Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 5.22%
2 ENFR 4.85%
3 MORE 4.67%
4 EINC 4.43%
5 ADPV 3.90%
6 UMI 3.61%
7 GHII 3.29%
8 IAT 3.20%
9 USAI 2.98%
10 KBWB 2.83%
11 WBIY 2.55%
12 FTXO 2.38%
13 TPYP 2.21%
14 KRU 2.21%
15 SDOG 2.06%
16 SPDV 1.93%
17 DIVG 1.63%
18 EMLP 1.59%
19 RDIV 1.55%
20 DVY 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 125.35M (11.49%) 8.41M
Increased by +6.71%
Mar 31, 25
2 BlackRock Inc 94.41M (8.65%) -1.78M
Decreased by -1.89%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 50.95M (4.67%) 14.65M
Increased by +28.75%
Mar 31, 25
4 State Street Corp 48.41M (4.44%) -286.17K
Decreased by -0.59%
Mar 31, 25
5 Bank of Nova Scotia 47.93M (4.39%) 47.75M
Increased by +99.63%
Sep 30, 24
6 State Street Corporation 46.37M (4.25%) -2.13M
Decreased by -4.60%
Mar 31, 24
7 FMR Inc 41.96M (3.85%) -2.47M
Decreased by -5.89%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 30.51M (2.80%) 3.33M
Increased by +10.91%
Mar 31, 25
9 Franklin Resources Inc 24.93M (2.29%) 24.55M
Increased by +98.48%
Mar 31, 25
10 Geode Capital Management, LLC 24.32M (2.23%) 967.02K
Increased by +3.98%
Mar 31, 25
11 Citadel Advisors Llc 22.21M (2.04%) 18.46M
Increased by +83.10%
Sep 30, 23
12 Ontario Teachers Pension Plan Board 21.69M (1.99%) 1.75M
Increased by +8.06%
Mar 31, 24
13 Diamond Hill Capital Management Inc 17.27M (1.58%) -1.57M
Decreased by -9.07%
Mar 31, 25
14 Amvescap Plc. 17.26M (1.58%) 479.60K
Increased by +2.78%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 14.12M (1.29%) -634.35K
Decreased by -4.49%
Mar 31, 25
16 Capital Research & Mgmt Co - Division 3 14.02M (1.29%) 5.12K
Increased by +0.04%
Sep 30, 23
17 Goldman Sachs Group Inc 11.36M (1.04%) 509.10K
Increased by +4.48%
Mar 31, 25
18 Millennium Management LLC 11.34M (1.04%) 3.68M
Increased by +32.45%
Dec 31, 24
19 Northern Trust Corp 11.24M (1.03%) 1.42M
Increased by +12.61%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 11.20M (1.03%) 319.02K
Increased by +2.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.43M (3.25%) 571.55K
Increased by +1.61%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 29.35M (2.69%) -366.23K
Decreased by -1.25%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 28.13M (2.58%) 449.11K
Increased by +1.60%
Apr 30, 25
4 Fuller & Thaler Behavrl Small-Cap Value 27.85M (2.55%) 814.35K
Increased by +2.92%
Nov 30, 23
5 FullerThaler Behavioral Small-Cap Value 26.55M (2.43%) 2.65M
Increased by +9.98%
Mar 31, 25
6 Undiscovered Managers Behavioral Val L 25.32M (2.32%) 2.45M
Increased by +9.68%
Mar 31, 25
7 Schwab US Dividend Equity ETF™ 24.39M (2.24%) 20.30K
Increased by +0.08%
Feb 28, 25
8 Vanguard Mid Cap Index Institutional 24.03M (2.20%) 230.18K
Increased by +0.96%
Apr 30, 25
9 iShares Select Dividend ETF 18.75M (1.72%) 0.00
Increased by 0.00%
Apr 30, 25
10 T. Rowe Price U.S. Value Equity Tr-D 15.72M (1.44%) 5.44M
Increased by +34.59%
Mar 31, 25
11 T. Rowe Price U.S. Value Equity Tr-Z 15.72M (1.44%) 5.44M
Increased by +34.59%
Mar 31, 25
12 T. Rowe Price US Value Equity Composite 13.65M (1.25%) 4.30M
Increased by +31.49%
Mar 31, 25
13 T. Rowe Price Value 13.65M (1.25%) -8.07K
Decreased by -0.06%
Mar 31, 25
14 Diamond Hill Large Cap Equity 13.57M (1.24%) 28.70K
Increased by +0.21%
Apr 30, 25
15 American Funds Washington Mutual A 13.06M (1.20%) -35.44K
Decreased by -0.27%
Sep 30, 23
16 Capital Group Wash Mutual Invtrs Comp 13.06M (1.20%) -35.44K
Decreased by -0.27%
Sep 30, 23
17 Fidelity 500 Index 12.50M (1.15%) 82.38K
Increased by +0.66%
Mar 31, 25
18 SPDR® S&P 500 ETF 12.34M (1.13%) -179.80K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 12.01M (1.10%) -63.18K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 11.95M (1.10%) -71.95K
Decreased by -0.60%
Apr 30, 25