Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 PSCD 2.81%
4 COWS 1.97%
5 HCOW 1.92%
6 RCD 1.89%
7 RSPD 1.89%
8 SMRI 1.76%
9 AIEQ 1.73%
10 SPDV 1.70%
11 OUSM 1.58%
12 CGMM 1.56%
13 QQQN 1.50%
14 EQRR 1.41%
15 QDIV 1.25%
16 GEND 1.20%
17 RISN 1.19%
18 SPVM_old 1.18%
19 FXD 1.18%
20 BUSA 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 36.90M (14.57%) 7.03M
Increased by +19.06%
Mar 31, 26
2 Vanguard Group Inc 27.32M (10.79%) -3.15M
Decreased by -11.54%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 14.39M (5.68%) 14.39M
Increased by +100.00%
Mar 31, 26
4 Nordea Investment Mgmt Bank Demark A/s 12.26M (4.84%) -211.82K
Decreased by -1.73%
Mar 31, 26
5 Vanguard Capital Management, LLC 11.46M (4.53%) 11.46M
Increased by +100.00%
Mar 31, 26
6 Capital World Investors 11.35M (4.48%) 7.99M
Increased by +70.38%
Mar 31, 26
7 State Street Corporation 11.31M (4.47%) -258.54K
Decreased by -2.29%
Mar 31, 24
8 JPMorgan Chase & Co 10.99M (4.34%) -2.20M
Decreased by -20.01%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 10.43M (4.12%) -3.12M
Decreased by -29.88%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 10.38M (4.10%) 1.20M
Increased by +11.52%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 9.94M (3.93%) -6.57M
Decreased by -66.13%
Mar 31, 26
12 Massachusetts Financial Services Company 9.65M (3.81%) -448.67K
Decreased by -4.65%
Mar 31, 26
13 State Street Corp 8.65M (3.42%) -36.96K
Decreased by -0.43%
Mar 31, 26
14 Ancora Advisors LLC 8.05M (3.18%) 44.53K
Increased by +0.55%
Mar 31, 26
15 Wellington Management Company LLP 6.25M (2.47%) -3.75M
Decreased by -60.02%
Sep 30, 24
16 Pzena Investment Management, LLC 6.23M (2.46%) 1.85M
Increased by +29.69%
Mar 31, 26
17 Amvescap Plc. 6.17M (2.44%) 1.04M
Increased by +16.77%
Sep 30, 25
18 Boston Partners Global Investors, Inc 6.05M (2.39%) -1.34M
Decreased by -22.09%
Mar 31, 26
19 Geode Capital Management, LLC 4.84M (1.91%) 163.79K
Increased by +3.39%
Mar 31, 26
20 Allspring Global Investments Holdings, LLC 4.68M (1.85%) -4.15M
Decreased by -88.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 15.53M (6.13%) 5.39K
Increased by +0.03%
May 29, 26
2 FullerThaler Behavioral Small-Cap Value 8.37M (3.31%) 1.68M
Increased by +20.09%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 8.29M (3.28%) -117.48K
Decreased by -1.42%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.16M (3.22%) 22.48K
Increased by +0.28%
Apr 30, 26
5 Undiscovered Managers Behavioral Val L 7.83M (3.09%) 0.00
Increased by 0.00%
Apr 30, 26
6 AF High Growth (AFRIS) 7.50M (2.96%) 7.50M
Increased by +100.00%
Feb 29, 24
7 Vanguard Institutional 500 Index Trust 7.39M (2.92%) 46.36K
Increased by +0.63%
May 31, 25
8 Allspring Mid Value SMA 7.06M (2.79%) 7.06M
Increased by +99.99%
Jun 30, 24
9 Vanguard 500 Index Investor 6.39M (2.52%) -936.19K
Decreased by -14.65%
Jul 31, 25
10 Vanguard Small Cap Index 5.88M (2.32%) -13.77K
Decreased by -0.23%
Apr 30, 26
11 iShares Select Dividend ETF 5.36M (2.12%) 9.16K
Increased by +0.17%
May 29, 26
12 American Funds SMALLCAP World A 5.01M (1.98%) 550.00K
Increased by +10.97%
Mar 31, 26
13 Nordea 1 - Global Climate & Envir BI EUR 4.08M (1.61%) -117.74K
Decreased by -2.89%
Apr 30, 26
14 Eaton Vance Atlanta Capital SMID-Cap I 4.05M (1.60%) -739.78K
Decreased by -18.25%
Apr 30, 26
15 Vanguard Small Cap Value Index Inv 3.78M (1.49%) 29.38K
Increased by +0.78%
Apr 30, 26
16 Allspring Special Mid Cap Value Inst 3.67M (1.45%) -2.21M
Decreased by -60.18%
Sep 30, 24
17 Allspring Special US Mid Cap Value Eq 3.67M (1.45%) -3.39M
Decreased by -92.34%
Sep 30, 24
18 Invesco S&P 500® Equal Weight ETF 3.59M (1.42%) 5.28K
Increased by +0.15%
Aug 29, 25
19 Global Balanced (AFRIS) 3.44M (1.36%) 3.44M
Increased by +100.00%
Feb 29, 24
20 MFS Mid Cap Value A 3.33M (1.32%) 0.00
Increased by 0.00%
Apr 30, 26