Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VOLT 4.62%
2 FXU 3.16%
3 TPMN 3.09%
4 FOVL 2.76%
5 GLRY 2.56%
6 TWIO 2.32%
7 XVOL 2.03%
8 HEJD 1.85%
9 REGL 1.84%
10 FCUS 1.80%
11 PXMG 1.79%
12 DIV 1.72%
13 VSDA 1.54%
14 XMLV 1.48%
15 ALTY 1.42%
16 HAPY 1.42%
17 KVLE 1.41%
18 HSMV 1.28%
19 SMMV 1.23%
20 DVYL 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.23M (13.10%) -687.60K
Decreased by -2.62%
Mar 31, 25
2 Vanguard Group Inc 21.24M (10.61%) -171.87K
Decreased by -0.81%
Mar 31, 25
3 State Street Corporation 6.77M (3.38%) 106.48K
Increased by +1.57%
Mar 31, 24
4 State Street Corp 6.67M (3.33%) -360.86K
Decreased by -5.41%
Mar 31, 25
5 T. Rowe Price Investment Management,Inc. 6.54M (3.27%) 364.27K
Increased by +5.57%
Mar 31, 25
6 RARE Infrastructure 5.57M (2.78%) 581.31K
Increased by +10.44%
Mar 31, 25
7 Boston Partners Global Investors, Inc 5.40M (2.70%) 1.22M
Increased by +22.57%
Mar 31, 25
8 Northern Trust Corp 3.57M (1.79%) 11.91K
Increased by +0.33%
Mar 31, 25
9 Geode Capital Management, LLC 3.53M (1.76%) 163.84K
Increased by +4.64%
Mar 31, 25
10 First Trust Advisors L.P. 2.60M (1.30%) -22.78K
Decreased by -0.88%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 2.44M (1.22%) 137.86K
Increased by +5.65%
Mar 31, 25
12 Bank of New York Mellon Corp 2.41M (1.20%) -31.06K
Decreased by -1.29%
Mar 31, 25
13 FMR Inc 2.31M (1.15%) -2.98M
Decreased by -129.14%
Dec 31, 23
14 Fidelity Management and Research Company 2.31M (1.15%) 2.31M
Increased by +100.00%
Dec 31, 23
15 Macquarie Group Ltd 2.26M (1.13%) -97.06K
Decreased by -4.29%
Mar 31, 25
16 Duff & Phelps Inv Mgmt Co (IL) 2.08M (1.04%) -10.33K
Decreased by -0.50%
Mar 31, 25
17 JPMorgan Chase & Co 2.04M (1.02%) -109.70K
Decreased by -5.37%
Sep 30, 24
18 Morgan Stanley - Brokerage Accounts 1.90M (0.95%) -29.71K
Decreased by -1.56%
Mar 31, 25
19 Franklin Resources Inc 1.72M (0.86%) -40.51K
Decreased by -2.36%
Mar 31, 25
20 Artisan Partners Limited Partnership 1.69M (0.85%) 14.41K
Increased by +0.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.53M (3.26%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 6.44M (3.22%) 118.44K
Increased by +1.84%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 6.32M (3.16%) 3.43K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 5.05M (2.52%) 31.60K
Increased by +0.63%
Apr 30, 25
5 iShares Select Dividend ETF 4.27M (2.13%) 0.00
Increased by 0.00%
May 31, 25
6 JHancock Disciplined Value Mid Cap I 4.14M (2.07%) 689.16K
Increased by +16.65%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 3.26M (1.63%) 10.35K
Increased by +0.32%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 3.12M (1.56%) 19.79K
Increased by +0.64%
Apr 30, 25
9 First Trust Value Line® Dividend ETF 1.98M (0.99%) -7.30K
Decreased by -0.37%
Jan 31, 24
10 DNP Select Income 1.87M (0.93%) 0.00
Increased by 0.00%
Jan 31, 25
11 Fidelity® Mid-Cap Stock 1.76M (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
12 VIP Mid Cap Initial 1.74M (0.87%) 0.00
Increased by 0.00%
Nov 30, 23
13 Franklin Utilities A1 1.60M (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
14 Franklin Utilities Fund A1 1.60M (0.80%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 1.59M (0.79%) -17.63K
Decreased by -1.11%
Apr 30, 25
16 FTF ClearBridge Global Infras Inc WAcc 1.41M (0.70%) 70.98K
Increased by +5.05%
May 31, 25
17 T. Rowe Price Small-Cap Value 1.33M (0.66%) -286.00
Decreased by -0.02%
Mar 31, 25
18 Macquarie Small Cap Value A 1.31M (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
19 Vanguard Utilities ETF 1.27M (0.63%) -14.08K
Decreased by -1.11%
Apr 30, 25
20 T. Rowe Price US Smlr Cm Eq A USD 1.23M (0.62%) -243.16K
Decreased by -19.71%
Apr 30, 25