Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTI 4.60%
2 WBIY 3.15%
3 FGD 2.16%
4 PXLV 1.64%
5 DWSH 1.62%
6 LSEQ 1.56%
7 XRT 1.33%
8 FXD 1.10%
9 NIXT 1.05%
10 MYLD 1.00%
11 DEEP 1.00%
12 CNTR 0.95%
13 RWJ 0.95%
14 PXSV 0.92%
15 XSVM 0.90%
16 SYLD 0.86%
17 FSML 0.77%
18 VAMO 0.76%
19 RZV 0.76%
20 IBUY 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.80M (16.95%) 414.35K
Increased by +2.20%
Sep 30, 25
2 Pacer Advisors, INC. 16.57M (14.94%) 9.97M
Increased by +60.14%
Sep 30, 24
3 Vanguard Group Inc 12.18M (10.98%) 273.50K
Increased by +2.25%
Dec 31, 25
4 FMR Inc 7.58M (6.83%) 740.40K
Increased by +9.77%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 5.60M (5.04%) 620.07K
Increased by +11.08%
Dec 31, 25
6 Macellum Advisors, LP 5.45M (4.91%) -22.75K
Decreased by -0.42%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 5.45M (4.91%) 1.94M
Increased by +35.60%
Sep 30, 25
8 State Street Corporation 5.39M (4.86%) -50.73K
Decreased by -0.94%
Mar 31, 24
9 American Century Companies Inc 5.37M (4.84%) 327.58K
Increased by +6.10%
Dec 31, 25
10 State Street Corp 4.90M (4.42%) 20.03K
Increased by +0.41%
Sep 30, 25
11 Fuller & Thaler Asset Management Inc 4.88M (4.40%) 4.88M
Increased by +100.00%
Dec 31, 25
12 The Goldman Sachs Group Inc 4.50M (4.06%) 1.66M
Increased by +36.92%
Sep 30, 25
13 JPMorgan Chase & Co 4.02M (3.63%) 3.96M
Increased by +98.45%
Sep 30, 25
14 Alyeska Investment Group, L.P. 3.18M (2.87%) 1.76M
Increased by +55.24%
Jun 30, 25
15 Allianz Asset Management AG 3.08M (2.78%) -774.62K
Decreased by -25.12%
Dec 31, 25
16 Susquehanna International Group, LLP 3.06M (2.76%) 80.98K
Increased by +2.65%
Jun 30, 25
17 Balyasny Asset Management LLC 3.04M (2.74%) 3.04M
Increased by +100.00%
Mar 31, 25
18 Jane Street Group LLC 2.95M (2.66%) 2.86M
Increased by +96.87%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.90M (2.61%) -20.79K
Decreased by -0.72%
Dec 31, 25
20 T. Rowe Price Associates, Inc. 2.86M (2.57%) -2.06M
Decreased by -72.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers SDI Index 15.43M (13.91%) 0.00
Increased by 0.00%
Mar 31, 23
2 Pacer US Cash Cows 100 ETF 7.70M (6.94%) 9.57K
Increased by +0.12%
Nov 27, 24
3 iShares Core S&P Small-Cap ETF 6.81M (6.13%) -596.23K
Decreased by -8.76%
Feb 28, 26
4 Avantis US Small Cap Value ETF 4.88M (4.40%) 8.37K
Increased by +0.17%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 3.37M (3.04%) 7.08K
Increased by +0.21%
Feb 28, 26
6 Vanguard US Total Market Shares ETF 3.31M (2.98%) 3.38K
Increased by +0.10%
Sep 30, 24
7 iShares Russell 2000 ETF 2.66M (2.39%) 2.66M
Increased by +100.00%
Feb 28, 26
8 Vanguard Small Cap Index 2.42M (2.18%) 5.10K
Increased by +0.21%
Feb 28, 26
9 iShares Select Dividend ETF 2.35M (2.11%) 20.92K
Increased by +0.89%
Feb 28, 25
10 LS Systematic U.S. High Yield 2.16M (1.95%) 1.34M
Increased by +62.08%
Dec 31, 25
11 First Trust Dow Jones Global Sel Div ETF 2.00M (1.80%) 0.00
Increased by 0.00%
Feb 26, 26
12 FullerThaler Behavioral Small-Cap Growth 1.75M (1.58%) 91.60K
Increased by +5.24%
Dec 31, 25
13 Fidelity® Value 1.66M (1.50%) -44.00K
Decreased by -2.65%
Nov 30, 23
14 FullerThaler Behavioral Sm-Cp Gr R6 1.61M (1.45%) 84.30K
Increased by +5.24%
Dec 31, 25
15 Vanguard Small Cap Value Index Inv 1.55M (1.40%) 4.13K
Increased by +0.27%
Feb 28, 26
16 BlackRock Systematic Multi-Strat Instl 1.55M (1.40%) 722.66K
Increased by +46.55%
Jan 31, 24
17 First Trust Cnsmr Discret AlphaDEX® ETF 1.55M (1.39%) -3.20K
Decreased by -0.21%
Feb 27, 25
18 Fidelity Value 1.40M (1.26%) 299.70K
Increased by +21.38%
Sep 30, 24
19 T. Rowe Price Equity Income 1.37M (1.23%) -190.00K
Decreased by -13.87%
Mar 31, 25
20 T. Rowe Price US Lg-Cp Equity Inc Comp 1.37M (1.23%) -970.00K
Decreased by -70.80%
Mar 31, 25