Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.25%
2 TPMN 4.19%
3 FXG 3.38%
4 HEJD 1.70%
5 CSB 1.21%
6 FSCS 0.90%
7 RNMC 0.89%
8 SAEF 0.76%
9 JPSV 0.63%
10 HIDV 0.60%
11 QSML 0.60%
12 SMLL 0.60%
13 FNK 0.59%
14 FVD 0.45%
15 MCDS 0.43%
16 GVLU 0.42%
17 DON 0.40%
18 FNX 0.32%
19 CSA 0.32%
20 TPSC 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Global Investments Holdings, LLC 12.87M (23.78%) -236.79K
Decreased by -1.84%
Mar 31, 25
2 T. Rowe Price Investment Management,Inc. 6.42M (11.87%) -1.64M
Decreased by -25.52%
Mar 31, 25
3 Vanguard Group Inc 6.00M (11.09%) 159.52K
Increased by +2.66%
Mar 31, 25
4 Pacer Advisors, INC. 3.89M (7.19%) 3.89M
Increased by +100.00%
Jun 30, 24
5 Dimensional Fund Advisors, Inc. 2.74M (5.06%) 383.89K
Increased by +14.01%
Mar 31, 25
6 BlackRock Inc 2.61M (4.83%) -143.91K
Decreased by -5.51%
Mar 31, 25
7 First Trust Advisors L.P. 2.21M (4.09%) 158.10K
Increased by +7.14%
Mar 31, 25
8 FMR Inc 2.03M (3.74%) 523.90K
Increased by +25.87%
Mar 31, 25
9 Bank of New York Mellon Corp 1.19M (2.20%) -20.73K
Decreased by -1.74%
Mar 31, 25
10 Geode Capital Management, LLC 1.09M (2.01%) 14.91K
Increased by +1.37%
Mar 31, 25
11 Fuller & Thaler Asset Management Inc 1.04M (1.91%) -95.75K
Decreased by -9.24%
Sep 30, 23
12 State Street Corporation 1.01M (1.86%) 22.43K
Increased by +2.23%
Mar 31, 24
13 State Street Corp 998.21K (1.84%) -26.24K
Decreased by -2.63%
Mar 31, 25
14 London Company of Virginia 993.78K (1.84%) -29.92K
Decreased by -3.01%
Mar 31, 25
15 AQR Capital Management LLC 906.80K (1.68%) -431.22K
Decreased by -47.55%
Mar 31, 25
16 Ameriprise Financial Inc 894.54K (1.65%) 873.67K
Increased by +97.67%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 775.67K (1.43%) -54.39K
Decreased by -7.01%
Mar 31, 25
18 Qube Research & Technologies 757.93K (1.40%) 118.57K
Increased by +15.64%
Mar 31, 25
19 SEI Investments Co 743.55K (1.37%) -22.91K
Decreased by -3.08%
Mar 31, 25
20 NORGES BANK 665.57K (1.23%) 19.18K
Increased by +2.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 10.39M (19.19%) 10.39M
Increased by +99.99%
Dec 31, 24
2 Allspring Special Mid Cap Value Inst 10.39M (19.19%) 0.00
Increased by 0.00%
May 31, 25
3 Allspring Special US Mid Cap Value Eq 10.39M (19.19%) 0.00
Increased by 0.00%
Mar 31, 25
4 Pacer US Cash Cows 100 ETF 3.98M (7.36%) 5.48K
Increased by +0.14%
Aug 30, 24
5 T. Rowe Price Mid-Cap Growth 2.90M (5.35%) -603.20K
Decreased by -20.82%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 2.90M (5.35%) -991.90K
Decreased by -34.24%
Mar 31, 25
7 First Trust Value Line® Dividend ETF 1.81M (3.35%) 152.06K
Increased by +8.38%
May 29, 25
8 Vanguard US Total Market Shares ETF 1.70M (3.14%) 1.87K
Increased by +0.11%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 1.69M (3.11%) 0.00
Increased by 0.00%
May 31, 25
10 Fidelity® Equity Dividend Income 1.59M (2.94%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity® Dividend Growth 1.38M (2.55%) -22.90K
Decreased by -1.66%
Nov 30, 23
12 Vanguard Small Cap Index 1.32M (2.45%) 4.84K
Increased by +0.37%
May 31, 25
13 Fidelity Equity Dividend Income 1.32M (2.43%) 256.20K
Increased by +19.47%
Apr 30, 25
14 Fidelity Dividend Growth 911.10K (1.68%) 911.10K
Increased by +100.00%
Apr 30, 25
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 878.60K (1.62%) -205.20K
Decreased by -23.36%
Mar 31, 25
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 878.60K (1.62%) -205.20K
Decreased by -23.36%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 851.47K (1.57%) -1.27K
Decreased by -0.15%
May 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 848.66K (1.57%) 6.53K
Increased by +0.77%
May 31, 25
19 Fidelity Select Consumer Staples Port 778.84K (1.44%) 0.00
Increased by 0.00%
Dec 31, 23
20 WisdomTree US MidCap Dividend ETF 682.65K (1.26%) 0.00
Increased by 0.00%
May 30, 25