Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 4.40%
2 ZIG 3.73%
3 UTRN 3.64%
4 CZAR 3.64%
5 FCUS 3.09%
6 FCFY 2.73%
7 STNC 2.37%
8 DVLU 2.33%
9 WLTG 2.28%
10 RDVY 2.11%
11 PFI 2.11%
12 SYE 1.91%
13 PWC 1.85%
14 RPV 1.54%
15 RYF 1.46%
16 VMAX 1.45%
17 EQUL 1.43%
18 BMVP 1.42%
19 RSPF 1.41%
20 EQRR 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.42M (12.78%) 281.38K
Increased by +0.58%
Mar 31, 25
2 Capital World Investors 39.38M (10.40%) -3.12M
Decreased by -7.93%
Mar 31, 25
3 BlackRock Inc 36.06M (9.52%) 844.15K
Increased by +2.34%
Mar 31, 25
4 State Street Corp 19.07M (5.03%) 543.22K
Increased by +2.85%
Mar 31, 25
5 State Street Corporation 19.01M (5.02%) 282.10K
Increased by +1.48%
Mar 31, 24
6 Geode Capital Management, LLC 10.34M (2.73%) 380.50K
Increased by +3.68%
Mar 31, 25
7 Bank of America Corp 10.10M (2.67%) -2.24M
Decreased by -22.15%
Mar 31, 25
8 Par Capital Management Inc 7.50M (1.98%) 100.00K
Increased by +1.33%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 6.45M (1.70%) -95.03K
Decreased by -1.47%
Mar 31, 25
10 First Trust Advisors L.P. 6.05M (1.60%) -1.00M
Decreased by -16.54%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 5.98M (1.58%) 238.38K
Increased by +3.99%
Mar 31, 25
12 Allianz Asset Management AG 5.87M (1.55%) 358.71K
Increased by +6.11%
Mar 31, 25
13 Assenagon Asset Management SA 5.60M (1.48%) 5.09M
Increased by +90.87%
Mar 31, 24
14 Arrowstreet Capital Limited Partnership 5.39M (1.42%) -2.69M
Decreased by -49.95%
Dec 31, 24
15 NORGES BANK 5.35M (1.41%) 135.69K
Increased by +2.54%
Dec 31, 24
16 Northern Trust Corp 5.18M (1.37%) 1.09M
Increased by +21.10%
Dec 31, 24
17 Boston Partners Global Investors, Inc 5.17M (1.37%) -608.26K
Decreased by -11.76%
Mar 31, 25
18 Amvescap Plc. 5.15M (1.36%) -1.23M
Decreased by -23.78%
Dec 31, 24
19 Southpoint Capital Advisors LP 5.00M (1.32%) 1.00M
Increased by +20.00%
Mar 31, 25
20 Ameriprise Financial Inc 4.90M (1.29%) 1.30M
Increased by +26.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 20.74M (5.47%) -182.37K
Decreased by -0.88%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 12.55M (3.31%) -130.98K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.45M (3.29%) 160.70K
Increased by +1.29%
Apr 30, 25
4 American Funds Income Fund of Amer A 11.08M (2.93%) -219.75K
Decreased by -1.98%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 10.98M (2.90%) 175.30K
Increased by +1.60%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 8.45M (2.23%) 80.60K
Increased by +0.95%
Apr 30, 25
7 First Trust Rising Dividend Achiev ETF 5.11M (1.35%) 5.47K
Increased by +0.11%
Apr 30, 25
8 SPDR® S&P 500 ETF Trust 4.99M (1.32%) -38.24K
Decreased by -0.77%
Mar 31, 24
9 Fidelity 500 Index 4.88M (1.29%) 967.00
Increased by +0.02%
Mar 31, 25
10 Fidelity® 500 Index 4.87M (1.29%) 31.00K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF 4.85M (1.28%) -71.45K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 4.72M (1.25%) -24.62K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 4.69M (1.24%) -28.04K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 4.60M (1.22%) -4.81K
Decreased by -0.10%
Apr 30, 25
15 American Funds Fundamental Invs A 4.18M (1.10%) -2.49M
Decreased by -59.49%
Mar 31, 25
16 Capital Group Fundamental Invtrs Comp 4.18M (1.10%) -2.49M
Decreased by -59.49%
Mar 31, 25
17 JHancock Disciplined Value Mid Cap I 3.71M (0.98%) -124.85K
Decreased by -3.36%
Mar 31, 25
18 Vanguard Value Index Inv 3.42M (0.90%) -24.66K
Decreased by -0.72%
Apr 30, 25
19 American Funds IS® Asset Allocation 1 3.05M (0.81%) -250.00K
Decreased by -8.20%
Mar 31, 25
20 The Financial Select Sector SPDR® ETF 2.79M (0.74%) -20.85K
Decreased by -0.75%
Apr 30, 25