Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.28%
2 PGAL 3.95%
3 ERNZ 3.53%
4 WBIY 3.33%
5 DIVY 3.33%
6 CUT 2.82%
7 TPMN 2.54%
8 FOVL 2.50%
9 REGL 1.82%
10 VETS 1.82%
11 PEY 1.78%
12 TWIO 1.75%
13 HEJD 1.60%
14 TMDV 1.52%
15 EPSB 1.50%
16 CSB 1.48%
17 SNPD 1.46%
18 PSP 1.32%
19 UDI 1.28%
20 XMLV 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.78M (11.06%) -240.21K
Decreased by -2.23%
Mar 31, 25
2 Vanguard Group Inc 10.37M (10.64%) -179.00K
Decreased by -1.73%
Jun 30, 25
3 State Street Corporation 4.49M (4.61%) -201.86K
Decreased by -4.49%
Mar 31, 24
4 State Street Corp 4.46M (4.57%) -115.85K
Decreased by -2.60%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.62M (3.71%) 24.36K
Increased by +0.67%
Jun 30, 25
6 American Century Companies Inc 2.92M (3.00%) -686.75K
Decreased by -23.50%
Jun 30, 24
7 Nordea Investment Mgmt Bank Demark A/s 2.83M (2.90%) 1.16M
Increased by +41.20%
Jun 30, 25
8 Earnest Partners LLC 2.66M (2.73%) 60.75K
Increased by +2.29%
Mar 31, 25
9 Bank of America Corp 2.64M (2.71%) 246.41K
Increased by +9.33%
Mar 31, 25
10 Cooper Creek Partners Management LLC 2.12M (2.17%) 514.67K
Increased by +24.33%
Mar 31, 25
11 Pacer Advisors, INC. 1.98M (2.03%) 1.96M
Increased by +99.05%
Jun 30, 24
12 Geode Capital Management, LLC 1.93M (1.98%) 92.53K
Increased by +4.79%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 1.89M (1.94%) -421.79K
Decreased by -22.35%
Jun 30, 25
14 DePrince Race & Zollo Inc 1.58M (1.62%) 80.49K
Increased by +5.10%
Jun 30, 25
15 First Trust Advisors L.P. 1.52M (1.56%) 67.55K
Increased by +4.45%
Mar 31, 25
16 Amvescap Plc. 1.40M (1.44%) 43.05K
Increased by +3.07%
Mar 31, 25
17 SEI Investments Co 1.39M (1.43%) 44.14K
Increased by +3.18%
Mar 31, 25
18 Victory Capital Management Inc. 1.34M (1.38%) -850.62K
Decreased by -63.27%
Sep 30, 24
19 Royal Bank of Canada 1.30M (1.33%) -19.42K
Decreased by -1.50%
Mar 31, 25
20 NORGES BANK 1.23M (1.26%) -17.50K
Decreased by -1.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.21M (3.30%) -5.78K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.12M (3.20%) -65.38K
Decreased by -2.10%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.11M (3.19%) 1.94K
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 2.39M (2.46%) -17.30K
Decreased by -0.72%
Jul 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 2.19M (2.25%) 170.00K
Increased by +7.75%
Mar 31, 25
6 FullerThaler Behavioral Small-Cap Equity 2.19M (2.25%) 170.00K
Increased by +7.75%
Mar 31, 25
7 iShares Select Dividend ETF 2.06M (2.11%) -1.40K
Decreased by -0.07%
Jul 31, 25
8 Pacer US Cash Cows 100 ETF 1.96M (2.01%) 690.00
Increased by +0.04%
Jun 28, 24
9 Vanguard Small Cap Value Index Inv 1.54M (1.58%) 4.92K
Increased by +0.32%
Jul 31, 25
10 American Century Mid Cap Value Inv 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
11 American Century U.S. Mid Cap Value 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
12 EARNEST Partners Smid Cap Core Founders 1.27M (1.30%) 61.09K
Increased by +4.81%
Jul 31, 25
13 Fidelity Equity Dividend Income 1.25M (1.29%) 309.00K
Increased by +24.67%
Jun 30, 25
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (1.25%) 56.40K
Increased by +4.64%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 1.06M (1.09%) -461.07K
Decreased by -43.49%
Jul 31, 25
17 SPDR® S&P Dividend ETF 953.78K (0.98%) -172.90K
Decreased by -18.13%
Jul 31, 25
18 Victory Small Cap Value CIT (Net 75) 920.00K (0.94%) -715.00K
Decreased by -77.72%
Sep 30, 24
19 Victory Sycamore Small Company Opp R 920.00K (0.94%) -715.00K
Decreased by -77.72%
Sep 30, 24
20 First Trust Value Line® Dividend ETF 843.10K (0.87%) -1.05K
Decreased by -0.13%
Jul 31, 25