Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 DVLU 3.20%
3 XMMO 2.63%
4 SYV 2.28%
5 PFI 2.22%
6 CPAI 2.14%
7 FTDS 2.11%
8 TUSA 2.03%
9 JMID 2.01%
10 FXO 1.68%
11 TEQI 1.65%
12 GINX 1.65%
13 PRAY 1.62%
14 WTV 1.36%
15 PAMC 1.35%
16 TVAL 1.19%
17 IVOG 1.17%
18 MDYG 1.12%
19 IJK 1.10%
20 KBE 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.64M (11.80%) -606.78K
Decreased by -1.70%
Dec 31, 24
2 BlackRock Inc 29.73M (9.84%) -1.23M
Decreased by -4.12%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 21.28M (7.04%) 535.67K
Increased by +2.52%
Dec 31, 24
4 Canada Pension Plan Investment Board 19.03M (6.30%) 80.00K
Increased by +0.42%
Dec 31, 24
5 NORGES BANK 14.17M (4.69%) -1.27M
Decreased by -8.95%
Dec 31, 24
6 State Street Corporation 13.25M (4.38%) -304.12K
Decreased by -2.30%
Mar 31, 24
7 State Street Corp 13.03M (4.31%) 49.99K
Increased by +0.38%
Dec 31, 24
8 Wellington Management Company LLP 8.82M (2.92%) 3.30M
Increased by +37.47%
Dec 31, 24
9 Pzena Investment Management, LLC 8.19M (2.71%) -8.24M
Decreased by -100.60%
Dec 31, 24
10 Amvescap Plc. 8.09M (2.68%) 355.08K
Increased by +4.39%
Dec 31, 24
11 First Trust Advisors L.P. 7.84M (2.60%) 375.23K
Increased by +4.79%
Dec 31, 24
12 HSBC Holdings PLC 6.84M (2.26%) -478.89K
Decreased by -7.00%
Jun 30, 24
13 Geode Capital Management, LLC 5.63M (1.86%) -45.87K
Decreased by -0.81%
Dec 31, 24
14 Thornburg Investment Management Inc 5.27M (1.74%) 0.00
Increased by 0.00%
Dec 31, 24
15 Conifer Management, LLC 5.00M (1.66%) -1.00M
Decreased by -20.00%
Dec 31, 24
16 Massachusetts Financial Services Company 4.24M (1.40%) -47.76K
Decreased by -1.13%
Mar 31, 25
17 Northern Trust Corp 4.24M (1.40%) 887.12K
Increased by +20.91%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 4.05M (1.34%) -82.22K
Decreased by -2.03%
Dec 31, 24
19 Sessa Capital IM LP 4.04M (1.34%) -960.66K
Decreased by -23.81%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 3.77M (1.25%) -26.91K
Decreased by -0.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.36%) -139.39K
Decreased by -1.37%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 10.04M (3.32%) -53.40K
Decreased by -0.53%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 9.69M (3.21%) -180.83K
Decreased by -1.87%
Mar 31, 25
4 Vanguard Small Cap Index 7.68M (2.54%) -319.32K
Decreased by -4.16%
Mar 31, 25
5 First Trust Rising Dividend Achiev ETF 5.85M (1.94%) 10.42K
Increased by +0.18%
Feb 27, 25
6 T. Rowe Price Equity Income 5.11M (1.69%) -200.00K
Decreased by -3.92%
Mar 31, 25
7 T. Rowe Price US Lg-Cp Equity Inc Comp 5.11M (1.69%) -550.00K
Decreased by -10.77%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 4.98M (1.65%) -289.12K
Decreased by -5.81%
Mar 31, 25
9 Thornburg Investment Income Builder A 4.81M (1.59%) 0.00
Increased by 0.00%
Mar 31, 25
10 Thornburg Investment Income Builder Sep 4.81M (1.59%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 4.77M (1.58%) 25.61K
Increased by +0.54%
Mar 31, 25
12 Vanguard Mid Cap Index Institutional 3.95M (1.31%) -2.02K
Decreased by -0.05%
Nov 30, 23
13 Vanguard Windsor Investor Shares 3.24M (1.07%) -3.23M
Decreased by -99.42%
Mar 31, 25
14 MFS Mid Cap Value A 2.83M (0.94%) 0.00
Increased by 0.00%
Feb 28, 25
15 MFS Mid Cap Value Equity 2.83M (0.94%) 0.00
Increased by 0.00%
Mar 31, 25
16 Pzena Large Cap Value 2.79M (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
17 Invesco Main Street A 2.72M (0.90%) -193.90K
Decreased by -7.12%
Mar 31, 25
18 Invesco OFI Large Cap Core 2.72M (0.90%) -394.94K
Decreased by -14.50%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 2.47M (0.82%) -57.04K
Decreased by -2.31%
Mar 31, 25
20 BlackRock Equity Dividend Instl 2.30M (0.76%) -16.88K
Decreased by -0.73%
Mar 31, 24