Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.39%
2 WBIG 4.37%
3 FXU 4.32%
4 WBIF 4.29%
5 FOVL 3.48%
6 ICAP 3.13%
7 PEY 2.13%
8 PUI 2.06%
9 WBIY 1.84%
10 RDIV 1.71%
11 HEJD 1.33%
12 ABEQ 1.32%
13 EMLP 1.20%
14 AFMC 1.20%
15 CSB 1.17%
16 RFV 1.14%
17 FDLS 1.08%
18 SCAP 1.08%
19 LSEQ 1.06%
20 MPAY 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.29M (13.25%) -60.74K
Decreased by -0.21%
Dec 31, 24
2 BlackRock Inc 25.88M (12.13%) -2.08M
Decreased by -8.05%
Dec 31, 24
3 FMR Inc 11.53M (5.40%) 2.11M
Increased by +18.30%
Dec 31, 24
4 State Street Corporation 10.20M (4.78%) -83.09K
Decreased by -0.81%
Mar 31, 24
5 State Street Corp 9.89M (4.63%) 673.19K
Increased by +6.81%
Dec 31, 24
6 Fuller & Thaler Asset Management Inc 7.10M (3.33%) -13.64K
Decreased by -0.19%
Dec 31, 24
7 Zimmer Partners LP 5.31M (2.49%) 4.31M
Increased by +81.18%
Jun 30, 24
8 Snyder Capital Management LP 5.13M (2.40%) 78.33K
Increased by +1.53%
Dec 31, 24
9 Geode Capital Management, LLC 5.06M (2.37%) 296.03K
Increased by +5.85%
Dec 31, 24
10 Federated Hermes Inc 4.96M (2.33%) 1.01M
Increased by +20.29%
Dec 31, 24
11 Deutsche Bank AG 4.95M (2.32%) -1.93M
Decreased by -38.92%
Mar 31, 24
12 Northern Trust Corp 4.00M (1.88%) 703.49K
Increased by +17.58%
Dec 31, 24
13 LSV Asset Management 3.79M (1.77%) 343.94K
Increased by +9.08%
Dec 31, 24
14 Millennium Management LLC 3.67M (1.72%) 1.47M
Increased by +40.02%
Sep 30, 23
15 NORGES BANK 3.65M (1.71%) 1.13M
Increased by +30.95%
Dec 31, 24
16 Arnhold & S. Bleichroeder Advisers, LLC 3.27M (1.53%) -1.34M
Decreased by -40.92%
Jun 30, 24
17 Mitsubishi UFJ Trust & Banking Corp 3.17M (1.49%) -1.97M
Decreased by -62.19%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 3.10M (1.45%) 289.90K
Increased by +9.34%
Dec 31, 24
19 Lansforsakringar Fondforvaltning AB (publ) 3.01M (1.41%) 3.01M
Increased by +100.00%
Dec 31, 24
20 Charles Schwab Investment Management Inc 2.56M (1.20%) 51.86K
Increased by +2.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.96M (3.26%) -22.43K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 6.80M (3.19%) 19.50K
Increased by +0.29%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 6.77M (3.17%) 5.22K
Increased by +0.08%
Sep 30, 24
4 FullerThaler Behavioral Small-Cap Value 6.10M (2.86%) -361.39K
Decreased by -5.93%
Mar 31, 25
5 Undiscovered Managers Behavioral Val L 5.83M (2.73%) -303.74K
Decreased by -5.21%
Mar 31, 25
6 Vanguard Small Cap Index 5.36M (2.51%) -120.39K
Decreased by -2.25%
Mar 31, 25
7 DWS Top Dividende LD 5.32M (2.49%) -681.27K
Decreased by -12.81%
Feb 29, 24
8 iShares Select Dividend ETF 4.48M (2.10%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Equity-Income Inv 3.49M (1.64%) -735.29K
Decreased by -21.04%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 3.48M (1.63%) -134.73K
Decreased by -3.88%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 3.31M (1.55%) 42.93K
Increased by +1.30%
Mar 31, 25
12 SPDR® S&P Dividend ETF 2.26M (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
13 Hennessy Cornerstone Mid Cap 30 Inv 2.06M (0.97%) -201.40K
Decreased by -9.77%
Mar 31, 25
14 Länsförsäkringar Global Vision A 1.93M (0.90%) -495.36K
Decreased by -25.69%
Mar 31, 25
15 First Trust Utilities AlphaDEX® ETF 1.89M (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
16 Fidelity Value 1.77M (0.83%) -114.00K
Decreased by -6.44%
Mar 31, 25
17 First Eagle Global A 1.72M (0.81%) -591.61K
Decreased by -34.32%
Jul 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.72M (0.80%) -19.29K
Decreased by -1.12%
Mar 31, 25
19 Strategic Advisers Fidelity US TtlStk 1.43M (0.67%) -111.82K
Decreased by -7.80%
Mar 31, 25
20 Pictet Glbl Sel Fd Glbl Utilities Eq P 1.40M (0.66%) 1.40M
Increased by +100.00%
Dec 31, 24