Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.58%
2 TPMN 2.65%
3 KCE 1.89%
4 SAEF 1.78%
5 SCAP 1.34%
6 JMID 1.02%
7 HEJD 0.94%
8 FFND 0.92%
9 CSB 0.81%
10 FFSM 0.70%
11 FXO 0.68%
12 DVYL 0.66%
13 DVY 0.65%
14 IAI 0.62%
15 PMOM 0.52%
16 TMSL 0.52%
17 DON 0.42%
18 JHSC 0.41%
19 STXK 0.30%
20 BKSE 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 11.08M (11.98%) 2.43M
Increased by +21.96%
Mar 31, 25
2 Vanguard Group Inc 10.94M (11.83%) 277.38K
Increased by +2.54%
Jun 30, 25
3 BlackRock Inc 8.40M (9.08%) -93.50K
Decreased by -1.11%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 6.92M (7.49%) 824.36K
Increased by +11.91%
Jun 30, 25
5 Ariel Investments, LLC 5.62M (6.08%) 21.07K
Increased by +0.37%
Mar 31, 25
6 ING Investment Management LLC 2.43M (2.63%) 1.24M
Increased by +50.96%
Mar 31, 25
7 Geode Capital Management, LLC 2.43M (2.63%) 131.43K
Increased by +5.41%
Mar 31, 25
8 Capital Research Global Investors 2.37M (2.56%) -1.42M
Decreased by -60.09%
Jun 30, 25
9 Amundi 2.26M (2.45%) 1.33M
Increased by +58.61%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.18M (2.36%) -464.20K
Decreased by -21.27%
Mar 31, 25
11 State Street Corp 1.93M (2.09%) -46.99K
Decreased by -2.44%
Mar 31, 25
12 Principal Financial Group Inc 1.78M (1.92%) -5.88K
Decreased by -0.33%
Jun 30, 25
13 State Street Corporation 1.77M (1.92%) 1.77M
Increased by +100.00%
Mar 31, 24
14 Fisher Asset Management, LLC 1.70M (1.84%) -122.76K
Decreased by -7.21%
Jun 30, 25
15 Ameriprise Financial Inc 1.69M (1.83%) 406.23K
Increased by +24.02%
Mar 31, 25
16 Victory Capital Management Inc. 1.64M (1.78%) 487.57K
Increased by +29.65%
Mar 31, 25
17 TD Global Investment Solutions – TD Epoch 1.64M (1.78%) -4.82K
Decreased by -0.29%
Jun 30, 25
18 Alyeska Investment Group, L.P. 1.54M (1.66%) 451.06K
Increased by +29.34%
Mar 31, 24
19 Dimensional Fund Advisors, Inc. 1.52M (1.64%) 196.37K
Increased by +12.93%
Jun 30, 25
20 NORGES BANK 1.39M (1.50%) 222.20K
Increased by +16.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 3.91M (4.23%) -4.99K
Decreased by -0.13%
Jun 30, 25
2 T. Rowe Price US Mid-Cap Value Equity 3.91M (4.23%) 553.16K
Increased by +14.13%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.63M (3.93%) 179.60K
Increased by +4.95%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 3.38M (3.66%) 2.95K
Increased by +0.09%
Sep 30, 24
5 Fidelity Low-Priced Stock 2.91M (3.15%) -3.87K
Decreased by -0.13%
May 31, 25
6 Vanguard Small Cap Index 2.76M (2.98%) 53.05K
Increased by +1.92%
Jun 30, 25
7 Fidelity® Low-Priced Stock 2.69M (2.91%) 0.00
Increased by 0.00%
Sep 30, 23
8 iShares Select Dividend ETF 2.44M (2.64%) -1.66K
Decreased by -0.07%
Jul 31, 25
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.10M (2.27%) 313.77K
Increased by +14.94%
Jun 30, 25
10 American Funds SMALLCAP World A 2.07M (2.24%) -736.09K
Decreased by -35.58%
Jun 30, 25
11 Ariel Fund Investor 2.00M (2.17%) 125.91K
Increased by +6.29%
Jun 30, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.79M (1.93%) 1.79M
Increased by +100.00%
Mar 31, 25
13 Schwab US Dividend Equity ETF™ 1.78M (1.92%) -1.03K
Decreased by -0.06%
Jan 31, 24
14 Vanguard Small Cap Value Index Inv 1.76M (1.90%) 21.02K
Increased by +1.20%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.88%) -13.96K
Decreased by -0.80%
Jun 30, 25
16 Fidelity Small Cap Value Fund 1.52M (1.64%) 0.00
Increased by 0.00%
May 31, 25
17 Victory Sycamore Small Company Opp R 1.36M (1.47%) 184.00K
Increased by +13.53%
Jun 30, 25
18 CT (Lux) American Smaller Com 9U USD 1.07M (1.16%) 358.07K
Increased by +33.45%
Jul 31, 25
19 Invesco Small Cap Value A 1.04M (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Small Cap Value 1.03M (1.11%) 0.00
Increased by 0.00%
Sep 30, 23