Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.76%
2 LSAT 3.37%
3 ADPV 3.30%
4 FOVL 2.61%
5 DVLU 2.39%
6 SMCF 2.27%
7 FTDS 2.15%
8 RDVY 2.06%
9 MGMT 2.00%
10 FXO 1.72%
11 XMVM 1.67%
12 PFI 1.65%
13 TPMN 1.52%
14 KBE 1.22%
15 DDIV 1.19%
16 AFMC 1.14%
17 DBLV 1.12%
18 XMLV 1.12%
19 DVOL 1.03%
20 XMMO 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.66M (13.97%) -1.67M
Decreased by -5.13%
Mar 31, 25
2 BlackRock Inc 24.93M (10.67%) -1.47M
Decreased by -5.89%
Mar 31, 25
3 JPMorgan Chase & Co 16.16M (6.92%) 743.21K
Increased by +4.60%
Mar 31, 25
4 First Trust Advisors L.P. 16.01M (6.85%) 2.93M
Increased by +18.29%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 14.43M (6.17%) -433.90K
Decreased by -3.01%
Mar 31, 25
6 LSV Asset Management 10.89M (4.66%) 310.10K
Increased by +2.85%
Mar 31, 25
7 State Street Corporation 9.44M (4.04%) -242.82K
Decreased by -2.57%
Mar 31, 24
8 State Street Corp 9.04M (3.87%) -457.57K
Decreased by -5.06%
Mar 31, 25
9 Geode Capital Management, LLC 4.93M (2.11%) 381.98K
Increased by +7.75%
Mar 31, 25
10 ClearBridge Advisors, LLC 4.85M (2.08%) 17.21K
Increased by +0.35%
Mar 31, 25
11 Amvescap Plc. 4.77M (2.04%) 677.23K
Increased by +14.21%
Dec 31, 24
12 Northern Trust Corp 4.52M (1.94%) 277.75K
Increased by +6.14%
Dec 31, 24
13 Allianz Asset Management AG 3.84M (1.64%) -1.65M
Decreased by -43.09%
Mar 31, 25
14 FMR Inc 3.83M (1.64%) 807.64K
Increased by +21.09%
Sep 30, 23
15 Wellington Management Company LLP 3.75M (1.61%) -1.30M
Decreased by -34.54%
Mar 31, 25
16 NORGES BANK 3.62M (1.55%) 2.48K
Increased by +0.07%
Dec 31, 24
17 AQR Capital Management LLC 3.29M (1.41%) 605.34K
Increased by +18.39%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 3.14M (1.35%) 29.25K
Increased by +0.93%
Mar 31, 25
19 Ameriprise Financial Inc 3.13M (1.34%) -93.45K
Decreased by -2.99%
Sep 30, 23
20 Donald Smith & Co Inc 3.12M (1.33%) -320.78K
Decreased by -10.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 11.50M (4.92%) 20.48K
Increased by +0.18%
Feb 27, 25
2 Vanguard US Total Market Shares ETF 8.16M (3.49%) -258.34K
Decreased by -3.16%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 8.04M (3.44%) -14.09K
Decreased by -0.18%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 7.82M (3.34%) 287.14K
Increased by +3.67%
Apr 30, 25
5 JPM US Mid Cap Value-MA 6.70M (2.87%) 126.40K
Increased by +1.89%
Mar 31, 25
6 JPMorgan Mid Cap Value L 6.70M (2.87%) 126.40K
Increased by +1.89%
Mar 31, 25
7 JPM US Mid Cap Value-Composite 6.58M (2.81%) -72.18K
Decreased by -1.10%
Jun 30, 24
8 Vanguard Small Cap Index 6.09M (2.61%) 36.72K
Increased by +0.60%
Apr 30, 25
9 Vanguard Equity-Income Inv 5.08M (2.18%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 3.94M (1.69%) 12.40K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 3.84M (1.64%) 25.95K
Increased by +0.68%
Apr 30, 25
12 DFA US Small Cap Value I 3.77M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
13 Donald Smith & Co. All Eq Accounts Comp 3.09M (1.32%) -319.20K
Decreased by -10.32%
Mar 31, 24
14 JPMorgan Value Advantage L 2.83M (1.21%) 65.30K
Increased by +2.30%
Mar 31, 25
15 First Trust SMID Cp Rising Div Achv ETF 2.75M (1.18%) 2.38K
Increased by +0.09%
Apr 30, 25
16 JPM US Value Advantage-MA 2.73M (1.17%) 2.63M
Increased by +96.35%
Sep 30, 23
17 Vanguard Explorer Inv 2.51M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
18 ClearBridge Value 2.40M (1.03%) 0.00
Increased by 0.00%
Apr 30, 25
19 ClearBridge Value C 2.40M (1.03%) 0.00
Increased by 0.00%
Apr 30, 25
20 Avantis US Small Cap Value ETF 2.14M (0.92%) 0.00
Increased by 0.00%
Apr 30, 25