Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.54%
2 FCTE 5.31%
3 SMIG 4.46%
4 UTRN 4.02%
5 KONG 3.38%
6 STNC 3.32%
7 COWS 2.87%
8 UVDV 2.65%
9 DDIV 2.61%
10 UDI 2.35%
11 MVFD 2.17%
12 EPSB 2.14%
13 FTDS 1.96%
14 FTCS 1.93%
15 SDOG 1.92%
16 RYJ 1.91%
17 UPGD 1.91%
18 QVAL 1.91%
19 RDVY 1.90%
20 RDVI 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.53M (12.92%) 31.07K
Increased by +0.48%
Dec 31, 25
2 BlackRock Inc 4.15M (8.22%) 85.88K
Increased by +2.07%
Dec 31, 25
3 State Street Corp 2.27M (4.50%) 28.07K
Increased by +1.24%
Dec 31, 25
4 State Street Corporation 2.12M (4.19%) -107.13K
Decreased by -5.06%
Mar 31, 24
5 Charles Schwab Investment Management Inc 2.01M (3.98%) 39.77K
Increased by +1.98%
Dec 31, 25
6 First Trust Advisors L.P. 1.97M (3.90%) 51.04K
Increased by +2.59%
Dec 31, 25
7 Geode Capital Management, LLC 1.56M (3.10%) -6.91K
Decreased by -0.44%
Dec 31, 25
8 Nordea Investment Mgmt Bank Demark A/s 1.37M (2.72%) 63.50K
Increased by +4.62%
Mar 31, 26
9 Auto-Owners Insurance Co 1.07M (2.12%) 1.07M
Increased by +99.72%
Mar 31, 25
10 Bank of America Corp 995.73K (1.97%) 62.23K
Increased by +6.25%
Dec 31, 25
11 Earnest Partners LLC 948.47K (1.88%) -7.76K
Decreased by -0.82%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 880.95K (1.74%) 17.34K
Increased by +1.97%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 819.47K (1.62%) 78.23K
Increased by +9.55%
Dec 31, 25
14 Northern Trust Corp 818.48K (1.62%) 55.50K
Increased by +6.78%
Mar 31, 26
15 Ameriprise Financial Inc 812.55K (1.61%) 39.34K
Increased by +4.84%
Dec 31, 25
16 Envestnet Asset Management Inc 767.01K (1.52%) -7.51K
Decreased by -0.98%
Jun 30, 25
17 Amvescap Plc. 751.47K (1.49%) 36.52K
Increased by +4.86%
Mar 31, 26
18 Pacer Advisors, INC. 751.40K (1.49%) -156.25K
Decreased by -20.80%
Dec 31, 24
19 QRG Capital Management, Inc. 734.38K (1.45%) -41.54K
Decreased by -5.66%
Dec 31, 25
20 Regions Financial Corp 724.47K (1.43%) -725.81K
Decreased by -100.19%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.67M (3.30%) 1.06K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.65M (3.26%) 2.88K
Increased by +0.18%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 1.49M (2.95%) 10.78K
Increased by +0.72%
May 31, 25
4 Vanguard 500 Index Investor 1.32M (2.62%) -16.00K
Decreased by -1.21%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 1.20M (2.37%) 1.03K
Increased by +0.09%
Apr 30, 26
6 First Trust Rising Dividend Achiev ETF 1.14M (2.26%) 776.00
Increased by +0.07%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 1.12M (2.22%) -8.92K
Decreased by -0.80%
Mar 31, 26
8 JPM US Mid Cap Value-Composite 740.42K (1.47%) -8.13K
Decreased by -1.10%
Jun 30, 24
9 JPM US Mid Cap Value-MA 740.42K (1.47%) -8.13K
Decreased by -1.10%
Jun 30, 24
10 iShares Core S&P 500 ETF 671.45K (1.33%) 1.95K
Increased by +0.29%
Apr 30, 26
11 Fidelity 500 Index 662.97K (1.31%) 1.10K
Increased by +0.17%
Mar 31, 26
12 SPDR® S&P 500 ETF 653.53K (1.29%) -9.61K
Decreased by -1.47%
Mar 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 (1.26%) -3.35K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 634.84K (1.26%) 7.84K
Increased by +1.24%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 621.58K (1.23%) 2.01K
Increased by +0.32%
Apr 30, 26
17 Fidelity® 500 Index 616.63K (1.22%) 3.92K
Increased by +0.64%
Nov 30, 23
18 JPMorgan Mid Cap Value L 568.44K (1.13%) -97.91K
Decreased by -17.22%
Aug 31, 24
19 Alley Company Dividend Portfolio 488.18K (0.97%) -23.93K
Decreased by -4.90%
Mar 31, 26
20 Vanguard Value Index Inv 479.73K (0.95%) -4.42K
Decreased by -0.92%
Mar 31, 26