Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBO 6.08%
2 GPZ 4.46%
3 USSE 4.15%
4 UTRN 4.07%
5 PFI 3.90%
6 JMID 3.19%
7 NUMG 3.15%
8 BOUT 3.09%
9 BKIV 2.72%
10 FRTY 2.50%
11 DDIV 2.46%
12 WBIL 2.23%
13 GDIV 2.15%
14 NDVG 1.98%
15 FFTY 1.96%
16 KCE 1.66%
17 ICAP 1.62%
18 FDFF 1.46%
19 FMAG 1.42%
20 AMOM 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.19M (9.01%) 382.27K
Increased by +1.99%
Mar 31, 25
2 Wellington Management Company LLP 13.62M (6.39%) -1.76M
Decreased by -12.95%
Mar 31, 25
3 Sumitomo Mitsui Financial Group Inc 13.36M (6.28%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 12.78M (6.00%) -238.14K
Decreased by -1.86%
Mar 31, 25
5 Capital World Investors 11.91M (5.59%) 1.16M
Increased by +9.71%
Mar 31, 25
6 JPMorgan Chase & Co 8.31M (3.90%) 30.45K
Increased by +0.37%
Mar 31, 25
7 FMR Inc 8.07M (3.79%) 960.83K
Increased by +11.91%
Mar 31, 25
8 Massachusetts Financial Services Company 5.02M (2.36%) -102.46K
Decreased by -2.04%
Mar 31, 25
9 Franklin Resources Inc 4.18M (1.96%) 690.31K
Increased by +16.52%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 4.18M (1.96%) 7.89K
Increased by +0.19%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 3.96M (1.86%) -152.02K
Decreased by -3.84%
Mar 31, 24
12 State Street Corp 3.94M (1.85%) -12.02K
Decreased by -0.30%
Mar 31, 25
13 Bank of America Corp 3.94M (1.85%) 796.42K
Increased by +20.22%
Mar 31, 25
14 Brown Advisory Holdings Inc 3.69M (1.73%) -41.99K
Decreased by -1.14%
Mar 31, 25
15 State Street Corporation 3.49M (1.64%) 155.39K
Increased by +4.45%
Mar 31, 24
16 Principal Financial Group Inc 3.35M (1.58%) 152.17K
Increased by +4.54%
Mar 31, 25
17 Geode Capital Management, LLC 3.21M (1.51%) 203.44K
Increased by +6.34%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 3.04M (1.43%) 126.31K
Increased by +4.15%
Mar 31, 25
19 Millennium Management LLC 2.62M (1.23%) 878.11K
Increased by +33.50%
Sep 30, 23
20 LRI Investments, LLC 2.38M (1.12%) -217.13K
Decreased by -9.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.05M (2.84%) 3.77K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 5.61M (2.63%) -143.75K
Decreased by -2.56%
Sep 30, 24
3 American Funds Income Fund of Amer A 4.96M (2.33%) 0.00
Increased by 0.00%
Jun 30, 25
4 FS MVP Private Markets I 4.72M (2.22%) 0.00
Increased by 0.00%
May 31, 25
5 American Funds SMALLCAP World A 4.19M (1.97%) -102.69K
Decreased by -2.45%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 4.14M (1.94%) 38.94K
Increased by +0.94%
May 31, 25
7 American Funds Fundamental Invs A 3.67M (1.72%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Fundamental Invtrs Comp 3.67M (1.72%) 0.00
Increased by 0.00%
Jun 30, 25
9 American Funds Growth Fund of Amer A 3.37M (1.58%) 0.00
Increased by 0.00%
Jun 30, 25
10 Capital Group Growth Fnd of Amer Comp 3.37M (1.58%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Magellan 3.23M (1.52%) -5.90K
Decreased by -0.18%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.91M (1.36%) 20.57K
Increased by +0.71%
May 31, 25
13 JPM US Equity Income-Composite 2.80M (1.31%) -252.45K
Decreased by -9.03%
Jun 30, 25
14 JPMorgan Equity Income I 2.80M (1.31%) -252.45K
Decreased by -9.03%
May 31, 25
15 Fidelity® Magellan® 2.75M (1.29%) -1.80K
Decreased by -0.07%
Nov 30, 23
16 Vanguard Equity-Income Inv 2.73M (1.28%) 600.41K
Increased by +21.95%
Mar 31, 25
17 Principal Aligned MidCap Equity 2.61M (1.22%) 73.64K
Increased by +2.82%
Jun 30, 25
18 Principal MidCap R5 2.61M (1.22%) -922.00
Decreased by -0.04%
Jun 30, 25
19 Vanguard Growth Index Investor 2.29M (1.08%) 4.54K
Increased by +0.20%
May 31, 25
20 Franklin Rising Dividends A 2.08M (0.98%) 50.00K
Increased by +2.41%
Jun 30, 25