Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.83%
2 UTRN 4.02%
3 SMIG 3.82%
4 STNC 3.32%
5 KONG 2.98%
6 COWS 2.87%
7 UVDV 2.65%
8 SMRI 2.32%
9 FTCS 1.95%
10 UPGD 1.91%
11 QVAL 1.90%
12 RYJ 1.89%
13 RDVY 1.88%
14 IPDP 1.88%
15 RDVI 1.87%
16 FTDS 1.87%
17 POWA 1.87%
18 TUSA 1.83%
19 SPDV 1.73%
20 QDIV 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.42M (12.57%) 10.45K
Increased by +0.16%
Mar 31, 25
2 BlackRock Inc 4.11M (8.05%) -2.10K
Decreased by -0.05%
Mar 31, 25
3 State Street Corp 2.20M (4.30%) 30.04K
Increased by +1.37%
Mar 31, 25
4 State Street Corporation 2.12M (4.15%) -107.13K
Decreased by -5.06%
Mar 31, 24
5 Charles Schwab Investment Management Inc 1.92M (3.77%) 115.31K
Increased by +6.00%
Mar 31, 25
6 First Trust Advisors L.P. 1.82M (3.57%) 411.32K
Increased by +22.61%
Dec 31, 24
7 Geode Capital Management, LLC 1.75M (3.43%) 108.03K
Increased by +6.18%
Mar 31, 25
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 1.18M (2.31%) 50.00K
Increased by +4.24%
Mar 31, 25
10 Auto-Owners Insurance Co 1.07M (2.10%) 1.07M
Increased by +99.72%
Mar 31, 25
11 Earnest Partners LLC 956.00K (1.87%) -7.86K
Decreased by -0.82%
Mar 31, 25
12 Bank of America Corp 955.33K (1.87%) 332.32K
Increased by +34.79%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 881.19K (1.73%) -46.37K
Decreased by -5.26%
Mar 31, 25
14 Northern Trust Corp 841.72K (1.65%) 43.47K
Increased by +5.16%
Mar 31, 25
15 Envestnet Asset Management Inc 774.53K (1.52%) 15.10K
Increased by +1.95%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 759.93K (1.49%) -83.35K
Decreased by -10.97%
Mar 31, 25
17 Pacer Advisors, INC. 751.40K (1.47%) -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 (1.37%) -24.92K
Decreased by -3.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.68M (3.30%) 30.30K
Increased by +1.80%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.67M (3.27%) 1.06K
Increased by +0.06%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 1.50M (2.94%) 1.01K
Increased by +0.07%
May 31, 25
4 Vanguard Institutional 500 Index Trust 1.48M (2.90%) 23.38K
Increased by +1.58%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 1.14M (2.23%) 10.94K
Increased by +0.96%
Apr 30, 25
6 First Trust Rising Dividend Achiev ETF 899.17K (1.76%) 380.00
Increased by +0.04%
May 29, 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 658.14K (1.29%) 813.00
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 653.53K (1.28%) -9.61K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 638.60K (1.25%) -4.90K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 636.14K (1.25%) -3.35K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 628.63K (1.23%) -2.82K
Decreased by -0.45%
May 31, 25
14 Fidelity® 500 Index 616.63K (1.21%) 3.92K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 606.84K (1.19%) 0.00
Increased by 0.00%
May 31, 25
16 JPMorgan Mid Cap Value L 568.44K (1.11%) -97.91K
Decreased by -17.22%
Aug 31, 24
17 First Trust Capital Strength ETF 525.20K (1.03%) -283.00
Decreased by -0.05%
May 29, 25
18 Alley Company Dividend Portfolio 504.86K (0.99%) 12.34K
Increased by +2.44%
Mar 31, 25
19 Vanguard Value Index Inv 460.14K (0.90%) -802.00
Decreased by -0.17%
Apr 30, 25
20 Invesco S&P 500® Equal Weight ETF 424.06K (0.83%) 1.36K
Increased by +0.32%
May 30, 25