Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRAK 5.13%
2 RDIV 4.08%
3 LSAT 3.53%
4 XOP 3.24%
5 PWER 3.16%
6 TPMN 3.12%
7 RFV 3.02%
8 FXN 2.90%
9 ZIG 2.78%
10 OCTA 2.61%
11 PXE 2.49%
12 UOP 2.49%
13 WBIY 2.27%
14 NDIV 2.21%
15 TUSA 2.16%
16 SDEI 2.04%
17 GUSH 2.04%
18 SWIN_old 1.89%
19 GLRY 1.89%
20 SMCF 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.59M (10.25%) 18.52K
Increased by +0.11%
Dec 31, 24
2 Vanguard Group Inc 16.70M (9.73%) -1.32M
Decreased by -7.88%
Dec 31, 24
3 TCTC Holdings, LLC 12.32M (7.18%) 25.20K
Increased by +0.20%
Dec 31, 24
4 Capital World Investors 10.72M (6.25%) -2.14M
Decreased by -20.01%
Dec 31, 23
5 State Street Corp 7.81M (4.55%) 184.04K
Increased by +2.36%
Dec 31, 24
6 State Street Corporation 7.26M (4.23%) 563.44K
Increased by +7.76%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 6.85M (3.99%) 737.70K
Increased by +10.77%
Dec 31, 24
8 Pacer Advisors, INC. 6.45M (3.76%) -1.97M
Decreased by -30.50%
Dec 31, 24
9 Charles Schwab Investment Management Inc 5.51M (3.21%) 617.22K
Increased by +11.20%
Dec 31, 24
10 Millennium Management LLC 5.50M (3.21%) 4.98M
Increased by +90.57%
Sep 30, 24
11 LSV Asset Management 3.93M (2.29%) -140.92K
Decreased by -3.59%
Dec 31, 24
12 First Trust Advisors L.P. 3.14M (1.83%) 1.10M
Increased by +34.93%
Dec 31, 24
13 Geode Capital Management, LLC 2.81M (1.64%) -22.78K
Decreased by -0.81%
Dec 31, 24
14 Southeastern Asset Management Inc 2.75M (1.60%) 2.75M
Increased by +100.00%
Dec 31, 24
15 Amvescap Plc. 2.73M (1.59%) -66.05K
Decreased by -2.42%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 2.71M (1.58%) 399.33K
Increased by +14.76%
Dec 31, 24
17 Fuller & Thaler Asset Management Inc 2.51M (1.46%) -30.33K
Decreased by -1.21%
Dec 31, 24
18 AQR Capital Management LLC 2.38M (1.38%) 906.23K
Increased by +38.13%
Dec 31, 24
19 Citadel Advisors Llc 2.25M (1.31%) -849.79K
Decreased by -37.84%
Sep 30, 23
20 Thompson, Siegel & Walmsley LLC 2.11M (1.23%) 1.13M
Increased by +53.29%
Dec 31, 24

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 5.18M (3.02%) -17.50K
Decreased by -0.34%
Apr 30, 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 5.05M (2.94%) 15.22K
Increased by +0.30%
Mar 31, 25
5 Schwab US Dividend Equity ETF™ 4.53M (2.64%) 783.00
Increased by +0.02%
Apr 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 3.99M (2.33%) -91.37K
Decreased by -2.29%
Mar 31, 25
9 iShares Select Dividend ETF 3.87M (2.26%) 0.00
Increased by 0.00%
Apr 30, 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 2.59M (1.51%) -97.87K
Decreased by -3.78%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.43%) 23.17K
Increased by +0.94%
Mar 31, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 2.40M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
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 Longleaf Partners 1.72M (1.00%) 1.72M
Increased by +100.00%
Dec 31, 24
18 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.68M (0.98%) -282.70K
Decreased by -16.81%
Apr 30, 25
19 DFA US Targeted Value I 1.45M (0.84%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 1.28M (0.74%) -15.11K
Decreased by -1.18%
Mar 31, 25