Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.58%
2 FXO 1.66%
3 SAEF 1.46%
4 DVYL 0.66%
5 DVY 0.55%
6 IAI 0.54%
7 PMOM 0.52%
8 JKL 0.18%
9 ISCV 0.18%
10 VBR 0.14%
11 IWP 0.14%
12 SMLF 0.09%
13 SKOR 0.09%
14 GBUY_old 0.09%
15 JKJ 0.09%
16 ISCB 0.09%
17 IYF 0.09%
18 HDV 0.08%
19 VB 0.08%
20 IYG 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 11.08M (12.02%) 2.43M
Increased by +21.96%
Mar 31, 25
2 Vanguard Group Inc 10.66M (11.57%) -130.35K
Decreased by -1.22%
Mar 31, 25
3 BlackRock Inc 8.40M (9.11%) -93.50K
Decreased by -1.11%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 6.10M (6.62%) 5.85M
Increased by +95.88%
Mar 31, 25
5 Ariel Investments, LLC 5.62M (6.10%) 21.07K
Increased by +0.37%
Mar 31, 25
6 Capital Research Global Investors 3.79M (4.11%) -641.48K
Decreased by -16.93%
Mar 31, 25
7 Geode Capital Management, LLC 2.43M (2.64%) 131.43K
Increased by +5.41%
Mar 31, 25
8 Amundi 2.26M (2.46%) 1.33M
Increased by +58.61%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 2.18M (2.37%) -464.20K
Decreased by -21.27%
Mar 31, 25
10 State Street Corp 1.93M (2.09%) -46.99K
Decreased by -2.44%
Mar 31, 25
11 Fisher Asset Management, LLC 1.82M (1.98%) -37.72K
Decreased by -2.07%
Mar 31, 25
12 Principal Financial Group Inc 1.78M (1.94%) -155.60K
Decreased by -8.72%
Mar 31, 25
13 State Street Corporation 1.77M (1.93%) 1.77M
Increased by +100.00%
Mar 31, 24
14 Ameriprise Financial Inc 1.69M (1.83%) 406.23K
Increased by +24.02%
Mar 31, 25
15 TD Global Investment Solutions – TD Epoch 1.65M (1.79%) -183.68K
Decreased by -11.15%
Mar 31, 25
16 Victory Capital Management Inc. 1.64M (1.78%) 487.57K
Increased by +29.65%
Mar 31, 25
17 Alyeska Investment Group, L.P. 1.54M (1.67%) 451.06K
Increased by +29.34%
Mar 31, 24
18 HHG PLC 1.48M (1.61%) 117.99K
Increased by +7.98%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 1.32M (1.43%) 227.42K
Increased by +17.20%
Mar 31, 25
20 ING Investment Management LLC 1.22M (1.32%) 23.35K
Increased by +1.92%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.45M (3.74%) 63.70K
Increased by +1.85%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.38M (3.67%) 2.95K
Increased by +0.09%
Sep 30, 24
3 T. Rowe Price Mid-Cap Value 3.36M (3.65%) 850.07K
Increased by +25.29%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Value Equity 3.36M (3.65%) 3.36M
Increased by +100.00%
Mar 31, 25
5 American Funds SMALLCAP World A 2.80M (3.04%) -591.33K
Decreased by -21.08%
Mar 31, 25
6 Vanguard Small Cap Index 2.69M (2.92%) 15.78K
Increased by +0.59%
Apr 30, 25
7 Fidelity® Low-Priced Stock 2.69M (2.92%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity Low-Priced Stock 2.57M (2.79%) -4.18K
Decreased by -0.16%
Feb 28, 25
9 iShares Select Dividend ETF 2.46M (2.67%) 0.00
Increased by 0.00%
Apr 30, 25
10 Ariel Fund Investor 1.88M (2.04%) 0.00
Increased by 0.00%
Mar 31, 25
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.79M (1.94%) 1.79M
Increased by +100.00%
Mar 31, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.79M (1.94%) 1.79M
Increased by +100.00%
Mar 31, 25
13 Schwab US Dividend Equity ETF™ 1.78M (1.93%) -1.03K
Decreased by -0.06%
Jan 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.89%) 12.12K
Increased by +0.70%
Apr 30, 25
15 Vanguard Small Cap Value Index Inv 1.74M (1.89%) 5.46K
Increased by +0.31%
Apr 30, 25
16 Fidelity Small Cap Value Fund 1.32M (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
17 Victory Sycamore Small Company Opp R 1.18M (1.28%) 366.00K
Increased by +31.12%
Mar 31, 25
18 Invesco Small Cap Value A 1.12M (1.22%) 40.56K
Increased by +3.61%
Mar 31, 25
19 Fidelity® Small Cap Value 1.03M (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
20 Xtrackers S&P 500 Swap ETF 1C 1.00M (1.09%) -300.00K
Decreased by -30.00%
Jan 31, 24