Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KROP 5.07%
2 IVEG 3.64%
3 FTAG 3.23%
4 VEGI 1.73%
5 FXR 1.36%
6 CCNR 1.35%
7 ISCV 0.28%
8 JKL 0.28%
9 ESMV 0.25%
10 SIZE 0.24%
11 EUSA 0.18%
12 VLUE 0.17%
13 EVUS 0.17%
14 IMCV 0.14%
15 JKI 0.14%
16 JKJ 0.14%
17 ISCB 0.14%
18 IYJ 0.11%
19 SUSA 0.10%
20 ESGU 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 113.06M (9.15%) -6.13M
Decreased by -5.42%
Mar 31, 26
2 Vanguard Group Inc 82.58M (6.68%) -1.01M
Decreased by -1.22%
Dec 31, 25
3 Harris Associates L.P. 58.13M (4.70%) -15.29M
Decreased by -26.31%
Mar 31, 26
4 Franklin Resources Inc 46.64M (3.78%) 21.72M
Increased by +46.56%
Mar 31, 26
5 Hotchkis & Wiley Capital Management LLC 43.63M (3.53%) 8.41M
Increased by +19.27%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 38.04M (3.08%) 38.04M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 37.84M (3.06%) 412.33K
Increased by +1.09%
Mar 31, 26
8 Vanguard Capital Management, LLC 37.05M (3.00%) 37.05M
Increased by +100.00%
Mar 31, 26
9 Artisan Partners Limited Partnership 31.33M (2.54%) -489.14K
Decreased by -1.56%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 29.20M (2.36%) 2.38M
Increased by +8.15%
Mar 31, 26
11 AllianceBernstein L.P. 21.31M (1.72%) 4.03M
Increased by +18.92%
Mar 31, 26
12 Tweedy, Browne Co LLC 20.15M (1.63%) -30.59K
Decreased by -0.15%
Mar 31, 26
13 Bank of New York Mellon Corp 18.43M (1.49%) 13.41M
Increased by +72.80%
Mar 31, 26
14 Geode Capital Management, LLC 18.13M (1.47%) 1.06M
Increased by +5.84%
Mar 31, 26
15 Marathon Asset Mgmt Ltd 11.66M (0.94%) -252.78K
Decreased by -2.17%
Mar 31, 26
16 LSV Asset Management 11.37M (0.92%) -1.51M
Decreased by -13.26%
Mar 31, 26
17 Thrivent Financial For Lutherans 9.85M (0.80%) 1.58M
Increased by +16.04%
Mar 31, 26
18 UBS Asset Mgmt Americas Inc 9.80M (0.79%) 37.97K
Increased by +0.39%
Mar 31, 26
19 AQR Capital Management LLC 9.28M (0.75%) -8.03M
Decreased by -86.60%
Mar 31, 26
20 Northern Trust Corp 8.57M (0.69%) 112.79K
Increased by +1.32%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 30.02M (2.43%) 5.63K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 25.67M (2.08%) 65.77K
Increased by +0.26%
Apr 30, 26
3 Vanguard Windsor II Inv 24.72M (2.00%) 5.18M
Increased by +20.97%
Mar 31, 26
4 Harris International Equity 24.13M (1.95%) -10.17M
Decreased by -42.12%
Mar 31, 26
5 Oakmark International Investor 24.13M (1.95%) -10.17M
Decreased by -42.12%
Mar 31, 26
6 Vanguard Small Cap Index 18.58M (1.50%) -26.40K
Decreased by -0.14%
Apr 30, 26
7 Tweedy, Browne International Value Fund 12.63M (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 11.94M (0.97%) 89.44K
Increased by +0.75%
Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 9.99M (0.81%) 103.03K
Increased by +1.03%
Apr 30, 26
10 DFA US Targeted Value I 8.80M (0.71%) 933.82K
Increased by +10.61%
Apr 30, 26
11 Templeton Growth (Euro) I(acc)EUR 8.66M (0.70%) 0.00
Increased by 0.00%
Apr 30, 26
12 Templeton Growth A 8.57M (0.69%) 0.00
Increased by 0.00%
Apr 30, 26
13 Templeton Growth Inc A 8.57M (0.69%) 0.00
Increased by 0.00%
Apr 30, 26
14 Dimensional US Targeted Value ETF 8.08M (0.65%) 84.20K
Increased by +1.04%
May 29, 26
15 Templeton Foreign A 7.23M (0.58%) 0.00
Increased by 0.00%
Apr 30, 26
16 State Street® SPDR® S&P MIDCAP 400® ETF 6.70M (0.54%) 25.16K
Increased by +0.38%
Apr 30, 26
17 State St Russell Sm/Mid Cp® Indx SL Cl I 5.52M (0.45%) 171.10K
Increased by +3.10%
May 31, 26
18 Parnassus Mid-Cap 5.35M (0.43%) 2.51M
Increased by +46.86%
Apr 30, 26
19 Oakmark Global Select Investor 4.75M (0.38%) -80.70K
Decreased by -1.70%
Mar 31, 26
20 Fidelity Extended Market Index 4.70M (0.38%) -17.17K
Decreased by -0.37%
Apr 30, 26