Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCB 1000.00%
2 KLD 1000.00%
3 IWB 1000.00%
4 KNGS 4.44%
5 PGAL 3.95%
6 CUT 2.66%
7 TWIO 1.96%
8 VETS 1.82%
9 UDI 1.57%
10 XMLV 1.39%
11 FXR 1.26%
12 PEY 1.17%
13 FLV 0.98%
14 SMIG 0.79%
15 PAMC 0.71%
16 DVYL 0.67%
17 INAU 0.65%
18 VSDA 0.64%
19 FVL 0.60%
20 DVY 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.95M (11.26%) -34.79K
Decreased by -0.32%
Mar 31, 24
2 BlackRock Inc 10.95M (11.26%) 24.04K
Increased by +0.22%
Mar 31, 24
3 State Street Corporation 4.49M (4.62%) -201.86K
Decreased by -4.49%
Mar 31, 24
4 American Century Companies Inc 3.61M (3.71%) 339.94K
Increased by +9.42%
Mar 31, 24
5 Bank of America Corp 2.61M (2.68%) 203.84K
Increased by +7.81%
Mar 31, 24
6 Earnest Partners LLC 2.58M (2.65%) 131.01K
Increased by +5.08%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 2.37M (2.44%) 70.16K
Increased by +2.96%
Mar 31, 24
8 Royal Bank of Canada 2.23M (2.29%) -123.66K
Decreased by -5.56%
Mar 31, 24
9 Victory Capital Management Inc. 2.14M (2.20%) -2.21K
Decreased by -0.10%
Mar 31, 24
10 Fuller & Thaler Asset Management Inc 1.84M (1.89%) 58.85K
Increased by +3.20%
Mar 31, 24
11 Geode Capital Management, LLC 1.71M (1.76%) 96.60K
Increased by +5.63%
Mar 31, 24
12 First Trust Advisors L.P. 1.54M (1.59%) -110.58K
Decreased by -7.16%
Mar 31, 24
13 SEI Investments Co 1.36M (1.40%) 88.41K
Increased by +6.48%
Mar 31, 24
14 Bank of New York Mellon Corp 1.22M (1.25%) -39.21K
Decreased by -3.23%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 1.13M (1.16%) 136.36K
Increased by +12.10%
Mar 31, 24
16 NORGES BANK 1.12M (1.15%) 236.58K
Increased by +21.19%
Dec 31, 23
17 Amvescap Plc. 1.12M (1.15%) 258.29K
Increased by +23.14%
Mar 31, 24
18 Nordea Investment Mgmt Bank Demark A/s 964.13K (0.99%) -17.64K
Decreased by -1.83%
Mar 31, 24
19 Pictet Asset Manangement SA 842.13K (0.87%) 842.13K
Increased by +100.00%
Sep 30, 23
20 FMR Inc 765.15K (0.79%) 70.89K
Increased by +9.26%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.10M (3.19%) 1.65K
Increased by +0.05%
Jun 30, 24
2 iShares Core S&P Mid-Cap ETF 3.06M (3.15%) 5.08K
Increased by +0.17%
Jun 28, 24
3 Vanguard Small Cap Index 2.47M (2.54%) -28.94K
Decreased by -1.17%
Jun 30, 24
4 iShares Select Dividend ETF 2.08M (2.14%) -693.00
Decreased by -0.03%
Jun 28, 24
5 Pacer US Cash Cows 100 ETF 1.96M (2.01%) 690.00
Increased by +0.04%
Jun 28, 24
6 FullerThaler Behavioral Sm-Cp Eq R6 1.74M (1.79%) 52.50K
Increased by +3.02%
Mar 31, 24
7 FullerThaler Behavioral Small-Cap Equity 1.74M (1.79%) 52.50K
Increased by +3.02%
May 31, 24
8 Vanguard Small Cap Value Index Inv 1.66M (1.71%) -11.55K
Decreased by -0.69%
Jun 30, 24
9 Victory Small Cap Value CIT (Net 75) 1.64M (1.68%) 110.00K
Increased by +6.73%
Jun 30, 24
10 Victory Sycamore Small Company Opp R 1.64M (1.68%) 110.00K
Increased by +6.73%
Jun 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.52%) 5.49K
Increased by +0.37%
Jun 30, 24
12 American Century Mid Cap Value Inv 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
13 American Century U.S. Mid Cap Value 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
14 SPDR® S&P Dividend ETF 1.28M (1.32%) -830.00
Decreased by -0.06%
Jun 30, 24
15 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (1.25%) 56.40K
Increased by +4.64%
Sep 30, 23
16 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
17 EARNEST Partners Smid Cap Core Founders 1.16M (1.19%) -17.08K
Decreased by -1.47%
Jun 30, 24
18 First Trust Value Line® Dividend ETF 859.49K (0.88%) -380.00
Decreased by -0.04%
Jun 30, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 788.96K (0.81%) -17.56K
Decreased by -2.23%
Jun 30, 24
20 ProShares S&P MidCap 400 Dividend Arst 621.04K (0.64%) 51.70K
Increased by +8.33%
Jan 31, 24