Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.31%
2 SMIG 4.26%
3 UTRN 4.02%
4 STNC 3.32%
5 KONG 3.03%
6 COWS 2.87%
7 UVDV 2.65%
8 DDIV 2.44%
9 SMRI 2.32%
10 EPSB 2.29%
11 UPGD 1.96%
12 RYJ 1.96%
13 QVAL 1.93%
14 EPMB 1.89%
15 FTDS 1.88%
16 RDVI 1.88%
17 POWA 1.87%
18 FTCS 1.86%
19 RDVY 1.86%
20 TUSA 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.50M (12.78%) 80.42K
Increased by +1.24%
Jun 30, 25
2 BlackRock Inc 4.11M (8.08%) -2.10K
Decreased by -0.05%
Mar 31, 25
3 State Street Corp 2.20M (4.32%) 30.04K
Increased by +1.37%
Mar 31, 25
4 State Street Corporation 2.12M (4.17%) -107.13K
Decreased by -5.06%
Mar 31, 24
5 Charles Schwab Investment Management Inc 1.96M (3.85%) 36.42K
Increased by +1.86%
Jun 30, 25
6 Geode Capital Management, LLC 1.75M (3.44%) 108.03K
Increased by +6.18%
Mar 31, 25
7 First Trust Advisors L.P. 1.35M (2.65%) -474.22K
Decreased by -35.25%
Mar 31, 25
8 JPMorgan Chase & Co 1.29M (2.54%) -1.26M
Decreased by -97.62%
Sep 30, 24
9 Nordea Investment Mgmt Bank Demark A/s 1.22M (2.40%) 43.43K
Increased by +3.55%
Jun 30, 25
10 Auto-Owners Insurance Co 1.07M (2.11%) 1.07M
Increased by +99.72%
Mar 31, 25
11 Earnest Partners LLC 956.00K (1.88%) -7.86K
Decreased by -0.82%
Mar 31, 25
12 Bank of America Corp 955.33K (1.88%) 332.32K
Increased by +34.79%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 877.02K (1.73%) -4.18K
Decreased by -0.48%
Jun 30, 25
14 Northern Trust Corp 841.72K (1.66%) 43.47K
Increased by +5.16%
Mar 31, 25
15 Envestnet Asset Management Inc 767.01K (1.51%) -7.51K
Decreased by -0.98%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 759.93K (1.50%) -83.35K
Decreased by -10.97%
Mar 31, 25
17 Pacer Advisors, INC. 751.40K (1.48%) -156.25K
Decreased by -20.80%
Dec 31, 24
18 Regions Financial Corp 723.60K (1.42%) -1.23K
Decreased by -0.17%
Mar 31, 25
19 GAMMA Investing LLC 703.00K (1.38%) 701.92K
Increased by +99.85%
Mar 31, 25
20 Mawer Investment Management Ltd 698.99K (1.38%) -24.92K
Decreased by -3.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.67M (3.28%) 1.06K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.64M (3.23%) -35.11K
Decreased by -2.14%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.49M (2.93%) 10.78K
Increased by +0.72%
May 31, 25
4 Schwab US Dividend Equity ETF™ 1.49M (2.92%) -252.00
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 1.29M (2.55%) -189.63K
Decreased by -14.66%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 1.17M (2.30%) 12.56K
Increased by +1.08%
Jul 31, 25
7 First Trust Rising Dividend Achiev ETF 912.00K (1.79%) 1.67K
Increased by +0.18%
Jul 31, 25
8 JPM US Mid Cap Value-Composite 740.42K (1.46%) -8.13K
Decreased by -1.10%
Jun 30, 24
9 JPM US Mid Cap Value-MA 740.42K (1.46%) -8.13K
Decreased by -1.10%
Jun 30, 24
10 Fidelity 500 Index 662.56K (1.30%) 1.47K
Increased by +0.22%
Jun 30, 25
11 SPDR® S&P 500 ETF 653.53K (1.29%) -9.61K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 642.99K (1.27%) 2.76K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500 ETF Trust 638.60K (1.26%) -4.90K
Decreased by -0.77%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 636.14K (1.25%) -3.35K
Decreased by -0.53%
Mar 31, 25
15 iShares Core S&P 500 ETF 624.06K (1.23%) 2.85K
Increased by +0.46%
Jul 31, 25
16 Fidelity® 500 Index 616.63K (1.21%) 3.92K
Increased by +0.64%
Nov 30, 23
17 JPMorgan Mid Cap Value L 568.44K (1.12%) -97.91K
Decreased by -17.22%
Aug 31, 24
18 Alley Company Dividend Portfolio 515.09K (1.01%) 10.23K
Increased by +1.99%
Jun 30, 25
19 First Trust Capital Strength ETF 491.60K (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
20 Vanguard Value Index Inv 463.46K (0.91%) -744.00
Decreased by -0.16%
Jul 31, 25