Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.28%
2 PGAL 3.95%
3 ERNZ 3.43%
4 WBIY 3.33%
5 DIVY 3.33%
6 CUT 2.82%
7 TPMN 2.54%
8 FOVL 2.50%
9 VETS 1.82%
10 REGL 1.79%
11 PEY 1.75%
12 TWIO 1.75%
13 HEJD 1.54%
14 TMDV 1.49%
15 CSB 1.46%
16 SNPD 1.44%
17 PSP 1.26%
18 UDI 1.25%
19 XMLV 1.08%
20 DFE 1.07%

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 (10.82%) -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 (4.57%) -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 First Trust Advisors L.P. 1.52M (1.56%) 67.55K
Increased by +4.45%
Mar 31, 25
15 DePrince Race & Zollo Inc 1.50M (1.54%) 225.75K
Increased by +15.07%
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 1.25M (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 3.21M (3.30%) 1.68K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.17M (3.25%) 2.34K
Increased by +0.07%
May 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 2.48M (2.54%) 12.47K
Increased by +0.50%
May 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 2.08M (2.14%) 0.00
Increased by 0.00%
Jun 30, 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 1.59M (1.64%) 204.00
Increased by +0.01%
May 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.57%) 13.99K
Increased by +0.92%
May 31, 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 1.21M (1.24%) 34.62K
Increased by +2.87%
Jun 30, 25
16 SPDR® S&P Dividend ETF 1.13M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity Equity Dividend Income 943.40K (0.97%) 232.20K
Increased by +24.61%
May 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 863.10K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25