Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 LSAT 3.50%
3 MVFD 2.63%
4 MNA 2.44%
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 1.44%
14 MBOX 1.39%
15 KDVD 1.38%
16 TEQI 1.29%
17 PRAY 1.10%
18 DDIV 1.07%
19 KBE 1.03%
20 BRCE 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.63M (11.73%) -1.50M
Decreased by -4.88%
Dec 31, 25
2 BlackRock Inc 27.32M (10.46%) 6.02K
Increased by +0.02%
Mar 31, 26
3 Canada Pension Plan Investment Board 18.22M (6.98%) -1.07M
Decreased by -5.85%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 17.53M (6.71%) 267.41K
Increased by +1.53%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 14.63M (5.60%) 14.63M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 13.25M (5.07%) -304.12K
Decreased by -2.30%
Mar 31, 24
7 Vanguard Capital Management, LLC 12.63M (4.84%) 12.63M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 11.98M (4.59%) -252.09K
Decreased by -2.10%
Mar 31, 26
9 NORGES BANK 11.56M (4.43%) -968.89K
Decreased by -8.38%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 10.43M (3.99%) -3.12M
Decreased by -29.87%
Mar 31, 26
11 Wellington Management Company LLP 8.26M (3.16%) -43.30K
Decreased by -0.52%
Mar 31, 26
12 First Trust Advisors L.P. 7.84M (3.00%) 375.23K
Increased by +4.79%
Dec 31, 24
13 Diamond Hill Capital Management, LLC 7.19M (2.75%) 2.90M
Increased by +40.29%
Mar 31, 26
14 HSBC Holdings PLC 6.84M (2.62%) -478.89K
Decreased by -7.00%
Jun 30, 24
15 Geode Capital Management, LLC 5.85M (2.24%) -501.24K
Decreased by -8.56%
Mar 31, 26
16 Acadian Asset Management LLC 5.79M (2.22%) 4.76M
Increased by +82.19%
Mar 31, 25
17 Thornburg Investment Management Inc 4.99M (1.91%) 104.47K
Increased by +2.09%
Mar 31, 26
18 BMO Capital Markets Corp. 4.91M (1.88%) 2.48M
Increased by +50.57%
Mar 31, 26
19 Bank of Montreal 4.91M (1.88%) 2.48M
Increased by +50.57%
Mar 31, 26
20 Pzena Investment Management, LLC 4.46M (1.71%) 139.00K
Increased by +3.11%
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 9.64M (3.69%) 0.00
Increased by 0.00%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 8.95M (3.43%) 23.09K
Increased by +0.26%
Apr 30, 26
4 Vanguard Small Cap Index 6.46M (2.47%) -14.33K
Decreased by -0.22%
Apr 30, 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 T. Rowe Price Equity Income 5.19M (1.99%) 703.00K
Increased by +13.56%
Apr 30, 26
11 Thornburg Investment Income Builder A 4.81M (1.84%) 0.00
Increased by 0.00%
Apr 30, 26
12 Thornburg Investment Income Builder Sep 4.81M (1.84%) 0.00
Increased by 0.00%
Apr 30, 26
13 Diamond Hill Large Cap Equity 4.79M (1.83%) -323.04K
Decreased by -6.75%
Apr 30, 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 4.15M (1.59%) 30.23K
Increased by +0.73%
Apr 30, 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%) 0.00
Increased by 0.00%
May 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 3.20M (1.22%) 30.80K
Increased by +0.96%
Apr 30, 26
20 American Funds Fundamental Invs A 3.10M (1.19%) 2.70M
Increased by +87.34%
Mar 31, 26