Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.11%
2 LSAT 4.34%
3 DDIV 2.97%
4 DVLU 2.67%
5 FMTM 2.48%
6 UDI 2.26%
7 BOUT 2.24%
8 KCE 2.24%
9 FCUS 2.16%
10 XMMO 2.01%
11 SWP 1.85%
12 FXO 1.71%
13 PFI 1.70%
14 PPI 1.61%
15 MBOX 1.59%
16 BVNSC 1.36%
17 SCAP 1.30%
18 LSAF 1.14%
19 XMLV 1.04%
20 SURE 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.56M (10.25%) 1.20M
Increased by +6.86%
Mar 31, 26
2 Vanguard Group Inc 14.73M (8.61%) -140.79K
Decreased by -0.96%
Dec 31, 25
3 Sumitomo Mitsui Financial Group Inc 9.25M (5.40%) 0.00
Increased by 0.00%
Mar 31, 26
4 Citigroup Inc 7.99M (4.67%) 6.39M
Increased by +79.90%
Dec 31, 24
5 Vanguard Portfolio Management, LLC 7.82M (4.57%) 7.82M
Increased by +100.00%
Mar 31, 26
6 Allspring Global Investments Holdings, LLC 7.15M (4.18%) -200.56K
Decreased by -2.80%
Dec 31, 25
7 Vanguard Capital Management, LLC 6.71M (3.92%) 6.71M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 5.33M (3.11%) 96.33K
Increased by +1.81%
Mar 31, 24
9 AQR Capital Management LLC 5.28M (3.09%) 1.87M
Increased by +35.41%
Mar 31, 26
10 Barrow Hanley Mewhinney & Strauss LLC 4.95M (2.89%) 3.20M
Increased by +64.55%
Mar 31, 26
11 State Street Corp 4.89M (2.86%) 131.02K
Increased by +2.68%
Mar 31, 26
12 Massachusetts Mutual Life Insurance Co 4.65M (2.72%) 0.00
Increased by 0.00%
Mar 31, 26
13 Alyeska Investment Group, L.P. 3.97M (2.32%) 3.21M
Increased by +80.84%
Dec 31, 25
14 AllianceBernstein L.P. 3.79M (2.21%) -1.79M
Decreased by -47.08%
Mar 31, 26
15 Eminence Capital LLC 3.36M (1.96%) 1.90M
Increased by +56.47%
Sep 30, 25
16 Geode Capital Management, LLC 3.05M (1.78%) 104.42K
Increased by +3.43%
Mar 31, 26
17 Two Sigma Investments LLC 2.83M (1.65%) 2.59M
Increased by +91.80%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 2.81M (1.64%) 288.56K
Increased by +10.26%
Mar 31, 26
19 LSV Asset Management 2.74M (1.60%) -866.62K
Decreased by -31.63%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 2.67M (1.56%) 58.59K
Increased by +2.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Mid Value SMA 5.72M (3.34%) -376.40K
Decreased by -6.58%
Dec 31, 25
2 Allspring Special US Mid Cap Value Eq 5.72M (3.34%) -376.40K
Decreased by -6.58%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 5.61M (3.28%) 1.05K
Increased by +0.02%
May 29, 26
4 Allspring Special Mid Cap Value Inst 5.56M (3.25%) -69.40K
Decreased by -1.25%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 4.61M (2.69%) 11.67K
Increased by +0.25%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 4.59M (2.68%) -100.47K
Decreased by -2.19%
Sep 30, 24
7 Vanguard Small Cap Index 3.33M (1.95%) -7.27K
Decreased by -0.22%
Apr 30, 26
8 Hudson Edge Fixed Income Pension Co 2.31M (1.35%) 385.00K
Increased by +16.67%
Sep 30, 25
9 FPA Contrarian Value 2.28M (1.33%) 0.00
Increased by 0.00%
Mar 31, 26
10 FPA Crescent 2.28M (1.33%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 2.14M (1.25%) 15.49K
Increased by +0.72%
Apr 30, 26
12 HGK Fixed Income Pension Co 1.93M (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.87M (1.09%) 18.84K
Increased by +1.01%
Apr 30, 26
14 Barrow Hanley Global Value Equity 1.84M (1.07%) 1.84M
Increased by +100.00%
Mar 31, 26
15 Bridge Builder Large Cap Value 1.82M (1.07%) 336.91K
Increased by +18.47%
May 31, 26
16 Vanguard Equity-Income Inv 1.66M (0.97%) -254.58K
Decreased by -15.36%
Dec 31, 23
17 Baron Focused Growth Retail 1.50M (0.88%) 933.70K
Increased by +62.22%
Mar 31, 26
18 Baron Focused Growth Strategy 1.50M (0.88%) 933.70K
Increased by +62.22%
Mar 31, 26
19 JPM US Mid Cap Growth-Composite 1.46M (0.85%) 134.15K
Increased by +9.18%
Jun 30, 25
20 JPMorgan Mid Cap Growth I 1.46M (0.85%) -4.62K
Decreased by -0.32%
Jul 31, 25