Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.36%
2 UTRN 3.94%
3 ZIG 2.90%
4 KONG 2.63%
5 PSCI 2.34%
6 TUSA 1.94%
7 FTDS 1.65%
8 MBOX 1.59%
9 PEY 1.53%
10 UDI 1.48%
11 SPDV 1.46%
12 MPAY 1.18%
13 QDIV 1.12%
14 GDIV 1.10%
15 RGI 1.00%
16 DSMC 0.91%
17 SLYV 0.88%
18 VIOV 0.86%
19 IJS 0.85%
20 SDVY 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.71M (14.13%) -128.85K
Decreased by -0.94%
Dec 31, 24
2 Vanguard Group Inc 11.70M (12.06%) -42.19K
Decreased by -0.36%
Dec 31, 24
3 Boston Partners Global Investors, Inc 8.55M (8.82%) 1.27M
Increased by +14.86%
Dec 31, 24
4 Mawer Investment Management Ltd 8.08M (8.33%) 3.40M
Increased by +42.06%
Dec 31, 24
5 Capital World Investors 7.80M (8.04%) -6.77M
Decreased by -86.79%
Mar 31, 24
6 State Street Corporation 4.59M (4.73%) -141.15K
Decreased by -3.08%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 3.87M (3.99%) 326.04K
Increased by +8.42%
Dec 31, 24
8 Capital Research Global Investors 3.80M (3.92%) -196.16K
Decreased by -5.16%
Dec 31, 24
9 State Street Corp 3.57M (3.68%) 81.33K
Increased by +2.28%
Dec 31, 24
10 Charles Schwab Investment Management Inc 3.43M (3.54%) 148.58K
Increased by +4.33%
Dec 31, 24
11 AllianceBernstein L.P. 3.22M (3.32%) 17.34K
Increased by +0.54%
Dec 31, 24
12 Fiduciary Management, Inc. of Milwaukee 2.25M (2.32%) 300.52K
Increased by +13.35%
Dec 31, 24
13 Amvescap Plc. 2.17M (2.24%) 416.55K
Increased by +19.15%
Mar 31, 24
14 Geode Capital Management, LLC 2.11M (2.17%) 53.29K
Increased by +2.53%
Dec 31, 24
15 First Trust Advisors L.P. 1.98M (2.04%) 36.15K
Increased by +1.83%
Dec 31, 24
16 Millennium Management LLC 1.76M (1.82%) -1.49M
Decreased by -84.24%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.68M (1.73%) -43.57K
Decreased by -2.59%
Dec 31, 24
18 AQR Capital Management LLC 1.68M (1.73%) -136.82K
Decreased by -8.15%
Dec 31, 24
19 Pacer Advisors, INC. 1.63M (1.68%) 833.56K
Increased by +51.17%
Jun 30, 24
20 Qube Research & Technologies 1.55M (1.60%) 1.01M
Increased by +64.90%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.21M (6.40%) 3.54K
Increased by +0.06%
Mar 31, 25
2 American Funds Washington Mutual A 4.52M (4.66%) -3.14K
Decreased by -0.07%
Mar 31, 24
3 Capital Group Wash Mutual Invtrs Comp 4.52M (4.66%) -3.14K
Decreased by -0.07%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 3.09M (3.18%) 22.58K
Increased by +0.73%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 2.80M (2.89%) 2.20K
Increased by +0.08%
Mar 29, 25
6 American Funds American Balanced A 2.69M (2.77%) 0.00
Increased by 0.00%
Dec 31, 23
7 JHancock Disciplined Value Mid Cap I 2.65M (2.74%) -380.36K
Decreased by -14.33%
Jan 31, 25
8 Vanguard Institutional 500 Index Trust 2.62M (2.70%) -21.66K
Decreased by -0.83%
Mar 31, 24
9 Vanguard Small Cap Index 2.50M (2.58%) 2.04K
Increased by +0.08%
Feb 28, 25
10 Mawer Global Equity A 2.40M (2.47%) -852.56K
Decreased by -35.59%
Jan 31, 25
11 iShares Select Dividend ETF 2.26M (2.33%) 0.00
Increased by 0.00%
Mar 31, 25
12 American Funds Capital Income Bldr A 2.15M (2.22%) -194.98K
Decreased by -9.06%
Dec 31, 24
13 American Funds Growth Fund of Amer A 1.99M (2.05%) -3.32M
Decreased by -166.95%
Mar 31, 24
14 Capital Group Growth Fnd of Amer Comp 1.99M (2.05%) -3.32M
Decreased by -166.95%
Mar 31, 24
15 Manulife Global Equity Class F 1.71M (1.76%) -23.49K
Decreased by -1.38%
Feb 28, 25
16 Vanguard Small Cap Value Index Inv 1.65M (1.70%) -6.12K
Decreased by -0.37%
Feb 28, 25
17 Pacer US Cash Cows 100 ETF 1.63M (1.68%) 573.00
Increased by +0.04%
Jun 28, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.59%) 8.05K
Increased by +0.52%
Feb 28, 25
19 JHancock Disciplined Value I 1.43M (1.48%) -152.42K
Decreased by -10.63%
Jan 31, 25
20 American Funds IS® Growth 1 1.40M (1.45%) 103.00K
Increased by +7.34%
Dec 31, 23