Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.02%
2 EZA 3.69%
3 RDVY 2.39%
4 ADPV 2.15%
5 DGRS 1.98%
6 SCAP 1.66%
7 EDIV 1.36%
8 XMVM 1.28%
9 SDVY 1.27%
10 ABCS 1.16%
11 FXO 1.12%
12 AFK 1.09%
13 LSAF 0.99%
14 CVY 0.81%
15 AVUV 0.80%
16 FEM 0.79%
17 IGTR 0.60%
18 XMMO 0.60%
19 JSML 0.59%
20 VIDI 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.21M (16.44%) -408.63K
Decreased by -1.31%
Sep 30, 24
2 BlackRock Inc 19.19M (10.11%) -524.52K
Decreased by -2.73%
Jun 30, 24
3 Impactive Capital LP 17.60M (9.27%) -2.10M
Decreased by -11.92%
Sep 30, 24
4 First Trust Advisors L.P. 14.34M (7.55%) 851.36K
Increased by +5.94%
Sep 30, 24
5 Boston Partners Global Investors, Inc 11.79M (6.21%) -393.63K
Decreased by -3.34%
Sep 30, 24
6 Massachusetts Financial Services Company 10.84M (5.71%) -8.56K
Decreased by -0.08%
Sep 30, 24
7 State Street Corporation 6.99M (3.68%) 66.00
Increased by +0.00%
Mar 31, 24
8 State Street Corp 6.92M (3.65%) 43.93K
Increased by +0.63%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 5.74M (3.02%) 47.91K
Increased by +0.84%
Sep 30, 24
10 FMR Inc 5.42M (2.85%) -373.20K
Decreased by -6.89%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 5.13M (2.70%) -5.26M
Decreased by -102.51%
Sep 30, 24
12 American Century Companies Inc 4.84M (2.55%) 384.00K
Increased by +7.94%
Sep 30, 24
13 Geode Capital Management, LLC 4.76M (2.51%) 331.49K
Increased by +6.96%
Sep 30, 24
14 UBS Asset Mgmt Americas Inc 4.38M (2.31%) -1.89M
Decreased by -43.17%
Jun 30, 24
15 Holocene Advisors, LP 4.05M (2.13%) 1.71M
Increased by +42.17%
Mar 31, 24
16 Hotchkis & Wiley Capital Management LLC 3.67M (1.94%) -234.95K
Decreased by -6.39%
Sep 30, 24
17 Citadel Advisors Llc 3.28M (1.73%) 414.88K
Increased by +12.65%
Jun 30, 24
18 NORGES BANK 3.13M (1.65%) 926.37K
Increased by +29.61%
Jun 30, 24
19 Jacobs Levy Equity Management, Inc. 2.94M (1.55%) -102.69K
Decreased by -3.50%
Sep 30, 24
20 Allianz Asset Management AG 2.84M (1.49%) 571.65K
Increased by +20.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 11.14M (5.87%) 5.30K
Increased by +0.05%
Nov 28, 24
2 iShares Core S&P Mid-Cap ETF 6.98M (3.68%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.95M (3.66%) -27.67K
Decreased by -0.40%
Oct 31, 24
4 MFS Mid Cap Value A 6.11M (3.22%) 0.00
Increased by 0.00%
Oct 31, 24
5 MFS Mid Cap Value Equity 6.11M (3.22%) -25.17K
Decreased by -0.41%
Sep 30, 24
6 JHancock Disciplined Value Mid Cap I 5.67M (2.98%) 313.12K
Increased by +5.53%
Oct 31, 24
7 UBS: Global Equity 5.62M (2.96%) -11.34M
Decreased by -202.00%
Dec 31, 23
8 Vanguard Small Cap Index 5.46M (2.87%) 10.66K
Increased by +0.20%
Oct 31, 24
9 Vanguard Equity-Income Inv 5.29M (2.78%) -232.07K
Decreased by -4.39%
Sep 30, 24
10 Avantis US Small Cap Value ETF 4.52M (2.38%) 11.79K
Increased by +0.26%
Nov 30, 24
11 Vanguard Small Cap Value Index Inv 3.68M (1.94%) -1.27K
Decreased by -0.03%
Oct 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 3.43M (1.80%) 15.48K
Increased by +0.45%
Nov 28, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 3.25M (1.71%) -11.38K
Decreased by -0.35%
Oct 31, 24
14 Fidelity® Value 2.51M (1.32%) 55.40K
Increased by +2.21%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 1.71M (0.90%) -25.19K
Decreased by -1.47%
Oct 31, 24
16 Vanguard Strategic Equity Inv 1.69M (0.89%) 41.49K
Increased by +2.45%
Sep 30, 24
17 Hotchkis & Wiley Small Cap Value I 1.60M (0.84%) -208.10K
Decreased by -12.98%
Dec 31, 23
18 MFS New Discovery Value I 1.57M (0.83%) -15.91K
Decreased by -1.01%
Oct 31, 24
19 UBS (Lux) ES L/T Thms $Q 1.52M (0.80%) -1.69M
Decreased by -110.86%
Jun 30, 24
20 American Beacon Small Cp Val R5 1.47M (0.77%) -8.21K
Decreased by -0.56%
Oct 31, 24