Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRAK 5.03%
2 RDIV 4.08%
3 PWER 3.99%
4 LSAT 3.46%
5 XOP 3.35%
6 RFV 3.16%
7 TPMN 3.12%
8 FXN 3.05%
9 ZIG 2.78%
10 OCTA 2.61%
11 PXE 2.49%
12 UOP 2.49%
13 GUSH 2.38%
14 NDIV 2.30%
15 WBIY 2.27%
16 TUSA 2.16%
17 SDEI 2.04%
18 SMCF 1.96%
19 SWIN_old 1.89%
20 GLRY 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.65M (11.45%) 2.06M
Increased by +10.48%
Mar 31, 25
2 Vanguard Group Inc 16.53M (9.63%) -172.65K
Decreased by -1.04%
Mar 31, 25
3 TCTC Holdings, LLC 12.32M (7.18%) 0.00
Increased by 0.00%
Mar 31, 25
4 Capital World Investors 10.72M (6.25%) -2.14M
Decreased by -20.01%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 8.19M (4.77%) 1.34M
Increased by +16.33%
Mar 31, 25
6 State Street Corporation 7.26M (4.23%) 563.44K
Increased by +7.76%
Dec 31, 23
7 State Street Corp 7.02M (4.09%) -797.21K
Decreased by -11.36%
Mar 31, 25
8 Pacer Advisors, INC. 6.45M (3.76%) -1.97M
Decreased by -30.50%
Dec 31, 24
9 Charles Schwab Investment Management Inc 5.93M (3.45%) 415.21K
Increased by +7.01%
Mar 31, 25
10 Millennium Management LLC 5.50M (3.21%) 4.98M
Increased by +90.57%
Sep 30, 24
11 AQR Capital Management LLC 4.99M (2.91%) 2.61M
Increased by +52.34%
Mar 31, 25
12 LSV Asset Management 3.75M (2.19%) -177.54K
Decreased by -4.73%
Mar 31, 25
13 First Trust Advisors L.P. 3.14M (1.83%) 1.10M
Increased by +34.93%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 2.88M (1.68%) 175.58K
Increased by +6.09%
Mar 31, 25
15 Geode Capital Management, LLC 2.87M (1.67%) 55.18K
Increased by +1.92%
Mar 31, 25
16 Amvescap Plc. 2.73M (1.59%) -66.05K
Decreased by -2.42%
Sep 30, 24
17 Southeastern Asset Management Inc 2.67M (1.56%) -80.08K
Decreased by -3.00%
Mar 31, 25
18 Thompson, Siegel & Walmsley LLC 2.62M (1.52%) 500.91K
Increased by +19.15%
Mar 31, 25
19 Fuller & Thaler Asset Management Inc 2.54M (1.48%) 36.59K
Increased by +1.44%
Mar 31, 25
20 Citadel Advisors Llc 2.25M (1.31%) -849.79K
Decreased by -37.84%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 6.43M (3.75%) 9.50K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 5.19M (3.03%) 3.40K
Increased by +0.07%
May 28, 25
3 Vanguard US Total Market Shares ETF 5.17M (3.01%) 3.50K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.16M (3.01%) 112.80K
Increased by +2.19%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 4.57M (2.66%) 696.00
Increased by +0.02%
May 30, 25
6 American Funds Fundamental Invs A 4.35M (2.54%) -913.79K
Decreased by -21.01%
Mar 31, 24
7 Capital Group Fundamental Invtrs Comp 4.35M (2.54%) -913.79K
Decreased by -21.01%
Mar 31, 24
8 Vanguard Small Cap Index 4.02M (2.34%) 28.76K
Increased by +0.72%
Apr 30, 25
9 iShares Select Dividend ETF 3.87M (2.25%) 0.00
Increased by 0.00%
May 27, 25
10 American Funds American Balanced A 3.27M (1.90%) -1.06M
Decreased by -32.32%
Mar 31, 24
11 First Trust SMID Cp Rising Div Achv ETF 2.61M (1.52%) 5.58K
Increased by +0.21%
Feb 27, 25
12 Vanguard Small Cap Value Index Inv 2.60M (1.51%) 8.09K
Increased by +0.31%
Apr 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.44%) 15.16K
Increased by +0.61%
Apr 30, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 2.40M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
15 FullerThaler Behavioral Small-Cap Equity 2.40M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
16 DFA US Small Cap Value I 1.92M (1.12%) 535.45K
Increased by +27.93%
Mar 31, 25
17 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.77M (1.03%) -5.68K
Decreased by -0.32%
May 29, 25
18 Longleaf Partners 1.72M (1.00%) 1.72M
Increased by +100.00%
Dec 31, 24
19 DFA US Targeted Value I 1.45M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
20 DWS Core Equity S 1.27M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25