31, 25
15 GAMMA Investing LLC 1.01M (1.71%) 1.01M
Increased by +99.92%
Mar 31, 25
16 HHG PLC 837.90K (1.42%) 116.00K
Increased by +13.84%
Mar 31, 25
17 Montrusco Bolton Investments Inc 835.31K (1.42%) -13.58K
Decreased by -1.63%
Mar 31, 25
18 Principal Financial Group Inc 811.63K (1.38%) -10.80K
Decreased by -1.33%
Mar 31, 25
19 JPMorgan Chase & Co 783.14K (1.33%) -50.88K
Decreased by -6.50%
Mar 31, 25
20 Vaughan Nelson Scarbrgh & Mccullough LP 711.53K (1.21%) 114.91K
Increased by +16.15%
Mar 31, 25

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%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.85M (3.14%) 840.00
Increased by +0.05%
May 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 1.46M (2.47%) 6.52K
Increased by +0.45%
May 31, 25
7 Champlain Mid Cap Fund, LLC 1.06M (1.80%) 795.00
Increased by +0.07%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.00M (1.70%) 8.17K
Increased by +0.81%
May 31, 25
9 Vanguard Small Cap Value Index Inv 937.40K (1.59%) -842.00
Decreased by -0.09%
May 31, 25
10 Janus Henderson Contrarian D 853.20K (1.45%) 218.43K
Increased by +25.60%
Apr 30, 25
11 Janus Henderson Opportunistic Alpha MA 792.64K (1.34%) 792.54K
Increased by +99.99%
Jun 30, 24
12 SPDR® S&P Dividend ETF 777.44K (1.32%) -265.00
Decreased by -0.03%
May 31, 25
13 NBI US Equity Priv Ptf F CAD 727.53K (1.23%) 118.46K
Increased by +16.28%
Mar 31, 25
14 Neuberger Berman Genesis Inv 692.26K (1.17%) -249.16K
Decreased by -35.99%
Mar 31, 25
15 Janus Henderson US Opportunistic Alpha 634.76K (1.08%) 178.00K
Increased by +28.04%
Mar 31, 25
16 Impax Global Opportunities Strategy Comp 556.25K (0.94%) 152.86K
Increased by +27.48%
Apr 30, 25
17 First Trust SMID Cp Rising Div Achv ETF 548.48K (0.93%) 833.00
Increased by +0.15%
May 29, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 495.95K (0.84%) -11.33K
Decreased by -2.28%
May 31, 25
19 Champlain Mid Cap Adv 485.00K (0.82%) -330.00K
Decreased by -68.04%
Mar 31, 25
20 SPDR® S&P Regional Banking ETF 480.16K (0.81%) 0.00
Increased by 0.00%
May 31, 25