Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 EZA 3.51%
3 ADPV 2.99%
4 FCUS 2.60%
5 LBAY 2.44%
6 DGRS 1.98%
7 EDIV 1.72%
8 SCAP 1.72%
9 RSMC 1.69%
10 PFI 1.46%
11 SYLD 1.38%
12 XMVM 1.34%
13 BOUT 1.29%
14 SDVY 1.20%
15 EYLD 1.09%
16 LSAF 1.04%
17 FXO 1.00%
18 SURE 0.95%
19 AFK 0.90%
20 AGEM 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.14M (12.50%) -485.01K
Decreased by -1.93%
Jun 30, 25
2 BlackRock Inc 19.05M (9.47%) 76.30K
Increased by +0.40%
Jun 30, 25
3 FMR Inc 18.54M (9.22%) -216.54K
Decreased by -1.17%
Jun 30, 25
4 Barrow Hanley Mewhinney & Strauss LLC 14.10M (7.01%) 5.42M
Increased by +38.45%
Jun 30, 25
5 Boston Partners Global Investors, Inc 11.08M (5.51%) 408.63K
Increased by +3.69%
Jun 30, 25
6 Brave Warrior Advisors LLC 10.54M (5.24%) 1.09M
Increased by +10.30%
Jun 30, 25
7 Capital Research Global Investors 8.31M (4.13%) 2.36M
Increased by +28.38%
Jun 30, 25
8 Impactive Capital LP 8.03M (3.99%) -3.01M
Decreased by -37.54%
Jun 30, 25
9 State Street Corporation 6.99M (3.48%) 66.00
Increased by +0.00%
Mar 31, 24
10 State Street Corp 6.87M (3.42%) -94.95K
Decreased by -1.38%
Jun 30, 25
11 Massachusetts Financial Services Company 6.23M (3.10%) -1.60M
Decreased by -25.70%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 5.41M (2.69%) -9.58K
Decreased by -0.18%
Jun 30, 25
13 American Century Companies Inc 5.35M (2.66%) 24.94K
Increased by +0.47%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 4.38M (2.18%) -1.89M
Decreased by -43.17%
Jun 30, 24
15 Holocene Advisors, LP 4.05M (2.01%) 1.71M
Increased by +42.17%
Mar 31, 24
16 Geode Capital Management, LLC 3.83M (1.91%) 3.29K
Increased by +0.09%
Jun 30, 25
17 Royal London Asset Management Ltd 3.59M (1.79%) 2.40M
Increased by +66.75%
Jun 30, 25
18 First Trust Advisors L.P. 3.50M (1.74%) 2.12M
Increased by +60.53%
Jun 30, 25
19 ING Investment Management LLC 3.35M (1.66%) 513.24K
Increased by +15.33%
Mar 31, 25
20 Citadel Advisors Llc 3.28M (1.63%) 414.88K
Increased by +12.65%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 7.49M (3.72%) 2.22M
Increased by +29.63%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 6.98M (3.47%) 5.19K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 6.83M (3.40%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 6.29M (3.13%) -156.07K
Decreased by -2.48%
Jul 31, 25
5 UBS: Global Equity 5.62M (2.79%) -11.34M
Decreased by -202.00%
Dec 31, 23
6 Vanguard Small Cap Index 4.84M (2.41%) -29.53K
Decreased by -0.61%
Jul 31, 25
7 JHancock Disciplined Value Mid Cap I 4.68M (2.33%) -667.90K
Decreased by -14.27%
Jul 31, 25
8 Avantis US Small Cap Value ETF 4.16M (2.07%) 0.00
Increased by 0.00%
Aug 30, 25
9 Vanguard Equity-Income Inv 3.78M (1.88%) -331.23K
Decreased by -8.76%
Jun 30, 25
10 MFS Mid Cap Value Equity 3.41M (1.70%) -1.06M
Decreased by -31.09%
Jun 30, 25
11 MFS Mid Cap Value A 3.37M (1.67%) -46.74K
Decreased by -1.39%
Jul 31, 25
12 Bridge Builder Large Cap Value 3.24M (1.61%) 0.00
Increased by 0.00%
Aug 31, 25
13 First Trust SMID Cp Rising Div Achv ETF 3.17M (1.57%) 6.78K
Increased by +0.21%
Feb 27, 25
14 Vanguard Small Cap Value Index Inv 3.12M (1.55%) 8.53K
Increased by +0.27%
Jul 31, 25
15 Strategic Advisers Fidelity US TtlStk 2.63M (1.31%) 174.13K
Increased by +6.61%
Jul 31, 25
16 Fidelity® Value 2.51M (1.25%) 55.40K
Increased by +2.21%
Nov 30, 23
17 Barrow Hanley Global Value Equity 2.50M (1.25%) 999.35K
Increased by +39.90%
Jun 30, 25
18 First Trust Rising Dividend Achiev ETF 2.32M (1.15%) 3.23K
Increased by +0.14%
Aug 28, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 2.25M (1.12%) -979.93K
Decreased by -43.49%
Jul 31, 25
20 Vanguard Strategic Equity Inv 1.69M (0.84%) 41.49K
Increased by +2.45%
Sep 30, 24