Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 4.48%
2 UTRN 3.98%
3 STNC 2.97%
4 CBSE 2.68%
5 CBLS 2.40%
6 DEMZ 2.33%
7 FTGS 2.20%
8 JDVI 2.18%
9 SMRI 2.16%
10 FTDS 2.12%
11 KIE 1.95%
12 FTCS 1.84%
13 QDIV 1.84%
14 WLTG 1.71%
15 VSMV 1.54%
16 EQRR 1.53%
17 RDVY 1.46%
18 RSPF 1.44%
19 FXO 1.39%
20 ABCS 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.56M (16.54%) 43.79K
Increased by +0.79%
Dec 31, 24
2 BlackRock Inc 3.56M (10.59%) -235.90K
Decreased by -6.63%
Dec 31, 24
3 State Street Corp 1.94M (5.78%) 25.33K
Increased by +1.30%
Dec 31, 24
4 State Street Corporation 1.94M (5.76%) -53.88K
Decreased by -2.78%
Mar 31, 24
5 Wellington Management Company LLP 1.63M (4.86%) -571.32K
Decreased by -34.96%
Dec 31, 24
6 NORGES BANK 1.35M (4.01%) 450.46K
Increased by +33.42%
Dec 31, 24
7 Franklin Resources Inc 1.28M (3.81%) 4.54K
Increased by +0.35%
Dec 31, 24
8 Geode Capital Management, LLC 1.16M (3.46%) 8.32K
Increased by +0.71%
Dec 31, 24
9 Vulcan Value Partners, LLC 978.71K (2.91%) 720.57K
Increased by +73.62%
Dec 31, 24
10 Champlain Investment Partners, LLC 862.33K (2.57%) -61.60K
Decreased by -7.14%
Dec 31, 24
11 Amvescap Plc. 855.12K (2.54%) 125.27K
Increased by +14.65%
Dec 31, 24
12 AQR Capital Management LLC 750.83K (2.23%) -85.38K
Decreased by -11.37%
Dec 31, 24
13 Victory Capital Management Inc. 740.47K (2.20%) -423.53K
Decreased by -57.20%
Sep 30, 23
14 Boston Partners Global Investors, Inc 674.33K (2.01%) -698.32K
Decreased by -103.56%
Dec 31, 24
15 Viking Global Investors LP 652.30K (1.94%) -156.16K
Decreased by -23.94%
Dec 31, 23
16 William Blair Investment Management, LLC 642.81K (1.91%) 61.03K
Increased by +9.49%
Dec 31, 24
17 Altrinsic Global Advisors LLC 616.94K (1.84%) -7.70K
Decreased by -1.25%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 608.08K (1.81%) -18.24K
Decreased by -3.00%
Dec 31, 24
19 Nuveen Asset Management, LLC 596.96K (1.78%) -175.88K
Decreased by -29.46%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 572.13K (1.70%) 13.14K
Increased by +2.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.36M (4.06%) -11.89K
Decreased by -0.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.36M (4.04%) -17.00
Decreased by -0.00%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 1.19M (3.55%) 1.88K
Increased by +0.16%
Mar 31, 25
4 Vanguard Wellington™ Inv 1.03M (3.07%) -32.18K
Decreased by -3.12%
Jun 30, 24
5 Vanguard Mid Cap Index Institutional 925.56K (2.75%) -2.77K
Decreased by -0.30%
Mar 31, 25
6 Vulcan Value Partners Focus 698.34K (2.08%) 245.96K
Increased by +35.22%
Mar 31, 25
7 Fidelity 500 Index 538.28K (1.60%) 2.40K
Increased by +0.45%
Feb 28, 25
8 SPDR® S&P 500 ETF 534.79K (1.59%) -7.75K
Decreased by -1.45%
Mar 31, 25
9 iShares Core S&P 500 ETF 524.10K (1.56%) 1.50K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 520.77K (1.55%) -2.70K
Decreased by -0.52%
Mar 31, 25
11 First Trust Rising Dividend Achiev ETF 520.04K (1.55%) 342.00
Increased by +0.07%
Mar 31, 25
12 SPDR® S&P 500® ETF 514.92K (1.53%) -8.55K
Decreased by -1.66%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 510.37K (1.52%) 1.17K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 505.78K (1.50%) 3.22K
Increased by +0.64%
Nov 30, 23
15 Vanguard Windsor Investor Shares 486.90K (1.45%) -176.34K
Decreased by -36.22%
Dec 31, 24
16 Victory Sycamore Established Value R 482.00K (1.43%) -303.00K
Decreased by -62.86%
Sep 30, 23
17 First Trust Capital Strength ETF 439.11K (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
18 Franklin Mutual Global Discovery Z 429.18K (1.28%) 1.34K
Increased by +0.31%
Mar 31, 25
19 JHancock Disciplined Value Mid Cap I 410.85K (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
20 Invesco S&P 500® Equal Weight ETF 408.99K (1.22%) 890.00
Increased by +0.22%
Mar 31, 25