Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 3.76%
2 ZIG 3.41%
3 FOVL 2.91%
4 FCUS 2.58%
5 PKB 2.36%
6 FTIF 2.19%
7 PYZ 2.17%
8 RDVY 2.15%
9 SWIN_old 2.02%
10 GINX 1.68%
11 ECML 1.58%
12 CLAW 1.23%
13 FXR 1.22%
14 SDVY 1.12%
15 SURE 1.04%
16 LSAF 0.91%
17 XMHQ 0.88%
18 EQWM 0.88%
19 ROE 0.87%
20 BUL 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.78M (10.79%) -244.89K
Decreased by -3.61%
Jun 30, 25
2 BlackRock Inc 6.45M (10.26%) -156.57K
Decreased by -2.43%
Mar 31, 25
3 Berkshire Hathaway Inc 5.66M (9.02%) 0.00
Increased by 0.00%
Mar 31, 25
4 FMR Inc 3.31M (5.27%) -399.31K
Decreased by -12.07%
Mar 31, 25
5 First Trust Advisors L.P. 3.18M (5.07%) -211.37K
Decreased by -6.64%
Dec 31, 23
6 59 North Capital Management, LP 2.81M (4.47%) 189.73K
Increased by +6.76%
Jun 30, 25
7 State Street Corp 2.21M (3.53%) 26.46K
Increased by +1.19%
Mar 31, 25
8 State Street Corporation 1.99M (3.16%) 57.97K
Increased by +2.92%
Mar 31, 24
9 D1 Capital Partners L.P. 1.81M (2.89%) 1.81M
Increased by +100.00%
Jun 30, 25
10 Eminence Capital LLC 1.68M (2.67%) 230.84K
Increased by +13.77%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.58M (2.52%) 439.24K
Increased by +27.75%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 1.52M (2.42%) -79.27K
Decreased by -5.21%
Jun 30, 25
13 Jacobs Levy Equity Management, Inc. 1.20M (1.91%) -65.02K
Decreased by -5.41%
Mar 31, 25
14 Franklin Resources Inc 1.15M (1.83%) 16.01K
Increased by +1.39%
Mar 31, 24
15 Geode Capital Management, LLC 1.14M (1.82%) 76.57K
Increased by +6.70%
Mar 31, 25
16 Pacer Advisors, INC. 1.11M (1.76%) 1.10M
Increased by +99.13%
Sep 30, 24
17 Kinetic Partners Management LP 1.09M (1.74%) 164.64K
Increased by +15.06%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 1.01M (1.62%) -241.17K
Decreased by -23.78%
Sep 30, 24
19 Macquarie Group Ltd 978.53K (1.56%) -50.02K
Decreased by -5.11%
Mar 31, 25
20 William Blair Investment Management, LLC 976.35K (1.55%) -13.11K
Decreased by -1.34%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 2.76M (4.39%) 3.79K
Increased by +0.14%
Jan 31, 24
2 Vanguard Total Stock Mkt Idx Inv 2.02M (3.22%) 5.96K
Increased by +0.29%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 2.02M (3.21%) -3.63K
Decreased by -0.18%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 2.00M (3.19%) -52.51K
Decreased by -2.62%
Sep 30, 24
5 Vanguard Small Cap Index 1.53M (2.44%) -52.57K
Decreased by -3.44%
Jun 30, 25
6 Pacer US Cash Cows 100 ETF 1.11M (1.77%) 1.38K
Increased by +0.12%
Nov 27, 24
7 Vanguard Small Cap Value Index Inv 976.47K (1.55%) -40.63K
Decreased by -4.16%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 953.46K (1.52%) -21.87K
Decreased by -2.29%
Jun 30, 25
9 Fidelity® Value 843.40K (1.34%) 13.90K
Increased by +1.65%
Nov 30, 23
10 Franklin Small Cap Value SMA Composite 771.32K (1.23%) 0.00
Increased by 0.00%
Mar 31, 24
11 Franklin US Small Cap Value Equity 771.32K (1.23%) 0.00
Increased by 0.00%
Mar 31, 24
12 Franklin Small Cap Value A 771.32K (1.23%) 0.00
Increased by 0.00%
Mar 31, 24
13 T. Rowe Price New Horizons 730.65K (1.16%) -2.30K
Decreased by -0.32%
Sep 30, 24
14 US Small-Cap Growth II Equity Comp 730.65K (1.16%) -2.60K
Decreased by -0.36%
Sep 30, 24
15 Baron Real Estate Strategy 692.65K (1.10%) 159.10K
Increased by +22.97%
Jun 30, 25
16 Baron Real Estate Institutional 692.65K (1.10%) 159.10K
Increased by +22.97%
Jun 30, 25
17 Fidelity® Series Stk Selec Lg Cp Val 572.80K (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
18 Delaware Small Cap Value A 543.10K (0.86%) -96.80K
Decreased by -17.82%
Sep 30, 24
19 T. Rowe Price Integrated US Sm Gr Eq 538.50K (0.86%) -57.80K
Decreased by -10.73%
Mar 31, 25
20 T. Rowe Price Integrated US SmCapGrEq 538.50K (0.86%) -654.10K
Decreased by -121.47%
Mar 31, 25