Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.84%
2 PSCC 3.52%
3 ERNZ 3.04%
4 XVOL 2.77%
5 MJX 2.23%
6 DIV 2.22%
7 ACT_old 2.00%
8 TOKE 1.92%
9 CSB 1.91%
10 XSHD 1.83%
11 PEY 1.61%
12 TMDV 1.36%
13 PSL 1.23%
14 SIXS 1.17%
15 WDIV 1.12%
16 RZV 0.98%
17 SMDV 0.84%
18 FGD 0.81%
19 HSMV 0.78%
20 VAMO 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.77M (15.61%) -90.88K
Decreased by -2.41%
Mar 31, 25
2 Vanguard Group Inc 2.93M (12.13%) 16.17K
Increased by +0.55%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 1.85M (7.65%) -18.59K
Decreased by -1.01%
Mar 31, 25
4 State Street Corp 1.36M (5.62%) 117.50K
Increased by +8.66%
Mar 31, 25
5 State Street Corporation 1.18M (4.87%) -301.51K
Decreased by -25.64%
Mar 31, 24
6 Pacer Advisors, INC. 1.06M (4.38%) 1.06M
Increased by +100.00%
Dec 31, 23
7 Amvescap Plc. 996.87K (4.13%) 1.61K
Increased by +0.16%
Mar 31, 25
8 First Trust Advisors L.P. 976.41K (4.04%) 20.98K
Increased by +2.15%
Mar 31, 25
9 Pzena Investment Management, LLC 911.83K (3.78%) -3.55K
Decreased by -0.39%
Mar 31, 25
10 Charles Schwab Investment Management Inc 582.53K (2.41%) 7.40K
Increased by +1.27%
Mar 31, 25
11 Geode Capital Management, LLC 581.82K (2.41%) 21.17K
Increased by +3.64%
Mar 31, 25
12 Bank of New York Mellon Corp 376.39K (1.56%) -10.53K
Decreased by -2.80%
Mar 31, 25
13 UBS Group AG 354.93K (1.47%) 1.51K
Increased by +0.43%
Mar 31, 25
14 Goldman Sachs Group Inc 342.31K (1.42%) -176.66K
Decreased by -51.61%
Mar 31, 25
15 Boston Partners Global Investors, Inc 340.28K (1.41%) 55.17K
Increased by +16.21%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 338.95K (1.40%) 18.99K
Increased by +5.60%
Mar 31, 25
17 Northern Trust Corp 283.27K (1.17%) -2.52K
Decreased by -0.89%
Mar 31, 25
18 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 265.47K (1.10%) 1.05K
Increased by +0.39%
Mar 31, 25
19 Mirae Asset Global Investments (Korea) Co Ltd 263.48K (1.09%) -3.81K
Decreased by -1.44%
Mar 31, 24
20 Advisors Asset Management 227.15K (0.94%) 3.55K
Increased by +1.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.48M (6.13%) 0.00
Increased by 0.00%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 756.33K (3.13%) 5.19K
Increased by +0.69%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 742.26K (3.07%) 1.20K
Increased by +0.16%
Sep 30, 24
4 First Trust Value Line® Dividend ETF 633.74K (2.62%) 0.00
Increased by 0.00%
Jun 30, 25
5 iShares Russell 2000 ETF 585.81K (2.43%) -9.46K
Decreased by -1.62%
Jul 30, 25
6 Vanguard Small Cap Index 573.22K (2.37%) -17.29K
Decreased by -3.02%
Jun 30, 25
7 DFA US Small Cap Value I 564.91K (2.34%) 0.00
Increased by 0.00%
Jun 30, 25
8 SPDR S&P Global Div Aristocrats ETF 403.59K (1.67%) 8.63K
Increased by +2.14%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 384.21K (1.59%) -6.89K
Decreased by -1.79%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 366.07K (1.52%) -14.06K
Decreased by -3.84%
Jun 30, 25
11 Invesco High Yield Eq Div Achiev™ ETF 325.02K (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
12 SPDR® S&P Global Div Aristocrats ETF 305.34K (1.26%) -11.15K
Decreased by -3.65%
Jan 31, 25
13 Vanguard Consumer Staples ETF 264.45K (1.10%) 2.77K
Increased by +1.05%
Jun 30, 25
14 Global X SuperDividend™ US ETF 263.33K (1.09%) 288.00
Increased by +0.11%
Jul 31, 25
15 Schwab Fundamental U.S. Small CompanyETF 262.50K (1.09%) 0.00
Increased by 0.00%
Jul 30, 25
16 Victory Market Neutral Income I 246.38K (1.02%) 44.10K
Increased by +17.90%
Dec 31, 23
17 Schwab Fundamental US Small Company ETF 245.05K (1.01%) 0.00
Increased by 0.00%
Apr 30, 24
18 Fidelity Small Cap Index 244.92K (1.01%) 364.00
Increased by +0.15%
May 31, 25
19 iShares S&P Small-Cap 600 Value ETF 232.68K (0.96%) 0.00
Increased by 0.00%
Jul 30, 25
20 Fidelity® Small Cap Index 232.36K (0.96%) 5.61K
Increased by +2.41%
Oct 31, 23