Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.92%
2 WBIG 4.75%
3 ACTV 3.76%
4 BOUT 3.41%
5 FOVL 2.18%
6 KCE 1.50%
7 KBWD 1.28%
8 FXO 1.25%
9 HEJD 1.13%
10 GURU 1.11%
11 WBIF 1.11%
12 WDIV 1.10%
13 SURE 1.10%
14 LOPP 1.09%
15 RFV 0.88%
16 FGD 0.83%
17 XMLV 0.83%
18 XMVM 0.82%
19 XMMO 0.74%
20 HIDV 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (34.10%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 16.22M (17.35%) 341.88K
Increased by +2.11%
Dec 31, 24
3 Vanguard Group Inc 14.15M (15.14%) 203.33K
Increased by +1.44%
Dec 31, 24
4 Millennium Management LLC 7.25M (7.76%) 1.40M
Increased by +19.31%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 7.23M (7.74%) -535.24K
Decreased by -7.40%
Dec 31, 24
6 State Street Corp 4.93M (5.27%) 69.68K
Increased by +1.41%
Dec 31, 24
7 State Street Corporation 4.89M (5.23%) -422.79K
Decreased by -8.64%
Mar 31, 24
8 Capital Research Global Investors 4.82M (5.16%) -2.39M
Decreased by -49.50%
Dec 31, 24
9 Charles Schwab Investment Management Inc 4.59M (4.92%) 147.36K
Increased by +3.21%
Dec 31, 24
10 Northern Trust Corp 2.32M (2.48%) 180.73K
Increased by +7.79%
Dec 31, 24
11 Ariel Investments, LLC 2.18M (2.33%) -7.43K
Decreased by -0.34%
Dec 31, 24
12 Geode Capital Management, LLC 2.11M (2.26%) -11.60K
Decreased by -0.55%
Dec 31, 24
13 NORGES BANK 1.96M (2.10%) 371.17K
Increased by +18.90%
Dec 31, 24
14 Allianz Asset Management AG 1.93M (2.06%) 473.14K
Increased by +24.55%
Dec 31, 24
15 Principal Financial Group Inc 1.91M (2.05%) -169.28K
Decreased by -8.85%
Dec 31, 24
16 AQR Capital Management LLC 1.77M (1.90%) 503.97K
Increased by +28.45%
Dec 31, 24
17 Fisher Asset Management, LLC 1.68M (1.79%) -103.66K
Decreased by -6.18%
Dec 31, 24
18 Silchester International Investors LLP 1.56M (1.67%) -4.17M
Decreased by -267.36%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.46M (1.57%) -170.28K
Decreased by -11.64%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 1.45M (1.55%) 683.75K
Increased by +47.13%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 5.72M (6.12%) -2.21M
Decreased by -38.68%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 4.14M (4.43%) 3.10K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.01M (4.29%) 2.08K
Increased by +0.05%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 3.35M (3.58%) 2.75K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Index 3.25M (3.48%) 2.65K
Increased by +0.08%
Feb 28, 25
6 iShares Select Dividend ETF 2.81M (3.01%) 22.11K
Increased by +0.79%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 2.14M (2.29%) -7.99K
Decreased by -0.37%
Feb 28, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.93M (2.07%) 14.39K
Increased by +0.74%
Feb 28, 25
9 Clark Navigator International Equity/ADR 1.46M (1.57%) -1.49K
Decreased by -0.10%
Feb 28, 25
10 DFA US Small Cap Value I 1.46M (1.56%) 0.00
Increased by 0.00%
Jan 31, 25
11 Ariel Fund Investor 1.26M (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
12 DFA US Targeted Value I 1.14M (1.22%) -82.53K
Decreased by -7.25%
Jan 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 SPDR® S&P MIDCAP 400 ETF Trust 1.03M (1.10%) 9.78K
Increased by +0.95%
Feb 28, 25
16 PIMCO RAE US Small 888.78K (0.95%) 87.65K
Increased by +9.86%
Dec 31, 24
17 PIMCO RAE US Small Instl 888.78K (0.95%) 87.65K
Increased by +9.86%
Dec 31, 24
18 Vanguard Strategic Equity Inv 844.82K (0.90%) 95.26K
Increased by +11.28%
Dec 31, 24
19 Fuller & Thaler Behavrl Small-Cap Value 842.66K (0.90%) -7.66K
Decreased by -0.91%
Nov 30, 23
20 FullerThaler Behavioral Small-Cap Value 842.66K (0.90%) -7.66K
Decreased by -0.91%
Nov 30, 23