Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 8.52%
2 WBIY 4.55%
3 KROP 4.02%
4 WBIF 3.50%
5 DIET 3.31%
6 IBLN 3.12%
7 WBIG 2.98%
8 AIEQ 2.93%
9 RTM 2.88%
10 RSPM 2.88%
11 YUMY 2.68%
12 FOVL 2.57%
13 PUW 2.57%
14 NDIV 2.46%
15 MVFD 2.30%
16 INVN 2.26%
17 PSCM 2.08%
18 SMN 2.05%
19 SBM 2.05%
20 IVEG 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.50M (14.18%) -124.61K
Decreased by -0.71%
Sep 30, 25
2 Vanguard Group Inc 12.97M (10.50%) -1.82M
Decreased by -14.00%
Dec 31, 25
3 JPMorgan Chase & Co 9.67M (7.83%) 6.15M
Increased by +63.58%
Sep 30, 25
4 D. E. Shaw & Co LP 6.01M (4.87%) 5.47M
Increased by +91.02%
Dec 31, 25
5 State Street Corporation 5.88M (4.76%) -25.17K
Decreased by -0.43%
Mar 31, 24
6 Wellington Management Company LLP 5.38M (4.36%) -533.81K
Decreased by -9.92%
Jun 30, 25
7 Charles Schwab Investment Management Inc 5.28M (4.28%) 196.35K
Increased by +3.72%
Dec 31, 25
8 State Street Corp 4.84M (3.92%) -95.23K
Decreased by -1.97%
Sep 30, 25
9 T. Rowe Price Associates, Inc. 4.38M (3.54%) 321.24K
Increased by +7.34%
Dec 31, 24
10 Amvescap Plc. 3.56M (2.88%) 977.11K
Increased by +27.45%
Dec 31, 24
11 NORGES BANK 3.12M (2.53%) 2.66M
Increased by +85.23%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 2.90M (2.35%) -675.11K
Decreased by -23.31%
Sep 30, 25
13 Tweedy, Browne Co LLC 2.86M (2.32%) -263.39K
Decreased by -9.20%
Dec 31, 24
14 Capital Research & Mgmt Co - Division 3 2.66M (2.15%) 1.43M
Increased by +53.65%
Sep 30, 25
15 FMR Inc 2.61M (2.11%) 1.97M
Increased by +75.79%
Mar 31, 24
16 AQR Capital Management LLC 2.56M (2.08%) -1.06M
Decreased by -41.33%
Jun 30, 25
17 Ameriprise Financial Inc 2.50M (2.02%) 910.90K
Increased by +36.44%
Sep 30, 25
18 Brandywine Global Investment Mgmt LLC 2.28M (1.85%) -38.19K
Decreased by -1.67%
Sep 30, 25
19 Manning & Napier Group, LLC 2.20M (1.78%) -46.97K
Decreased by -2.13%
Dec 31, 23
20 Geode Capital Management, LLC 2.13M (1.73%) 8.84K
Increased by +0.41%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.59M (6.15%) 7.59M
Increased by +100.00%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 3.98M (3.22%) 13.51K
Increased by +0.34%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 3.95M (3.20%) 3.00K
Increased by +0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.85M (3.12%) 7.10K
Increased by +0.18%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 3.46M (2.80%) 21.22K
Increased by +0.61%
Feb 28, 25
6 Hartford Dividend and Growth Y 2.83M (2.29%) -928.27K
Decreased by -32.80%
Dec 31, 24
7 Vanguard Small Cap Index 2.83M (2.29%) 1.29K
Increased by +0.05%
Jan 31, 26
8 Invesco S&P 500® Equal Weight ETF 2.70M (2.19%) 3.06K
Increased by +0.11%
Feb 28, 25
9 JPMorgan Large Cap Value I 2.61M (2.11%) 956.78K
Increased by +36.70%
Jul 31, 25
10 iShares Select Dividend ETF 2.57M (2.08%) 0.00
Increased by 0.00%
Feb 28, 26
11 T. Rowe Price US Mid-Cap Value Equity 2.43M (1.97%) 174.18K
Increased by +7.18%
Dec 31, 24
12 T. Rowe Price Mid-Cap Value 2.42M (1.96%) -1.79K
Decreased by -0.07%
Jan 31, 25
13 Vanguard Windsor Investor Shares 1.96M (1.59%) -4.86K
Decreased by -0.25%
Jun 30, 25
14 Tweedy, Browne International Value Fund 1.95M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Small Cap Value Index Inv 1.82M (1.47%) -11.99K
Decreased by -0.66%
Jan 31, 26
16 Avantis US Small Cap Value ETF 1.72M (1.39%) 3.63K
Increased by +0.21%
Feb 28, 26
17 JPM Large Cap Value - MA 1.65M (1.34%) 1.16M
Increased by +70.44%
Jun 30, 25
18 JPM US Large Cap Value-Composite 1.65M (1.34%) 1.16M
Increased by +70.44%
Jun 30, 25
19 Fidelity 500 Index 1.56M (1.27%) 6.96K
Increased by +0.45%
Feb 28, 25
20 SPDR® S&P 500® ETF Trust 1.55M (1.25%) -11.39K
Decreased by -0.74%
Feb 28, 25