Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 EZA 3.69%
3 FCUS 3.22%
4 ADPV 2.15%
5 DGRS 1.98%
6 LBAY 1.96%
7 RDVY 1.93%
8 SCAP 1.72%
9 EDIV 1.28%
10 ABCS 1.18%
11 XMVM 1.10%
12 SDVY 1.02%
13 LSAF 0.97%
14 AFK 0.94%
15 AVUV 0.81%
16 CVY 0.81%
17 FEM 0.79%
18 XMMO 0.67%
19 RFG 0.66%
20 IGTR 0.60%

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 19.12M (10.07%) -68.91K
Decreased by -0.36%
Sep 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 9.09M (4.79%) 27.59K
Increased by +0.30%
Dec 30, 24
2 iShares Core S&P Mid-Cap ETF 6.92M (3.64%) 22.93K
Increased by +0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 6.66M (3.51%) -191.45K
Decreased by -2.87%
Dec 31, 24
4 MFS Mid Cap Value Equity 6.11M (3.22%) -25.17K
Decreased by -0.41%
Sep 30, 24
5 JHancock Disciplined Value Mid Cap I 5.76M (3.04%) 97.53K
Increased by +1.69%
Nov 30, 24
6 MFS Mid Cap Value A 5.63M (2.96%) -479.93K
Decreased by -8.53%
Nov 30, 24
7 UBS: Global Equity 5.62M (2.96%) -11.34M
Decreased by -202.00%
Dec 31, 23
8 Vanguard Small Cap Index 5.41M (2.85%) -80.05K
Decreased by -1.48%
Dec 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 4.60M (2.42%) 0.00
Increased by 0.00%
Dec 31, 24
11 American Funds SMALLCAP World A 4.54M (2.39%) 4.54M
Increased by +100.00%
Dec 31, 24
12 Vanguard Small Cap Value Index Inv 3.59M (1.89%) -120.45K
Decreased by -3.36%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 3.23M (1.70%) -20.93K
Decreased by -0.65%
Dec 31, 24
14 First Trust SMID Cp Rising Div Achv ETF 2.87M (1.51%) 6.08K
Increased by +0.21%
Dec 30, 24
15 Fidelity® Value 2.51M (1.32%) 55.40K
Increased by +2.21%
Nov 30, 23
16 Bridge Builder Large Cap Value 2.16M (1.14%) 2.15M
Increased by +99.55%
Dec 31, 24
17 SPDR® S&P MIDCAP 400 ETF Trust 1.77M (0.93%) 7.13K
Increased by +0.40%
Dec 31, 24
18 Vanguard Strategic Equity Inv 1.69M (0.89%) 41.49K
Increased by +2.45%
Sep 30, 24
19 Fidelity Value 1.64M (0.86%) 276.30K
Increased by +16.85%
Nov 30, 24
20 Hotchkis & Wiley Small Cap Value I 1.60M (0.84%) -208.10K
Decreased by -12.98%
Dec 31, 23