Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 DVLU 2.85%
3 MVFD 2.63%
4 JMID 2.42%
5 XMMO 2.34%
6 SYV 2.28%
7 PFI 2.17%
8 CPAI 2.14%
9 JSMD 2.13%
10 TUSA 2.03%
11 FTDS 2.01%
12 BASV 1.77%
13 NUMG 1.66%
14 MBOX 1.60%
15 TEQI 1.54%
16 PRAY 1.46%
17 FXO 1.42%
18 PAMC 1.24%
19 WTV 1.22%
20 DDIV 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.86M (11.06%) -1.78M
Decreased by -5.26%
Mar 31, 25
2 BlackRock Inc 30.26M (9.89%) 527.59K
Increased by +1.74%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 19.71M (6.44%) -1.57M
Decreased by -7.97%
Mar 31, 25
4 Canada Pension Plan Investment Board 18.77M (6.13%) -263.01K
Decreased by -1.40%
Mar 31, 25
5 NORGES BANK 14.17M (4.63%) -1.27M
Decreased by -8.95%
Dec 31, 24
6 State Street Corporation 13.25M (4.33%) -304.12K
Decreased by -2.30%
Mar 31, 24
7 State Street Corp 12.85M (4.20%) -180.46K
Decreased by -1.40%
Mar 31, 25
8 Wellington Management Company LLP 10.88M (3.56%) 2.06M
Increased by +18.95%
Mar 31, 25
9 First Trust Advisors L.P. 7.84M (2.56%) 375.23K
Increased by +4.79%
Dec 31, 24
10 Amvescap Plc. 6.95M (2.27%) -1.14M
Decreased by -16.38%
Mar 31, 25
11 HSBC Holdings PLC 6.84M (2.24%) -478.89K
Decreased by -7.00%
Jun 30, 24
12 Pzena Investment Management, LLC 5.90M (1.93%) -2.29M
Decreased by -38.78%
Mar 31, 25
13 Geode Capital Management, LLC 5.88M (1.92%) 247.63K
Increased by +4.21%
Mar 31, 25
14 Acadian Asset Management LLC 5.79M (1.89%) 4.76M
Increased by +82.19%
Mar 31, 25
15 Conifer Management, LLC 5.00M (1.63%) 0.00
Increased by 0.00%
Mar 31, 25
16 Thornburg Investment Management Inc 4.86M (1.59%) -412.72K
Decreased by -8.50%
Mar 31, 25
17 Massachusetts Financial Services Company 4.24M (1.39%) -47.76K
Decreased by -1.13%
Mar 31, 25
18 Capital Research & Mgmt Co - Division 3 4.22M (1.38%) 1.62M
Increased by +38.35%
Mar 31, 25
19 Northern Trust Corp 4.21M (1.38%) -32.68K
Decreased by -0.78%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 4.04M (1.32%) -9.41K
Decreased by -0.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.31%) -139.39K
Decreased by -1.37%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 9.91M (3.24%) 0.00
Increased by 0.00%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 9.77M (3.19%) -133.15K
Decreased by -1.36%
Jun 30, 25
4 Vanguard Small Cap Index 7.43M (2.43%) -337.59K
Decreased by -4.55%
Jun 30, 25
5 First Trust Rising Dividend Achiev ETF 5.85M (1.91%) 10.42K
Increased by +0.18%
Feb 27, 25
6 Thornburg Investment Income Builder A 4.81M (1.57%) 0.00
Increased by 0.00%
Jun 30, 25
7 Thornburg Investment Income Builder Sep 4.81M (1.57%) 0.00
Increased by 0.00%
Jun 30, 25
8 American Funds American Mutual A 4.75M (1.55%) 3.02M
Increased by +63.67%
Jun 30, 25
9 Capital Group American Mutual Comp 4.75M (1.55%) 3.02M
Increased by +63.67%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 4.74M (1.55%) -253.40K
Decreased by -5.35%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 4.68M (1.53%) -152.44K
Decreased by -3.26%
Jun 30, 25
12 T. Rowe Price Equity Income 4.45M (1.45%) 0.00
Increased by 0.00%
Jun 30, 25
13 T. Rowe Price US Lg-Cp Equity Inc Comp 4.45M (1.45%) -655.00K
Decreased by -14.72%
Jun 30, 25
14 Vanguard Mid Cap Index Institutional 3.95M (1.29%) -2.02K
Decreased by -0.05%
Nov 30, 23
15 Vanguard Wellesley® Income Inv 3.41M (1.12%) 1.56M
Increased by +45.74%
Jun 30, 25
16 MFS Mid Cap Value A 2.86M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
17 MFS Mid Cap Value Equity 2.86M (0.93%) 32.39K
Increased by +1.13%
Jun 30, 25
18 Invesco Main Street A 2.72M (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
19 Invesco OFI Large Cap Core 2.72M (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
20 Pzena Large Cap Value 2.52M (0.82%) 0.00
Increased by 0.00%
Jun 30, 25