Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 5.21%
2 PEY 3.08%
3 PJFM 2.47%
4 PSCF 1.87%
5 XSHQ 1.86%
6 KIE 1.80%
7 XSVM 1.65%
8 PXSV 1.65%
9 RZV 1.64%
10 WBIY 1.60%
11 ALTL_old 1.53%
12 VMAX 1.40%
13 RWJ 1.39%
14 SYLD 1.30%
15 FXO 1.30%
16 SIXS 1.08%
17 WBIG 0.99%
18 KBWD 0.97%
19 VIOV 0.97%
20 SLYV 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.72M (10.99%) -131.56K
Decreased by -0.70%
Jun 30, 25
2 BlackRock Inc 16.48M (9.68%) -49.04K
Decreased by -0.30%
Jun 30, 25
3 State Street Corporation 6.40M (3.76%) -2.54K
Decreased by -0.04%
Mar 31, 24
4 State Street Corp 6.20M (3.64%) 40.68K
Increased by +0.66%
Jun 30, 25
5 Massachusetts Financial Services Company 4.92M (2.89%) 61.87K
Increased by +1.26%
Jun 30, 25
6 First Trust Advisors L.P. 4.65M (2.73%) 774.72K
Increased by +16.68%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 4.57M (2.69%) 1.49M
Increased by +32.55%
Jun 30, 25
8 Dodge & Cox 4.28M (2.51%) -58.70K
Decreased by -1.37%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.90M (2.29%) -9.88K
Decreased by -0.25%
Jun 30, 25
10 T. Rowe Price Associates, Inc. 3.80M (2.23%) 3.69M
Increased by +97.18%
Jun 30, 25
11 Apg All Pensions Group 3.22M (1.89%) -178.41K
Decreased by -5.53%
Sep 30, 23
12 Jacobs Levy Equity Management, Inc. 3.16M (1.85%) 1.10M
Increased by +34.79%
Sep 30, 23
13 Geode Capital Management, LLC 2.90M (1.70%) -18.15K
Decreased by -0.63%
Jun 30, 25
14 Principal Financial Group Inc 2.79M (1.64%) -222.97K
Decreased by -7.98%
Jun 30, 25
15 LSV Asset Management 2.74M (1.61%) 394.58K
Increased by +14.42%
Jun 30, 25
16 NORGES BANK 2.52M (1.48%) 98.23K
Increased by +3.89%
Jun 30, 25
17 Northern Trust Corp 2.47M (1.45%) -95.11K
Decreased by -3.85%
Jun 30, 25
18 Charles Schwab Investment Management Inc 2.06M (1.21%) 27.29K
Increased by +1.33%
Jun 30, 25
19 AQR Capital Management LLC 2.04M (1.20%) 935.23K
Increased by +45.80%
Mar 31, 25
20 Balyasny Asset Management LLC 2.01M (1.18%) 2.01M
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.16M (5.96%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 5.44M (3.19%) 2.92K
Increased by +0.05%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.35M (3.14%) -136.87K
Decreased by -2.56%
Jul 31, 25
4 Vanguard Small Cap Index 4.15M (2.43%) -26.57K
Decreased by -0.64%
Jul 31, 25
5 MFS Mid Cap Value A 3.04M (1.79%) 210.52K
Increased by +6.92%
Jul 31, 25
6 MFS Mid Cap Value Equity 2.83M (1.66%) 32.09K
Increased by +1.13%
Jun 30, 25
7 Dodge & Cox Stock I 2.78M (1.63%) 2.77M
Increased by +99.43%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 2.67M (1.57%) 3.57K
Increased by +0.13%
Jul 31, 25
9 T. Rowe Price Mid-Cap Value 2.65M (1.56%) 2.65M
Increased by +100.00%
Jul 31, 25
10 First Trust Rising Dividend Achiev ETF 1.97M (1.16%) 2.76K
Increased by +0.14%
Aug 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.08%) -796.89K
Decreased by -43.50%
Jul 31, 25
12 HGK Fixed Income Pension Co 1.67M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
13 Hudson Edge Fixed Income Pension Co 1.67M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
14 iShares S&P Small-Cap 600 Value ETF 1.59M (0.94%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.51M (0.89%) 18.08K
Increased by +1.20%
Aug 29, 25
16 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
17 First Trust SMID Cp Rising Div Achv ETF 1.50M (0.88%) 1.59K
Increased by +0.11%
Aug 28, 25
18 iShares Select Dividend ETF 1.47M (0.86%) 0.00
Increased by 0.00%
Aug 31, 25
19 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.83%) 0.00
Increased by 0.00%
Jan 31, 24
20 Hennessy Cornerstone Mid Cap 30 Inv 1.40M (0.82%) -154.70K
Decreased by -11.03%
Jun 30, 25