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 1.76%
6 FXO 1.34%
7 GURU 1.30%
8 KBWD 1.28%
9 PXMV 1.18%
10 XMVM 1.18%
11 WBIF 1.11%
12 WDIV 1.10%
13 SURE 1.10%
14 LOPP 1.09%
15 XMLV 0.97%
16 HEJD 0.95%
17 RFV 0.88%
18 XMMO 0.84%
19 FGD 0.83%
20 JHDV 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (34.68%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 16.77M (18.25%) 551.51K
Increased by +3.29%
Mar 31, 25
3 Vanguard Group Inc 14.05M (15.29%) -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 Charles Schwab Investment Management Inc 5.10M (5.55%) 155.95K
Increased by +3.06%
Jun 30, 25
6 Millennium Management LLC 5.04M (5.48%) -2.21M
Decreased by -43.86%
Mar 31, 25
7 State Street Corporation 4.89M (5.32%) -422.79K
Decreased by -8.64%
Mar 31, 24
8 State Street Corp 4.55M (4.95%) -377.73K
Decreased by -8.30%
Mar 31, 25
9 Capital Research Global Investors 3.74M (4.08%) -663.90K
Decreased by -17.73%
Jun 30, 25
10 Geode Capital Management, LLC 2.25M (2.45%) 138.51K
Increased by +6.15%
Mar 31, 25
11 NORGES BANK 2.22M (2.41%) 254.93K
Increased by +11.49%
Jun 30, 25
12 Northern Trust Corp 2.16M (2.35%) -158.65K
Decreased by -7.34%
Mar 31, 25
13 Ariel Investments, LLC 2.15M (2.34%) -26.95K
Decreased by -1.25%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.13M (2.31%) 664.30K
Increased by +31.23%
Mar 31, 25
15 AQR Capital Management LLC 1.93M (2.10%) 155.06K
Increased by +8.05%
Mar 31, 25
16 Allianz Asset Management AG 1.75M (1.90%) -179.15K
Decreased by -10.25%
Mar 31, 25
17 Qube Research & Technologies 1.71M (1.86%) 852.02K
Increased by +49.88%
Mar 31, 25
18 Principal Financial Group Inc 1.68M (1.83%) -139.92K
Decreased by -8.32%
Jun 30, 25
19 Silchester International Investors LLP 1.56M (1.70%) -4.17M
Decreased by -267.36%
Dec 31, 24
20 Fisher Asset Management, LLC 1.54M (1.67%) -68.40K
Decreased by -4.45%
Jun 30, 25

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 4.11M (4.47%) -7.37K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.07M (4.43%) -14.50K
Decreased by -0.36%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 4.02M (4.37%) 2.49K
Increased by +0.06%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 3.58M (3.90%) -612.00
Decreased by -0.02%
Jul 31, 25
6 Vanguard Small Cap Index 3.08M (3.35%) -128.37K
Decreased by -4.17%
Jun 30, 25
7 iShares Select Dividend ETF 2.91M (3.16%) -1.98K
Decreased by -0.07%
Jul 31, 25
8 Vanguard Small Cap Value Index Inv 1.97M (2.14%) -97.28K
Decreased by -4.95%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.94M (2.11%) -35.99K
Decreased by -1.85%
Jun 30, 25
10 DFA US Small Cap Value I 1.37M (1.49%) 67.75K
Increased by +4.95%
Jun 30, 25
11 Ariel Fund Investor 1.14M (1.24%) -120.09K
Decreased by -10.58%
Jun 30, 25
12 DFA US Targeted Value I 1.07M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
13 American Funds New Economy A 1.05M (1.14%) -1.10K
Decreased by -0.11%
Mar 31, 24
14 Capital Group New Economy Comp 1.05M (1.14%) -1.10K
Decreased by -0.11%
Mar 31, 24
15 Vanguard Strategic Equity Inv 1.04M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
16 SPDR® S&P MIDCAP 400 ETF Trust 989.68K (1.08%) 7.61K
Increased by +0.77%
Jun 30, 25
17 PIMCO RAE US Small 967.82K (1.05%) 79.04K
Increased by +8.17%
Mar 31, 25
18 PIMCO RAE US Small Instl 967.82K (1.05%) 79.04K
Increased by +8.17%
Mar 31, 25
19 Clark Navigator International Equity/ADR 920.22K (1.00%) 531.00
Increased by +0.06%
Jun 30, 25
20 Dimensional US Targeted Value ETF 845.88K (0.92%) 0.00
Increased by 0.00%
Jul 31, 25