Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.30%
2 BJK 7.62%
3 IAK 6.20%
4 FPXI 4.11%
5 BNGE 3.97%
6 UTRN 3.87%
7 YALL 3.76%
8 ESPO 3.59%
9 SHRY 3.35%
10 DIP 3.20%
11 DVLU 3.13%
12 RNLC 3.07%
13 VSMV 3.03%
14 RJMG 2.67%
15 GOP 2.40%
16 GAMR 2.34%
17 SYE 2.26%
18 KRUZ 2.17%
19 FTDS 2.11%
20 TFNS 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.80M (12.53%) 164.66K
Increased by +0.50%
Mar 31, 25
2 BlackRock Inc 23.02M (8.80%) 781.47K
Increased by +3.40%
Mar 31, 25
3 State Street Corp 11.90M (4.55%) 74.47K
Increased by +0.63%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 11.71M (4.47%) 2.37M
Increased by +20.28%
Mar 31, 25
5 State Street Corporation 11.23M (4.29%) 111.86K
Increased by +1.00%
Mar 31, 24
6 Geode Capital Management, LLC 6.64M (2.54%) 215.53K
Increased by +3.25%
Mar 31, 25
7 Bank of America Corp 6.59M (2.52%) -3.35K
Decreased by -0.05%
Mar 31, 25
8 Wellington Management Company LLP 4.72M (1.80%) -893.57K
Decreased by -18.93%
Jun 30, 24
9 Franklin Resources Inc 4.56M (1.74%) 4.31M
Increased by +94.59%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 4.56M (1.74%) 74.17K
Increased by +1.63%
Mar 31, 25
11 GQG Partners LLC 4.41M (1.68%) 89.19K
Increased by +2.02%
Mar 31, 25
12 Amvescap Plc. 3.42M (1.31%) -265.70K
Decreased by -7.78%
Mar 31, 25
13 Northern Trust Corp 3.41M (1.30%) -82.94K
Decreased by -2.43%
Mar 31, 25
14 Barrow Hanley Mewhinney & Strauss LLC 2.91M (1.11%) -118.97K
Decreased by -4.09%
Jun 30, 24
15 Deutsche Bank AG 2.81M (1.07%) -425.03K
Decreased by -15.13%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 2.80M (1.07%) -205.58K
Decreased by -7.35%
Dec 31, 24
17 Boston Partners Global Investors, Inc 2.48M (0.95%) 2.13M
Increased by +85.99%
Mar 31, 25
18 Bank of New York Mellon Corp 2.39M (0.91%) -1.09M
Decreased by -45.49%
Mar 31, 25
19 Diamond Hill Capital Management Inc 2.36M (0.90%) -1.39M
Decreased by -59.10%
Sep 30, 24
20 Goldman Sachs Group Inc 2.33M (0.89%) 497.98K
Increased by +21.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.51M (3.25%) 9.07K
Increased by +0.11%
May 31, 25
2 Vanguard US Total Market Shares ETF 8.35M (3.19%) 6.12K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 7.54M (2.88%) 51.37K
Increased by +0.68%
May 31, 25
4 Vanguard Mid Cap Index Institutional 5.82M (2.22%) 54.84K
Increased by +0.94%
May 31, 25
5 Schwab US Dividend Equity ETF™ 4.13M (1.58%) -2.41K
Decreased by -0.06%
Jan 31, 24
6 Fidelity 500 Index 3.34M (1.28%) 14.55K
Increased by +0.44%
May 31, 25
7 SPDR® S&P 500 ETF 3.30M (1.26%) -48.36K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 3.21M (1.23%) -16.85K
Decreased by -0.53%
Mar 31, 25
9 T. Rowe Price U.S. Value Equity Tr-D 3.20M (1.22%) 460.66K
Increased by +14.40%
Jun 30, 25
10 SPDR® S&P 500® ETF 3.19M (1.22%) -11.23K
Decreased by -0.35%
Jun 30, 25
11 SPDR® S&P 500 ETF Trust 3.16M (1.21%) -24.65K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 3.14M (1.20%) 4.99K
Increased by +0.16%
Jun 30, 25
13 Fidelity® 500 Index 3.05M (1.16%) 19.40K
Increased by +0.64%
Nov 30, 23
14 Putnam Large Cap Value A 2.87M (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
15 Putnam US Large Cap Value Equity 2.87M (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
16 T. Rowe Price U.S. Value Equity Tr-Z 2.74M (1.05%) 1.19M
Increased by +43.61%
Mar 31, 25
17 T. Rowe Price US Value Equity Composite 2.69M (1.03%) 313.79K
Increased by +11.68%
Jun 30, 25
18 T. Rowe Price Value 2.69M (1.03%) -8.21K
Decreased by -0.31%
Jun 30, 25
19 Vanguard Value Index Inv 2.33M (0.89%) 1.80K
Increased by +0.08%
May 31, 25
20 Allspring Mid Value SMA 1.96M (0.75%) 1.96M
Increased by +99.99%
Dec 31, 24