Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.59%
2 FCTE 5.31%
3 SMIG 4.63%
4 UTRN 4.02%
5 KONG 3.61%
6 STNC 3.32%
7 COWS 2.87%
8 UVDV 2.65%
9 DDIV 2.61%
10 UDI 2.44%
11 MVFD 2.27%
12 EPSB 2.20%
13 QVAL 2.05%
14 FTCS 2.03%
15 FTDS 2.03%
16 QDIV 1.96%
17 UPGD 1.95%
18 RYJ 1.95%
19 SDOG 1.94%
20 RDVI 1.93%

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 4.16M (8.23%) 5.79K
Increased by +0.14%
Mar 31, 26
3 Vanguard Capital Management, LLC 3.37M (6.67%) 3.37M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.67M (5.28%) 2.67M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 2.29M (4.53%) 17.88K
Increased by +0.78%
Mar 31, 26
6 State Street Corporation 2.12M (4.19%) -107.13K
Decreased by -5.06%
Mar 31, 24
7 First Trust Advisors L.P. 2.03M (4.03%) 65.52K
Increased by +3.22%
Mar 31, 26
8 Charles Schwab Investment Management Inc 1.65M (3.28%) -356.97K
Decreased by -21.57%
Mar 31, 26
9 Geode Capital Management, LLC 1.65M (3.28%) 90.45K
Increased by +5.47%
Mar 31, 26
10 Nordea Investment Mgmt Bank Demark A/s 1.37M (2.72%) 63.50K
Increased by +4.62%
Mar 31, 26
11 Auto-Owners Insurance Co 1.07M (2.12%) 1.07M
Increased by +99.72%
Mar 31, 25
12 Bank of America Corp 999.50K (1.98%) 3.77K
Increased by +0.38%
Mar 31, 26
13 Earnest Partners LLC 922.39K (1.83%) -26.08K
Decreased by -2.83%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 880.95K (1.74%) 17.34K
Increased by +1.97%
Mar 31, 26
15 Northern Trust Corp 818.48K (1.62%) 55.50K
Increased by +6.78%
Mar 31, 26
16 Ameriprise Financial Inc 802.13K (1.59%) -10.42K
Decreased by -1.30%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 782.79K (1.55%) -36.68K
Decreased by -4.69%
Mar 31, 26
18 Envestnet Asset Management Inc 767.01K (1.52%) -7.51K
Decreased by -0.98%
Jun 30, 25
19 Amvescap Plc. 751.47K (1.49%) 36.52K
Increased by +4.86%
Mar 31, 26
20 Pacer Advisors, INC. 751.40K (1.49%) -156.25K
Decreased by -20.80%
Dec 31, 24

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 (3.27%) 5.67K
Increased by +0.34%
Apr 30, 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 1.35M (2.67%) 24.32K
Increased by +1.81%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 1.24M (2.46%) 2.39K
Increased by +0.19%
May 30, 26
6 First Trust Rising Dividend Achiev ETF 1.16M (2.29%) 0.00
Increased by 0.00%
May 31, 26
7 Vanguard Mid Cap Index Institutional 1.12M (2.23%) 2.43K
Increased by +0.22%
Apr 30, 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 683.81K (1.35%) 2.07K
Increased by +0.30%
May 29, 26
11 Fidelity 500 Index 665.26K (1.32%) 2.29K
Increased by +0.34%
Apr 30, 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 627.61K (1.24%) 660.00
Increased by +0.11%
May 31, 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 481.32K (0.95%) 1.59K
Increased by +0.33%
Apr 30, 26