Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 DVLU 3.15%
3 XMMO 2.54%
4 JSMD 2.36%
5 SYV 2.28%
6 PFI 2.16%
7 CPAI 2.14%
8 FTDS 2.11%
9 TUSA 2.03%
10 JMID 1.97%
11 FXO 1.66%
12 TEQI 1.65%
13 PRAY 1.56%
14 WTV 1.34%
15 PAMC 1.31%
16 TVAL 1.15%
17 MDYG 1.11%
18 IVOG 1.10%
19 IJK 1.09%
20 KBE 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.86M (11.21%) -1.78M
Decreased by -5.26%
Mar 31, 25
2 BlackRock Inc 30.26M (10.02%) 527.59K
Increased by +1.74%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 19.71M (6.52%) -1.57M
Decreased by -7.97%
Mar 31, 25
4 Canada Pension Plan Investment Board 18.77M (6.21%) -263.01K
Decreased by -1.40%
Mar 31, 25
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 12.85M (4.25%) -180.46K
Decreased by -1.40%
Mar 31, 25
8 Wellington Management Company LLP 10.88M (3.60%) 2.06M
Increased by +18.95%
Mar 31, 25
9 Amvescap Plc. 8.09M (2.68%) 355.08K
Increased by +4.39%
Dec 31, 24
10 First Trust Advisors L.P. 7.84M (2.60%) 375.23K
Increased by +4.79%
Dec 31, 24
11 HSBC Holdings PLC 6.84M (2.26%) -478.89K
Decreased by -7.00%
Jun 30, 24
12 Pzena Investment Management, LLC 5.90M (1.95%) -2.29M
Decreased by -38.78%
Mar 31, 25
13 Geode Capital Management, LLC 5.88M (1.95%) 247.63K
Increased by +4.21%
Mar 31, 25
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%) 0.00
Increased by 0.00%
Mar 31, 25
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 Capital Research & Mgmt Co - Division 3 4.22M (1.40%) 1.62M
Increased by +38.35%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 4.04M (1.34%) -9.41K
Decreased by -0.23%
Mar 31, 25
20 Sessa Capital IM LP 4.04M (1.34%) -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 (3.36%) -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 9.90M (3.28%) 201.96K
Increased by +2.04%
Apr 30, 25
4 Vanguard Small Cap Index 7.73M (2.56%) 46.75K
Increased by +0.60%
Apr 30, 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 5.00M (1.65%) 15.74K
Increased by +0.32%
Apr 30, 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%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 4.80M (1.59%) 26.45K
Increased by +0.55%
Apr 30, 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%
Apr 30, 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 2.45M (0.81%) -27.18K
Decreased by -1.11%
Apr 30, 25
20 BlackRock Equity Dividend Instl 2.30M (0.76%) -16.88K
Decreased by -0.73%
Mar 31, 24