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 PFI 1.70%
13 PPI 1.61%
14 MBOX 1.59%
15 BVNSC 1.36%
16 SCAP 1.30%
17 LSAF 1.14%
18 XMLV 1.04%
19 SURE 1.02%
20 FXO 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.56M (9.09%) 1.20M
Increased by +6.86%
Mar 31, 26
2 Vanguard Group Inc 14.73M (7.63%) -140.79K
Decreased by -0.96%
Dec 31, 25
3 Sumitomo Mitsui Financial Group Inc 9.25M (4.79%) 0.00
Increased by 0.00%
Mar 31, 26
4 Citigroup Inc 7.99M (4.14%) 6.39M
Increased by +79.90%
Dec 31, 24
5 Vanguard Portfolio Management, LLC 7.82M (4.05%) 7.82M
Increased by +100.00%
Mar 31, 26
6 Allspring Global Investments Holdings, LLC 7.15M (3.70%) -200.56K
Decreased by -2.80%
Dec 31, 25
7 Vanguard Capital Management, LLC 6.71M (3.48%) 6.71M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 5.33M (2.76%) 96.33K
Increased by +1.81%
Mar 31, 24
9 AQR Capital Management LLC 5.28M (2.74%) 1.87M
Increased by +35.41%
Mar 31, 26
10 Barrow Hanley Mewhinney & Strauss LLC 4.95M (2.56%) 3.20M
Increased by +64.55%
Mar 31, 26
11 State Street Corp 4.89M (2.53%) 131.02K
Increased by +2.68%
Mar 31, 26
12 Massachusetts Mutual Life Insurance Co 4.65M (2.41%) 0.00
Increased by 0.00%
Mar 31, 26
13 Alyeska Investment Group, L.P. 3.97M (2.06%) 3.21M
Increased by +80.84%
Dec 31, 25
14 AllianceBernstein L.P. 3.79M (1.96%) -1.79M
Decreased by -47.08%
Mar 31, 26
15 Eminence Capital LLC 3.36M (1.74%) 1.90M
Increased by +56.47%
Sep 30, 25
16 Geode Capital Management, LLC 3.05M (1.58%) 104.42K
Increased by +3.43%
Mar 31, 26
17 Two Sigma Investments LLC 2.83M (1.46%) 2.59M
Increased by +91.80%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 2.81M (1.46%) 288.56K
Increased by +10.26%
Mar 31, 26
19 LSV Asset Management 2.74M (1.42%) -866.62K
Decreased by -31.63%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 2.67M (1.38%) 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 (2.96%) -376.40K
Decreased by -6.58%
Dec 31, 25
2 Allspring Special US Mid Cap Value Eq 5.72M (2.96%) -376.40K
Decreased by -6.58%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 5.57M (2.88%) -30.25K
Decreased by -0.54%
Jun 30, 26
4 Allspring Special Mid Cap Value Inst 5.56M (2.88%) -69.40K
Decreased by -1.25%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 4.59M (2.37%) -100.47K
Decreased by -2.19%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.55M (2.35%) -56.56K
Decreased by -1.24%
Jun 30, 26
7 Vanguard Small Cap Index 3.28M (1.70%) -43.77K
Decreased by -1.33%
Jun 30, 26
8 Hudson Edge Fixed Income Pension Co 2.31M (1.20%) 385.00K
Increased by +16.67%
Sep 30, 25
9 FPA Contrarian Value 2.28M (1.18%) 0.00
Increased by 0.00%
Mar 31, 26
10 FPA Crescent 2.28M (1.18%) 0.00
Increased by 0.00%
Mar 31, 26
11 Baron Focused Growth Retail 2.13M (1.10%) 629.84K
Increased by +29.56%
Jun 30, 26
12 Baron Focused Growth Strategy 2.13M (1.10%) 629.84K
Increased by +29.56%
Jun 30, 26
13 Vanguard Small Cap Value Index Inv 2.08M (1.08%) -59.84K
Decreased by -2.87%
Jun 30, 26
14 HGK Fixed Income Pension Co 1.93M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (0.97%) 6.67K
Increased by +0.36%
Jun 30, 26
16 Barrow Hanley Global Value Equity 1.84M (0.95%) 1.84M
Increased by +100.00%
Mar 31, 26
17 Bridge Builder Large Cap Value 1.82M (0.94%) 0.00
Increased by 0.00%
Jun 30, 26
18 Vanguard Equity-Income Inv 1.66M (0.86%) -254.58K
Decreased by -15.36%
Dec 31, 23
19 JPM US Mid Cap Growth-Composite 1.46M (0.76%) 134.15K
Increased by +9.18%
Jun 30, 25
20 JPMorgan Mid Cap Growth I 1.46M (0.75%) -4.62K
Decreased by -0.32%
Jul 31, 25