Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.56%
2 PEY 3.08%
3 PJFM 2.22%
4 KIE 1.94%
5 FEMD 1.63%
6 WBIY 1.54%
7 XSHQ 1.53%
8 ALTL_old 1.53%
9 PSCF 1.46%
10 VMAX 1.39%
11 KBWD 1.39%
12 ASCE 1.34%
13 SYLD 1.30%
14 FXO 1.22%
15 RWJ 1.20%
16 SIXS 1.14%
17 WBIG 0.99%
18 MYLD 0.95%
19 XSVM 0.95%
20 PXSV 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.74M (11.53%) -162.56K
Decreased by -0.82%
Dec 31, 25
2 Bain Capital Prairie, LLC 18.76M (10.95%) 0.00
Increased by 0.00%
Mar 31, 26
3 BlackRock Inc 18.50M (10.80%) -54.56K
Decreased by -0.29%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 10.41M (6.08%) 10.41M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 8.27M (4.83%) 8.27M
Increased by +100.00%
Mar 31, 26
6 Dimensional Fund Advisors, Inc. 7.76M (4.53%) 1.52M
Increased by +19.63%
Mar 31, 26
7 State Street Corporation 6.40M (3.74%) -2.54K
Decreased by -0.04%
Mar 31, 24
8 State Street Corp 5.89M (3.44%) -4.48K
Decreased by -0.08%
Mar 31, 26
9 Massachusetts Financial Services Company 5.88M (3.43%) -6.51K
Decreased by -0.11%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 4.43M (2.59%) -780.41K
Decreased by -17.62%
Mar 31, 26
11 Dodge & Cox 4.28M (2.50%) -58.70K
Decreased by -1.37%
Sep 30, 23
12 Jennison Associates LLC 3.82M (2.23%) 141.99K
Increased by +3.71%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 3.69M (2.16%) -370.06K
Decreased by -10.02%
Mar 31, 26
14 Apg All Pensions Group 3.22M (1.88%) -178.41K
Decreased by -5.53%
Sep 30, 23
15 Geode Capital Management, LLC 3.16M (1.84%) 199.82K
Increased by +6.33%
Mar 31, 26
16 Jacobs Levy Equity Management, Inc. 3.16M (1.84%) 1.10M
Increased by +34.79%
Sep 30, 23
17 HSBC Holdings PLC 2.72M (1.59%) 1.49M
Increased by +54.90%
Dec 31, 25
18 LSV Asset Management 2.56M (1.49%) -12.84K
Decreased by -0.50%
Mar 31, 26
19 Royal Bank of Canada 2.44M (1.42%) -400.53K
Decreased by -16.44%
Sep 30, 25
20 Principal Financial Group Inc 2.28M (1.33%) -31.68K
Decreased by -1.39%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.26M (5.99%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 6.07M (3.54%) 14.65K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 5.44M (3.18%) 2.92K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 4.38M (2.56%) -11.17K
Decreased by -0.26%
Apr 30, 26
5 Vanguard Small Cap Value Index Inv 2.81M (1.64%) 21.13K
Increased by +0.75%
Apr 30, 26
6 Dodge & Cox Stock I 2.78M (1.62%) 2.77M
Increased by +99.43%
Sep 30, 23
7 MFS Mid Cap Value A 2.77M (1.62%) 0.00
Increased by 0.00%
Apr 30, 26
8 MFS Mid Cap Value Equity 2.77M (1.62%) -119.32K
Decreased by -4.31%
Mar 31, 26
9 iShares Select Dividend ETF 2.72M (1.59%) 0.00
Increased by 0.00%
May 29, 26
10 T. Rowe Price US Mid-Cap Value Equity 2.30M (1.34%) -535.72K
Decreased by -23.28%
Mar 31, 26
11 T. Rowe Price Mid-Cap Value 2.30M (1.34%) -1.50K
Decreased by -0.07%
Apr 30, 26
12 First Trust Rising Dividend Achiev ETF 2.24M (1.31%) 3.51K
Increased by +0.16%
Feb 26, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 1.91M (1.11%) 17.49K
Increased by +0.92%
Apr 30, 26
14 HGK Fixed Income Pension Co 1.67M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
15 Hudson Edge Fixed Income Pension Co 1.67M (0.98%) 0.00
Increased by 0.00%
Sep 30, 25
16 iShares S&P Small-Cap 600 Value ETF 1.61M (0.94%) 0.00
Increased by 0.00%
May 29, 26
17 State Street SPDR Port S&P 600 Sm CpETF 1.55M (0.91%) 0.00
Increased by 0.00%
May 29, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.51M (0.88%) 18.08K
Increased by +1.20%
Aug 29, 25
19 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24
20 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.83%) 0.00
Increased by 0.00%
Jan 31, 24