Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.28%
2 PGAL 3.95%
3 DIVY 3.47%
4 WBIY 3.33%
5 TPMN 2.77%
6 CUT 2.74%
7 FOVL 2.37%
8 VETS 1.82%
9 REGL 1.78%
10 TWIO 1.75%
11 PEY 1.74%
12 TMDV 1.51%
13 SNPD 1.50%
14 CSB 1.44%
15 FXR 1.29%
16 HEJD 1.28%
17 UDI 1.25%
18 PSP 1.23%
19 HSMV 1.21%
20 XMLV 1.06%

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 10.55M (10.83%) -582.11K
Decreased by -5.52%
Mar 31, 25
3 State Street Corporation 4.49M (4.61%) -201.86K
Decreased by -4.49%
Mar 31, 24
4 State Street Corp 4.46M (4.58%) -115.85K
Decreased by -2.60%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.59M (3.69%) 450.79K
Increased by +12.55%
Mar 31, 25
6 American Century Companies Inc 2.92M (3.00%) -686.75K
Decreased by -23.50%
Jun 30, 24
7 Earnest Partners LLC 2.66M (2.73%) 60.75K
Increased by +2.29%
Mar 31, 25
8 Bank of America Corp 2.64M (2.71%) 246.41K
Increased by +9.33%
Mar 31, 25
9 Fuller & Thaler Asset Management Inc 2.31M (2.37%) 206.75K
Increased by +8.95%
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 Nordea Investment Mgmt Bank Demark A/s 1.66M (1.71%) 533.59K
Increased by +32.09%
Mar 31, 25
14 DePrince Race & Zollo Inc 1.50M (1.54%) 225.75K
Increased by +15.07%
Mar 31, 25
15 First Trust Advisors L.P. 1.45M (1.49%) -9.38K
Decreased by -0.65%
Dec 31, 24
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 1.25M (1.28%) -108.09K
Decreased by -8.66%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.19M (3.28%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.17M (3.25%) 53.68K
Increased by +1.69%
Apr 30, 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 2.47M (2.53%) 13.91K
Increased by +0.56%
Apr 30, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 2.19M (2.25%) 170.00K
Increased by +7.75%
Mar 31, 25
6 iShares Select Dividend ETF 2.07M (2.13%) 0.00
Increased by 0.00%
May 31, 25
7 FullerThaler Behavioral Small-Cap Equity 2.02M (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
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 1.59M (1.64%) 4.97K
Increased by +0.31%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.51M (1.55%) 10.33K
Increased by +0.68%
Apr 30, 25
11 American Century Mid Cap Value Inv 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
12 American Century U.S. Mid Cap Value 1.33M (1.37%) 98.94K
Increased by +7.42%
Jun 30, 24
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.21M (1.25%) 56.40K
Increased by +4.64%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.21M (1.25%) 0.00
Increased by 0.00%
Nov 30, 23
15 EARNEST Partners Smid Cap Core Founders 1.17M (1.20%) -7.09K
Decreased by -0.60%
May 31, 25
16 SPDR® S&P Dividend ETF 1.14M (1.17%) -387.00
Decreased by -0.03%
May 31, 25
17 Victory Small Cap Value CIT (Net 75) 920.00K (0.94%) -715.00K
Decreased by -77.72%
Sep 30, 24
18 Victory Sycamore Small Company Opp R 920.00K (0.94%) -715.00K
Decreased by -77.72%
Sep 30, 24
19 First Trust Value Line® Dividend ETF 868.43K (0.89%) -36.66K
Decreased by -4.22%
May 29, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 775.97K (0.80%) -8.57K
Decreased by -1.10%
Apr 30, 25