Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.58%
2 TPMN 2.65%
3 KCE 1.86%
4 SAEF 1.69%
5 SCAP 1.04%
6 JMID 1.00%
7 HEJD 0.94%
8 CSB 0.82%
9 FFND 0.81%
10 FXO 0.70%
11 FFSM 0.67%
12 DVY 0.67%
13 DVYL 0.66%
14 IAI 0.60%
15 TMSL 0.53%
16 PMOM 0.52%
17 JHSC 0.42%
18 DON 0.42%
19 STXK 0.30%
20 DHS 0.23%

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 ING Investment Management LLC 2.43M (2.64%) 1.24M
Increased by +50.96%
Mar 31, 25
8 Geode Capital Management, LLC 2.43M (2.63%) 131.43K
Increased by +5.41%
Mar 31, 25
9 Amundi 2.26M (2.45%) 1.33M
Increased by +58.61%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.18M (2.37%) -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 Fisher Asset Management, LLC 1.82M (1.98%) -37.72K
Decreased by -2.07%
Mar 31, 25
13 Principal Financial Group Inc 1.78M (1.93%) -155.60K
Decreased by -8.72%
Mar 31, 25
14 State Street Corporation 1.77M (1.92%) 1.77M
Increased by +100.00%
Mar 31, 24
15 Ameriprise Financial Inc 1.69M (1.83%) 406.23K
Increased by +24.02%
Mar 31, 25
16 TD Global Investment Solutions – TD Epoch 1.65M (1.79%) -183.68K
Decreased by -11.15%
Mar 31, 25
17 Victory Capital Management Inc. 1.64M (1.78%) 487.57K
Increased by +29.65%
Mar 31, 25
18 Alyeska Investment Group, L.P. 1.54M (1.67%) 451.06K
Increased by +29.34%
Mar 31, 24
19 HHG PLC 1.48M (1.60%) 117.99K
Increased by +7.98%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.32M (1.43%) 227.42K
Increased by +17.20%
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%) 2.35K
Increased by +0.07%
May 31, 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 2.92M (3.16%) 96.92K
Increased by +3.32%
Apr 30, 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 2.70M (2.93%) 13.62K
Increased by +0.50%
May 31, 25
8 Fidelity® Low-Priced Stock 2.69M (2.91%) 0.00
Increased by 0.00%
Sep 30, 23
9 iShares Select Dividend ETF 2.47M (2.67%) 0.00
Increased by 0.00%
Jun 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 1.75M (1.90%) 12.00K
Increased by +0.68%
May 31, 25
15 Vanguard Small Cap Value Index Inv 1.74M (1.88%) -1.47K
Decreased by -0.08%
May 31, 25
16 Fidelity Small Cap Value Fund 1.52M (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
17 Victory Sycamore Small Company Opp R 1.18M (1.27%) 366.00K
Increased by +31.12%
Mar 31, 25
18 Invesco Small Cap Value A 1.04M (1.13%) 34.54K
Increased by +3.31%
May 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 (1.08%) -300.00K
Decreased by -30.00%
Jan 31, 24