Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 3.48%
2 ZIG 3.32%
3 FOVL 2.91%
4 FCUS 2.58%
5 PKB 2.24%
6 RDVY 2.15%
7 SWIN_old 2.02%
8 PYZ 1.96%
9 GINX 1.68%
10 ECML 1.66%
11 CLAW 1.23%
12 FXR 1.19%
13 SDVY 1.12%
14 SURE 1.04%
15 ROE 0.91%
16 LSAF 0.91%
17 VLLU 0.85%
18 PPI 0.78%
19 XMMO 0.75%
20 BUL 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.02M (11.18%) -66.46K
Decreased by -0.95%
Mar 31, 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 2.62M (4.17%) 635.82K
Increased by +24.28%
Mar 31, 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 Eminence Capital LLC 1.68M (2.67%) 230.84K
Increased by +13.77%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.60M (2.55%) -98.76K
Decreased by -6.17%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.58M (2.52%) 439.24K
Increased by +27.75%
Jun 30, 24
12 T. Rowe Price Associates, Inc. 1.52M (2.41%) -413.18K
Decreased by -27.27%
Mar 31, 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 (1.61%) -241.17K
Decreased by -23.78%
Sep 30, 24
19 William Blair Investment Management, LLC 989.46K (1.58%) -71.30K
Decreased by -7.21%
Mar 31, 25
20 Macquarie Group Ltd 978.53K (1.56%) -50.02K
Decreased by -5.11%
Mar 31, 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 iShares Core S&P Mid-Cap ETF 2.02M (3.22%) -6.52K
Decreased by -0.32%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.00M (3.19%) 4.93K
Increased by +0.25%
Apr 30, 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 1.57M (2.51%) 9.68K
Increased by +0.61%
Apr 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 1.02M (1.62%) 3.22K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 967.15K (1.54%) 4.83K
Increased by +0.50%
Apr 30, 25
9 Fidelity® Value 843.40K (1.34%) 13.90K
Increased by +1.65%
Nov 30, 23
10 Franklin Small Cap Value A 771.32K (1.23%) 0.00
Increased by 0.00%
Mar 31, 24
11 Franklin Small Cap Value SMA Composite 771.32K (1.23%) 0.00
Increased by 0.00%
Mar 31, 24
12 Franklin US Small Cap Value Equity 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 Fidelity® Series Stk Selec Lg Cp Val 572.80K (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
16 Delaware Small Cap Value A 543.10K (0.86%) -96.80K
Decreased by -17.82%
Sep 30, 24
17 T. Rowe Price Integrated US Sm Gr Eq 538.50K (0.86%) -57.80K
Decreased by -10.73%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 538.50K (0.86%) -654.10K
Decreased by -121.47%
Mar 31, 25
19 Baron Real Estate Institutional 533.55K (0.85%) -35.00K
Decreased by -6.56%
Mar 31, 25
20 Baron Real Estate Strategy 533.55K (0.85%) -35.00K
Decreased by -6.56%
Mar 31, 25