Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRAK 5.48%
2 FXN 4.51%
3 RDIV 4.15%
4 PWER 3.83%
5 DIVY 3.51%
6 SMCF 3.35%
7 XOP 3.30%
8 PXI 3.15%
9 LSAT 3.15%
10 TPMN 3.12%
11 DDIV 3.04%
12 PXE 2.83%
13 ZIG 2.78%
14 OCTA 2.61%
15 NDIV 2.57%
16 RJMG 2.55%
17 UOP 2.49%
18 GUSH 2.48%
19 RFV 2.39%
20 PXMV 2.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.72M (11.14%) -1.93M
Decreased by -10.31%
Mar 31, 26
2 Vanguard Group Inc 16.83M (10.01%) 446.87K
Increased by +2.66%
Dec 31, 25
3 TCTC Holdings, LLC 12.33M (7.34%) 0.00
Increased by 0.00%
Mar 31, 26
4 Capital World Investors 10.72M (6.38%) -2.14M
Decreased by -20.01%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 9.25M (5.50%) 103.14K
Increased by +1.11%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 9.10M (5.41%) 9.10M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 7.26M (4.32%) 563.44K
Increased by +7.76%
Dec 31, 23
8 Vanguard Capital Management, LLC 7.01M (4.17%) 7.01M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 6.66M (3.96%) 521.22K
Increased by +7.82%
Mar 31, 26
10 Charles Schwab Investment Management Inc 5.28M (3.14%) -1.09M
Decreased by -20.64%
Mar 31, 26
11 AQR Capital Management LLC 5.14M (3.06%) 783.25K
Increased by +15.23%
Mar 31, 26
12 Victory Capital Management Inc. 4.22M (2.51%) 2.43M
Increased by +57.49%
Mar 31, 26
13 LSV Asset Management 3.66M (2.18%) 260.72K
Increased by +7.12%
Mar 31, 26
14 Millennium Management LLC 3.15M (1.88%) 1.18M
Increased by +37.50%
Jun 30, 25
15 First Trust Advisors L.P. 3.14M (1.87%) 1.10M
Increased by +34.93%
Dec 31, 24
16 Geode Capital Management, LLC 3.12M (1.86%) 44.73K
Increased by +1.43%
Mar 31, 26
17 Amvescap Plc. 2.80M (1.67%) 873.80K
Increased by +31.18%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 2.38M (1.42%) 306.83K
Increased by +12.88%
Sep 30, 25
19 Morgan Stanley - Brokerage Accounts 2.37M (1.41%) -555.30K
Decreased by -23.40%
Mar 31, 26
20 Fuller & Thaler Asset Management Inc 2.25M (1.34%) -2.74M
Decreased by -121.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 6.43M (3.83%) 9.50K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 5.30M (3.16%) 996.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 5.17M (3.07%) 3.50K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.99M (2.97%) 12.18K
Increased by +0.24%
Apr 30, 26
5 American Funds Fundamental Invs A 4.35M (2.59%) -913.79K
Decreased by -21.01%
Mar 31, 24
6 Capital Group Fundamental Invtrs Comp 4.35M (2.59%) -913.79K
Decreased by -21.01%
Mar 31, 24
7 Schwab US Dividend Equity ETF™ 3.74M (2.22%) 7.18K
Increased by +0.19%
May 30, 26
8 Vanguard Small Cap Index 3.60M (2.14%) -7.71K
Decreased by -0.21%
Apr 30, 26
9 American Funds American Balanced A 3.27M (1.94%) -1.06M
Decreased by -32.32%
Mar 31, 24
10 iShares Select Dividend ETF 2.77M (1.65%) 3.66K
Increased by +0.13%
May 29, 26
11 First Trust SMID Cp Rising Div Achv ETF 2.61M (1.55%) 5.58K
Increased by +0.21%
Feb 27, 25
12 DFA US Small Cap Value I 2.42M (1.44%) 0.00
Increased by 0.00%
Apr 30, 26
13 FullerThaler Beh Small-Cap Equity SMA 2.37M (1.41%) 0.00
Increased by 0.00%
Dec 31, 25
14 FullerThaler Behavioral Small-Cap Equity 2.37M (1.41%) 0.00
Increased by 0.00%
Dec 31, 25
15 Vanguard Small Cap Value Index Inv 2.31M (1.38%) 16.29K
Increased by +0.70%
Apr 30, 26
16 FullerThaler Behavioral Sm-Cp Eq R6 2.17M (1.29%) -207.20K
Decreased by -9.57%
Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.05%) 18.25K
Increased by +1.03%
Apr 30, 26
18 SttStrtSPDRS&POil&GasExplor&ProdtnETF 1.59M (0.95%) 7.77K
Increased by +0.49%
May 29, 26
19 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.41M (0.84%) 0.00
Increased by 0.00%
Aug 31, 25
20 DFA US Targeted Value I 1.32M (0.78%) 0.00
Increased by 0.00%
Apr 30, 26