Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 LSAT 3.53%
3 MVFD 2.63%
4 MNA 2.50%
5 DVLU 2.38%
6 SYV 2.28%
7 CPAI 2.14%
8 JSMD 2.13%
9 JMID 2.11%
10 PFI 2.07%
11 TUSA 2.03%
12 FTDS 2.01%
13 NUMG 1.50%
14 MBOX 1.39%
15 DDIV 1.07%
16 PRAY 1.05%
17 KBE 1.04%
18 TEQI 1.02%
19 CVY 1.00%
20 BRCE 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.63M (11.74%) -1.50M
Decreased by -4.88%
Dec 31, 25
2 BlackRock Inc 27.32M (10.47%) -1.67M
Decreased by -6.10%
Dec 31, 25
3 Canada Pension Plan Investment Board 19.28M (7.39%) 1.78M
Increased by +9.21%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 17.26M (6.61%) 1.13M
Increased by +6.56%
Dec 31, 25
5 State Street Corporation 13.25M (5.07%) -304.12K
Decreased by -2.30%
Mar 31, 24
6 State Street Corp 12.23M (4.69%) -37.36K
Decreased by -0.31%
Dec 31, 25
7 NORGES BANK 11.56M (4.43%) -968.89K
Decreased by -8.38%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 10.43M (4.00%) -3.12M
Decreased by -29.87%
Mar 31, 26
9 Wellington Management Company LLP 8.30M (3.18%) -4.08M
Decreased by -49.14%
Dec 31, 25
10 First Trust Advisors L.P. 7.84M (3.00%) 375.23K
Increased by +4.79%
Dec 31, 24
11 Diamond Hill Capital Management, LLC 7.19M (2.76%) 2.90M
Increased by +40.29%
Mar 31, 26
12 HSBC Holdings PLC 6.84M (2.62%) -478.89K
Decreased by -7.00%
Jun 30, 24
13 Geode Capital Management, LLC 6.36M (2.44%) -25.62K
Decreased by -0.40%
Dec 31, 25
14 Acadian Asset Management LLC 5.79M (2.22%) 4.76M
Increased by +82.19%
Mar 31, 25
15 BMO Capital Markets Corp. 4.91M (1.88%) 2.48M
Increased by +50.57%
Mar 31, 26
16 Bank of Montreal 4.91M (1.88%) 2.48M
Increased by +50.57%
Mar 31, 26
17 Thornburg Investment Management Inc 4.89M (1.87%) 22.09K
Increased by +0.45%
Dec 31, 25
18 Pzena Investment Management, LLC 4.46M (1.71%) 139.00K
Increased by +3.11%
Mar 31, 26
19 Diamond Hill Capital Management Inc 4.29M (1.65%) 2.29M
Increased by +53.44%
Dec 31, 25
20 Conifer Management, LLC 4.20M (1.61%) 0.00
Increased by 0.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.88%) -139.39K
Decreased by -1.37%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 9.54M (3.65%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 8.93M (3.42%) -147.84K
Decreased by -1.66%
Mar 31, 26
4 Vanguard Small Cap Index 6.47M (2.48%) -33.24K
Decreased by -0.51%
Mar 31, 26
5 First Trust Rising Dividend Achiev ETF 5.85M (2.24%) 10.42K
Increased by +0.18%
Feb 27, 25
6 American Funds American Mutual A 5.64M (2.16%) 0.00
Increased by 0.00%
Dec 31, 25
7 Capital Group American Mutual Comp 5.64M (2.16%) 0.00
Increased by 0.00%
Dec 31, 25
8 American Funds Washington Mutual A 5.23M (2.00%) 1.44M
Increased by +27.51%
Mar 31, 26
9 Capital Group Wash Mutual Invtrs Comp 5.23M (2.00%) 1.44M
Increased by +27.51%
Mar 31, 26
10 Thornburg Investment Income Builder A 4.81M (1.84%) 0.00
Increased by 0.00%
Mar 31, 26
11 Thornburg Investment Income Builder Sep 4.81M (1.84%) 0.00
Increased by 0.00%
Mar 31, 26
12 Diamond Hill Large Cap Equity 4.79M (1.83%) -323.04K
Decreased by -6.75%
Apr 30, 26
13 T. Rowe Price Equity Income 4.48M (1.72%) 273.00K
Increased by +6.09%
Mar 31, 26
14 T. Rowe Price US Lg-Cp Equity Inc Comp 4.48M (1.72%) 98.50K
Increased by +2.20%
Mar 31, 26
15 Vanguard Small Cap Value Index Inv 4.12M (1.58%) -60.11K
Decreased by -1.46%
Mar 31, 26
16 Vanguard Mid Cap Index Institutional 3.95M (1.51%) -2.02K
Decreased by -0.05%
Nov 30, 23
17 Vanguard Wellesley® Income Inv 3.86M (1.48%) 333.74K
Increased by +8.64%
Mar 31, 26
18 Pzena Large Cap Value 3.56M (1.36%) 1.04M
Increased by +29.29%
Apr 30, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 3.17M (1.21%) 42.62K
Increased by +1.35%
Mar 31, 26
20 American Funds Fundamental Invs A 3.10M (1.19%) 2.70M
Increased by +87.34%
Mar 31, 26