Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 ADPV 3.76%
3 EZA 3.32%
4 SCAP 2.59%
5 RDVY 2.21%
6 DGRS 1.98%
7 LBAY 1.83%
8 FCUS 1.57%
9 PFI 1.35%
10 SDVY 1.20%
11 XMVM 1.18%
12 SURE 0.96%
13 LSAF 0.91%
14 EDIV 0.91%
15 AVUV 0.85%
16 CVY 0.81%
17 FEM 0.79%
18 AFK 0.77%
19 RFG 0.70%
20 FNY 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.80M (14.66%) -2.42M
Decreased by -8.40%
Dec 31, 24
2 BlackRock Inc 19.13M (9.74%) 3.55K
Increased by +0.02%
Dec 31, 24
3 Impactive Capital LP 15.41M (7.85%) -2.19M
Decreased by -14.23%
Dec 31, 24
4 First Trust Advisors L.P. 13.24M (6.74%) -1.10M
Decreased by -8.29%
Dec 31, 24
5 Boston Partners Global Investors, Inc 12.25M (6.24%) 456.42K
Increased by +3.73%
Dec 31, 24
6 Massachusetts Financial Services Company 10.12M (5.15%) -714.28K
Decreased by -7.06%
Dec 31, 24
7 FMR Inc 7.53M (3.83%) 2.11M
Increased by +28.05%
Dec 31, 24
8 State Street Corporation 6.99M (3.56%) 66.00
Increased by +0.00%
Mar 31, 24
9 State Street Corp 6.99M (3.56%) 62.21K
Increased by +0.89%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 5.64M (2.87%) -99.69K
Decreased by -1.77%
Dec 31, 24
11 Capital Research Global Investors 5.22M (2.66%) 5.22M
Increased by +100.00%
Dec 31, 24
12 American Century Companies Inc 5.18M (2.64%) 338.13K
Increased by +6.53%
Dec 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 5.09M (2.59%) 5.09M
Increased by +100.00%
Dec 31, 24
14 Geode Capital Management, LLC 4.82M (2.45%) 55.44K
Increased by +1.15%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 4.38M (2.23%) -1.89M
Decreased by -43.17%
Jun 30, 24
16 Holocene Advisors, LP 4.05M (2.06%) 1.71M
Increased by +42.17%
Mar 31, 24
17 Hotchkis & Wiley Capital Management LLC 3.58M (1.83%) -90.00K
Decreased by -2.51%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 3.52M (1.79%) -1.62M
Decreased by -45.97%
Dec 31, 24
19 Citadel Advisors Llc 3.28M (1.67%) 414.88K
Increased by +12.65%
Jun 30, 24
20 NORGES BANK 3.13M (1.59%) 926.37K
Increased by +29.61%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 9.79M (4.98%) 17.43K
Increased by +0.18%
Feb 27, 25
2 iShares Core S&P Mid-Cap ETF 6.87M (3.50%) 26.24K
Increased by +0.38%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.68M (3.40%) 3.92K
Increased by +0.06%
Feb 28, 25
4 MFS Mid Cap Value A 5.63M (2.87%) 0.00
Increased by 0.00%
Feb 28, 25
5 MFS Mid Cap Value Equity 5.63M (2.87%) -479.93K
Decreased by -8.53%
Dec 31, 24
6 JHancock Disciplined Value Mid Cap I 5.62M (2.86%) 0.00
Increased by 0.00%
Jan 31, 25
7 UBS: Global Equity 5.62M (2.86%) -11.34M
Decreased by -202.00%
Dec 31, 23
8 Vanguard Small Cap Index 5.42M (2.76%) 4.42K
Increased by +0.08%
Feb 28, 25
9 Vanguard Equity-Income Inv 4.89M (2.49%) -398.05K
Decreased by -8.14%
Dec 31, 24
10 American Funds SMALLCAP World A 4.54M (2.31%) 4.54M
Increased by +100.00%
Dec 31, 24
11 Avantis US Small Cap Value ETF 4.36M (2.22%) -16.93K
Decreased by -0.39%
Mar 29, 25
12 Vanguard Small Cap Value Index Inv 3.57M (1.82%) -13.33K
Decreased by -0.37%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.23M (1.65%) 4.39K
Increased by +0.14%
Feb 28, 25
14 Bridge Builder Large Cap Value 3.17M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
15 First Trust SMID Cp Rising Div Achv ETF 3.17M (1.61%) 6.78K
Increased by +0.21%
Feb 27, 25
16 Fidelity® Value 2.51M (1.28%) 55.40K
Increased by +2.21%
Nov 30, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 1.72M (0.87%) 16.32K
Increased by +0.95%
Feb 28, 25
18 Strategic Advisers Fidelity US TtlStk 1.71M (0.87%) 891.07K
Increased by +51.96%
Feb 28, 25
19 Vanguard Strategic Equity Inv 1.69M (0.86%) 41.49K
Increased by +2.45%
Sep 30, 24
20 Hotchkis & Wiley Small Cap Value I 1.60M (0.82%) -208.10K
Decreased by -12.98%
Dec 31, 23