Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 3.99%
2 UTRN 3.85%
3 DVLU 2.81%
4 FOVL 2.45%
5 PSCF 2.23%
6 KRU 2.23%
7 SPDV 2.04%
8 RDVY 1.68%
9 VNMC 1.54%
10 IAT 1.53%
11 RSPF 1.48%
12 WBIY 1.40%
13 VIOV 1.27%
14 RYF 1.25%
15 GURU 1.22%
16 KBWB 1.21%
17 FTXO 1.19%
18 ALTL 1.18%
19 SLYV 1.15%
20 SPHB 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.51M (11.89%) 735.68K
Increased by +4.74%
Mar 31, 25
2 Vanguard Group Inc 13.30M (10.19%) -98.01K
Decreased by -0.74%
Mar 31, 25
3 State Street Corporation 6.92M (5.30%) -223.11K
Decreased by -3.22%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 5.51M (4.22%) 472.41K
Increased by +8.58%
Mar 31, 25
5 State Street Corp 4.72M (3.61%) -74.57K
Decreased by -1.58%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.66M (3.57%) 231.88K
Increased by +4.97%
Mar 31, 25
7 North Reef Capital Management LP 4.13M (3.17%) 82.00K
Increased by +1.98%
Mar 31, 25
8 Balyasny Asset Management LLC 2.81M (2.15%) 2.50M
Increased by +89.16%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 2.60M (1.99%) -203.07K
Decreased by -7.80%
Mar 31, 25
10 Geode Capital Management, LLC 2.51M (1.92%) 290.83K
Increased by +11.61%
Mar 31, 25
11 Vaughan Nelson Scarbrgh & Mccullough LP 2.45M (1.88%) -27.57K
Decreased by -1.12%
Mar 31, 25
12 Millennium Management LLC 2.36M (1.81%) -289.72K
Decreased by -12.25%
Dec 31, 24
13 Citadel Advisors Llc 2.36M (1.81%) 1.37M
Increased by +58.23%
Sep 30, 24
14 FMR Inc 2.35M (1.80%) 1.57M
Increased by +67.00%
Mar 31, 25
15 Goldman Sachs Group Inc 2.32M (1.78%) 253.33K
Increased by +10.91%
Mar 31, 25
16 AllianceBernstein L.P. 2.20M (1.68%) -226.44K
Decreased by -10.31%
Dec 31, 24
17 Barrow Hanley Mewhinney & Strauss LLC 2.12M (1.63%) -24.95K
Decreased by -1.17%
Mar 31, 25
18 Northern Trust Corp 1.90M (1.46%) 402.99K
Increased by +21.21%
Dec 31, 24
19 Azora Capital LP 1.90M (1.46%) 663.51K
Increased by +34.94%
Mar 31, 25
20 First Trust Advisors L.P. 1.81M (1.39%) 298.97K
Increased by +16.49%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.56M (6.56%) 0.00
Increased by 0.00%
Nov 30, 24
2 iShares Core S&P Mid-Cap ETF 4.25M (3.26%) -13.73K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.22M (3.23%) 60.34K
Increased by +1.43%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 4.19M (3.21%) 2.69K
Increased by +0.06%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 3.73M (2.85%) 639.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Institutional 500 Index Trust 3.39M (2.60%) 27.31K
Increased by +0.81%
May 31, 24
7 First Trust Rising Dividend Achiev ETF 3.35M (2.57%) 4.61K
Increased by +0.14%
Jan 31, 24
8 Vanguard Small Cap Index 3.30M (2.53%) 19.91K
Increased by +0.60%
Apr 30, 25
9 iShares Select Dividend ETF 3.06M (2.35%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 2.13M (1.63%) 6.70K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.56%) 17.16K
Increased by +0.84%
Apr 30, 25
12 Invesco S&P 500® Equal Weight ETF 2.01M (1.54%) 4.96K
Increased by +0.25%
Mar 28, 24
13 Fidelity 500 Index 1.61M (1.23%) 8.14K
Increased by +0.51%
May 31, 24
14 SPDR® S&P 500 ETF Trust 1.59M (1.22%) -12.32K
Decreased by -0.78%
Mar 31, 24
15 Fidelity® 500 Index 1.54M (1.18%) 9.77K
Increased by +0.64%
Nov 30, 23
16 SPDR® Portfolio S&P 500 High Div ETF 1.52M (1.17%) -1.79K
Decreased by -0.12%
Mar 28, 24
17 First Trust SMID Cp Rising Div Achv ETF 1.44M (1.10%) 3.08K
Increased by +0.21%
Feb 27, 25
18 iShares Core S&P 500 ETF 1.37M (1.05%) 10.11K
Increased by +0.74%
Mar 28, 24
19 iShares S&P Small-Cap 600 Value ETF 1.36M (1.04%) 0.00
Increased by 0.00%
Nov 30, 24
20 Bridge Builder Large Cap Value 1.35M (1.04%) 28.98K
Increased by +2.14%
Apr 30, 25