Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ENFR 4.87%
2 TPMN 4.82%
3 MORE 4.67%
4 EINC 4.59%
5 UMI 4.51%
6 ADPV 3.90%
7 IAT 3.36%
8 GHII 3.29%
9 KBWB 2.95%
10 USAI 2.91%
11 XVOL 2.85%
12 WBIY 2.55%
13 FTXO 2.38%
14 TPYP 2.28%
15 SDOG 2.25%
16 KRU 2.21%
17 SPDV 1.93%
18 RDIV 1.69%
19 DVY 1.66%
20 DIVG 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of Nova Scotia 162.95M (14.72%) 19.94K
Increased by +0.01%
Mar 31, 25
2 Vanguard Group Inc 125.35M (11.32%) 8.41M
Increased by +6.71%
Mar 31, 25
3 BlackRock Inc 94.41M (8.53%) -1.78M
Decreased by -1.89%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 50.95M (4.60%) 14.65M
Increased by +28.75%
Mar 31, 25
5 State Street Corp 48.41M (4.37%) -286.17K
Decreased by -0.59%
Mar 31, 25
6 State Street Corporation 46.37M (4.19%) -2.13M
Decreased by -4.60%
Mar 31, 24
7 FMR Inc 41.96M (3.79%) -2.47M
Decreased by -5.89%
Mar 31, 25
8 Fuller & Thaler Asset Management Inc 30.51M (2.76%) 3.33M
Increased by +10.91%
Mar 31, 25
9 Franklin Resources Inc 24.93M (2.25%) 24.55M
Increased by +98.48%
Mar 31, 25
10 Geode Capital Management, LLC 24.32M (2.20%) 967.02K
Increased by +3.98%
Mar 31, 25
11 Citadel Advisors Llc 22.21M (2.01%) 18.46M
Increased by +83.10%
Sep 30, 23
12 Ontario Teachers Pension Plan Board 21.69M (1.96%) 1.75M
Increased by +8.06%
Mar 31, 24
13 Amvescap Plc. 20.62M (1.86%) 3.36M
Increased by +16.31%
Mar 31, 25
14 Diamond Hill Capital Management Inc 17.27M (1.56%) -1.57M
Decreased by -9.07%
Mar 31, 25
15 Millennium Management LLC 17.06M (1.54%) 5.72M
Increased by +33.54%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 14.12M (1.28%) -634.35K
Decreased by -4.49%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 14.02M (1.27%) 5.12K
Increased by +0.04%
Sep 30, 23
18 Goldman Sachs Group Inc 11.36M (1.03%) 509.10K
Increased by +4.48%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 11.20M (1.01%) 319.02K
Increased by +2.85%
Mar 31, 25
20 Earnest Partners LLC 10.49M (0.95%) -1.94M
Decreased by -18.48%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 35.49M (3.21%) 63.63K
Increased by +0.18%
May 31, 25
2 Vanguard US Total Market Shares ETF 29.35M (2.65%) -366.23K
Decreased by -1.25%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 28.34M (2.56%) 208.25K
Increased by +0.73%
May 31, 25
4 Fuller & Thaler Behavrl Small-Cap Value 27.85M (2.51%) 814.35K
Increased by +2.92%
Nov 30, 23
5 Undiscovered Managers Behavioral Val L 27.81M (2.51%) 0.00
Increased by 0.00%
May 31, 25
6 FullerThaler Behavioral Small-Cap Value 26.55M (2.40%) 2.65M
Increased by +9.98%
Mar 31, 25
7 Schwab US Dividend Equity ETF™ 24.39M (2.20%) 20.30K
Increased by +0.08%
Feb 28, 25
8 Vanguard Mid Cap Index Institutional 24.26M (2.19%) 229.32K
Increased by +0.95%
May 31, 25
9 iShares Select Dividend ETF 18.78M (1.70%) 0.00
Increased by 0.00%
Jun 30, 25
10 T. Rowe Price U.S. Value Equity Tr-D 15.98M (1.44%) 258.86K
Increased by +1.62%
Jun 30, 25
11 T. Rowe Price U.S. Value Equity Tr-Z 15.72M (1.42%) 5.44M
Increased by +34.59%
Mar 31, 25
12 T. Rowe Price US Value Equity Composite 13.58M (1.23%) -72.61K
Decreased by -0.53%
Jun 30, 25
13 T. Rowe Price Value 13.58M (1.23%) -41.49K
Decreased by -0.31%
Jun 30, 25
14 American Funds Washington Mutual A 13.06M (1.18%) -35.44K
Decreased by -0.27%
Sep 30, 23
15 Capital Group Wash Mutual Invtrs Comp 13.06M (1.18%) -35.44K
Decreased by -0.27%
Sep 30, 23
16 Diamond Hill Large Cap Equity 12.72M (1.15%) -263.76K
Decreased by -2.07%
Jun 30, 25
17 Fidelity 500 Index 12.57M (1.13%) 54.54K
Increased by +0.43%
May 31, 25
18 SPDR® S&P 500 ETF 12.34M (1.11%) -179.80K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 12.01M (1.08%) -63.18K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 11.94M (1.08%) -41.83K
Decreased by -0.35%
Jun 30, 25