Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 ACTV 3.76%
3 BOUT 3.41%
4 FOVL 2.74%
5 KCE 1.77%
6 HEJD 1.47%
7 FXO 1.38%
8 GURU 1.33%
9 KBWD 1.28%
10 XMVM 1.23%
11 WBIF 1.11%
12 WDIV 1.10%
13 SURE 1.10%
14 LOPP 1.09%
15 XMLV 0.97%
16 RFV 0.88%
17 XMMO 0.85%
18 FGD 0.83%
19 JHDV 0.82%
20 EQWM 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (37.96%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 16.77M (19.97%) 551.51K
Increased by +3.29%
Mar 31, 25
3 Vanguard Group Inc 14.23M (16.95%) 78.32K
Increased by +0.55%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 6.82M (8.12%) -413.94K
Decreased by -6.07%
Mar 31, 25
5 Millennium Management LLC 5.04M (6.00%) -2.21M
Decreased by -43.86%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.95M (5.89%) 352.62K
Increased by +7.13%
Mar 31, 25
7 State Street Corporation 4.89M (5.83%) -422.79K
Decreased by -8.64%
Mar 31, 24
8 State Street Corp 4.55M (5.42%) -377.73K
Decreased by -8.30%
Mar 31, 25
9 Capital Research Global Investors 4.41M (5.25%) -411.50K
Decreased by -9.33%
Mar 31, 25
10 Geode Capital Management, LLC 2.25M (2.68%) 138.51K
Increased by +6.15%
Mar 31, 25
11 Northern Trust Corp 2.16M (2.58%) -158.65K
Decreased by -7.34%
Mar 31, 25
12 Ariel Investments, LLC 2.15M (2.56%) -26.95K
Decreased by -1.25%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.13M (2.53%) 664.30K
Increased by +31.23%
Mar 31, 25
14 NORGES BANK 1.96M (2.34%) 371.17K
Increased by +18.90%
Dec 31, 24
15 AQR Capital Management LLC 1.93M (2.29%) 155.06K
Increased by +8.05%
Mar 31, 25
16 Principal Financial Group Inc 1.82M (2.17%) -90.10K
Decreased by -4.94%
Mar 31, 25
17 Allianz Asset Management AG 1.75M (2.08%) -179.15K
Decreased by -10.25%
Mar 31, 25
18 Qube Research & Technologies 1.71M (2.03%) 852.02K
Increased by +49.88%
Mar 31, 25
19 Fisher Asset Management, LLC 1.61M (1.91%) -69.65K
Decreased by -4.33%
Mar 31, 25
20 Silchester International Investors LLP 1.56M (1.86%) -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 (5.39%) -696.50K
Decreased by -15.40%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 4.11M (4.90%) 2.14K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.09M (4.87%) 2.55K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 4.02M (4.78%) 2.49K
Increased by +0.06%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 3.57M (4.25%) 884.00
Increased by +0.02%
Jun 28, 25
6 Vanguard Small Cap Index 3.21M (3.82%) 15.99K
Increased by +0.50%
May 31, 25
7 iShares Select Dividend ETF 2.94M (3.50%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 2.06M (2.46%) -1.80K
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.98M (2.36%) 13.36K
Increased by +0.67%
May 31, 25
10 DFA US Small Cap Value I 1.30M (1.55%) -99.08K
Decreased by -7.62%
May 31, 25
11 Ariel Fund Investor 1.14M (1.35%) -120.09K
Decreased by -10.58%
Jun 30, 25
12 DFA US Targeted Value I 1.07M (1.28%) 0.00
Increased by 0.00%
May 31, 25
13 American Funds New Economy A 1.05M (1.25%) -1.10K
Decreased by -0.11%
Mar 31, 24
14 Capital Group New Economy Comp 1.05M (1.25%) -1.10K
Decreased by -0.11%
Mar 31, 24
15 Vanguard Strategic Equity Inv 1.04M (1.24%) 199.32K
Increased by +19.09%
Mar 31, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 989.68K (1.18%) 7.61K
Increased by +0.77%
Jun 30, 25
17 PIMCO RAE US Small 967.82K (1.15%) 79.04K
Increased by +8.17%
Mar 31, 25
18 PIMCO RAE US Small Instl 967.82K (1.15%) 79.04K
Increased by +8.17%
Mar 31, 25
19 Clark Navigator International Equity/ADR 920.22K (1.10%) 531.00
Increased by +0.06%
Jun 30, 25
20 Dimensional US Targeted Value ETF 847.20K (1.01%) 0.00
Increased by 0.00%
Jun 30, 25