Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.81%
2 ENFR 5.25%
3 EINC 4.68%
4 MORE 4.67%
5 ADPV 3.90%
6 UMI 3.80%
7 GHII 3.29%
8 IAT 3.24%
9 USAI 3.10%
10 KBWB 2.93%
11 WBIY 2.55%
12 FTXO 2.38%
13 TPYP 2.36%
14 KRU 2.21%
15 SDOG 2.15%
16 SPDV 1.93%
17 EMLP 1.67%
18 DIVG 1.63%
19 DVY 1.60%
20 RDIV 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 116.93M (10.72%) 7.75M
Increased by +6.63%
Dec 31, 24
2 BlackRock Inc 96.19M (8.82%) 4.57M
Increased by +4.75%
Dec 31, 24
3 State Street Corp 48.69M (4.46%) 2.75M
Increased by +5.65%
Dec 31, 24
4 Bank of Nova Scotia 47.93M (4.39%) 47.75M
Increased by +99.63%
Sep 30, 24
5 State Street Corporation 46.37M (4.25%) -2.13M
Decreased by -4.60%
Mar 31, 24
6 FMR Inc 44.43M (4.07%) 2.94M
Increased by +6.61%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 36.30M (3.33%) 1.65M
Increased by +4.53%
Dec 31, 24
8 Charles Schwab Investment Management Inc 33.06M (3.03%) 1.45M
Increased by +4.39%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 27.18M (2.49%) 1.06M
Increased by +3.91%
Dec 31, 24
10 Geode Capital Management, LLC 23.35M (2.14%) 1.65M
Increased by +7.05%
Dec 31, 24
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 18.84M (1.73%) -1.17M
Decreased by -6.22%
Dec 31, 24
14 Amvescap Plc. 17.26M (1.58%) 479.60K
Increased by +2.78%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 14.76M (1.35%) -62.36K
Decreased by -0.42%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 14.02M (1.29%) 5.12K
Increased by +0.04%
Sep 30, 23
17 Bank of America Corp 11.63M (1.07%) -178.16K
Decreased by -1.53%
Sep 30, 24
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. 10.88M (1.00%) 576.57K
Increased by +5.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.86M (3.20%) 3.60M
Increased by +10.34%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 29.35M (2.69%) -366.23K
Decreased by -1.25%
Sep 30, 24
3 Fuller & Thaler Behavrl Small-Cap Value 27.85M (2.55%) 814.35K
Increased by +2.92%
Nov 30, 23
4 Vanguard Institutional 500 Index Trust 27.68M (2.54%) 190.65K
Increased by +0.69%
Mar 31, 25
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 23.80M (2.18%) 2.39M
Increased by +10.04%
Mar 31, 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-Z 15.72M (1.44%) 5.44M
Increased by +34.59%
Mar 31, 25
11 T. Rowe Price US Value Equity Composite 13.65M (1.25%) 4.30M
Increased by +31.49%
Mar 31, 25
12 T. Rowe Price Value 13.65M (1.25%) -8.07K
Decreased by -0.06%
Mar 31, 25
13 Diamond Hill Large Cap Equity 13.54M (1.24%) 342.61K
Increased by +2.53%
Mar 31, 25
14 American Funds Washington Mutual A 13.06M (1.20%) -35.44K
Decreased by -0.27%
Sep 30, 23
15 Capital Group Wash Mutual Invtrs Comp 13.06M (1.20%) -35.44K
Decreased by -0.27%
Sep 30, 23
16 Fidelity 500 Index 12.50M (1.15%) 82.38K
Increased by +0.66%
Mar 31, 25
17 SPDR® S&P 500 ETF 12.34M (1.13%) -179.80K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF 12.03M (1.10%) 9.95K
Increased by +0.08%
Apr 30, 25
19 SPDR® S&P 500® ETF Trust 12.01M (1.10%) -63.18K
Decreased by -0.53%
Mar 31, 25
20 iShares Core S&P 500 ETF 11.81M (1.08%) -11.74K
Decreased by -0.10%
Apr 29, 25