Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 ADPV 3.70%
3 EZA 3.51%
4 SCAP 3.21%
5 FCUS 2.60%
6 LBAY 2.30%
7 DGRS 1.98%
8 PFI 1.81%
9 SYLD 1.56%
10 XMVM 1.34%
11 BOUT 1.29%
12 FXO 1.28%
13 SDVY 1.20%
14 EDIV 1.05%
15 LSAF 1.04%
16 MYLD 1.02%
17 EYLD 1.02%
18 SURE 0.99%
19 FFSM 0.89%
20 AFK 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.62M (12.29%) -3.17M
Decreased by -12.38%
Mar 31, 25
2 BlackRock Inc 18.98M (9.10%) -150.63K
Decreased by -0.79%
Mar 31, 25
3 FMR Inc 18.76M (9.00%) 11.23M
Increased by +59.87%
Mar 31, 25
4 First Trust Advisors L.P. 13.24M (6.35%) -1.10M
Decreased by -8.29%
Dec 31, 24
5 Impactive Capital LP 11.04M (5.30%) -4.36M
Decreased by -39.50%
Mar 31, 25
6 Boston Partners Global Investors, Inc 10.67M (5.12%) -1.58M
Decreased by -14.80%
Mar 31, 25
7 Brave Warrior Advisors LLC 9.46M (4.54%) 9.46M
Increased by +100.00%
Mar 31, 25
8 Barrow Hanley Mewhinney & Strauss LLC 8.68M (4.16%) 3.59M
Increased by +41.34%
Mar 31, 25
9 Massachusetts Financial Services Company 7.83M (3.75%) -2.30M
Decreased by -29.34%
Mar 31, 25
10 State Street Corporation 6.99M (3.35%) 66.00
Increased by +0.00%
Mar 31, 24
11 State Street Corp 6.97M (3.34%) -16.46K
Decreased by -0.24%
Mar 31, 25
12 Capital Research Global Investors 5.95M (2.86%) 727.54K
Increased by +12.22%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 5.42M (2.60%) -217.80K
Decreased by -4.02%
Mar 31, 25
14 American Century Companies Inc 5.33M (2.55%) 149.63K
Increased by +2.81%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 4.38M (2.10%) -1.89M
Decreased by -43.17%
Jun 30, 24
16 Holocene Advisors, LP 4.05M (1.94%) 1.71M
Increased by +42.17%
Mar 31, 24
17 Geode Capital Management, LLC 3.83M (1.84%) -987.17K
Decreased by -25.77%
Mar 31, 25
18 ING Investment Management LLC 3.35M (1.61%) 513.24K
Increased by +15.33%
Mar 31, 25
19 Citadel Advisors Llc 3.28M (1.57%) 414.88K
Increased by +12.65%
Jun 30, 24
20 Bank of New York Mellon Corp 2.98M (1.43%) 554.93K
Increased by +18.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 9.79M (4.69%) 17.43K
Increased by +0.18%
Feb 27, 25
2 Vanguard US Total Market Shares ETF 6.98M (3.35%) 5.19K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 6.83M (3.28%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 6.42M (3.08%) 4.12K
Increased by +0.06%
May 31, 25
5 UBS: Global Equity 5.62M (2.69%) -11.34M
Decreased by -202.00%
Dec 31, 23
6 JHancock Disciplined Value Mid Cap I 5.46M (2.62%) 0.00
Increased by 0.00%
Apr 30, 25
7 American Funds SMALLCAP World A 5.27M (2.53%) 727.54K
Increased by +13.81%
Mar 31, 25
8 Vanguard Small Cap Index 5.04M (2.42%) 23.34K
Increased by +0.46%
May 31, 25
9 MFS Mid Cap Value A 4.47M (2.15%) 0.00
Increased by 0.00%
Apr 30, 25
10 MFS Mid Cap Value Equity 4.47M (2.15%) -1.16M
Decreased by -25.83%
Mar 31, 25
11 Avantis US Small Cap Value ETF 4.25M (2.04%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Equity-Income Inv 4.11M (1.97%) -776.74K
Decreased by -18.90%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 3.28M (1.57%) 25.57K
Increased by +0.78%
May 31, 25
14 Vanguard Small Cap Value Index Inv 3.24M (1.55%) -2.86K
Decreased by -0.09%
May 31, 25
15 Bridge Builder Large Cap Value 3.24M (1.55%) 0.00
Increased by 0.00%
May 31, 25
16 First Trust SMID Cp Rising Div Achv ETF 3.17M (1.52%) 6.78K
Increased by +0.21%
Feb 27, 25
17 Fidelity® Value 2.51M (1.20%) 55.40K
Increased by +2.21%
Nov 30, 23
18 Strategic Advisers Fidelity US TtlStk 2.40M (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity Value 1.73M (0.83%) 308.12K
Increased by +17.85%
Apr 30, 25
20 Vanguard Strategic Equity Inv 1.69M (0.81%) 41.49K
Increased by +2.45%
Sep 30, 24