Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ENFR 5.17%
2 EINC 4.83%
3 TPMN 4.82%
4 UMI 4.73%
5 MORE 4.67%
6 ADPV 3.90%
7 BAMD 3.47%
8 IAT 3.36%
9 GHII 3.29%
10 USAI 3.07%
11 KBWB 3.00%
12 XVOL 2.85%
13 FMKT 2.71%
14 XUDV 2.61%
15 WBIY 2.55%
16 FTXO 2.38%
17 TPYP 2.37%
18 SDOG 2.29%
19 KRU 2.21%
20 SPDV 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of Nova Scotia 162.95M (14.93%) 19.94K
Increased by +0.01%
Mar 31, 25
2 Vanguard Group Inc 125.56M (11.50%) 217.09K
Increased by +0.17%
Jun 30, 25
3 BlackRock Inc 94.41M (8.65%) -1.78M
Decreased by -1.89%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 51.29M (4.70%) 335.82K
Increased by +0.65%
Jun 30, 25
5 State Street Corp 48.41M (4.44%) -286.17K
Decreased by -0.59%
Mar 31, 25
6 State Street Corporation 46.37M (4.25%) -2.13M
Decreased by -4.60%
Mar 31, 24
7 FMR Inc 41.96M (3.84%) -2.47M
Decreased by -5.89%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 33.39M (3.06%) 2.88M
Increased by +8.62%
Jun 30, 25
9 Geode Capital Management, LLC 24.32M (2.23%) 967.02K
Increased by +3.98%
Mar 31, 25
10 Citadel Advisors Llc 22.21M (2.03%) 18.46M
Increased by +83.10%
Sep 30, 23
11 Ontario Teachers Pension Plan Board 21.69M (1.99%) 1.75M
Increased by +8.06%
Mar 31, 24
12 Amvescap Plc. 20.62M (1.89%) 3.36M
Increased by +16.31%
Mar 31, 25
13 Wellington Management Company LLP 19.13M (1.75%) 14.12M
Increased by +73.85%
Jun 30, 25
14 Millennium Management LLC 17.06M (1.56%) 5.72M
Increased by +33.54%
Mar 31, 25
15 Diamond Hill Capital Management Inc 15.95M (1.46%) -1.32M
Decreased by -8.26%
Jun 30, 25
16 Franklin Resources Inc 15.40M (1.41%) -9.53M
Decreased by -61.86%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 14.12M (1.29%) -634.35K
Decreased by -4.49%
Mar 31, 25
18 Capital Research & Mgmt Co - Division 3 14.02M (1.28%) 5.12K
Increased by +0.04%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 11.62M (1.06%) 417.03K
Increased by +3.59%
Jun 30, 25
20 NORGES BANK 11.23M (1.03%) 2.29M
Increased by +20.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.37M (3.15%) -803.13K
Decreased by -2.34%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 29.35M (2.69%) -366.23K
Decreased by -1.25%
Sep 30, 24
3 FullerThaler Behavioral Small-Cap Value 28.70M (2.63%) -259.02K
Decreased by -0.90%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 28.34M (2.60%) 208.25K
Increased by +0.73%
May 31, 25
5 Fuller & Thaler Behavrl Small-Cap Value 27.85M (2.55%) 814.35K
Increased by +2.92%
Nov 30, 23
6 Undiscovered Managers Behavioral Val L 27.57M (2.53%) -245.00K
Decreased by -0.89%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 24.45M (2.24%) 263.45K
Increased by +1.08%
Jul 31, 25
8 Vanguard 500 Index Investor 24.42M (2.24%) -3.58M
Decreased by -14.65%
Jul 31, 25
9 Schwab US Dividend Equity ETF™ 24.39M (2.24%) 20.30K
Increased by +0.08%
Feb 28, 25
10 iShares Select Dividend ETF 18.56M (1.70%) -12.67K
Decreased by -0.07%
Jul 31, 25
11 T. Rowe Price U.S. Value Equity Tr-D 15.98M (1.46%) 258.86K
Increased by +1.62%
Jun 30, 25
12 T. Rowe Price U.S. Value Equity Tr-Z 15.72M (1.44%) 5.44M
Increased by +34.59%
Mar 31, 25
13 T. Rowe Price US Value Equity Composite 13.58M (1.24%) -72.61K
Decreased by -0.53%
Jun 30, 25
14 T. Rowe Price Value 13.58M (1.24%) -41.49K
Decreased by -0.31%
Jun 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%) -69.53K
Decreased by -0.56%
Jun 30, 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 12.14M (1.11%) 51.53K
Increased by +0.42%
Jul 31, 25
20 SPDR® S&P 500® ETF Trust 12.01M (1.10%) -63.18K
Decreased by -0.53%
Mar 31, 25