Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMIG 4.21%
2 UTRN 4.02%
3 KONG 3.35%
4 STNC 3.32%
5 COWS 2.87%
6 UVDV 2.65%
7 DDIV 2.44%
8 SMRI 2.32%
9 FTCS 2.20%
10 RDVY 2.19%
11 POWA 2.04%
12 FTDS 1.99%
13 SPDV 1.88%
14 TUSA 1.83%
15 QDIV 1.69%
16 MADE 1.46%
17 DSMC 1.42%
18 VFLO 1.32%
19 RGI 1.32%
20 EQRR 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.40M (12.52%) 19.33K
Increased by +0.30%
Dec 31, 24
2 BlackRock Inc 4.11M (8.04%) -3.75K
Decreased by -0.09%
Dec 31, 24
3 State Street Corp 2.17M (4.23%) 49.64K
Increased by +2.29%
Dec 31, 24
4 State Street Corporation 2.12M (4.14%) -107.13K
Decreased by -5.06%
Mar 31, 24
5 First Trust Advisors L.P. 1.82M (3.56%) 411.32K
Increased by +22.61%
Dec 31, 24
6 Charles Schwab Investment Management Inc 1.81M (3.53%) 77.49K
Increased by +4.29%
Dec 31, 24
7 Geode Capital Management, LLC 1.64M (3.21%) 27.70K
Increased by +1.69%
Dec 31, 24
8 JPMorgan Chase & Co 1.29M (2.53%) -1.26M
Decreased by -97.62%
Sep 30, 24
9 Nordea Investment Mgmt Bank Demark A/s 1.13M (2.21%) 127.86K
Increased by +11.33%
Dec 31, 24
10 Earnest Partners LLC 963.87K (1.88%) 18.21K
Increased by +1.89%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 927.56K (1.81%) 50.19K
Increased by +5.41%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 843.28K (1.65%) 140.37K
Increased by +16.65%
Dec 31, 24
13 Northern Trust Corp 798.25K (1.56%) 145.86K
Increased by +18.27%
Dec 31, 24
14 Envestnet Asset Management Inc 759.43K (1.48%) 15.59K
Increased by +2.05%
Dec 31, 24
15 Pacer Advisors, INC. 751.40K (1.47%) -156.25K
Decreased by -20.80%
Dec 31, 24
16 Regions Financial Corp 724.83K (1.42%) -599.00
Decreased by -0.08%
Dec 31, 24
17 Mawer Investment Management Ltd 723.91K (1.42%) 89.89K
Increased by +12.42%
Dec 31, 24
18 Amvescap Plc. 637.32K (1.25%) 1.98K
Increased by +0.31%
Dec 31, 24
19 Bank of America Corp 623.01K (1.22%) -9.77K
Decreased by -1.57%
Dec 31, 24
20 UBS Group AG 588.97K (1.15%) 328.50K
Increased by +55.78%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.66M (3.24%) 10.74K
Increased by +0.65%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 1.46M (2.85%) 8.78K
Increased by +0.60%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 1.38M (2.71%) 1.15K
Increased by +0.08%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 1.13M (2.22%) 4.92K
Increased by +0.43%
Feb 28, 25
5 First Trust Rising Dividend Achiev ETF 791.48K (1.55%) 1.41K
Increased by +0.18%
Feb 27, 25
6 Pacer US Cash Cows 100 ETF 742.35K (1.45%) 1.09K
Increased by +0.15%
Feb 28, 25
7 JPM US Mid Cap Value-Composite 740.42K (1.45%) -8.13K
Decreased by -1.10%
Jun 30, 24
8 JPM US Mid Cap Value-MA 740.42K (1.45%) -8.13K
Decreased by -1.10%
Jun 30, 24
9 Fidelity 500 Index 654.69K (1.28%) 2.89K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 649.31K (1.27%) -4.84K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 638.60K (1.25%) -4.90K
Decreased by -0.77%
Mar 31, 24
12 iShares Core S&P 500 ETF 616.75K (1.21%) -31.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 616.63K (1.21%) 3.92K
Increased by +0.64%
Nov 30, 23
14 JPMorgan Mid Cap Value L 568.44K (1.11%) -97.91K
Decreased by -17.22%
Aug 31, 24
15 First Trust Capital Strength ETF 553.89K (1.08%) -566.00
Decreased by -0.10%
Dec 30, 24
16 Alley Company Dividend Portfolio 492.52K (0.96%) 4.18K
Increased by +0.85%
Dec 31, 24
17 Vanguard Value Index Inv 452.72K (0.89%) 1.88K
Increased by +0.42%
Feb 28, 25
18 Invesco S&P 500® Equal Weight ETF 428.76K (0.84%) 470.00
Increased by +0.11%
Feb 28, 25
19 Vanguard Mid-Cap Value ETF 353.24K (0.69%) 633.00
Increased by +0.18%
Feb 28, 25
20 Vanguard Institutional Index I 325.69K (0.64%) -3.74K
Decreased by -1.15%
Feb 28, 25