Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.58%
2 IAK 4.35%
3 SMIG 4.28%
4 KBWP 4.16%
5 RNLC 3.97%
6 SAMM 3.65%
7 STNC 3.10%
8 FFLV 3.01%
9 SHRY 2.86%
10 RJMG 2.62%
11 LYLD 2.41%
12 FTDS 2.31%
13 FOVL 2.29%
14 TUSA 2.17%
15 CZA 2.16%
16 RDVI 2.01%
17 RDVY 2.01%
18 KIE 1.97%
19 QDIV 1.93%
20 ZECP 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.00M (13.23%) -143.11K
Decreased by -0.39%
Mar 31, 25
2 BlackRock Inc 32.16M (11.50%) 1.43M
Increased by +4.43%
Mar 31, 25
3 State Street Corporation 16.47M (5.89%) -217.28K
Decreased by -1.32%
Mar 31, 24
4 State Street Corp 16.17M (5.78%) -399.94K
Decreased by -2.47%
Mar 31, 25
5 FMR Inc 12.37M (4.42%) 1.20M
Increased by +9.68%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 11.91M (4.26%) -720.85K
Decreased by -6.05%
Mar 31, 25
7 Geode Capital Management, LLC 7.41M (2.65%) 158.09K
Increased by +2.13%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 5.18M (1.85%) -108.44K
Decreased by -2.09%
Mar 31, 25
9 Amvescap Plc. 4.70M (1.68%) -1.04M
Decreased by -22.08%
Mar 31, 25
10 Victory Capital Management Inc. 4.46M (1.59%) -242.04K
Decreased by -5.43%
Mar 31, 25
11 Nordea Investment Mgmt Bank Demark A/s 4.10M (1.47%) 160.02K
Increased by +3.90%
Mar 31, 25
12 Northern Trust Corp 3.94M (1.41%) 398.95K
Increased by +10.13%
Mar 31, 25
13 LSV Asset Management 3.92M (1.40%) -208.75K
Decreased by -5.32%
Mar 31, 25
14 NORGES BANK 3.81M (1.36%) -296.34K
Decreased by -7.79%
Dec 31, 24
15 JPMorgan Chase & Co 3.81M (1.36%) -1.42M
Decreased by -37.37%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 3.78M (1.35%) -50.22K
Decreased by -1.33%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 3.65M (1.31%) -67.56K
Decreased by -1.85%
Mar 31, 25
18 Royal Bank of Canada 3.60M (1.29%) -71.94K
Decreased by -2.00%
Sep 30, 23
19 Massachusetts Financial Services Company 3.51M (1.25%) 60.12K
Increased by +1.71%
Mar 31, 25
20 Hotchkis & Wiley Capital Management LLC 3.44M (1.23%) -19.42K
Decreased by -0.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.30M (3.33%) -40.19K
Decreased by -0.43%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.16M (3.28%) 11.58K
Increased by +0.13%
May 31, 25
3 Vanguard Institutional 500 Index Trust 8.18M (2.92%) 55.85K
Increased by +0.68%
May 31, 25
4 Vanguard Mid Cap Index Institutional 6.26M (2.24%) 59.23K
Increased by +0.95%
May 31, 25
5 JPM US Equity Income-MA 5.08M (1.82%) 5.07M
Increased by +99.89%
Sep 30, 23
6 Fidelity 500 Index 3.63M (1.30%) 15.86K
Increased by +0.44%
May 31, 25
7 SPDR® S&P 500 ETF 3.58M (1.28%) -83.56K
Decreased by -2.34%
Mar 31, 25
8 Fidelity® 500 Index 3.54M (1.27%) 28.21K
Increased by +0.80%
Oct 31, 23
9 SPDR® S&P 500 ETF Trust 3.54M (1.27%) -7.61K
Decreased by -0.21%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 3.48M (1.25%) -18.25K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.43M (1.23%) -12.02K
Decreased by -0.35%
Jun 30, 25
12 iShares Core S&P 500 ETF 3.37M (1.20%) 5.38K
Increased by +0.16%
Jun 30, 25
13 Sycamore Mid Cap Value Comp 3.12M (1.11%) 3.01M
Increased by +96.75%
Mar 31, 25
14 iShares U.S. Equity Fac Rotation Act ETF 2.81M (1.00%) 0.00
Increased by 0.00%
Jun 30, 25
15 JPM US Equity Income-Composite 2.69M (0.96%) -485.78K
Decreased by -18.06%
Sep 30, 24
16 Vanguard Value Index Inv 2.51M (0.90%) 1.07K
Increased by +0.04%
May 31, 25
17 First Trust Rising Dividend Achiev ETF 2.40M (0.86%) 2.00K
Increased by +0.08%
Jun 30, 25
18 Victory Sycamore Established Value R 2.38M (0.85%) -739.00K
Decreased by -31.10%
Jun 30, 25
19 JPMorgan Equity Income I 2.27M (0.81%) -58.05K
Decreased by -2.55%
Nov 30, 24
20 MFS Mid Cap Value Equity 2.08M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25