Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.90%
2 MVFD 2.63%
3 DVLU 2.38%
4 SYV 2.28%
5 JMID 2.20%
6 CPAI 2.14%
7 JSMD 2.13%
8 PFI 2.09%
9 TUSA 2.03%
10 FTDS 2.01%
11 BASV 1.75%
12 NUMG 1.47%
13 MBOX 1.37%
14 TEQI 1.29%
15 PRAY 1.29%
16 PAMC 1.24%
17 DDIV 1.07%
18 WTV 1.04%
19 GRPM 0.95%
20 NUMV 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.83M (11.88%) -24.91K
Decreased by -0.07%
Jun 30, 25
2 BlackRock Inc 29.74M (10.44%) -513.01K
Decreased by -1.72%
Jun 30, 25
3 Canada Pension Plan Investment Board 17.62M (6.18%) -1.15M
Decreased by -6.54%
Jun 30, 25
4 T. Rowe Price Associates, Inc. 16.76M (5.88%) -2.95M
Decreased by -17.58%
Jun 30, 25
5 State Street Corporation 13.25M (4.65%) -304.12K
Decreased by -2.30%
Mar 31, 24
6 Wellington Management Company LLP 12.83M (4.50%) 1.95M
Increased by +15.21%
Jun 30, 25
7 NORGES BANK 12.53M (4.40%) -1.63M
Decreased by -13.04%
Jun 30, 25
8 State Street Corp 12.33M (4.33%) -516.09K
Decreased by -4.19%
Jun 30, 25
9 First Trust Advisors L.P. 7.84M (2.75%) 375.23K
Increased by +4.79%
Dec 31, 24
10 Geode Capital Management, LLC 7.43M (2.61%) 1.55M
Increased by +20.89%
Jun 30, 25
11 Capital Research & Mgmt Co - Division 3 7.37M (2.59%) 3.15M
Increased by +42.72%
Jun 30, 25
12 HSBC Holdings PLC 6.84M (2.40%) -478.89K
Decreased by -7.00%
Jun 30, 24
13 Amvescap Plc. 6.77M (2.38%) -177.61K
Decreased by -2.62%
Jun 30, 25
14 Acadian Asset Management LLC 5.79M (2.03%) 4.76M
Increased by +82.19%
Mar 31, 25
15 Massachusetts Financial Services Company 5.50M (1.93%) 1.25M
Increased by +22.82%
Jun 30, 25
16 Conifer Management, LLC 5.00M (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
17 Thornburg Investment Management Inc 4.86M (1.70%) 0.00
Increased by 0.00%
Jun 30, 25
18 Northern Trust Corp 4.34M (1.52%) 133.17K
Increased by +3.07%
Jun 30, 25
19 Pzena Investment Management, LLC 4.24M (1.49%) -1.66M
Decreased by -39.17%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 4.20M (1.48%) 505.42K
Increased by +12.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.56%) -139.39K
Decreased by -1.37%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 9.89M (3.47%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 9.55M (3.35%) -216.65K
Decreased by -2.27%
Jul 31, 25
4 Vanguard Small Cap Index 7.38M (2.59%) -47.02K
Decreased by -0.64%
Jul 31, 25
5 First Trust Rising Dividend Achiev ETF 5.85M (2.05%) 10.42K
Increased by +0.18%
Feb 27, 25
6 Thornburg Investment Income Builder A 4.81M (1.69%) 0.00
Increased by 0.00%
Jul 31, 25
7 Thornburg Investment Income Builder Sep 4.81M (1.69%) 0.00
Increased by 0.00%
Jul 31, 25
8 American Funds American Mutual A 4.75M (1.67%) 3.02M
Increased by +63.67%
Jun 30, 25
9 Capital Group American Mutual Comp 4.75M (1.67%) 3.02M
Increased by +63.67%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 4.75M (1.67%) 9.38K
Increased by +0.20%
Jul 31, 25
11 T. Rowe Price US Lg-Cp Equity Inc Comp 4.45M (1.56%) -655.00K
Decreased by -14.72%
Jun 30, 25
12 T. Rowe Price Equity Income 4.38M (1.54%) -72.54K
Decreased by -1.66%
Jul 31, 25
13 Vanguard Mid Cap Index Institutional 3.95M (1.39%) -2.02K
Decreased by -0.05%
Nov 30, 23
14 Vanguard Wellesley® Income Inv 3.41M (1.20%) 1.56M
Increased by +45.74%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.26M (1.15%) -1.42M
Decreased by -43.44%
Jul 31, 25
16 MFS Mid Cap Value Equity 2.86M (1.00%) 32.39K
Increased by +1.13%
Jun 30, 25
17 Invesco OFI Large Cap Core 2.72M (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
18 MFS Mid Cap Value A 2.52M (0.89%) -337.08K
Decreased by -13.37%
Jul 31, 25
19 Pzena Large Cap Value 2.52M (0.88%) 0.00
Increased by 0.00%
Aug 31, 25
20 Vanguard Windsor Investor Shares 2.52M (0.88%) -728.32K
Decreased by -28.94%
Jun 30, 25