Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 NLSI 4.15%
3 ADPV 4.13%
4 UTRN 4.08%
5 ACTV 3.94%
6 DDIV 3.63%
7 GAUD 3.57%
8 BOUT 3.44%
9 FMTM 3.40%
10 DVLU 3.35%
11 DFND 3.17%
12 PFI 2.74%
13 MVFD 2.62%
14 SPDV 2.24%
15 WBIY 2.08%
16 KCE 1.71%
17 FXO 1.63%
18 SPYD 1.61%
19 TKNQ 1.48%
20 RSPF 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (22.70%) 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 38.75M (10.82%) -208.81K
Decreased by -0.54%
Mar 31, 26
4 Vanguard Capital Management, LLC 27.97M (7.81%) 27.97M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 21.86M (6.10%) 753.38K
Increased by +3.45%
Mar 31, 24
6 Millennium Management LLC 21.65M (6.04%) 7.77M
Increased by +35.87%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 21.36M (5.96%) 596.43K
Increased by +2.79%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 19.26M (5.38%) 19.26M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 16.71M (4.66%) -4.84M
Decreased by -28.95%
Mar 31, 26
10 Geode Capital Management, LLC 12.84M (3.58%) 1.92M
Increased by +14.92%
Mar 31, 26
11 AQR Capital Management LLC 12.52M (3.50%) 3.64M
Increased by +29.08%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 12.12M (3.38%) 5.39M
Increased by +44.47%
Mar 31, 26
13 Goldman Sachs Group Inc 10.94M (3.05%) 3.92M
Increased by +35.78%
Jun 30, 25
14 Amvescap Plc. 10.56M (2.95%) 1.79M
Increased by +16.93%
Mar 31, 26
15 The Goldman Sachs Group Inc 10.54M (2.94%) 4.12M
Increased by +39.06%
Mar 31, 26
16 Royal Bank of Canada 8.93M (2.49%) 7.95M
Increased by +89.06%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 7.97M (2.22%) 630.93K
Increased by +7.92%
Mar 31, 26
18 Northern Trust Corp 6.01M (1.68%) -1.03K
Decreased by -0.02%
Mar 31, 26
19 Fisher Asset Management, LLC 5.51M (1.54%) 310.90K
Increased by +5.64%
Dec 31, 25
20 Balyasny Asset Management LLC 5.09M (1.42%) 1.87M
Increased by +36.76%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 13.59M (3.79%) 11.17K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 13.39M (3.74%) 33.12K
Increased by +0.25%
Apr 30, 26
3 Vanguard 500 Index Investor 11.51M (3.21%) 207.00K
Increased by +1.80%
Apr 30, 26
4 Vanguard Small Cap Index 9.71M (2.71%) -20.56K
Decreased by -0.21%
Apr 30, 26
5 iShares Select Dividend ETF 9.20M (2.57%) 0.00
Increased by 0.00%
May 29, 26
6 Invesco S&P 500® Equal Weight ETF 7.02M (1.96%) 13.45K
Increased by +0.19%
May 29, 26
7 Vanguard Small Cap Value Index Inv 6.24M (1.74%) 43.20K
Increased by +0.69%
Apr 30, 26
8 iShares Core S&P 500 ETF 5.84M (1.63%) 17.87K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 5.69M (1.59%) 19.54K
Increased by +0.34%
Apr 30, 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 State Street® SPDR® S&P 500® ETF 5.34M (1.49%) 5.68K
Increased by +0.11%
May 31, 26
15 SPDR® S&P 500 ETF Trust 5.33M (1.49%) 12.02K
Increased by +0.23%
Apr 30, 24
16 DFA US Small Cap Value I 5.25M (1.47%) 16.92K
Increased by +0.32%
Apr 30, 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