Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRAK 4.91%
2 RDIV 4.85%
3 PWER 4.24%
4 RFV 3.82%
5 XOP 3.72%
6 LSAT 3.46%
7 PXE 3.26%
8 TPMN 3.12%
9 ZIG 2.78%
10 GUSH 2.63%
11 OCTA 2.61%
12 NDIV 2.57%
13 UOP 2.49%
14 SMCF 2.32%
15 WBIY 2.27%
16 PXI 2.19%
17 TUSA 2.16%
18 PAMC 2.14%
19 SDEI 2.04%
20 SWIN_old 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 16.51M (9.70%) -15.52K
Decreased by -0.09%
Jun 30, 25
3 TCTC Holdings, LLC 12.33M (7.24%) 8.20K
Increased by +0.07%
Jun 30, 25
4 Capital World Investors 10.72M (6.30%) -2.14M
Decreased by -20.01%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 8.70M (5.11%) 513.53K
Increased by +5.90%
Jun 30, 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 6.23M (3.66%) 298.74K
Increased by +4.80%
Jun 30, 25
9 AQR Capital Management LLC 4.99M (2.93%) 2.61M
Increased by +52.34%
Mar 31, 25
10 LSV Asset Management 3.62M (2.13%) -128.90K
Decreased by -3.56%
Jun 30, 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 Citadel Advisors Llc 2.25M (1.32%) -849.79K
Decreased by -37.84%
Sep 30, 23
17 Fuller & Thaler Asset Management Inc 2.24M (1.32%) -299.47K
Decreased by -13.34%
Jun 30, 25
18 DePrince Race & Zollo Inc 2.15M (1.26%) 123.16K
Increased by +5.74%
Jun 30, 25
19 Thompson, Siegel & Walmsley LLC 2.11M (1.24%) -504.49K
Decreased by -23.90%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 2.07M (1.22%) 379.59K
Increased by +18.30%
Jun 30, 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 5.22M (3.06%) -9.40K
Decreased by -0.18%
Jul 31, 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 3.84M (2.26%) 13.53K
Increased by +0.35%
Jul 31, 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 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.47M (0.86%) 9.99K
Increased by +0.68%
Jul 31, 25
18 DFA US Targeted Value I 1.45M (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
19 DWS Core Equity S 1.27M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
20 DWS Risk Managed Alpha Lg Cap Core Comp 1.27M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25