Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 LSAT 3.34%
3 MVFD 2.63%
4 DVLU 2.38%
5 SYV 2.28%
6 CPAI 2.14%
7 JSMD 2.13%
8 JMID 2.11%
9 PFI 2.07%
10 TUSA 2.03%
11 FTDS 2.01%
12 NUMG 1.48%
13 MBOX 1.39%
14 TEQI 1.19%
15 DDIV 1.07%
16 PRAY 1.03%
17 KBE 0.97%
18 CVY 0.96%
19 GRPM 0.96%
20 PAMC 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.63M (11.00%) -1.50M
Decreased by -4.88%
Dec 31, 25
2 BlackRock Inc 28.98M (10.41%) -760.67K
Decreased by -2.62%
Sep 30, 25
3 Canada Pension Plan Investment Board 19.28M (6.92%) 1.78M
Increased by +9.21%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 16.13M (5.79%) -636.71K
Decreased by -3.95%
Sep 30, 25
5 Capital Research & Mgmt Co - Division 3 13.55M (4.86%) 2.53M
Increased by +18.70%
Dec 31, 25
6 State Street Corporation 13.25M (4.76%) -304.12K
Decreased by -2.30%
Mar 31, 24
7 State Street Corp 12.27M (4.41%) -59.69K
Decreased by -0.49%
Sep 30, 25
8 NORGES BANK 11.56M (4.15%) -968.89K
Decreased by -8.38%
Dec 31, 25
9 Wellington Management Company LLP 8.30M (2.98%) -4.08M
Decreased by -49.14%
Dec 31, 25
10 First Trust Advisors L.P. 7.84M (2.82%) 375.23K
Increased by +4.79%
Dec 31, 24
11 HSBC Holdings PLC 6.84M (2.46%) -478.89K
Decreased by -7.00%
Jun 30, 24
12 Geode Capital Management, LLC 6.36M (2.28%) -25.62K
Decreased by -0.40%
Dec 31, 25
13 Acadian Asset Management LLC 5.79M (2.08%) 4.76M
Increased by +82.19%
Mar 31, 25
14 Thornburg Investment Management Inc 4.89M (1.76%) 22.09K
Increased by +0.45%
Dec 31, 25
15 Massachusetts Financial Services Company 4.82M (1.73%) 193.64K
Increased by +4.02%
Dec 31, 25
16 Amvescap Plc. 4.71M (1.69%) -2.06M
Decreased by -43.80%
Sep 30, 25
17 Pzena Investment Management, LLC 4.33M (1.55%) 28.34K
Increased by +0.66%
Dec 31, 25
18 Diamond Hill Capital Management Inc 4.29M (1.54%) 2.29M
Increased by +53.44%
Dec 31, 25
19 Conifer Management, LLC 4.20M (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
20 Northern Trust Corp 4.05M (1.46%) -288.26K
Decreased by -7.11%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.64%) -139.39K
Decreased by -1.37%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 9.39M (3.37%) 24.00K
Increased by +0.26%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 9.08M (3.26%) 16.04K
Increased by +0.18%
Feb 28, 26
4 Vanguard Small Cap Index 6.51M (2.34%) 16.95K
Increased by +0.26%
Feb 28, 26
5 First Trust Rising Dividend Achiev ETF 5.85M (2.10%) 10.42K
Increased by +0.18%
Feb 27, 25
6 American Funds American Mutual A 5.64M (2.02%) 0.00
Increased by 0.00%
Dec 31, 25
7 Capital Group American Mutual Comp 5.64M (2.02%) 0.00
Increased by 0.00%
Dec 31, 25
8 Thornburg Investment Income Builder A 4.81M (1.73%) 0.00
Increased by 0.00%
Feb 28, 26
9 Thornburg Investment Income Builder Sep 4.81M (1.73%) 0.00
Increased by 0.00%
Feb 28, 26
10 T. Rowe Price US Lg-Cp Equity Inc Comp 4.38M (1.57%) 289.50K
Increased by +6.60%
Dec 31, 25
11 T. Rowe Price Equity Income 4.21M (1.51%) -174.50K
Decreased by -4.14%
Jan 31, 26
12 Vanguard Small Cap Value Index Inv 4.18M (1.50%) 11.92K
Increased by +0.29%
Feb 28, 26
13 Vanguard Mid Cap Index Institutional 3.95M (1.42%) -2.02K
Decreased by -0.05%
Nov 30, 23
14 American Funds Washington Mutual A 3.79M (1.36%) 3.79M
Increased by +100.00%
Dec 31, 25
15 Capital Group Wash Mutual Invtrs Comp 3.79M (1.36%) 3.79M
Increased by +100.00%
Dec 31, 25
16 Diamond Hill Large Cap Equity 3.73M (1.34%) 625.51K
Increased by +16.75%
Feb 28, 26
17 Vanguard Wellesley® Income Inv 3.53M (1.27%) 3.53M
Increased by +100.00%
Dec 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 3.12M (1.12%) 31.65K
Increased by +1.01%
Feb 28, 26
19 MFS Mid Cap Value Equity 2.86M (1.03%) 32.39K
Increased by +1.13%
Jun 30, 25
20 MFS Mid Cap Value A 2.52M (0.91%) -337.08K
Decreased by -13.37%
Jul 31, 25