Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 8.52%
2 WBIY 4.55%
3 KROP 3.61%
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 CPAI 2.41%
16 MVFD 2.30%
17 INVN 2.26%
18 SBM 2.05%
19 SMN 2.05%
20 IVEG 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.70M (16.33%) -444.40K
Decreased by -2.38%
Mar 31, 26
2 Vanguard Group Inc 12.97M (11.32%) -1.82M
Decreased by -14.00%
Dec 31, 25
3 JPMorgan Chase & Co 9.67M (8.45%) 6.15M
Increased by +63.58%
Sep 30, 25
4 AQR Capital Management LLC 9.26M (8.09%) 8.85M
Increased by +95.55%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 7.70M (6.72%) 7.70M
Increased by +100.00%
Mar 31, 26
6 D. E. Shaw & Co LP 6.02M (5.25%) 1.95K
Increased by +0.03%
Mar 31, 26
7 State Street Corporation 5.88M (5.14%) -25.17K
Decreased by -0.43%
Mar 31, 24
8 Vanguard Capital Management, LLC 5.77M (5.04%) 5.77M
Increased by +100.00%
Mar 31, 26
9 Wellington Management Company LLP 5.38M (4.70%) -533.81K
Decreased by -9.92%
Jun 30, 25
10 State Street Corp 4.80M (4.19%) 135.99K
Increased by +2.83%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 4.38M (3.82%) 321.24K
Increased by +7.34%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 3.40M (2.97%) 74.16K
Increased by +2.18%
Mar 31, 26
13 NORGES BANK 3.12M (2.72%) 2.66M
Increased by +85.23%
Dec 31, 25
14 Tweedy, Browne Co LLC 2.86M (2.50%) -263.39K
Decreased by -9.20%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 2.66M (2.32%) 1.43M
Increased by +53.65%
Sep 30, 25
16 Ameriprise Financial Inc 2.50M (2.18%) 910.90K
Increased by +36.44%
Sep 30, 25
17 Two Sigma Investments LLC 2.38M (2.08%) 1.65M
Increased by +69.28%
Mar 31, 26
18 Brandywine Global Investment Mgmt LLC 2.28M (1.99%) -38.19K
Decreased by -1.67%
Sep 30, 25
19 Manning & Napier Group, LLC 2.20M (1.92%) -46.97K
Decreased by -2.13%
Dec 31, 23
20 American Century Companies Inc 2.11M (1.85%) 204.67K
Increased by +9.68%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.60M (6.64%) 2.94K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.04M (3.53%) 15.87K
Increased by +0.39%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.95M (3.45%) 3.00K
Increased by +0.08%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.85M (3.36%) 7.10K
Increased by +0.18%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 3.46M (3.02%) 21.22K
Increased by +0.61%
Feb 28, 25
6 Vanguard Small Cap Index 2.88M (2.51%) -2.23K
Decreased by -0.08%
Apr 30, 26
7 Avantis US Small Cap Value ETF 2.85M (2.49%) 12.61K
Increased by +0.44%
May 30, 26
8 Hartford Dividend and Growth Y 2.83M (2.47%) -928.27K
Decreased by -32.80%
Dec 31, 24
9 Invesco S&P 500® Equal Weight ETF 2.70M (2.36%) 3.06K
Increased by +0.11%
Feb 28, 25
10 JPMorgan Large Cap Value I 2.61M (2.28%) 956.78K
Increased by +36.70%
Jul 31, 25
11 iShares Select Dividend ETF 2.57M (2.24%) 0.00
Increased by 0.00%
Feb 28, 26
12 T. Rowe Price US Mid-Cap Value Equity 2.43M (2.12%) 174.18K
Increased by +7.18%
Dec 31, 24
13 T. Rowe Price Mid-Cap Value 2.42M (2.12%) -1.79K
Decreased by -0.07%
Jan 31, 25
14 Vanguard Windsor Investor Shares 1.96M (1.72%) -4.86K
Decreased by -0.25%
Jun 30, 25
15 Tweedy, Browne International Value Fund 1.95M (1.70%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Small Cap Value Index Inv 1.85M (1.62%) 15.61K
Increased by +0.84%
Apr 30, 26
17 JPM Large Cap Value - MA 1.65M (1.44%) 1.16M
Increased by +70.44%
Jun 30, 25
18 JPM US Large Cap Value-Composite 1.65M (1.44%) 1.16M
Increased by +70.44%
Jun 30, 25
19 Fidelity 500 Index 1.56M (1.37%) 6.96K
Increased by +0.45%
Feb 28, 25
20 SPDR® S&P 500® ETF Trust 1.55M (1.35%) -11.39K
Decreased by -0.74%
Feb 28, 25