Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 4.29%
2 LSAT 3.07%
3 BMVP 2.23%
4 LYLD 2.21%
5 BDIV 1.99%
6 FPX 1.75%
7 LBAY 1.74%
8 OAKM 1.71%
9 SDVY 1.23%
10 CZA 1.08%
11 DON 1.07%
12 LSAF 1.07%
13 KBE 1.04%
14 FXO 1.01%
15 CVY 1.01%
16 FLRG 0.96%
17 WTV 0.94%
18 WBIF 0.92%
19 TPHD 0.86%
20 TPHE 0.86%

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 8.35M (3.33%) 371.87K
Increased by +4.46%
Mar 31, 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 8.06M (3.22%) 5.11K
Increased by +0.06%
May 31, 25
6 Oakmark Investor 7.78M (3.11%) 30.00K
Increased by +0.39%
Mar 31, 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 7.26M (2.90%) -26.50K
Decreased by -0.37%
Mar 31, 25
9 T. Rowe Price Value 7.26M (2.90%) -4.29K
Decreased by -0.06%
Mar 31, 25
10 Vanguard Mid Cap Index Institutional 5.49M (2.19%) 52.02K
Increased by +0.95%
May 31, 25
11 Pzena Large Cap Value 5.28M (2.11%) 918.02K
Increased by +17.39%
May 31, 25
12 Vanguard Windsor™ II Inv 4.64M (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
13 First Trust Rising Dividend Achiev ETF 4.58M (1.83%) 1.94K
Increased by +0.04%
May 29, 25
14 MFS Mid Cap Value A 4.48M (1.79%) 0.00
Increased by 0.00%
Apr 30, 25
15 MFS Mid Cap Value Equity 4.48M (1.79%) 0.00
Increased by 0.00%
Mar 31, 25
16 T. Rowe Price Mid-Cap Value 4.37M (1.75%) -1.08K
Decreased by -0.02%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Value Equity 4.37M (1.75%) -4.31K
Decreased by -0.10%
Mar 31, 25
18 Vanguard Windsor Investor Shares 4.36M (1.74%) 2.07M
Increased by +47.44%
Mar 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 3.99M (1.59%) 26.81K
Increased by +0.67%
May 31, 25
20 Donald Smith & Co. All Eq Accounts Comp 3.98M (1.59%) -311.51K
Decreased by -7.84%
Mar 31, 25