Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 3.34%
2 RDIV 2.82%
3 WBIG 2.42%
4 PEY 2.29%
5 BVAL 2.06%
6 SPVM_old 2.02%
7 RSPD 1.95%
8 WBIY 1.94%
9 KNGZ 1.92%
10 RNDV 1.85%
11 RCD 1.73%
12 PXLV 1.62%
13 SPDV 1.47%
14 SPHD 1.46%
15 RFV 1.33%
16 DIVL 1.20%
17 PMOM 1.18%
18 SPYD 1.15%
19 RPV 0.93%
20 CGV 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.29M (11.66%) 56.26K
Increased by +0.89%
Mar 31, 25
2 Vanguard Group Inc 5.50M (10.20%) -32.81K
Decreased by -0.60%
Mar 31, 25
3 PRIMECAP Management Company 4.62M (8.56%) -51.06K
Decreased by -1.11%
Mar 31, 25
4 Charles Schwab Investment Management Inc 2.24M (4.15%) 117.96K
Increased by +5.28%
Mar 31, 25
5 Boston Partners Global Investors, Inc 2.11M (3.91%) -361.43K
Decreased by -17.12%
Dec 31, 23
6 FMR Inc 1.95M (3.62%) 144.09K
Increased by +7.38%
Mar 31, 25
7 State Street Corp 1.95M (3.61%) 210.32K
Increased by +10.80%
Mar 31, 25
8 Newport Trust Co. 1.81M (3.35%) 184.13K
Increased by +10.20%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 1.72M (3.20%) 350.40K
Increased by +20.33%
Mar 31, 25
10 State Street Corporation 1.61M (2.98%) -958.01K
Decreased by -59.53%
Mar 31, 24
11 Greenhaven Associates Inc 1.59M (2.94%) -526.86K
Decreased by -33.24%
Sep 30, 23
12 LSV Asset Management 1.30M (2.42%) -79.25K
Decreased by -6.07%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.27M (2.36%) 98.80K
Increased by +7.76%
Mar 31, 25
14 Nuveen Asset Management, LLC 1.21M (2.24%) 199.66K
Increased by +16.52%
Dec 31, 24
15 Geode Capital Management, LLC 1.17M (2.16%) 229.62K
Increased by +19.67%
Mar 31, 25
16 Lyrical Asset Management LP 1.07M (1.98%) 34.68K
Increased by +3.25%
Mar 31, 24
17 HighTower Advisors, LLC 1.03M (1.92%) 1.34K
Increased by +0.13%
Dec 31, 24
18 D. E. Shaw & Co LP 1.02M (1.89%) 907.51K
Increased by +88.83%
Mar 31, 24
19 Cooke & Bieler LP 780.84K (1.45%) 79.21K
Increased by +10.14%
Dec 31, 23
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 695.39K (1.29%) 580.21K
Increased by +83.44%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 3.13M (5.80%) -320.00
Decreased by -0.01%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 1.79M (3.32%) -6.61K
Decreased by -0.37%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.78M (3.30%) 35.03K
Increased by +1.97%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.72M (3.20%) 1.12K
Increased by +0.06%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 1.56M (2.90%) 270.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 1.39M (2.58%) 7.99K
Increased by +0.57%
Apr 30, 25
7 Vanguard Institutional 500 Index Trust 1.34M (2.49%) 4.35K
Increased by +0.32%
Dec 31, 23
8 iShares Select Dividend ETF 1.31M (2.43%) 0.00
Increased by 0.00%
Apr 30, 25
9 JHancock Disciplined Value Mid Cap I 903.63K (1.68%) -24.81K
Decreased by -2.75%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 898.80K (1.67%) 2.81K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 856.99K (1.59%) 5.95K
Increased by +0.69%
Apr 30, 25
12 Invesco S&P 500® Equal Weight ETF 842.11K (1.56%) 3.94K
Increased by +0.47%
Jan 31, 24
13 Vanguard PRIMECAP Core Inv 729.38K (1.35%) -4.49K
Decreased by -0.62%
Mar 31, 25
14 Fidelity 500 Index 657.87K (1.22%) 6.62K
Increased by +1.01%
Feb 29, 24
15 SPDR® S&P 500 ETF Trust 650.10K (1.21%) 4.98K
Increased by +0.77%
Jan 31, 24
16 Fidelity® 500 Index 638.79K (1.18%) 4.07K
Increased by +0.64%
Nov 30, 23
17 SPDR® Portfolio S&P 500 High Div ETF 595.89K (1.10%) 1.16K
Increased by +0.20%
Jan 31, 24
18 CREF Stock R1 568.35K (1.05%) 15.40K
Increased by +2.71%
Jan 31, 25
19 iShares Core S&P 500 ETF 563.94K (1.05%) 462.00
Increased by +0.08%
Jan 31, 24
20 Lyrical U.S. Value Equity - CS 498.69K (0.92%) 4.28K
Increased by +0.86%
Mar 31, 24