Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JUNE_old 6.55%
2 XKII 3.42%
3 TPMN 3.27%
4 XMVM 2.94%
5 PXMV 2.94%
6 TCV 2.67%
7 FDRV 2.66%
8 IDRV 2.51%
9 RFV 2.39%
10 COWS 2.07%
11 HCOW 2.02%
12 FXD 1.59%
13 OUSM 1.39%
14 FTXR 1.36%
15 WBIL 1.18%
16 HWSM 1.16%
17 GRPM 1.14%
18 HAIL 1.09%
19 SYLD 1.08%
20 DRIV 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pzena Investment Management, LLC 6.76M (13.56%) -708.85K
Decreased by -10.49%
Mar 31, 26
2 Vanguard Group Inc 6.38M (12.81%) -276.64K
Decreased by -4.33%
Dec 31, 25
3 BlackRock Inc 4.93M (9.89%) 54.52K
Increased by +1.11%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.50M (7.03%) 3.50M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 2.94M (5.91%) 107.68K
Increased by +3.66%
Mar 31, 26
6 State Street Corporation 2.35M (4.72%) -115.66K
Decreased by -4.91%
Mar 31, 24
7 Vanguard Capital Management, LLC 2.27M (4.55%) 2.27M
Increased by +100.00%
Mar 31, 26
8 Franklin Resources Inc 2.17M (4.36%) -4.56K
Decreased by -0.21%
Mar 31, 24
9 American Century Companies Inc 1.87M (3.76%) 148.15K
Increased by +7.91%
Mar 31, 26
10 Massachusetts Financial Services Company 1.75M (3.52%) -72.10K
Decreased by -4.12%
Mar 31, 26
11 FMR Inc 1.75M (3.51%) -365.06K
Decreased by -20.88%
Mar 31, 26
12 Schroder Investment Management Group 1.72M (3.44%) -114.55K
Decreased by -6.68%
Mar 31, 26
13 Greenhaven Associates Inc 1.70M (3.41%) -78.67K
Decreased by -4.63%
Mar 31, 26
14 State Street Corp 1.69M (3.40%) 11.54K
Increased by +0.68%
Mar 31, 26
15 Pacer Advisors, INC. 1.26M (2.54%) 247.31K
Increased by +19.56%
Sep 30, 24
16 Nordea Investment Mgmt Bank Demark A/s 1.24M (2.48%) 149.96K
Increased by +12.12%
Dec 31, 23
17 First Trust Advisors L.P. 1.13M (2.27%) 356.76K
Increased by +31.48%
Dec 31, 24
18 Lyrical Asset Management LP 1.08M (2.17%) 82.27K
Increased by +7.61%
Sep 30, 25
19 Geode Capital Management, LLC 1.02M (2.04%) -190.18K
Decreased by -18.72%
Mar 31, 26
20 Boston Partners Global Investors, Inc 964.75K (1.94%) -50.83K
Decreased by -5.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Goldman Sachs High Yield Instl 3.16M (6.35%) 3.16M
Increased by +99.96%
Sep 30, 24
2 Templeton Growth A 1.83M (3.67%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard US Total Market Shares ETF 1.77M (3.56%) 937.00
Increased by +0.05%
Sep 30, 24
4 Templeton Growth Inc A 1.77M (3.54%) 0.00
Increased by 0.00%
Dec 31, 23
5 iShares Core S&P Mid-Cap ETF 1.72M (3.45%) 324.00
Increased by +0.02%
May 29, 26
6 Avantis US Small Cap Value ETF 1.69M (3.40%) 0.00
Increased by 0.00%
May 30, 26
7 Vanguard Total Stock Mkt Idx Inv 1.61M (3.23%) 3.67K
Increased by +0.23%
Apr 30, 26
8 Diamond Hill Large Cap Equity 1.50M (3.01%) -169.71K
Decreased by -11.31%
Sep 30, 24
9 Pzena Large Cap Value 1.33M (2.68%) 0.00
Increased by 0.00%
Apr 30, 26
10 Vanguard Windsor Investor Shares 1.33M (2.68%) -47.24K
Decreased by -3.54%
Mar 31, 26
11 Pacer US Cash Cows 100 ETF 1.27M (2.56%) 1.57K
Increased by +0.12%
Nov 29, 24
12 Vanguard Small Cap Index 1.17M (2.35%) -2.66K
Decreased by -0.23%
Apr 30, 26
13 Vanguard Equity-Income Inv 1.05M (2.11%) -128.83K
Decreased by -12.27%
Mar 31, 26
14 Templeton Growth (Euro) I(acc)EUR 852.66K (1.71%) 0.00
Increased by 0.00%
Mar 31, 24
15 Diamond Hill Large Cap Inv 816.44K (1.64%) -170.53K
Decreased by -20.89%
Sep 30, 24
16 BlackRock Equity Dividend Instl 772.11K (1.55%) -10.41K
Decreased by -1.35%
Jul 31, 25
17 Vanguard Small Cap Value Index Inv 746.46K (1.50%) 1.14K
Increased by +0.15%
Apr 30, 26
18 JHancock Disciplined Value Mid Cap I 712.47K (1.43%) -48.91K
Decreased by -6.86%
Sep 30, 24
19 DFA US Small Cap Value I 688.47K (1.38%) 0.00
Increased by 0.00%
Apr 30, 26
20 Fidelity® Low-Priced Stock 669.18K (1.34%) -696.00
Decreased by -0.10%
Oct 31, 23