Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 EZA 3.51%
3 ADPV 3.20%
4 SCAP 3.18%
5 FCUS 2.60%
6 LBAY 2.17%
7 DGRS 1.98%
8 PFI 1.71%
9 SYLD 1.52%
10 XMVM 1.34%
11 BOUT 1.29%
12 FXO 1.21%
13 SDVY 1.20%
14 LSAF 1.04%
15 EDIV 1.03%
16 MYLD 1.01%
17 EYLD 0.98%
18 SURE 0.95%
19 FFSM 0.88%
20 AFK 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.62M (12.42%) -3.17M
Decreased by -12.38%
Mar 31, 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 First Trust Advisors L.P. 13.24M (6.42%) -1.10M
Decreased by -8.29%
Dec 31, 24
5 Impactive Capital LP 11.04M (5.35%) -4.36M
Decreased by -39.50%
Mar 31, 25
6 Boston Partners Global Investors, Inc 10.67M (5.17%) -1.58M
Decreased by -14.80%
Mar 31, 25
7 Brave Warrior Advisors LLC 9.46M (4.58%) 9.46M
Increased by +100.00%
Mar 31, 25
8 Barrow Hanley Mewhinney & Strauss LLC 8.68M (4.21%) 3.59M
Increased by +41.34%
Mar 31, 25
9 Massachusetts Financial Services Company 7.83M (3.79%) -2.30M
Decreased by -29.34%
Mar 31, 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 Capital Research Global Investors 5.95M (2.89%) 727.54K
Increased by +12.22%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 5.42M (2.63%) -217.80K
Decreased by -4.02%
Mar 31, 25
14 American Century Companies Inc 5.33M (2.58%) 149.63K
Increased by +2.81%
Mar 31, 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%) 3.58K
Increased by +0.05%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 6.42M (3.11%) 4.12K
Increased by +0.06%
May 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%) -111.62K
Decreased by -2.09%
May 31, 25
7 Vanguard Small Cap Index 5.04M (2.44%) 23.34K
Increased by +0.46%
May 31, 25
8 MFS Mid Cap Value Equity 4.47M (2.17%) -1.16M
Decreased by -25.83%
Mar 31, 25
9 Avantis US Small Cap Value ETF 4.23M (2.05%) 0.00
Increased by 0.00%
Jun 28, 25
10 Vanguard Equity-Income Inv 4.11M (1.99%) -776.74K
Decreased by -18.90%
Mar 31, 25
11 MFS Mid Cap Value A 3.41M (1.65%) -1.06M
Decreased by -31.09%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 3.28M (1.59%) 25.57K
Increased by +0.78%
May 31, 25
13 Vanguard Small Cap Value Index Inv 3.24M (1.57%) -2.86K
Decreased by -0.09%
May 31, 25
14 Bridge Builder Large Cap Value 3.24M (1.57%) -2.03K
Decreased by -0.06%
Jun 30, 25
15 First Trust SMID Cp Rising Div Achv ETF 3.17M (1.54%) 6.78K
Increased by +0.21%
Feb 27, 25
16 Fidelity® Value 2.51M (1.22%) 55.40K
Increased by +2.21%
Nov 30, 23
17 Barrow Hanley Global Value Equity 2.50M (1.21%) 999.35K
Increased by +39.90%
Jun 30, 25
18 Strategic Advisers Fidelity US TtlStk 2.39M (1.16%) -5.80K
Decreased by -0.24%
May 31, 25
19 First Trust Rising Dividend Achiev ETF 2.22M (1.08%) 1.85K
Increased by +0.08%
Jun 30, 25
20 Fidelity Value 1.72M (0.84%) -2.22K
Decreased by -0.13%
May 31, 25