Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRAK 4.77%
2 PWER 4.15%
3 RDIV 4.08%
4 RFV 3.79%
5 LSAT 3.44%
6 XOP 3.42%
7 TPMN 3.12%
8 PXE 3.09%
9 ZIG 2.78%
10 OCTA 2.61%
11 NDIV 2.57%
12 UOP 2.49%
13 GUSH 2.34%
14 SMCF 2.30%
15 WBIY 2.27%
16 TUSA 2.16%
17 SDEI 2.04%
18 PXI 2.00%
19 SWIN_old 1.89%
20 GLRY 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.65M (11.54%) 2.06M
Increased by +10.48%
Mar 31, 25
2 Vanguard Group Inc 16.53M (9.71%) -172.65K
Decreased by -1.04%
Mar 31, 25
3 TCTC Holdings, LLC 12.32M (7.24%) 0.00
Increased by 0.00%
Mar 31, 25
4 Capital World Investors 10.72M (6.30%) -2.14M
Decreased by -20.01%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 8.19M (4.81%) 1.34M
Increased by +16.33%
Mar 31, 25
6 State Street Corporation 7.26M (4.26%) 563.44K
Increased by +7.76%
Dec 31, 23
7 State Street Corp 7.02M (4.12%) -797.21K
Decreased by -11.36%
Mar 31, 25
8 Charles Schwab Investment Management Inc 5.93M (3.48%) 415.21K
Increased by +7.01%
Mar 31, 25
9 AQR Capital Management LLC 4.99M (2.93%) 2.61M
Increased by +52.34%
Mar 31, 25
10 LSV Asset Management 3.75M (2.20%) -177.54K
Decreased by -4.73%
Mar 31, 25
11 First Trust Advisors L.P. 3.14M (1.84%) 1.10M
Increased by +34.93%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.88M (1.69%) 175.58K
Increased by +6.09%
Mar 31, 25
13 Geode Capital Management, LLC 2.87M (1.68%) 55.18K
Increased by +1.92%
Mar 31, 25
14 ING Investment Management LLC 2.69M (1.58%) 1.75M
Increased by +65.17%
Mar 31, 25
15 Southeastern Asset Management Inc 2.67M (1.57%) -80.08K
Decreased by -3.00%
Mar 31, 25
16 Thompson, Siegel & Walmsley LLC 2.62M (1.54%) 500.91K
Increased by +19.15%
Mar 31, 25
17 Fuller & Thaler Asset Management Inc 2.54M (1.49%) 36.59K
Increased by +1.44%
Mar 31, 25
18 Citadel Advisors Llc 2.25M (1.32%) -849.79K
Decreased by -37.84%
Sep 30, 23
19 AllianceBernstein L.P. 2.05M (1.20%) -212.86K
Decreased by -10.39%
Dec 31, 23
20 DePrince Race & Zollo Inc 2.02M (1.19%) 1.83M
Increased by +90.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Pacer US Cash Cows 100 ETF 6.43M (3.78%) 9.50K
Increased by +0.15%
Feb 28, 25
2 iShares Core S&P Mid-Cap ETF 5.23M (3.07%) 342.00
Increased by +0.01%
Jul 30, 25
3 Vanguard US Total Market Shares ETF 5.17M (3.04%) 3.50K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.16M (3.03%) -559.00
Decreased by -0.01%
Jun 30, 25
5 Schwab US Dividend Equity ETF™ 4.55M (2.67%) -783.00
Decreased by -0.02%
Jul 31, 25
6 American Funds Fundamental Invs A 4.35M (2.55%) -913.79K
Decreased by -21.01%
Mar 31, 24
7 Capital Group Fundamental Invtrs Comp 4.35M (2.55%) -913.79K
Decreased by -21.01%
Mar 31, 24
8 Vanguard Small Cap Index 3.91M (2.30%) -126.94K
Decreased by -3.24%
Jun 30, 25
9 iShares Select Dividend ETF 3.83M (2.25%) 0.00
Increased by 0.00%
Jul 30, 25
10 American Funds American Balanced A 3.27M (1.92%) -1.06M
Decreased by -32.32%
Mar 31, 24
11 First Trust SMID Cp Rising Div Achv ETF 2.61M (1.53%) 5.58K
Increased by +0.21%
Feb 27, 25
12 Vanguard Small Cap Value Index Inv 2.50M (1.47%) -99.79K
Decreased by -4.00%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.47M (1.45%) -23.59K
Decreased by -0.96%
Jun 30, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 2.40M (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
15 FullerThaler Behavioral Small-Cap Equity 2.40M (1.41%) 0.00
Increased by 0.00%
Mar 31, 25
16 DFA US Small Cap Value I 2.32M (1.36%) 81.79K
Increased by +3.52%
Jun 30, 25
17 Longleaf Partners 1.85M (1.09%) 126.11K
Increased by +6.82%
Mar 31, 25
18 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.47M (0.86%) 9.99K
Increased by +0.68%
Jul 31, 25
19 DFA US Targeted Value I 1.45M (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
20 DWS Core Equity S 1.27M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25