Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BJK 8.85%
2 GENZ 8.07%
3 ESPO 6.19%
4 BNGE 5.06%
5 BETZ 4.95%
6 KBWP 4.25%
7 FPXI 4.11%
8 UTRN 3.87%
9 YALL 3.76%
10 GQGU 3.59%
11 DIP 3.20%
12 VSMV 3.11%
13 RNLC 3.07%
14 DVLU 2.67%
15 PLGI 2.62%
16 PVAL 2.59%
17 GAMR 2.58%
18 RJMG 2.55%
19 MVFD 2.43%
20 SYE 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.22M (12.98%) 79.79K
Increased by +0.24%
Dec 31, 25
2 BlackRock Inc 21.89M (8.56%) -580.25K
Decreased by -2.65%
Mar 31, 26
3 Vanguard Capital Management, LLC 16.88M (6.60%) 16.88M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 13.65M (5.33%) 13.65M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 12.26M (4.79%) -37.62K
Decreased by -0.31%
Mar 31, 26
6 State Street Corporation 11.23M (4.39%) 111.86K
Increased by +1.00%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 10.81M (4.23%) -872.99K
Decreased by -8.07%
Mar 31, 26
8 Franklin Resources Inc 8.02M (3.14%) 3.01M
Increased by +37.58%
Mar 31, 26
9 Bank of America Corp 7.91M (3.09%) 596.32K
Increased by +7.54%
Mar 31, 26
10 Geode Capital Management, LLC 7.26M (2.84%) 316.36K
Increased by +4.36%
Mar 31, 26
11 GQG Partners LLC 5.76M (2.25%) 273.04K
Increased by +4.74%
Mar 31, 26
12 Wellington Management Company LLP 4.72M (1.85%) -893.57K
Decreased by -18.93%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 3.74M (1.46%) -209.30K
Decreased by -5.60%
Mar 31, 26
14 Amvescap Plc. 3.37M (1.32%) 291.69K
Increased by +8.66%
Mar 31, 26
15 Northern Trust Corp 3.14M (1.23%) 10.16K
Increased by +0.32%
Mar 31, 26
16 Deutsche Bank AG 2.92M (1.14%) -14.48K
Decreased by -0.50%
Mar 31, 26
17 Barrow Hanley Mewhinney & Strauss LLC 2.91M (1.14%) -118.97K
Decreased by -4.09%
Jun 30, 24
18 The Goldman Sachs Group Inc 2.83M (1.10%) 779.34K
Increased by +27.58%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 2.80M (1.10%) 154.26K
Increased by +5.50%
Mar 31, 26
20 Allspring Global Investments Holdings, LLC 2.80M (1.09%) -205.58K
Decreased by -7.35%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.35M (3.26%) 6.12K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.27M (3.23%) 28.86K
Increased by +0.35%
Apr 30, 26
3 Vanguard 500 Index Investor 6.74M (2.63%) 121.66K
Increased by +1.80%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 5.62M (2.20%) 13.46K
Increased by +0.24%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 4.13M (1.61%) -2.41K
Decreased by -0.06%
Jan 31, 24
6 iShares Core S&P 500 ETF 3.43M (1.34%) 10.49K
Increased by +0.31%
May 29, 26
7 Fidelity 500 Index 3.33M (1.30%) 11.46K
Increased by +0.34%
Apr 30, 26
8 SPDR® S&P 500 ETF 3.30M (1.29%) -48.36K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.21M (1.25%) -16.85K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.20M (1.25%) 39.47K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 3.16M (1.23%) -24.65K
Decreased by -0.78%
Mar 31, 24
12 State Street® SPDR® S&P 500® ETF 3.13M (1.22%) 4.23K
Increased by +0.14%
May 29, 26
13 Putnam Large Cap Value A 3.09M (1.21%) 0.00
Increased by 0.00%
Apr 30, 26
14 Fidelity® 500 Index 3.05M (1.19%) 19.40K
Increased by +0.64%
Nov 30, 23
15 Putnam US Large Cap Value Equity 2.92M (1.14%) 0.00
Increased by 0.00%
Dec 31, 25
16 T. Rowe Price U.S. Value Equity Tr-Z 2.74M (1.07%) 1.19M
Increased by +43.61%
Mar 31, 25
17 Vanguard Value Index Inv 2.41M (0.94%) 6.87K
Increased by +0.29%
Apr 30, 26
18 T. Rowe Price U.S. Value Equity Tr-D 2.41M (0.94%) -292.38K
Decreased by -12.16%
Mar 31, 26
19 Allspring Mid Value SMA 1.96M (0.77%) 1.96M
Increased by +99.99%
Dec 31, 24
20 American Century Mid Cap Value Inv 1.91M (0.74%) -12.98K
Decreased by -0.68%
Sep 30, 23