Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 4.02%
2 UTRN 3.98%
3 STNC 2.97%
4 CBSE 2.68%
5 DEMZ 2.48%
6 CBLS 2.40%
7 FTGS 2.20%
8 FTDS 2.12%
9 JDVI 1.89%
10 SMRI 1.85%
11 FTCS 1.84%
12 KIE 1.83%
13 QDIV 1.72%
14 WLTG 1.71%
15 VSMV 1.54%
16 EQRR 1.37%
17 RSPF 1.36%
18 RYF 1.23%
19 FXO 1.20%
20 JMID 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.58M (17.34%) 17.35K
Increased by +0.31%
Mar 31, 25
2 BlackRock Inc 3.63M (11.30%) 74.70K
Increased by +2.06%
Mar 31, 25
3 State Street Corp 1.94M (6.02%) -3.97K
Decreased by -0.20%
Mar 31, 25
4 State Street Corporation 1.94M (6.02%) -53.88K
Decreased by -2.78%
Mar 31, 24
5 Wellington Management Company LLP 1.56M (4.85%) -73.66K
Decreased by -4.72%
Mar 31, 25
6 NORGES BANK 1.35M (4.19%) 450.46K
Increased by +33.42%
Dec 31, 24
7 Vulcan Value Partners, LLC 1.33M (4.13%) 350.02K
Increased by +26.34%
Mar 31, 25
8 Geode Capital Management, LLC 1.21M (3.75%) 41.18K
Increased by +3.42%
Mar 31, 25
9 Franklin Resources Inc 1.12M (3.49%) -158.93K
Decreased by -14.16%
Mar 31, 25
10 First Trust Advisors L.P. 891.99K (2.77%) 437.89K
Increased by +49.09%
Mar 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 881.48K (2.74%) 881.48K
Increased by +100.00%
Mar 31, 25
12 Champlain Investment Partners, LLC 862.33K (2.68%) -61.60K
Decreased by -7.14%
Dec 31, 24
13 Amvescap Plc. 814.60K (2.53%) -40.52K
Decreased by -4.97%
Mar 31, 25
14 Victory Capital Management Inc. 740.47K (2.30%) -423.53K
Decreased by -57.20%
Sep 30, 23
15 AQR Capital Management LLC 712.96K (2.22%) -37.88K
Decreased by -5.31%
Mar 31, 25
16 William Blair Investment Management, LLC 702.34K (2.18%) 59.52K
Increased by +8.48%
Mar 31, 25
17 Boston Partners Global Investors, Inc 696.76K (2.17%) 22.43K
Increased by +3.22%
Mar 31, 25
18 Altrinsic Global Advisors LLC 682.98K (2.12%) 66.04K
Increased by +9.67%
Mar 31, 25
19 Viking Global Investors LP 652.30K (2.03%) -156.16K
Decreased by -23.94%
Dec 31, 23
20 Nuveen Asset Management, LLC 596.96K (1.86%) -175.88K
Decreased by -29.46%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.38M (4.29%) 796.00
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.36M (4.24%) -11.89K
Decreased by -0.87%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.22M (3.80%) 7.93K
Increased by +0.65%
May 31, 25
4 Vanguard Wellington™ Inv 1.03M (3.21%) -32.18K
Decreased by -3.12%
Jun 30, 24
5 Vanguard Mid Cap Index Institutional 943.49K (2.93%) 8.95K
Increased by +0.95%
May 31, 25
6 Vulcan Value Partners Focus 698.34K (2.17%) 245.96K
Increased by +35.22%
Mar 31, 25
7 Fidelity 500 Index 539.88K (1.68%) 666.00
Increased by +0.12%
Apr 30, 25
8 First Trust Rising Dividend Achiev ETF 538.05K (1.67%) 228.00
Increased by +0.04%
May 29, 25
9 SPDR® S&P 500 ETF 534.79K (1.66%) -7.75K
Decreased by -1.45%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 520.77K (1.62%) -2.70K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 514.72K (1.60%) -2.27K
Decreased by -0.44%
May 31, 25
12 SPDR® S&P 500 ETF Trust 510.37K (1.59%) 1.17K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 505.78K (1.57%) 3.22K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 498.02K (1.55%) 0.00
Increased by 0.00%
May 31, 25
15 Victory Sycamore Established Value R 482.00K (1.50%) -303.00K
Decreased by -62.86%
Sep 30, 23
16 Vanguard Windsor Investor Shares 476.67K (1.48%) -10.24K
Decreased by -2.15%
Mar 31, 25
17 First Trust Capital Strength ETF 439.11K (1.37%) 0.00
Increased by 0.00%
Sep 30, 24
18 Franklin Mutual Global Discovery Z 429.20K (1.33%) 22.00
Increased by +0.01%
Apr 30, 25
19 JHancock Disciplined Value Mid Cap I 410.85K (1.28%) 0.00
Increased by 0.00%
Sep 30, 24
20 Champlain Mid Cap Adv 400.00K (1.24%) -40.00K
Decreased by -10.00%
Dec 31, 24