Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.76%
2 BOUT 3.34%
3 ADPV 3.29%
4 LSAT 3.13%
5 MGMT 2.58%
6 FOVL 2.29%
7 FTDS 1.91%
8 SMCF 1.85%
9 RDVY 1.85%
10 DVLU 1.74%
11 DDIV 1.62%
12 TPMN 1.52%
13 FXO 1.46%
14 PFI 1.36%
15 XMVM 1.36%
16 WBIF 1.28%
17 XMLV 1.16%
18 DBLV 1.12%
19 AFMC 1.07%
20 KBE 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.96M (14.03%) -1.63M
Decreased by -4.67%
Sep 30, 24
2 BlackRock Inc 24.49M (9.83%) -247.16K
Decreased by -1.01%
Jun 30, 24
3 JPMorgan Chase & Co 16.35M (6.56%) 24.69K
Increased by +0.15%
Sep 30, 24
4 Dimensional Fund Advisors, Inc. 15.05M (6.04%) -93.61K
Decreased by -0.62%
Sep 30, 24
5 First Trust Advisors L.P. 13.08M (5.25%) -218.82K
Decreased by -1.67%
Sep 30, 24
6 LSV Asset Management 10.34M (4.15%) -358.05K
Decreased by -3.46%
Sep 30, 24
7 State Street Corporation 9.44M (3.79%) -242.82K
Decreased by -2.57%
Mar 31, 24
8 State Street Corp 9.09M (3.65%) 73.85K
Increased by +0.81%
Sep 30, 24
9 Wellington Management Company LLP 6.41M (2.57%) -106.28K
Decreased by -1.66%
Sep 30, 24
10 Allianz Asset Management AG 5.08M (2.04%) 125.58K
Increased by +2.47%
Sep 30, 24
11 ClearBridge Advisors, LLC 5.00M (2.01%) -184.53K
Decreased by -3.69%
Sep 30, 24
12 Geode Capital Management, LLC 4.58M (1.84%) -411.33K
Decreased by -8.98%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 4.33M (1.74%) -1.73M
Decreased by -40.01%
Jun 30, 24
14 Northern Trust Corp 4.25M (1.70%) -230.93K
Decreased by -5.44%
Sep 30, 24
15 Amvescap Plc. 4.09M (1.64%) -586.55K
Decreased by -14.34%
Sep 30, 24
16 FMR Inc 3.83M (1.54%) 807.64K
Increased by +21.09%
Sep 30, 23
17 Arrowstreet Capital Limited Partnership 3.69M (1.48%) 418.76K
Increased by +11.36%
Sep 30, 24
18 NORGES BANK 3.62M (1.45%) 404.27K
Increased by +11.17%
Jun 30, 24
19 Goldman Sachs Group Inc 3.22M (1.29%) -258.67K
Decreased by -8.04%
Sep 30, 24
20 Ameriprise Financial Inc 3.13M (1.26%) -93.45K
Decreased by -2.99%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 9.69M (3.89%) 4.61K
Increased by +0.05%
Nov 28, 24
2 iShares Core S&P Mid-Cap ETF 8.33M (3.34%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.13M (3.26%) -32.58K
Decreased by -0.40%
Oct 31, 24
4 JPM US Mid Cap Value-Composite 6.58M (2.64%) -72.18K
Decreased by -1.10%
Jun 30, 24
5 JPM US Mid Cap Value-MA 6.58M (2.64%) 0.00
Increased by 0.00%
Sep 30, 24
6 JPMorgan Mid Cap Value L 6.58M (2.64%) 0.00
Increased by 0.00%
Oct 31, 24
7 Vanguard Small Cap Index 6.50M (2.61%) 12.71K
Increased by +0.20%
Oct 31, 24
8 Vanguard Equity-Income Inv 5.11M (2.05%) -576.64K
Decreased by -11.29%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 4.39M (1.76%) -1.52K
Decreased by -0.03%
Oct 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 3.87M (1.55%) -17.73K
Decreased by -0.46%
Oct 31, 24
11 DFA US Small Cap Value I 3.77M (1.51%) -261.35K
Decreased by -6.94%
Oct 31, 24
12 Vanguard Explorer Inv 3.39M (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
13 Donald Smith & Co. All Eq Accounts Comp 3.09M (1.24%) -319.20K
Decreased by -10.32%
Mar 31, 24
14 First Trust SMID Cp Rising Div Achv ETF 2.98M (1.20%) 13.46K
Increased by +0.45%
Nov 28, 24
15 JPMorgan Value Advantage L 2.86M (1.15%) 0.00
Increased by 0.00%
Oct 31, 24
16 JPM US Value Advantage-MA 2.73M (1.09%) 2.63M
Increased by +96.35%
Sep 30, 23
17 ClearBridge Value 2.40M (0.96%) 0.00
Increased by 0.00%
Oct 31, 24
18 ClearBridge Value C 2.40M (0.96%) 1.00M
Increased by +41.67%
Sep 30, 24
19 Vanguard Strategic Equity Inv 2.34M (0.94%) -171.05K
Decreased by -7.31%
Sep 30, 24
20 Avantis US Small Cap Value ETF 2.31M (0.93%) 0.00
Increased by 0.00%
Nov 30, 24