Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 6.09%
2 LBO 5.45%
3 USSE 4.15%
4 UTRN 4.07%
5 PFI 3.47%
6 BOUT 3.09%
7 BKIV 2.72%
8 JMID 2.53%
9 FRTY 2.50%
10 MVFD 2.45%
11 NUMG 2.39%
12 FFTY 1.96%
13 BASG 1.94%
14 DDIV 1.89%
15 GDIV 1.66%
16 ICAP 1.62%
17 NDVG 1.53%
18 KCE 1.49%
19 IWLG 1.43%
20 TSME 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.94M (9.81%) 1.75M
Increased by +8.34%
Jun 30, 25
2 Sumitomo Mitsui Financial Group Inc 13.36M (6.26%) 0.00
Increased by 0.00%
Jun 30, 25
3 BlackRock Inc 13.20M (6.18%) 413.22K
Increased by +3.13%
Jun 30, 25
4 Wellington Management Company LLP 12.63M (5.92%) -982.57K
Decreased by -7.78%
Jun 30, 25
5 Capital World Investors 11.75M (5.50%) -164.34K
Decreased by -1.40%
Jun 30, 25
6 JPMorgan Chase & Co 8.19M (3.84%) -116.87K
Decreased by -1.43%
Jun 30, 25
7 FMR Inc 8.01M (3.75%) -59.73K
Decreased by -0.75%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 6.25M (2.93%) 4.84M
Increased by +77.39%
Jun 30, 25
9 Franklin Resources Inc 5.62M (2.63%) 1.44M
Increased by +25.61%
Jun 30, 25
10 Massachusetts Financial Services Company 4.59M (2.15%) -438.73K
Decreased by -9.57%
Jun 30, 25
11 Capital Research & Mgmt Co - Division 3 4.23M (1.98%) 50.84K
Increased by +1.20%
Jun 30, 25
12 Bank of America Corp 4.23M (1.98%) 288.44K
Increased by +6.82%
Jun 30, 25
13 State Street Corp 4.12M (1.93%) 178.38K
Increased by +4.33%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 3.69M (1.73%) 650.49K
Increased by +17.63%
Jun 30, 25
15 State Street Corporation 3.49M (1.64%) 155.39K
Increased by +4.45%
Mar 31, 24
16 Geode Capital Management, LLC 3.45M (1.62%) 244.29K
Increased by +7.07%
Jun 30, 25
17 Brown Advisory Holdings Inc 3.45M (1.62%) -237.02K
Decreased by -6.87%
Jun 30, 25
18 Principal Financial Group Inc 3.44M (1.61%) 85.92K
Increased by +2.50%
Jun 30, 25
19 Millennium Management LLC 2.62M (1.23%) 878.11K
Increased by +33.50%
Sep 30, 23
20 Amvescap Plc. 2.36M (1.10%) -317.06K
Decreased by -13.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.42M (3.01%) -150.04K
Decreased by -2.34%
Jul 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 (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
4 FS MVP Private Markets I 4.71M (2.20%) 4.71M
Increased by +100.00%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 4.56M (2.13%) 49.12K
Increased by +1.08%
Jul 31, 25
6 American Funds SMALLCAP World A 4.19M (1.96%) -102.69K
Decreased by -2.45%
Sep 30, 24
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 2.98M (1.39%) -58.80K
Decreased by -1.98%
Jul 31, 25
12 JPM US Equity Income-Composite 2.80M (1.31%) -252.45K
Decreased by -9.03%
Jun 30, 25
13 Fidelity® Magellan® 2.75M (1.29%) -1.80K
Decreased by -0.07%
Nov 30, 23
14 Principal MidCap R5 2.63M (1.23%) 23.72K
Increased by +0.90%
Jul 31, 25
15 Principal Aligned MidCap Equity 2.61M (1.22%) 73.64K
Increased by +2.82%
Jun 30, 25
16 JPMorgan Equity Income I 2.54M (1.19%) -252.88K
Decreased by -9.94%
Jul 31, 25
17 Vanguard Growth Index Investor 2.37M (1.11%) 11.04K
Increased by +0.47%
Jul 31, 25
18 Vanguard Equity-Income Inv 2.18M (1.02%) -551.16K
Decreased by -25.24%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.02%) -942.24K
Decreased by -43.41%
Jul 31, 25
20 Franklin Rising Dividends A 2.08M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25