Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 DVLU 2.86%
3 MVFD 2.63%
4 JMID 2.50%
5 XMMO 2.39%
6 SYV 2.28%
7 PFI 2.22%
8 JSMD 2.14%
9 CPAI 2.14%
10 BASV 2.05%
11 TUSA 2.03%
12 FTDS 2.01%
13 NUMG 1.73%
14 MBOX 1.63%
15 TEQI 1.54%
16 PRAY 1.47%
17 FXO 1.42%
18 WTV 1.25%
19 PAMC 1.24%
20 DDIV 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.83M (11.36%) -24.91K
Decreased by -0.07%
Jun 30, 25
2 BlackRock Inc 30.26M (10.16%) 527.59K
Increased by +1.74%
Mar 31, 25
3 Canada Pension Plan Investment Board 18.77M (6.30%) -263.01K
Decreased by -1.40%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 16.76M (5.63%) -2.95M
Decreased by -17.58%
Jun 30, 25
5 State Street Corporation 13.25M (4.45%) -304.12K
Decreased by -2.30%
Mar 31, 24
6 State Street Corp 12.85M (4.31%) -180.46K
Decreased by -1.40%
Mar 31, 25
7 Wellington Management Company LLP 12.83M (4.31%) 1.95M
Increased by +15.21%
Jun 30, 25
8 NORGES BANK 12.53M (4.21%) -1.63M
Decreased by -13.04%
Jun 30, 25
9 First Trust Advisors L.P. 7.84M (2.63%) 375.23K
Increased by +4.79%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 7.37M (2.47%) 3.15M
Increased by +42.72%
Jun 30, 25
11 Amvescap Plc. 6.95M (2.33%) -1.14M
Decreased by -16.38%
Mar 31, 25
12 HSBC Holdings PLC 6.84M (2.30%) -478.89K
Decreased by -7.00%
Jun 30, 24
13 Pzena Investment Management, LLC 5.90M (1.98%) -2.29M
Decreased by -38.78%
Mar 31, 25
14 Geode Capital Management, LLC 5.88M (1.97%) 247.63K
Increased by +4.21%
Mar 31, 25
15 Acadian Asset Management LLC 5.79M (1.94%) 4.76M
Increased by +82.19%
Mar 31, 25
16 Massachusetts Financial Services Company 5.50M (1.85%) 1.25M
Increased by +22.82%
Jun 30, 25
17 Conifer Management, LLC 5.00M (1.68%) 0.00
Increased by 0.00%
Jun 30, 25
18 Thornburg Investment Management Inc 4.86M (1.63%) -412.72K
Decreased by -8.50%
Mar 31, 25
19 Northern Trust Corp 4.21M (1.41%) -32.68K
Decreased by -0.78%
Mar 31, 25
20 Sessa Capital IM LP 4.04M (1.36%) -960.66K
Decreased by -23.81%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.40%) -139.39K
Decreased by -1.37%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 9.91M (3.33%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.55M (3.21%) -216.65K
Decreased by -2.27%
Jul 31, 25
4 Vanguard Small Cap Index 7.38M (2.48%) -47.02K
Decreased by -0.64%
Jul 31, 25
5 First Trust Rising Dividend Achiev ETF 5.85M (1.96%) 10.42K
Increased by +0.18%
Feb 27, 25
6 Thornburg Investment Income Builder A 4.81M (1.62%) 0.00
Increased by 0.00%
Jun 30, 25
7 Thornburg Investment Income Builder Sep 4.81M (1.62%) 0.00
Increased by 0.00%
Jun 30, 25
8 American Funds American Mutual A 4.75M (1.59%) 3.02M
Increased by +63.67%
Jun 30, 25
9 Capital Group American Mutual Comp 4.75M (1.59%) 3.02M
Increased by +63.67%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 4.75M (1.59%) 9.38K
Increased by +0.20%
Jul 31, 25
11 T. Rowe Price Equity Income 4.45M (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
12 T. Rowe Price US Lg-Cp Equity Inc Comp 4.45M (1.49%) -655.00K
Decreased by -14.72%
Jun 30, 25
13 Vanguard Mid Cap Index Institutional 3.95M (1.33%) -2.02K
Decreased by -0.05%
Nov 30, 23
14 Vanguard Wellesley® Income Inv 3.41M (1.15%) 1.56M
Increased by +45.74%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.26M (1.10%) -1.42M
Decreased by -43.44%
Jul 31, 25
16 MFS Mid Cap Value A 2.86M (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
17 MFS Mid Cap Value Equity 2.86M (0.96%) 32.39K
Increased by +1.13%
Jun 30, 25
18 Invesco Main Street A 2.72M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
19 Invesco OFI Large Cap Core 2.72M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
20 Pzena Large Cap Value 2.52M (0.85%) 0.00
Increased by 0.00%
Jul 31, 25