Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.58%
2 TPMN 2.65%
3 MVFD 2.21%
4 SCAP 1.85%
5 SAEF 1.48%
6 KCE 1.41%
7 JMID 1.18%
8 HEJD 0.94%
9 FFND 0.88%
10 FXO 0.88%
11 JSMD 0.86%
12 DVYL 0.66%
13 CSB 0.64%
14 FFSM 0.60%
15 PMOM 0.52%
16 OUSM 0.49%
17 LST 0.45%
18 TMSL 0.45%
19 DVY 0.45%
20 DON 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.15M (11.43%) -31.17K
Decreased by -0.28%
Dec 31, 25
2 FMR Inc 10.61M (10.88%) -647.55K
Decreased by -6.10%
Mar 31, 26
3 T. Rowe Price Associates, Inc. 9.60M (9.84%) 794.58K
Increased by +8.28%
Mar 31, 26
4 BlackRock Inc 7.58M (7.77%) 153.81K
Increased by +2.03%
Mar 31, 26
5 Ariel Investments, LLC 5.83M (5.97%) 529.47K
Increased by +9.09%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.96M (5.09%) 4.96M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 4.95M (5.08%) 4.95M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 2.46M (2.53%) 107.82K
Increased by +4.37%
Mar 31, 26
9 Capital Research Global Investors 2.46M (2.52%) 0.00
Increased by 0.00%
Mar 31, 26
10 Amundi 2.26M (2.32%) 1.33M
Increased by +58.61%
Mar 31, 25
11 Fisher Asset Management, LLC 2.17M (2.22%) 410.21K
Increased by +18.90%
Mar 31, 26
12 Ameriprise Financial Inc 2.15M (2.21%) 323.21K
Increased by +15.01%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 1.90M (1.95%) 174.20K
Increased by +9.17%
Mar 31, 26
14 State Street Corp 1.88M (1.93%) -295.00
Decreased by -0.02%
Mar 31, 26
15 Victory Capital Management Inc. 1.79M (1.84%) -136.00K
Decreased by -7.58%
Mar 31, 26
16 State Street Corporation 1.77M (1.82%) 1.77M
Increased by +100.00%
Mar 31, 24
17 NORGES BANK 1.65M (1.69%) 263.95K
Increased by +15.99%
Dec 31, 25
18 Alyeska Investment Group, L.P. 1.54M (1.58%) 451.06K
Increased by +29.34%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 1.50M (1.54%) -44.23K
Decreased by -2.94%
Mar 31, 26
20 HHG PLC 1.43M (1.47%) 48.61K
Increased by +3.40%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Value Equity 4.79M (4.91%) 367.91K
Increased by +7.68%
Mar 31, 26
2 T. Rowe Price Mid-Cap Value 4.57M (4.68%) -222.99K
Decreased by -4.88%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 3.55M (3.64%) 26.36K
Increased by +0.74%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 3.38M (3.47%) 2.95K
Increased by +0.09%
Sep 30, 24
5 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 3.00M (3.07%) 280.69K
Increased by +9.37%
Mar 31, 26
6 Fidelity Low-Priced Stock 2.90M (2.97%) -960.00
Decreased by -0.03%
Mar 31, 26
7 Fidelity® Low-Priced Stock 2.69M (2.76%) 0.00
Increased by 0.00%
Sep 30, 23
8 Vanguard Small Cap Index 2.58M (2.64%) -4.92K
Decreased by -0.19%
Apr 30, 26
9 iShares Select Dividend ETF 2.38M (2.44%) 16.78K
Increased by +0.71%
May 29, 26
10 American Funds SMALLCAP World A 2.18M (2.24%) 0.00
Increased by 0.00%
Mar 31, 26
11 Ariel Fund Investor 2.17M (2.22%) 377.85K
Increased by +17.42%
Mar 31, 26
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.79M (1.83%) 1.79M
Increased by +100.00%
Mar 31, 25
13 Schwab US Dividend Equity ETF™ 1.78M (1.82%) -1.03K
Decreased by -0.06%
Jan 31, 24
14 Vanguard Small Cap Value Index Inv 1.65M (1.69%) 11.78K
Increased by +0.71%
Apr 30, 26
15 Victory Small Cap Value CIT (Net 75) 1.39M (1.42%) 1.35M
Increased by +97.47%
Dec 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.27M (1.31%) 14.24K
Increased by +1.12%
Apr 30, 26
17 Victory Sycamore Small Company Opp R 1.26M (1.30%) -125.00K
Decreased by -9.88%
Mar 31, 26
18 Invesco Small Cap Value A 1.26M (1.29%) 48.03K
Increased by +3.81%
Apr 30, 26
19 Fidelity Global Value Growth Eq MF 1.15M (1.17%) 226.99K
Increased by +19.82%
Aug 20, 25
20 Fidelity® Small Cap Value 1.03M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23