Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 ADPV 4.25%
3 NLSI 4.15%
4 UTRN 4.08%
5 ACTV 3.94%
6 FMTM 3.40%
7 DDIV 3.39%
8 GAUD 3.36%
9 DVLU 3.33%
10 BOUT 3.22%
11 DFND 3.17%
12 PFI 2.64%
13 MVFD 2.62%
14 SPDV 2.24%
15 WBIY 2.08%
16 FXO 1.63%
17 KCE 1.63%
18 SPYD 1.61%
19 QIS 1.42%
20 RSPF 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (22.71%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 52.97M (14.79%) 947.69K
Increased by +1.79%
Dec 31, 25
3 BlackRock Inc 38.96M (10.88%) 1.25M
Increased by +3.21%
Dec 31, 25
4 State Street Corporation 21.86M (6.10%) 753.38K
Increased by +3.45%
Mar 31, 24
5 State Street Corp 21.54M (6.02%) 18.89K
Increased by +0.09%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 21.36M (5.96%) 596.43K
Increased by +2.79%
Mar 31, 26
7 Millennium Management LLC 13.88M (3.88%) 1.01M
Increased by +7.31%
Dec 31, 25
8 Goldman Sachs Group Inc 10.94M (3.06%) 3.92M
Increased by +35.78%
Jun 30, 25
9 Geode Capital Management, LLC 10.93M (3.05%) -277.91K
Decreased by -2.54%
Dec 31, 25
10 Amvescap Plc. 10.56M (2.95%) 1.79M
Increased by +16.93%
Mar 31, 26
11 Royal Bank of Canada 8.93M (2.49%) 7.95M
Increased by +89.06%
Jun 30, 25
12 AQR Capital Management LLC 8.88M (2.48%) -936.14K
Decreased by -10.54%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 7.34M (2.05%) -293.13K
Decreased by -3.99%
Dec 31, 25
14 T. Rowe Price Associates, Inc. 6.73M (1.88%) 5.29M
Increased by +78.65%
Dec 31, 25
15 The Goldman Sachs Group Inc 6.42M (1.79%) 205.52K
Increased by +3.20%
Dec 31, 25
16 Northern Trust Corp 6.01M (1.68%) -1.03K
Decreased by -0.02%
Mar 31, 26
17 Fisher Asset Management, LLC 5.51M (1.54%) 310.90K
Increased by +5.64%
Dec 31, 25
18 Balyasny Asset Management LLC 5.09M (1.42%) 1.87M
Increased by +36.76%
Jun 30, 25
19 Citadel Advisors Llc 4.98M (1.39%) 921.87K
Increased by +18.51%
Sep 30, 25
20 AllianceBernstein L.P. 4.81M (1.34%) -183.98K
Decreased by -3.83%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 13.59M (3.80%) 11.17K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 13.36M (3.73%) -708.16K
Decreased by -5.30%
Mar 31, 26
3 Vanguard 500 Index Investor 11.31M (3.16%) -140.65K
Decreased by -1.24%
Mar 31, 26
4 Vanguard Small Cap Index 9.73M (2.72%) -375.69K
Decreased by -3.86%
Mar 31, 26
5 iShares Select Dividend ETF 9.31M (2.60%) 0.00
Increased by 0.00%
Apr 30, 26
6 Invesco S&P 500® Equal Weight ETF 7.04M (1.97%) -2.12K
Decreased by -0.03%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 6.19M (1.73%) -298.94K
Decreased by -4.83%
Mar 31, 26
8 iShares Core S&P 500 ETF 5.74M (1.60%) 16.84K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 5.67M (1.58%) 5.89K
Increased by +0.10%
Mar 31, 26
10 SPDR® S&P 500 ETF 5.61M (1.57%) -82.30K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 5.47M (1.53%) -28.40K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 5.45M (1.52%) 66.54K
Increased by +1.22%
Aug 31, 25
13 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.49%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® S&P 500 ETF Trust 5.33M (1.49%) 12.02K
Increased by +0.23%
Apr 30, 24
15 State Street® SPDR® S&P 500® ETF 5.29M (1.48%) 17.29K
Increased by +0.33%
Apr 30, 26
16 DFA US Small Cap Value I 5.24M (1.46%) 118.10K
Increased by +2.25%
Mar 31, 26
17 Fidelity® 500 Index 5.19M (1.45%) 41.38K
Increased by +0.80%
Oct 31, 23
18 SPDR® Portfolio S&P 500® High Div ETF 4.19M (1.17%) 10.37K
Increased by +0.25%
Aug 29, 25
19 Fisher All World Equity 3.76M (1.05%) 0.00
Increased by 0.00%
Dec 31, 25
20 MFS Mid Cap Value Equity 3.29M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23