Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 4.15%
2 LSAT 3.23%
3 LYLD 2.28%
4 BMVP 2.23%
5 BDIV 1.96%
6 LBAY 1.74%
7 FPX 1.68%
8 OAKM 1.66%
9 SDVY 1.23%
10 CZA 1.11%
11 KBE 1.10%
12 DON 1.07%
13 LSAF 1.07%
14 CVY 1.06%
15 FXO 1.01%
16 FLRG 0.96%
17 WTV 0.94%
18 WBIF 0.92%
19 SEIV 0.88%
20 TPHD 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 American International Group Inc 127.28M (50.83%) 0.00
Increased by 0.00%
Mar 31, 25
2 Nippon Life Insurance Co. 121.96M (48.70%) 0.00
Increased by 0.00%
Mar 31, 25
3 Blackstone Inc 61.96M (24.75%) 0.00
Increased by 0.00%
Mar 31, 25
4 Capital Research Global Investors 33.84M (13.51%) 3.06M
Increased by +9.04%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 31.11M (12.43%) -1.85M
Decreased by -5.94%
Mar 31, 25
6 Vanguard Group Inc 24.25M (9.68%) 324.69K
Increased by +1.34%
Mar 31, 25
7 Harris Associates L.P. 20.94M (8.36%) 37.99K
Increased by +0.18%
Mar 31, 25
8 Massachusetts Financial Services Company 9.72M (3.88%) -597.68K
Decreased by -6.15%
Mar 31, 25
9 NORGES BANK 9.46M (3.78%) 2.22M
Increased by +23.49%
Dec 31, 24
10 State Street Corp 8.50M (3.40%) -456.09K
Decreased by -5.36%
Mar 31, 25
11 AQR Capital Management LLC 8.34M (3.33%) 2.78M
Increased by +33.35%
Mar 31, 25
12 Pzena Investment Management, LLC 8.05M (3.22%) 3.41M
Increased by +42.38%
Mar 31, 25
13 Hotchkis & Wiley Capital Management LLC 7.76M (3.10%) -181.97K
Decreased by -2.34%
Mar 31, 25
14 State Street Corporation 6.32M (2.53%) 1.32M
Increased by +20.86%
Mar 31, 24
15 Citadel Advisors Llc 6.10M (2.44%) 4.98M
Increased by +81.52%
Jun 30, 24
16 First Trust Advisors L.P. 5.94M (2.37%) 1.76M
Increased by +29.58%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 5.83M (2.33%) 372.27K
Increased by +6.39%
Mar 31, 25
18 ClearBridge Advisors, LLC 5.55M (2.22%) 245.24K
Increased by +4.42%
Mar 31, 25
19 FMR Inc 5.03M (2.01%) 598.37K
Increased by +11.90%
Sep 30, 24
20 Canada Pension Plan Investment Board 4.91M (1.96%) -138.90K
Decreased by -2.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 31.60M (12.62%) 3.00M
Increased by +9.48%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 31.60M (12.62%) 3.00M
Increased by +9.48%
Mar 31, 24
3 T. Rowe Price U.S. Value Equity Tr-D 8.49M (3.39%) 146.44K
Increased by +1.72%
Jun 30, 25
4 T. Rowe Price U.S. Value Equity Tr-Z 8.35M (3.33%) 371.87K
Increased by +4.46%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 7.97M (3.18%) -96.68K
Decreased by -1.21%
Jun 30, 25
6 Oakmark Investor 7.78M (3.11%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 7.45M (2.98%) -235.29K
Decreased by -3.16%
Sep 30, 24
8 T. Rowe Price US Value Equity Composite 7.22M (2.88%) -38.60K
Decreased by -0.53%
Jun 30, 25
9 T. Rowe Price Value 7.22M (2.88%) -22.06K
Decreased by -0.31%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 5.46M (2.18%) -33.27K
Decreased by -0.61%
Jun 30, 25
11 Pzena Large Cap Value 5.28M (2.11%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Windsor Investor Shares 5.28M (2.11%) 918.02K
Increased by +17.39%
Jun 30, 25
13 Vanguard Windsor™ II Inv 4.64M (1.85%) 0.00
Increased by 0.00%
Jun 30, 25
14 First Trust Rising Dividend Achiev ETF 4.58M (1.83%) 1.94K
Increased by +0.04%
May 29, 25
15 T. Rowe Price Mid-Cap Value 4.37M (1.74%) -5.56K
Decreased by -0.13%
Jun 30, 25
16 T. Rowe Price US Mid-Cap Value Equity 4.37M (1.74%) -8.72K
Decreased by -0.20%
Jun 30, 25
17 MFS Mid Cap Value A 4.36M (1.74%) -176.14K
Decreased by -4.04%
Jun 30, 25
18 MFS Mid Cap Value Equity 4.36M (1.74%) -124.75K
Decreased by -2.86%
Jun 30, 25
19 Donald Smith & Co. All Eq Accounts Comp 4.05M (1.62%) 70.76K
Increased by +1.75%
Jun 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 3.90M (1.56%) -86.92K
Decreased by -2.23%
Jun 30, 25