Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.76%
2 ADPV 3.30%
3 LSAT 3.01%
4 FOVL 2.24%
5 DVLU 2.23%
6 FTDS 2.15%
7 SMCF 2.12%
8 MGMT 1.92%
9 PFI 1.74%
10 VLLU 1.69%
11 TPMN 1.52%
12 FXO 1.45%
13 WBIF 1.42%
14 OUSM 1.30%
15 XMVM 1.18%
16 AFMC 1.16%
17 DBLV 1.12%
18 DDIV 1.11%
19 XMLV 1.11%
20 MYLD 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.66M (14.40%) -1.67M
Decreased by -5.13%
Mar 31, 25
2 BlackRock Inc 24.93M (10.99%) -1.47M
Decreased by -5.89%
Mar 31, 25
3 JPMorgan Chase & Co 16.16M (7.13%) 743.21K
Increased by +4.60%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 14.43M (6.36%) -433.90K
Decreased by -3.01%
Mar 31, 25
5 LSV Asset Management 10.89M (4.80%) 310.10K
Increased by +2.85%
Mar 31, 25
6 State Street Corporation 9.44M (4.16%) -242.82K
Decreased by -2.57%
Mar 31, 24
7 State Street Corp 9.04M (3.99%) -457.57K
Decreased by -5.06%
Mar 31, 25
8 First Trust Advisors L.P. 4.93M (2.17%) -11.08M
Decreased by -224.59%
Mar 31, 25
9 Geode Capital Management, LLC 4.93M (2.17%) 381.98K
Increased by +7.75%
Mar 31, 25
10 ClearBridge Advisors, LLC 4.85M (2.14%) 17.21K
Increased by +0.35%
Mar 31, 25
11 Northern Trust Corp 4.43M (1.95%) -92.05K
Decreased by -2.08%
Mar 31, 25
12 Allianz Asset Management AG 3.84M (1.69%) -1.65M
Decreased by -43.09%
Mar 31, 25
13 FMR Inc 3.83M (1.69%) 807.64K
Increased by +21.09%
Sep 30, 23
14 Wellington Management Company LLP 3.75M (1.65%) -1.30M
Decreased by -34.54%
Mar 31, 25
15 NORGES BANK 3.62M (1.60%) 2.48K
Increased by +0.07%
Dec 31, 24
16 Amvescap Plc. 3.42M (1.51%) -1.34M
Decreased by -39.16%
Mar 31, 25
17 AQR Capital Management LLC 3.29M (1.45%) 605.34K
Increased by +18.39%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 3.14M (1.39%) 29.25K
Increased by +0.93%
Mar 31, 25
19 Ameriprise Financial Inc 3.13M (1.38%) -93.45K
Decreased by -2.99%
Sep 30, 23
20 Donald Smith & Co Inc 3.12M (1.37%) -320.78K
Decreased by -10.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.16M (3.60%) -258.34K
Decreased by -3.16%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.82M (3.45%) 4.53K
Increased by +0.06%
May 31, 25
3 iShares Core S&P Mid-Cap ETF 7.74M (3.41%) 4.05K
Increased by +0.05%
Jun 30, 25
4 JPM US Mid Cap Value-Composite 6.90M (3.04%) 200.80K
Increased by +2.91%
Jun 30, 25
5 JPMorgan Mid Cap Value L 6.86M (3.03%) 160.25K
Increased by +2.33%
May 31, 25
6 JPM US Mid Cap Value-MA 6.70M (2.96%) 126.40K
Increased by +1.89%
Mar 31, 25
7 Vanguard Small Cap Index 6.12M (2.70%) 28.26K
Increased by +0.46%
May 31, 25
8 Vanguard Equity-Income Inv 5.08M (2.24%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 3.94M (1.74%) -2.91K
Decreased by -0.07%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.87M (1.71%) 29.23K
Increased by +0.76%
May 31, 25
11 DFA US Small Cap Value I 3.77M (1.66%) 0.00
Increased by 0.00%
May 31, 25
12 Donald Smith & Co. All Eq Accounts Comp 3.09M (1.36%) -319.20K
Decreased by -10.32%
Mar 31, 24
13 JPMorgan Value Advantage L 2.82M (1.24%) 0.00
Increased by 0.00%
May 31, 25
14 JPM US Value Advantage-MA 2.73M (1.20%) 2.63M
Increased by +96.35%
Sep 30, 23
15 First Trust Rising Dividend Achiev ETF 2.71M (1.20%) 2.26K
Increased by +0.08%
Jun 30, 25
16 First Trust SMID Cp Rising Div Achv ETF 2.69M (1.19%) 5.24K
Increased by +0.19%
Jun 30, 25
17 Vanguard Explorer Inv 2.51M (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 Avantis US Small Cap Value ETF 2.12M (0.93%) 0.00
Increased by 0.00%
Jun 28, 25
19 ClearBridge Value 2.10M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
20 ClearBridge Value C 2.10M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25