Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 EZA 3.51%
3 ADPV 3.16%
4 SCAP 2.64%
5 FCUS 2.60%
6 LBAY 2.03%
7 DGRS 1.98%
8 PFI 1.67%
9 EDIV 1.52%
10 SYLD 1.42%
11 XMVM 1.34%
12 BOUT 1.29%
13 SDVY 1.20%
14 FXO 1.16%
15 LSAF 1.04%
16 EYLD 0.99%
17 SURE 0.95%
18 MYLD 0.91%
19 FFSM 0.86%
20 AFK 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.14M (12.19%) -485.01K
Decreased by -1.93%
Jun 30, 25
2 BlackRock Inc 18.98M (9.20%) -150.63K
Decreased by -0.79%
Mar 31, 25
3 FMR Inc 18.76M (9.09%) 11.23M
Increased by +59.87%
Mar 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 14.10M (6.84%) 5.42M
Increased by +38.45%
Jun 30, 25
5 First Trust Advisors L.P. 13.24M (6.42%) -1.10M
Decreased by -8.29%
Dec 31, 24
6 Boston Partners Global Investors, Inc 10.67M (5.17%) -1.58M
Decreased by -14.80%
Mar 31, 25
7 Brave Warrior Advisors LLC 10.54M (5.11%) 1.09M
Increased by +10.30%
Jun 30, 25
8 Capital Research Global Investors 8.31M (4.03%) 2.36M
Increased by +28.38%
Jun 30, 25
9 Impactive Capital LP 8.03M (3.89%) -3.01M
Decreased by -37.54%
Jun 30, 25
10 State Street Corporation 6.99M (3.39%) 66.00
Increased by +0.00%
Mar 31, 24
11 State Street Corp 6.97M (3.38%) -16.46K
Decreased by -0.24%
Mar 31, 25
12 Massachusetts Financial Services Company 6.23M (3.02%) -1.60M
Decreased by -25.70%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 5.41M (2.62%) -9.58K
Decreased by -0.18%
Jun 30, 25
14 American Century Companies Inc 5.35M (2.59%) 24.94K
Increased by +0.47%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 4.38M (2.12%) -1.89M
Decreased by -43.17%
Jun 30, 24
16 Holocene Advisors, LP 4.05M (1.96%) 1.71M
Increased by +42.17%
Mar 31, 24
17 Geode Capital Management, LLC 3.83M (1.86%) -987.17K
Decreased by -25.77%
Mar 31, 25
18 ING Investment Management LLC 3.35M (1.62%) 513.24K
Increased by +15.33%
Mar 31, 25
19 Citadel Advisors Llc 3.28M (1.59%) 414.88K
Increased by +12.65%
Jun 30, 24
20 Bank of New York Mellon Corp 2.98M (1.45%) 554.93K
Increased by +18.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.49M (3.63%) 2.22M
Increased by +29.63%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 6.98M (3.38%) 5.19K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 6.84M (3.32%) -12.32K
Decreased by -0.18%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 6.29M (3.05%) -156.07K
Decreased by -2.48%
Jul 31, 25
5 UBS: Global Equity 5.62M (2.72%) -11.34M
Decreased by -202.00%
Dec 31, 23
6 JHancock Disciplined Value Mid Cap I 5.35M (2.59%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Index 4.84M (2.35%) -29.53K
Decreased by -0.61%
Jul 31, 25
8 Avantis US Small Cap Value ETF 4.18M (2.03%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Equity-Income Inv 3.78M (1.83%) -331.23K
Decreased by -8.76%
Jun 30, 25
10 MFS Mid Cap Value A 3.41M (1.65%) 0.00
Increased by 0.00%
Jun 30, 25
11 MFS Mid Cap Value Equity 3.41M (1.65%) -1.06M
Decreased by -31.09%
Jun 30, 25
12 Bridge Builder Large Cap Value 3.24M (1.57%) 0.00
Increased by 0.00%
Jul 31, 25
13 First Trust SMID Cp Rising Div Achv ETF 3.17M (1.54%) 6.78K
Increased by +0.21%
Feb 27, 25
14 Vanguard Small Cap Value Index Inv 3.12M (1.51%) 8.53K
Increased by +0.27%
Jul 31, 25
15 Fidelity® Value 2.51M (1.22%) 55.40K
Increased by +2.21%
Nov 30, 23
16 Barrow Hanley Global Value Equity 2.50M (1.21%) 999.35K
Increased by +39.90%
Jun 30, 25
17 Strategic Advisers Fidelity US TtlStk 2.46M (1.19%) 68.80K
Increased by +2.80%
Jun 30, 25
18 First Trust Rising Dividend Achiev ETF 2.26M (1.10%) 4.16K
Increased by +0.18%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.09%) -979.93K
Decreased by -43.49%
Jul 31, 25
20 Vanguard Strategic Equity Inv 1.69M (0.82%) 41.49K
Increased by +2.45%
Sep 30, 24