Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 DVLU 3.36%
3 XMMO 2.74%
4 PAMC 2.30%
5 SYV 2.28%
6 FTDS 2.25%
7 PFI 2.22%
8 GINX 2.20%
9 CPAI 2.14%
10 TUSA 2.03%
11 JMID 1.87%
12 TEQI 1.71%
13 PRAY 1.62%
14 FXO 1.51%
15 DDIV 1.39%
16 WTV 1.34%
17 MDYG 1.17%
18 IVOG 1.17%
19 TPHD 1.15%
20 TPHE 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.64M (11.65%) -606.78K
Decreased by -1.70%
Dec 31, 24
2 BlackRock Inc 29.73M (9.72%) -1.23M
Decreased by -4.12%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 21.28M (6.96%) 535.67K
Increased by +2.52%
Dec 31, 24
4 Canada Pension Plan Investment Board 19.03M (6.22%) 80.00K
Increased by +0.42%
Dec 31, 24
5 NORGES BANK 14.17M (4.63%) -1.27M
Decreased by -8.95%
Dec 31, 24
6 State Street Corporation 13.25M (4.33%) -304.12K
Decreased by -2.30%
Mar 31, 24
7 State Street Corp 13.03M (4.26%) 49.99K
Increased by +0.38%
Dec 31, 24
8 Wellington Management Company LLP 8.82M (2.88%) 3.30M
Increased by +37.47%
Dec 31, 24
9 Pzena Investment Management, LLC 8.19M (2.68%) -8.24M
Decreased by -100.60%
Dec 31, 24
10 Amvescap Plc. 8.09M (2.64%) 355.08K
Increased by +4.39%
Dec 31, 24
11 First Trust Advisors L.P. 7.84M (2.56%) 375.23K
Increased by +4.79%
Dec 31, 24
12 HSBC Holdings PLC 6.84M (2.24%) -478.89K
Decreased by -7.00%
Jun 30, 24
13 Geode Capital Management, LLC 5.63M (1.84%) -45.87K
Decreased by -0.81%
Dec 31, 24
14 Thornburg Investment Management Inc 5.27M (1.72%) 0.00
Increased by 0.00%
Dec 31, 24
15 Conifer Management, LLC 5.00M (1.63%) -1.00M
Decreased by -20.00%
Dec 31, 24
16 Massachusetts Financial Services Company 4.29M (1.40%) -213.89K
Decreased by -4.98%
Dec 31, 24
17 Northern Trust Corp 4.24M (1.39%) 887.12K
Increased by +20.91%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 4.05M (1.32%) -82.22K
Decreased by -2.03%
Dec 31, 24
19 Sessa Capital IM LP 4.04M (1.32%) -960.66K
Decreased by -23.81%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 3.77M (1.23%) -26.91K
Decreased by -0.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 10.18M (3.33%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 9.88M (3.23%) 57.17K
Increased by +0.58%
Feb 28, 25
3 Vanguard Small Cap Index 8.00M (2.61%) 6.54K
Increased by +0.08%
Feb 28, 25
4 Vanguard Windsor Investor Shares 6.47M (2.11%) -790.91K
Decreased by -12.22%
Dec 31, 24
5 First Trust Rising Dividend Achiev ETF 5.85M (1.91%) 10.42K
Increased by +0.18%
Feb 27, 25
6 T. Rowe Price US Lg-Cp Equity Inc Comp 5.66M (1.85%) -302.41K
Decreased by -5.35%
Dec 31, 24
7 T. Rowe Price Equity Income 5.50M (1.80%) -150.00K
Decreased by -2.72%
Jan 31, 25
8 Vanguard Small Cap Value Index Inv 5.27M (1.72%) -18.37K
Decreased by -0.35%
Feb 28, 25
9 Thornburg Investment Income Builder A 4.81M (1.57%) -412.72K
Decreased by -8.57%
Jan 31, 25
10 Thornburg Investment Income Builder Sep 4.81M (1.57%) -412.72K
Decreased by -8.57%
Jan 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 4.74M (1.55%) -5.79K
Decreased by -0.12%
Feb 28, 25
12 Vanguard Mid Cap Index Institutional 3.95M (1.29%) -2.02K
Decreased by -0.05%
Nov 30, 23
13 Invesco Main Street A 3.12M (1.02%) 0.00
Increased by 0.00%
Jan 31, 25
14 Invesco OFI Large Cap Core 3.12M (1.02%) -324.71K
Decreased by -10.41%
Dec 31, 24
15 MFS Mid Cap Value A 2.83M (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
16 MFS Mid Cap Value Equity 2.83M (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
17 Pzena Large Cap Value 2.79M (0.91%) -1.65M
Decreased by -59.12%
Feb 28, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.53M (0.83%) 24.09K
Increased by +0.95%
Feb 28, 25
19 BlackRock Equity Dividend Instl 2.30M (0.75%) -16.88K
Decreased by -0.73%
Mar 31, 24
20 Invesco S&P MidCap Momentum ETF 2.16M (0.71%) 16.47K
Increased by +0.76%
Jan 31, 25