Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SLX 10.69%
2 EV 7.31%
3 ICOP 4.38%
4 NRES 3.99%
5 ZGBR 3.79%
6 FDD 3.59%
7 DVYA 3.47%
8 PID 3.45%
9 LBAY 3.39%
10 DMAT 3.34%
11 TPMN 3.33%
12 GRES 2.85%
13 EWU 2.71%
14 MXI 2.69%
15 VGFO 2.46%
16 SCHY 2.40%
17 GUNR 2.38%
18 IDV 2.37%
19 EWA 2.35%
20 AGQI 2.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fisher Asset Management, LLC 17.81M (1.44%) 205.97K
Increased by +1.16%
Mar 31, 25
2 Wellington Management Company LLP 15.20M (1.23%) -3.58M
Decreased by -23.54%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 10.93M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
4 Goldman Sachs Group Inc 8.27M (0.67%) 226.66K
Increased by +2.74%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 7.55M (0.61%) -1.21M
Decreased by -16.07%
Mar 31, 25
6 Auto-Owners Insurance Co 7.42M (0.60%) 7.41M
Increased by +99.87%
Mar 31, 25
7 Franklin Resources Inc 5.48M (0.44%) 360.51K
Increased by +6.58%
Mar 31, 25
8 Capital World Investors 2.84M (0.23%) 5.85K
Increased by +0.21%
Mar 31, 25
9 UBS Group AG 2.60M (0.21%) 798.30K
Increased by +30.66%
Dec 31, 24
10 Journey Advisory Group, LLC 2.56M (0.21%) 2.56M
Increased by +100.00%
Mar 31, 25
11 Neuberger Berman Group LLC 2.47M (0.20%) -2.16M
Decreased by -87.17%
Sep 30, 24
12 Bank of America Corp 2.26M (0.18%) 181.92K
Increased by +8.04%
Mar 31, 25
13 BNP Paribas Arbitrage, SA 2.17M (0.17%) 910.88K
Increased by +42.02%
Dec 31, 24
14 Qube Research & Technologies 2.03M (0.16%) 520.03K
Increased by +25.58%
Mar 31, 25
15 Harding Loevner L.P. 1.97M (0.16%) -25.66K
Decreased by -1.30%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.94M (0.16%) 490.36K
Increased by +25.30%
Mar 31, 25
17 FMR Inc 1.88M (0.15%) 155.46K
Increased by +8.28%
Mar 31, 25
18 Citadel Advisors Llc 1.75M (0.14%) 1.36M
Increased by +77.72%
Sep 30, 23
19 Arrowstreet Capital Limited Partnership 1.72M (0.14%) 1.72M
Increased by +100.00%
Jun 30, 24
20 Northern Trust Corp 1.66M (0.13%) 60.93K
Increased by +3.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 6.41M (0.52%) -877.20K
Decreased by -13.70%
Mar 31, 25
2 GMO Intl Op Value Composite 4.21M (0.34%) 4.21M
Increased by +100.00%
Nov 30, 24
3 Franklin Income A1 3.50M (0.28%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Wellesley® Income Inv 3.10M (0.25%) -553.21K
Decreased by -17.83%
Mar 31, 25
5 American Funds Washington Mutual A 2.64M (0.21%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 2.64M (0.21%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Windsor Investor Shares 2.09M (0.17%) -987.01K
Decreased by -47.21%
Mar 31, 25
8 Neuberger Berman Large Cap Value Inv 1.20M (0.10%) -1.51M
Decreased by -126.43%
Sep 30, 24
9 Xtrackers S&P 500 Swap ETF 1C 969.29K (0.08%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fisher All Foreign Equity FocusedExChina 786.00K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
11 E P International Unconstrained 784.51K (0.06%) 735.13K
Increased by +93.71%
Dec 31, 23
12 TD International Equity Focused D 778.11K (0.06%) -5.67K
Decreased by -0.73%
Dec 31, 23
13 Hartford Equity Income Y 770.68K (0.06%) -79.02K
Decreased by -10.25%
Apr 30, 25
14 Franklin Income A(Mdis)USD 750.00K (0.06%) 0.00
Increased by 0.00%
Jun 30, 25
15 Hartford Balanced Income Y 686.87K (0.06%) -147.66K
Decreased by -21.50%
May 31, 25
16 Pacer Global Cash Cows Dividend ETF 682.64K (0.06%) 0.00
Increased by 0.00%
May 30, 25
17 First Trust Value Line® Dividend ETF 660.82K (0.05%) 0.00
Increased by 0.00%
Jun 30, 25
18 DFA International Core Equity I 624.52K (0.05%) 19.23K
Increased by +3.08%
Feb 28, 25
19 DFA International Core Equity 2 I 583.15K (0.05%) -41.37K
Decreased by -7.09%
May 31, 25
20 CBUS Growth (MySuper) Sup 578.86K (0.05%) 578.86K
Increased by +100.00%
Jun 30, 24