Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 8.73%
2 LSAT 3.26%
3 BMVP 2.23%
4 BDIV 1.92%
5 OAKM 1.86%
6 LBAY 1.74%
7 FPX 1.41%
8 SDVY 1.23%
9 CZA 1.12%
10 KBE 1.08%
11 DON 1.07%
12 LSAF 1.07%
13 RDVY 1.05%
14 CVY 1.04%
15 FXO 0.97%
16 FLRG 0.96%
17 WTV 0.93%
18 WBIF 0.92%
19 TPHD 0.85%
20 CDL 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 American International Group Inc 127.28M (50.57%) 0.00
Increased by 0.00%
Mar 31, 25
2 Nippon Life Insurance Co. 121.96M (48.46%) 0.00
Increased by 0.00%
Mar 31, 25
3 Blackstone Inc 61.96M (24.62%) 0.00
Increased by 0.00%
Mar 31, 25
4 Capital Research Global Investors 33.84M (13.45%) 3.06M
Increased by +9.04%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 31.11M (12.36%) -1.85M
Decreased by -5.94%
Mar 31, 25
6 Vanguard Group Inc 24.25M (9.63%) 324.69K
Increased by +1.34%
Mar 31, 25
7 Harris Associates L.P. 20.94M (8.32%) 37.99K
Increased by +0.18%
Mar 31, 25
8 Massachusetts Financial Services Company 9.72M (3.86%) -597.68K
Decreased by -6.15%
Mar 31, 25
9 NORGES BANK 9.46M (3.76%) 2.22M
Increased by +23.49%
Dec 31, 24
10 State Street Corp 8.50M (3.38%) -456.09K
Decreased by -5.36%
Mar 31, 25
11 AQR Capital Management LLC 8.34M (3.31%) 2.78M
Increased by +33.35%
Mar 31, 25
12 Pzena Investment Management, LLC 8.05M (3.20%) 3.41M
Increased by +42.38%
Mar 31, 25
13 Hotchkis & Wiley Capital Management LLC 7.76M (3.08%) -181.97K
Decreased by -2.34%
Mar 31, 25
14 State Street Corporation 6.32M (2.51%) 1.32M
Increased by +20.86%
Mar 31, 24
15 Citadel Advisors Llc 6.10M (2.43%) 4.98M
Increased by +81.52%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 5.83M (2.32%) 372.27K
Increased by +6.39%
Mar 31, 25
17 ClearBridge Advisors, LLC 5.55M (2.21%) 245.24K
Increased by +4.42%
Mar 31, 25
18 FMR Inc 5.03M (2.00%) 598.37K
Increased by +11.90%
Sep 30, 24
19 Canada Pension Plan Investment Board 4.91M (1.95%) -138.90K
Decreased by -2.83%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 4.80M (1.91%) 1.24M
Increased by +25.73%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 31.60M (12.55%) 3.00M
Increased by +9.48%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 31.60M (12.55%) 3.00M
Increased by +9.48%
Mar 31, 24
3 T. Rowe Price U.S. Value Equity Tr-D 8.35M (3.32%) 371.87K
Increased by +4.46%
Mar 31, 25
4 T. Rowe Price U.S. Value Equity Tr-Z 8.35M (3.32%) 371.87K
Increased by +4.46%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 8.06M (3.20%) 205.27K
Increased by +2.55%
Apr 30, 25
6 Oakmark Investor 7.78M (3.09%) 30.00K
Increased by +0.39%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 7.45M (2.96%) -235.29K
Decreased by -3.16%
Sep 30, 24
8 T. Rowe Price US Value Equity Composite 7.26M (2.88%) -26.50K
Decreased by -0.37%
Mar 31, 25
9 T. Rowe Price Value 7.26M (2.88%) -4.29K
Decreased by -0.06%
Mar 31, 25
10 Vanguard Mid Cap Index Institutional 5.44M (2.16%) 52.41K
Increased by +0.96%
Apr 30, 25
11 Vanguard Windsor™ II Inv 4.64M (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
12 First Trust Rising Dividend Achiev ETF 4.52M (1.80%) 4.84K
Increased by +0.11%
Apr 30, 25
13 MFS Mid Cap Value A 4.48M (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
14 MFS Mid Cap Value Equity 4.48M (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
15 T. Rowe Price Mid-Cap Value 4.37M (1.74%) -1.08K
Decreased by -0.02%
Mar 31, 25
16 T. Rowe Price US Mid-Cap Value Equity 4.37M (1.74%) -4.31K
Decreased by -0.10%
Mar 31, 25
17 Pzena Large Cap Value 4.36M (1.73%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Windsor Investor Shares 4.36M (1.73%) 2.07M
Increased by +47.44%
Mar 31, 25
19 Donald Smith & Co. All Eq Accounts Comp 3.98M (1.58%) -311.51K
Decreased by -7.84%
Mar 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 3.96M (1.57%) 26.66K
Increased by +0.67%
Apr 30, 25