Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.58%
2 KCE 1.74%
3 SAEF 1.69%
4 JMID 1.58%
5 SCAP 1.10%
6 HEJD 0.87%
7 CSB 0.71%
8 FFND 0.68%
9 DVYL 0.66%
10 FFSM 0.64%
11 DVY 0.59%
12 IAI 0.55%
13 PMOM 0.52%
14 TMSL 0.46%
15 JHSC 0.36%
16 DON 0.35%
17 FXO 0.33%
18 STXK 0.26%
19 DHS 0.20%
20 PKW 0.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 11.08M (12.01%) 2.43M
Increased by +21.96%
Mar 31, 25
2 Vanguard Group Inc 10.66M (11.55%) -130.35K
Decreased by -1.22%
Mar 31, 25
3 BlackRock Inc 8.40M (9.10%) -93.50K
Decreased by -1.11%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 6.10M (6.61%) 5.85M
Increased by +95.88%
Mar 31, 25
5 Ariel Investments, LLC 5.62M (6.09%) 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 (2.63%) 131.43K
Increased by +5.41%
Mar 31, 25
8 Amundi 2.26M (2.45%) 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 (1.93%) -155.60K
Decreased by -8.72%
Mar 31, 25
13 State Street Corporation 1.77M (1.92%) 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 (1.60%) 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 Amvescap Plc. 1.28M (1.39%) 82.88K
Increased by +6.46%
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 (3.64%) 850.07K
Increased by +25.29%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Value Equity 3.36M (3.64%) 3.36M
Increased by +100.00%
Mar 31, 25
5 Fidelity Low-Priced Stock 2.82M (3.06%) 249.63K
Increased by +8.86%
Mar 31, 25
6 American Funds SMALLCAP World A 2.80M (3.04%) -591.33K
Decreased by -21.08%
Mar 31, 25
7 Vanguard Small Cap Index 2.69M (2.92%) 15.78K
Increased by +0.59%
Apr 30, 25
8 Fidelity® Low-Priced Stock 2.69M (2.91%) 0.00
Increased by 0.00%
Sep 30, 23
9 iShares Select Dividend ETF 2.45M (2.66%) 0.00
Increased by 0.00%
May 31, 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-Z 1.79M (1.94%) 1.79M
Increased by +100.00%
Mar 31, 25
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 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 (1.88%) 5.46K
Increased by +0.31%
Apr 30, 25
16 Fidelity Small Cap Value Fund 1.52M (1.65%) 200.00K
Increased by +13.16%
Mar 31, 25
17 Victory Sycamore Small Company Opp R 1.18M (1.27%) 366.00K
Increased by +31.12%
Mar 31, 25
18 Fidelity® Small Cap Value 1.03M (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
19 Invesco Small Cap Value A 1.01M (1.09%) -114.10K
Decreased by -11.30%
Apr 30, 25
20 Xtrackers S&P 500 Swap ETF 1C 1.00M (1.08%) -300.00K
Decreased by -30.00%
Jan 31, 24