Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 ACTV 3.76%
3 BOUT 3.41%
4 FOVL 2.77%
5 KCE 1.69%
6 FXO 1.30%
7 KBWD 1.28%
8 GURU 1.24%
9 XMVM 1.19%
10 PXMV 1.19%
11 WBIF 1.11%
12 WDIV 1.10%
13 SURE 1.10%
14 LOPP 1.09%
15 HEJD 0.98%
16 XMLV 0.97%
17 RFV 0.88%
18 FGD 0.83%
19 JHDV 0.83%
20 EQWM 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (34.69%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 17.18M (18.71%) 416.20K
Increased by +2.42%
Jun 30, 25
3 Vanguard Group Inc 14.05M (15.30%) -172.74K
Decreased by -1.23%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 7.14M (7.77%) 322.55K
Increased by +4.52%
Jun 30, 25
5 Millennium Management LLC 5.70M (6.20%) 658.58K
Increased by +11.56%
Jun 30, 25
6 Charles Schwab Investment Management Inc 5.10M (5.55%) 155.95K
Increased by +3.06%
Jun 30, 25
7 State Street Corporation 4.89M (5.33%) -422.79K
Decreased by -8.64%
Mar 31, 24
8 State Street Corp 4.58M (4.98%) 28.11K
Increased by +0.61%
Jun 30, 25
9 Capital Research Global Investors 3.74M (4.08%) -663.90K
Decreased by -17.73%
Jun 30, 25
10 AQR Capital Management LLC 3.70M (4.03%) 1.77M
Increased by +47.94%
Jun 30, 25
11 Geode Capital Management, LLC 2.24M (2.44%) -13.86K
Decreased by -0.62%
Jun 30, 25
12 Northern Trust Corp 2.22M (2.42%) 58.68K
Increased by +2.64%
Jun 30, 25
13 NORGES BANK 2.22M (2.42%) 254.93K
Increased by +11.49%
Jun 30, 25
14 Ariel Investments, LLC 2.04M (2.22%) -111.68K
Decreased by -5.48%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.00M (2.18%) -128.04K
Decreased by -6.41%
Jun 30, 25
16 Qube Research & Technologies 1.86M (2.02%) 148.13K
Increased by +7.98%
Jun 30, 25
17 Principal Financial Group Inc 1.68M (1.83%) -139.92K
Decreased by -8.32%
Jun 30, 25
18 Allianz Asset Management AG 1.67M (1.82%) -75.28K
Decreased by -4.50%
Jun 30, 25
19 Citadel Advisors Llc 1.59M (1.74%) 1.36M
Increased by +85.46%
Jun 30, 25
20 Silchester International Investors LLP 1.56M (1.70%) -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 4.52M (4.92%) -696.50K
Decreased by -15.40%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 4.10M (4.47%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 4.02M (4.37%) 2.49K
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.96M (4.32%) -108.12K
Decreased by -2.73%
Jul 31, 25
5 Schwab US Dividend Equity ETF™ 3.58M (3.90%) 748.00
Increased by +0.02%
Aug 30, 25
6 Vanguard Small Cap Index 3.06M (3.33%) -20.47K
Decreased by -0.67%
Jul 31, 25
7 iShares Select Dividend ETF 2.80M (3.05%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Value Index Inv 1.97M (2.15%) 5.86K
Increased by +0.30%
Jul 31, 25
9 Clark Navigator International Equity/ADR 1.51M (1.64%) 588.24K
Increased by +39.00%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.36M (1.48%) -587.97K
Decreased by -43.38%
Jul 31, 25
11 DFA US Small Cap Value I 1.17M (1.27%) -199.81K
Decreased by -17.10%
Jul 31, 25
12 Ariel Fund Investor 1.14M (1.24%) -120.09K
Decreased by -10.58%
Jun 30, 25
13 DFA US Targeted Value I 1.07M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
14 American Funds New Economy A 1.05M (1.14%) -1.10K
Decreased by -0.11%
Mar 31, 24
15 Capital Group New Economy Comp 1.05M (1.14%) -1.10K
Decreased by -0.11%
Mar 31, 24
16 Vanguard Strategic Equity Inv 1.04M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 965.52K (1.05%) -24.16K
Decreased by -2.50%
Jul 31, 25
18 PIMCO RAE US Small 931.71K (1.01%) -36.11K
Decreased by -3.88%
Jun 30, 25
19 PIMCO RAE US Small Instl 931.71K (1.01%) -36.11K
Decreased by -3.88%
Jun 30, 25
20 Invesco S&P MidCap Momentum ETF 892.16K (0.97%) 4.35K
Increased by +0.49%
Aug 29, 25