Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.94%
2 ACTV 3.76%
3 BOUT 3.41%
4 FOVL 2.41%
5 KCE 1.50%
6 HEJD 1.39%
7 FXO 1.31%
8 KBWD 1.28%
9 GURU 1.19%
10 WBIF 1.11%
11 WDIV 1.10%
12 SURE 1.10%
13 LOPP 1.09%
14 XMLV 0.97%
15 XMVM 0.90%
16 RFV 0.88%
17 PAMC 0.88%
18 FGD 0.83%
19 XMMO 0.75%
20 EQWM 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (34.12%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 16.77M (17.95%) 551.51K
Increased by +3.29%
Mar 31, 25
3 Vanguard Group Inc 14.23M (15.23%) 78.32K
Increased by +0.55%
Mar 31, 25
4 Millennium Management LLC 7.25M (7.76%) 1.40M
Increased by +19.31%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 6.82M (7.30%) -413.94K
Decreased by -6.07%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.95M (5.30%) 352.62K
Increased by +7.13%
Mar 31, 25
7 State Street Corporation 4.89M (5.24%) -422.79K
Decreased by -8.64%
Mar 31, 24
8 State Street Corp 4.55M (4.87%) -377.73K
Decreased by -8.30%
Mar 31, 25
9 Capital Research Global Investors 4.41M (4.72%) -411.50K
Decreased by -9.33%
Mar 31, 25
10 Northern Trust Corp 2.32M (2.48%) 180.73K
Increased by +7.79%
Dec 31, 24
11 Geode Capital Management, LLC 2.25M (2.41%) 138.51K
Increased by +6.15%
Mar 31, 25
12 Ariel Investments, LLC 2.15M (2.30%) -26.95K
Decreased by -1.25%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.13M (2.28%) 664.30K
Increased by +31.23%
Mar 31, 25
14 NORGES BANK 1.96M (2.10%) 371.17K
Increased by +18.90%
Dec 31, 24
15 AQR Capital Management LLC 1.93M (2.06%) 155.06K
Increased by +8.05%
Mar 31, 25
16 Principal Financial Group Inc 1.82M (1.95%) -90.10K
Decreased by -4.94%
Mar 31, 25
17 Allianz Asset Management AG 1.75M (1.87%) -179.15K
Decreased by -10.25%
Mar 31, 25
18 Qube Research & Technologies 1.71M (1.83%) 852.02K
Increased by +49.88%
Mar 31, 25
19 Fisher Asset Management, LLC 1.61M (1.72%) -69.65K
Decreased by -4.33%
Mar 31, 25
20 Silchester International Investors LLP 1.56M (1.67%) -4.17M
Decreased by -267.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.22M (5.59%) -503.52K
Decreased by -9.65%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 4.12M (4.41%) -8.37K
Decreased by -0.20%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.09M (4.37%) 66.67K
Increased by +1.63%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 4.02M (4.30%) 2.49K
Increased by +0.06%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 3.61M (3.86%) 621.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Small Cap Index 3.19M (3.42%) 18.67K
Increased by +0.58%
Apr 30, 25
7 iShares Select Dividend ETF 2.93M (3.14%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 2.06M (2.21%) 6.49K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.97M (2.10%) 14.11K
Increased by +0.72%
Apr 30, 25
10 DFA US Small Cap Value I 1.26M (1.35%) -110.22K
Decreased by -8.73%
Mar 31, 25
11 Ariel Fund Investor 1.26M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
12 DFA US Targeted Value I 1.05M (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
13 American Funds New Economy A 1.05M (1.12%) -1.10K
Decreased by -0.11%
Mar 31, 24
14 Capital Group New Economy Comp 1.05M (1.12%) -1.10K
Decreased by -0.11%
Mar 31, 24
15 Vanguard Strategic Equity Inv 1.04M (1.12%) 199.32K
Increased by +19.09%
Mar 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 1.00M (1.08%) -11.16K
Decreased by -1.11%
Apr 30, 25
17 PIMCO RAE US Small 888.78K (0.95%) 87.65K
Increased by +9.86%
Dec 31, 24
18 PIMCO RAE US Small Instl 888.78K (0.95%) 87.65K
Increased by +9.86%
Dec 31, 24
19 Clark Navigator International Equity/ADR 881.98K (0.94%) -574.79K
Decreased by -65.17%
Apr 30, 25
20 Fuller & Thaler Behavrl Small-Cap Value 842.66K (0.90%) -7.66K
Decreased by -0.91%
Nov 30, 23