Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.55%
2 FCTE 5.31%
3 SMIG 4.77%
4 UTRN 4.02%
5 KONG 3.63%
6 STNC 3.32%
7 COWS 2.87%
8 MVFD 2.81%
9 UVDV 2.65%
10 DDIV 2.61%
11 UDI 2.45%
12 EPSB 2.32%
13 FTCS 2.07%
14 RDVY 2.07%
15 RDVI 2.06%
16 UPGD 2.03%
17 RYJ 2.03%
18 SMRI 1.99%
19 FTDS 1.96%
20 SDOG 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.53M (12.89%) 31.07K
Increased by +0.48%
Dec 31, 25
2 BlackRock Inc 4.06M (8.03%) -31.11K
Decreased by -0.77%
Sep 30, 25
3 State Street Corp 2.24M (4.43%) 36.13K
Increased by +1.61%
Sep 30, 25
4 State Street Corporation 2.12M (4.18%) -107.13K
Decreased by -5.06%
Mar 31, 24
5 Charles Schwab Investment Management Inc 2.01M (3.98%) 39.77K
Increased by +1.98%
Dec 31, 25
6 First Trust Advisors L.P. 1.97M (3.89%) 51.04K
Increased by +2.59%
Dec 31, 25
7 Geode Capital Management, LLC 1.56M (3.09%) -6.91K
Decreased by -0.44%
Dec 31, 25
8 Regions Financial Corp 1.45M (2.87%) 724.81K
Increased by +49.98%
Sep 30, 25
9 Nordea Investment Mgmt Bank Demark A/s 1.31M (2.59%) 51.49K
Increased by +3.93%
Dec 31, 25
10 Auto-Owners Insurance Co 1.07M (2.12%) 1.07M
Increased by +99.72%
Mar 31, 25
11 Earnest Partners LLC 948.47K (1.87%) -7.76K
Decreased by -0.82%
Dec 31, 25
12 Bank of America Corp 933.50K (1.84%) 18.55K
Increased by +1.99%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 863.61K (1.71%) 11.65K
Increased by +1.35%
Dec 31, 25
14 Northern Trust Corp 794.21K (1.57%) -22.62K
Decreased by -2.85%
Sep 30, 25
15 QRG Capital Management, Inc. 775.92K (1.53%) 8.91K
Increased by +1.15%
Sep 30, 25
16 Ameriprise Financial Inc 773.21K (1.53%) -27.74K
Decreased by -3.59%
Sep 30, 25
17 Envestnet Asset Management Inc 767.01K (1.52%) -7.51K
Decreased by -0.98%
Jun 30, 25
18 Pacer Advisors, INC. 751.40K (1.48%) -156.25K
Decreased by -20.80%
Dec 31, 24
19 Amvescap Plc. 746.32K (1.47%) 11.77K
Increased by +1.58%
Sep 30, 25
20 Morgan Stanley - Brokerage Accounts 741.23K (1.46%) -33.51K
Decreased by -4.52%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.67M (3.30%) 1.06K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.64M (3.25%) 14.87K
Increased by +0.90%
Feb 28, 26
3 Schwab US Dividend Equity ETF™ 1.61M (3.17%) 4.45K
Increased by +0.28%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 1.49M (2.95%) 10.78K
Increased by +0.72%
May 31, 25
5 Vanguard 500 Index Investor 1.34M (2.64%) 12.75K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 1.13M (2.23%) 3.87K
Increased by +0.34%
Feb 28, 26
7 First Trust Rising Dividend Achiev ETF 1.10M (2.17%) 1.73K
Increased by +0.16%
Feb 26, 26
8 JPM US Mid Cap Value-Composite 740.42K (1.46%) -8.13K
Decreased by -1.10%
Jun 30, 24
9 JPM US Mid Cap Value-MA 740.42K (1.46%) -8.13K
Decreased by -1.10%
Jun 30, 24
10 iShares Core S&P 500 ETF 662.48K (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 660.78K (1.31%) 3.06K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500 ETF 653.53K (1.29%) -9.61K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 638.60K (1.26%) -4.90K
Decreased by -0.77%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 636.14K (1.26%) -3.35K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 634.84K (1.25%) 7.84K
Increased by +1.24%
Aug 31, 25
16 Fidelity® 500 Index 616.63K (1.22%) 3.92K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 610.96K (1.21%) -4.59K
Decreased by -0.75%
Feb 28, 26
18 JPMorgan Mid Cap Value L 568.44K (1.12%) -97.91K
Decreased by -17.22%
Aug 31, 24
19 Alley Company Dividend Portfolio 512.11K (1.01%) -12.67K
Decreased by -2.47%
Dec 31, 25
20 Invesco S&P 500® Equal Weight ETF 488.94K (0.97%) -209.00
Decreased by -0.04%
Feb 27, 26