Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 4.31%
2 LSAT 3.33%
3 MNA 2.59%
4 BMVP 2.23%
5 EQRR 1.79%
6 LBAY 1.74%
7 LYLD 1.61%
8 BDIV 1.49%
9 SDVY 1.23%
10 KBE 1.10%
11 SYLD 1.10%
12 LSAF 1.09%
13 DON 1.07%
14 OAKM 0.99%
15 FLRG 0.96%
16 WTV 0.94%
17 WBIF 0.92%
18 CZA 0.88%
19 CVY 0.86%
20 VAMO 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nippon Life Insurance Co. 121.96M (44.96%) 0.00
Increased by 0.00%
Mar 31, 26
2 Blackstone Inc 61.96M (22.84%) 0.00
Increased by 0.00%
Dec 31, 25
3 Capital Research Global Investors 33.84M (12.47%) 3.06M
Increased by +9.04%
Mar 31, 24
4 Vanguard Group Inc 27.14M (10.01%) 311.13K
Increased by +1.15%
Dec 31, 25
5 Pzena Investment Management, LLC 27.05M (9.97%) 3.41M
Increased by +12.62%
Mar 31, 26
6 American International Group Inc 25.46M (9.38%) -24.65M
Decreased by -96.85%
Mar 31, 26
7 Harris Associates L.P. 24.96M (9.20%) 594.24K
Increased by +2.38%
Mar 31, 26
8 NORGES BANK 20.27M (7.47%) 16.17M
Increased by +79.76%
Dec 31, 25
9 T. Rowe Price Associates, Inc. 11.99M (4.42%) -26.21M
Decreased by -218.56%
Dec 31, 25
10 State Street Corp 11.30M (4.16%) 3.47M
Increased by +30.68%
Dec 31, 25
11 Canada Pension Plan Investment Board 9.07M (3.34%) 1.13M
Increased by +12.49%
Dec 31, 25
12 Hotchkis & Wiley Capital Management LLC 8.95M (3.30%) 2.09M
Increased by +23.32%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 8.87M (3.27%) 2.69M
Increased by +30.32%
Mar 31, 26
14 State Street Corporation 6.32M (2.33%) 1.32M
Increased by +20.86%
Mar 31, 24
15 Citadel Advisors Llc 6.10M (2.25%) 4.98M
Increased by +81.52%
Jun 30, 24
16 AQR Capital Management LLC 5.91M (2.18%) 2.82M
Increased by +47.77%
Dec 31, 25
17 Massachusetts Financial Services Company 5.81M (2.14%) -1.54M
Decreased by -26.60%
Mar 31, 26
18 Geode Capital Management, LLC 5.14M (1.89%) 490.00K
Increased by +9.53%
Dec 31, 25
19 FMR Inc 5.03M (1.85%) 598.37K
Increased by +11.90%
Sep 30, 24
20 LSV Asset Management 4.70M (1.73%) -21.10K
Decreased by -0.45%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 31.60M (11.65%) 3.00M
Increased by +9.48%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 31.60M (11.65%) 3.00M
Increased by +9.48%
Mar 31, 24
3 Vanguard Windsor II Inv 12.67M (4.67%) 147.40K
Increased by +1.16%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 8.68M (3.20%) -97.39K
Decreased by -1.12%
Mar 31, 26
5 iShares Core S&P Mid-Cap ETF 8.60M (3.17%) -3.78K
Decreased by -0.04%
Apr 30, 26
6 T. Rowe Price U.S. Value Equity Tr-D 8.49M (3.13%) 146.44K
Increased by +1.72%
Jun 30, 25
7 T. Rowe Price U.S. Value Equity Tr-Z 8.35M (3.08%) 371.87K
Increased by +4.46%
Mar 31, 25
8 Oakmark Investor 7.78M (2.87%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard US Total Market Shares ETF 7.45M (2.75%) -235.29K
Decreased by -3.16%
Sep 30, 24
10 T. Rowe Price US Value Equity Composite 7.22M (2.66%) -38.60K
Decreased by -0.53%
Jun 30, 25
11 T. Rowe Price Value 7.20M (2.66%) -15.10K
Decreased by -0.21%
Jul 31, 25
12 Pzena Large Cap Value 6.78M (2.50%) 0.00
Increased by 0.00%
Apr 30, 26
13 Vanguard Windsor Investor Shares 6.78M (2.50%) 1.50M
Increased by +22.14%
Mar 31, 26
14 Vanguard Small Cap Index 6.30M (2.32%) 3.15M
Increased by +50.00%
Mar 31, 26
15 Donald Smith & Co. All Eq Accounts Comp 6.02M (2.22%) 1.70M
Increased by +28.33%
Mar 31, 26
16 Vanguard Windsor™ II Inv 4.64M (1.71%) 0.00
Increased by 0.00%
Jun 30, 25
17 First Trust Rising Dividend Achiev ETF 4.58M (1.69%) 1.94K
Increased by +0.04%
May 29, 25
18 Vanguard Small Cap Value Index Inv 4.01M (1.48%) 1.99M
Increased by +49.56%
Mar 31, 26
19 Vanguard Selected Value Inv 3.99M (1.47%) 557.00K
Increased by +13.96%
Mar 31, 26
20 TD U.S. Dividend Growth Fund-F 3.79M (1.40%) 0.00
Increased by 0.00%
Jun 30, 24