Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 8.52%
2 PSCM 8.14%
3 KROP 4.61%
4 WBIY 4.60%
5 FXZ 3.64%
6 WBIF 3.50%
7 NDIV 3.45%
8 DIET 3.31%
9 IBLN 3.12%
10 WBIG 2.98%
11 AIEQ 2.93%
12 RTM 2.88%
13 RSPM 2.88%
14 YUMY 2.68%
15 PUW 2.57%
16 INVN 2.26%
17 IVEG 2.18%
18 SBM 2.05%
19 SMN 2.05%
20 TPMN 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.38M (14.83%) 7.10M
Increased by +38.65%
Mar 31, 25
2 Vanguard Group Inc 14.68M (11.84%) -616.23K
Decreased by -4.20%
Mar 31, 25
3 Wellington Management Company LLP 5.92M (4.77%) -6.17M
Decreased by -104.23%
Mar 31, 25
4 State Street Corporation 5.88M (4.75%) -25.17K
Decreased by -0.43%
Mar 31, 24
5 State Street Corp 4.75M (3.83%) -1.57M
Decreased by -33.10%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.49M (3.63%) 3.33M
Increased by +74.09%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 4.38M (3.53%) 321.24K
Increased by +7.34%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 3.77M (3.04%) -508.28K
Decreased by -13.48%
Mar 31, 25
9 AQR Capital Management LLC 3.62M (2.92%) 3.34M
Increased by +92.31%
Mar 31, 25
10 Amvescap Plc. 3.56M (2.87%) 977.11K
Increased by +27.45%
Dec 31, 24
11 Tweedy, Browne Co LLC 2.86M (2.31%) -263.39K
Decreased by -9.20%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 2.74M (2.21%) 457.09K
Increased by +16.66%
Mar 31, 25
13 FMR Inc 2.61M (2.10%) 1.97M
Increased by +75.79%
Mar 31, 24
14 Brandywine Global Investment Mgmt LLC 2.28M (1.84%) 423.21K
Increased by +18.53%
Mar 31, 25
15 Geode Capital Management, LLC 2.21M (1.79%) -780.79K
Decreased by -35.25%
Mar 31, 25
16 Manning & Napier Group, LLC 2.20M (1.78%) -46.97K
Decreased by -2.13%
Dec 31, 23
17 Northern Trust Corp 1.93M (1.55%) 71.93K
Increased by +3.73%
Dec 31, 24
18 Two Sigma Investments LLC 1.86M (1.50%) 1.22M
Increased by +65.55%
Mar 31, 25
19 Snyder Capital Management LP 1.71M (1.38%) 408.08K
Increased by +23.82%
Mar 31, 25
20 Millennium Management LLC 1.65M (1.33%) 1.16M
Increased by +69.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.57M (6.11%) -6.49K
Decreased by -0.09%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.02M (3.25%) 73.98K
Increased by +1.84%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.95M (3.18%) 3.00K
Increased by +0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.54M (2.85%) 612.00
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 3.46M (2.79%) 21.22K
Increased by +0.61%
Feb 28, 25
6 Vanguard Small Cap Index 3.13M (2.53%) 22.24K
Increased by +0.71%
Apr 30, 25
7 Hartford Dividend and Growth Y 2.83M (2.28%) -928.27K
Decreased by -32.80%
Dec 31, 24
8 Invesco S&P 500® Equal Weight ETF 2.70M (2.18%) 3.06K
Increased by +0.11%
Feb 28, 25
9 iShares Select Dividend ETF 2.51M (2.03%) 0.00
Increased by 0.00%
Apr 30, 25
10 T. Rowe Price US Mid-Cap Value Equity 2.43M (1.96%) 174.18K
Increased by +7.18%
Dec 31, 24
11 T. Rowe Price Mid-Cap Value 2.42M (1.96%) -1.79K
Decreased by -0.07%
Jan 31, 25
12 Vanguard Small Cap Value Index Inv 2.03M (1.63%) 6.35K
Increased by +0.31%
Apr 30, 25
13 Vanguard Windsor Investor Shares 1.97M (1.59%) -42.09K
Decreased by -2.14%
Mar 31, 25
14 Tweedy, Browne International Value Fund 1.95M (1.57%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 1.93M (1.56%) 7.46K
Increased by +0.39%
Apr 30, 25
16 Fidelity 500 Index 1.56M (1.26%) 6.96K
Increased by +0.45%
Feb 28, 25
17 SPDR® S&P 500® ETF Trust 1.55M (1.25%) -11.39K
Decreased by -0.74%
Feb 28, 25
18 SPDR® Portfolio S&P 500® High Div ETF 1.53M (1.24%) 498.00
Increased by +0.03%
Feb 28, 25
19 SPDR® S&P 500 ETF Trust 1.49M (1.20%) 3.33K
Increased by +0.22%
Apr 30, 24
20 iShares Core S&P 500 ETF 1.47M (1.18%) -74.00
Decreased by -0.01%
Feb 28, 25