Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HHH_old 4.33%
2 RDVY 2.06%
3 FTDS 1.87%
4 HAPS 1.48%
5 XSMO 1.41%
6 UDI 1.41%
7 JPSV 1.40%
8 OUSM 1.37%
9 PSCF 1.26%
10 XSHQ 1.17%
11 SIXS 1.04%
12 MYLD 1.01%
13 SURE 0.99%
14 KBE 0.99%
15 SMCP 0.98%
16 SMLV 0.88%
17 XSLV 0.84%
18 SDVY 0.82%
19 SDVD 0.82%
20 SCDS 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.60M (15.54%) -379.11K
Decreased by -1.84%
Mar 31, 25
2 Vanguard Group Inc 17.18M (12.96%) -861.00K
Decreased by -5.01%
Mar 31, 25
3 State Street Corporation 6.79M (5.12%) -241.95K
Decreased by -3.56%
Mar 31, 24
4 State Street Corp 6.52M (4.92%) -559.36K
Decreased by -8.58%
Mar 31, 25
5 Charles Schwab Investment Management Inc 6.34M (4.78%) 246.80K
Increased by +3.89%
Mar 31, 25
6 LSV Asset Management 6.10M (4.60%) -64.89K
Decreased by -1.06%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 5.30M (4.00%) -77.49K
Decreased by -1.46%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 4.00M (3.02%) -2.00M
Decreased by -50.13%
Dec 31, 23
9 American Century Companies Inc 3.66M (2.76%) 306.89K
Increased by +8.39%
Mar 31, 25
10 Geode Capital Management, LLC 3.53M (2.67%) 6.27K
Increased by +0.18%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 2.56M (1.93%) -23.18K
Decreased by -0.90%
Mar 31, 25
12 JPMorgan Chase & Co 2.44M (1.84%) -33.04K
Decreased by -1.35%
Mar 31, 25
13 First Trust Advisors L.P. 2.34M (1.76%) -8.43M
Decreased by -360.58%
Mar 31, 25
14 NORGES BANK 2.32M (1.75%) 159.06K
Increased by +6.85%
Dec 31, 24
15 Northern Trust Corp 2.20M (1.66%) -101.54K
Decreased by -4.62%
Mar 31, 25
16 Donald Smith & Co Inc 1.99M (1.50%) -856.05K
Decreased by -42.93%
Mar 31, 25
17 Virginia Retirement Systems Et AL 1.96M (1.48%) 3.60K
Increased by +0.18%
Sep 30, 23
18 Allianz Asset Management AG 1.89M (1.43%) -721.65K
Decreased by -38.20%
Jun 30, 24
19 Thrivent Financial For Lutherans 1.79M (1.35%) -1.11M
Decreased by -62.37%
Mar 31, 25
20 FMR Inc 1.77M (1.34%) -348.07K
Decreased by -19.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.78M (6.62%) 0.00
Increased by 0.00%
May 31, 25
2 First Trust Rising Dividend Achiev ETF 8.49M (6.40%) 15.12K
Increased by +0.18%
Feb 27, 25
3 Vanguard US Total Market Shares ETF 4.81M (3.63%) 3.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.68M (3.53%) 2.84K
Increased by +0.06%
May 31, 25
5 Schwab US Dividend Equity ETF™ 4.25M (3.21%) 2.92K
Increased by +0.07%
May 31, 25
6 iShares Russell 2000 ETF 3.76M (2.84%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 3.66M (2.76%) 17.90K
Increased by +0.49%
May 31, 25
8 Avantis US Small Cap Value ETF 3.35M (2.53%) 4.15K
Increased by +0.12%
May 31, 25
9 Fidelity® Mid-Cap Stock 2.57M (1.94%) 0.00
Increased by 0.00%
Nov 30, 23
10 T. Rowe Price Small-Cap Value 2.40M (1.81%) -1.29M
Decreased by -53.73%
Dec 31, 23
11 Vanguard Small Cap Value Index Inv 2.35M (1.77%) -1.62K
Decreased by -0.07%
May 31, 25
12 Fuller & Thaler Behavrl Small-Cap Value 2.33M (1.75%) -8.45K
Decreased by -0.36%
Sep 30, 23
13 FullerThaler Behavioral Small-Cap Value 2.29M (1.73%) -59.91K
Decreased by -2.62%
Mar 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.26M (1.70%) 20.95K
Increased by +0.93%
May 31, 25
15 Undiscovered Managers Behavioral Val L 2.17M (1.64%) 0.00
Increased by 0.00%
Apr 30, 25
16 American Funds SMALLCAP World A 2.16M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
17 Donald Smith & Co. All Eq Accounts Comp 1.97M (1.49%) -853.40K
Decreased by -43.30%
Mar 31, 25
18 First Trust SMID Cp Rising Div Achv ETF 1.96M (1.48%) 2.98K
Increased by +0.15%
May 29, 25
19 Vanguard Equity-Income Inv 1.79M (1.35%) -209.33K
Decreased by -11.68%
Sep 30, 23
20 T. Rowe Price U.S. SC Value Eq Tr-Z 1.67M (1.26%) 1.40K
Increased by +0.08%
Sep 30, 23