Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBO 5.99%
2 GPZ 4.35%
3 USSE 4.15%
4 UTRN 4.07%
5 PFI 3.72%
6 NUMG 3.10%
7 JMID 3.09%
8 BOUT 3.09%
9 BKIV 2.72%
10 FRTY 2.50%
11 BASG 2.40%
12 DDIV 2.34%
13 WBIL 2.17%
14 GDIV 2.07%
15 FFTY 1.96%
16 NDVG 1.88%
17 ICAP 1.62%
18 KCE 1.60%
19 FDFF 1.40%
20 FMAG 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.94M (9.89%) 1.75M
Increased by +8.34%
Jun 30, 25
2 Sumitomo Mitsui Financial Group Inc 13.36M (6.31%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 12.78M (6.04%) -238.14K
Decreased by -1.86%
Mar 31, 25
4 Wellington Management Company LLP 12.63M (5.97%) -982.57K
Decreased by -7.78%
Jun 30, 25
5 Capital World Investors 11.75M (5.55%) -164.34K
Decreased by -1.40%
Jun 30, 25
6 JPMorgan Chase & Co 8.31M (3.92%) 30.45K
Increased by +0.37%
Mar 31, 25
7 FMR Inc 8.07M (3.81%) 960.83K
Increased by +11.91%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 6.25M (2.95%) 4.84M
Increased by +77.39%
Jun 30, 25
9 Franklin Resources Inc 5.62M (2.65%) 1.44M
Increased by +25.61%
Jun 30, 25
10 Massachusetts Financial Services Company 4.59M (2.17%) -438.73K
Decreased by -9.57%
Jun 30, 25
11 Capital Research & Mgmt Co - Division 3 4.23M (2.00%) 50.84K
Increased by +1.20%
Jun 30, 25
12 State Street Corp 3.94M (1.86%) -12.02K
Decreased by -0.30%
Mar 31, 25
13 Bank of America Corp 3.94M (1.86%) 796.42K
Increased by +20.22%
Mar 31, 25
14 Brown Advisory Holdings Inc 3.69M (1.74%) -41.99K
Decreased by -1.14%
Mar 31, 25
15 State Street Corporation 3.49M (1.65%) 155.39K
Increased by +4.45%
Mar 31, 24
16 Principal Financial Group Inc 3.44M (1.63%) 85.92K
Increased by +2.50%
Jun 30, 25
17 Geode Capital Management, LLC 3.21M (1.52%) 203.44K
Increased by +6.34%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 3.04M (1.44%) 126.31K
Increased by +4.15%
Mar 31, 25
19 Millennium Management LLC 2.62M (1.24%) 878.11K
Increased by +33.50%
Sep 30, 23
20 LRI Investments, LLC 2.38M (1.13%) -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 6.42M (3.03%) -150.04K
Decreased by -2.34%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.61M (2.65%) -143.75K
Decreased by -2.56%
Sep 30, 24
3 American Funds Income Fund of Amer A 4.96M (2.34%) 0.00
Increased by 0.00%
Jun 30, 25
4 FS MVP Private Markets I 4.72M (2.23%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard Mid Cap Index Institutional 4.56M (2.15%) 49.12K
Increased by +1.08%
Jul 31, 25
6 American Funds SMALLCAP World A 4.19M (1.98%) -102.69K
Decreased by -2.45%
Sep 30, 24
7 American Funds Fundamental Invs A 3.67M (1.73%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Fundamental Invtrs Comp 3.67M (1.73%) 0.00
Increased by 0.00%
Jun 30, 25
9 American Funds Growth Fund of Amer A 3.37M (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
10 Capital Group Growth Fnd of Amer Comp 3.37M (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
11 Fidelity Magellan 3.04M (1.43%) -195.50K
Decreased by -6.44%
Jun 30, 25
12 JPM US Equity Income-Composite 2.80M (1.32%) -252.45K
Decreased by -9.03%
Jun 30, 25
13 JPMorgan Equity Income I 2.80M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity® Magellan® 2.75M (1.30%) -1.80K
Decreased by -0.07%
Nov 30, 23
15 Principal Aligned MidCap Equity 2.61M (1.23%) 73.64K
Increased by +2.82%
Jun 30, 25
16 Principal MidCap R5 2.61M (1.23%) -922.00
Decreased by -0.04%
Jun 30, 25
17 Vanguard Growth Index Investor 2.37M (1.12%) 11.04K
Increased by +0.47%
Jul 31, 25
18 Vanguard Equity-Income Inv 2.18M (1.03%) -551.16K
Decreased by -25.24%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.03%) -942.24K
Decreased by -43.41%
Jul 31, 25
20 Franklin Rising Dividends A 2.08M (0.98%) 50.00K
Increased by +2.41%
Jun 30, 25