Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIV 6.50%
2 TINT 3.98%
3 LSEQ 2.85%
4 TPMN 1.84%
5 FXZ 1.73%
6 DIV 1.56%
7 XKCP 1.46%
8 PYZ 1.25%
9 SYLD 1.12%
10 SMN 0.74%
11 SBM 0.74%
12 MGNR 0.64%
13 DVYL 0.58%
14 PAPI 0.53%
15 BSVO 0.49%
16 AUSF 0.49%
17 USVM 0.42%
18 DES 0.37%
19 DFSV 0.29%
20 JHSC 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.88M (11.69%) 1.52M
Increased by +8.52%
Dec 31, 25
2 BlackRock Inc 12.65M (8.27%) -5.40M
Decreased by -42.65%
Mar 31, 26
3 AQR Capital Management LLC 11.59M (7.58%) 186.63K
Increased by +1.61%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 9.81M (6.42%) 9.81M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 7.61M (4.98%) 7.49M
Increased by +98.36%
Mar 31, 26
6 Vanguard Capital Management, LLC 7.54M (4.93%) 7.54M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 6.95M (4.55%) 1.00M
Increased by +14.43%
Mar 31, 26
8 Allspring Global Investments Holdings, LLC 6.67M (4.36%) 2.85K
Increased by +0.04%
Dec 31, 24
9 Amvescap Plc. 5.98M (3.91%) -878.92K
Decreased by -14.69%
Mar 31, 26
10 Pzena Investment Management, LLC 5.82M (3.80%) 111.18K
Increased by +1.91%
Mar 31, 26
11 Millennium Management LLC 5.27M (3.44%) 2.11M
Increased by +40.07%
Mar 31, 26
12 UBS Group AG 4.80M (3.14%) 998.89K
Increased by +20.83%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 4.64M (3.03%) -406.21K
Decreased by -8.75%
Mar 31, 26
14 1832 Asset Management L.P 4.42M (2.89%) 1.55M
Increased by +35.05%
Jun 30, 24
15 FMR Inc 4.37M (2.86%) -3.43M
Decreased by -78.46%
Mar 31, 24
16 LSV Asset Management 4.35M (2.84%) -2.57M
Decreased by -59.02%
Dec 31, 23
17 American Century Companies Inc 4.25M (2.78%) 2.74M
Increased by +64.42%
Mar 31, 26
18 DePrince Race & Zollo Inc 3.85M (2.52%) 1.13M
Increased by +29.23%
Jun 30, 25
19 Stifel Financial Corp 3.80M (2.49%) 2.11M
Increased by +55.45%
Mar 31, 26
20 State Street Corp 3.67M (2.40%) 4.24K
Increased by +0.12%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 5.54M (3.62%) 5.54M
Increased by +99.99%
Dec 31, 24
2 Allspring Special US Mid Cap Value Eq 5.54M (3.62%) 0.00
Increased by 0.00%
Dec 31, 24
3 Avantis US Small Cap Value ETF 5.53M (3.61%) 10.25K
Increased by +0.19%
May 30, 26
4 Vanguard Total Stock Mkt Idx Inv 5.38M (3.52%) 19.68K
Increased by +0.37%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 5.18M (3.39%) 4.95K
Increased by +0.10%
Sep 30, 24
6 Schwab US Dividend Equity ETF™ 5.04M (3.30%) 9.30K
Increased by +0.18%
Feb 28, 26
7 T. Rowe Price New Horizons 4.73M (3.09%) 93.62K
Increased by +1.98%
Apr 30, 26
8 US Small-Cap Growth II Equity Comp 4.63M (3.03%) 4.63M
Increased by +100.00%
Mar 31, 26
9 Vanguard Small Cap Index 3.80M (2.49%) -15.60K
Decreased by -0.41%
Apr 30, 26
10 Fidelity® Low-Priced Stock 3.65M (2.39%) -3.79K
Decreased by -0.10%
Oct 31, 23
11 iShares Select Dividend ETF 3.43M (2.24%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity Low-Priced Stock 3.38M (2.21%) -162.43K
Decreased by -4.81%
Feb 29, 24
13 Invesco Small Cap Value A 2.97M (1.94%) -96.13K
Decreased by -3.24%
Apr 30, 26
14 Vanguard Small Cap Value Index Inv 2.45M (1.60%) 20.57K
Increased by +0.84%
Apr 30, 26
15 DFA US Small Cap Value I 2.42M (1.58%) -41.35K
Decreased by -1.71%
Apr 30, 26
16 Pzena Mid Cap Value 2.17M (1.42%) 0.00
Increased by 0.00%
Apr 30, 26
17 Vanguard Selected Value Inv 2.17M (1.42%) 0.00
Increased by 0.00%
Mar 31, 26
18 T. Rowe Price New Horizons Tr-A 2.16M (1.41%) 2.16M
Increased by +100.00%
Mar 31, 26
19 Invesco Value Opportunities A 2.05M (1.34%) -61.51K
Decreased by -3.00%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.84M (1.20%) 18.87K
Increased by +1.02%
Apr 30, 26