Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.11%
2 PEY 3.08%
3 KIE 2.23%
4 PSCF 1.81%
5 FXO 1.75%
6 XSHQ 1.66%
7 RZV 1.59%
8 XSVM 1.55%
9 RWJ 1.54%
10 ALTL_old 1.53%
11 KBWD 1.34%
12 SYLD 1.28%
13 WCEO 1.04%
14 IJS 1.01%
15 SLYV 1.01%
16 OASC 0.98%
17 MYLD 0.96%
18 WBIY 0.95%
19 VIOV 0.91%
20 CSB 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.85M (11.09%) -270.39K
Decreased by -1.43%
Mar 31, 25
2 BlackRock Inc 16.53M (9.73%) -45.17K
Decreased by -0.27%
Mar 31, 25
3 State Street Corporation 6.40M (3.77%) -2.54K
Decreased by -0.04%
Mar 31, 24
4 State Street Corp 6.16M (3.62%) -314.65K
Decreased by -5.11%
Mar 31, 25
5 Massachusetts Financial Services Company 4.85M (2.86%) 97.60K
Increased by +2.01%
Mar 31, 25
6 Dodge & Cox 4.28M (2.52%) -58.70K
Decreased by -1.37%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.91M (2.30%) 22.10K
Increased by +0.56%
Mar 31, 25
8 First Trust Advisors L.P. 3.87M (2.28%) 2.61M
Increased by +67.49%
Mar 31, 25
9 Apg All Pensions Group 3.22M (1.90%) -178.41K
Decreased by -5.53%
Sep 30, 23
10 Jacobs Levy Equity Management, Inc. 3.16M (1.86%) 1.10M
Increased by +34.79%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 3.08M (1.81%) 208.11K
Increased by +6.75%
Mar 31, 25
12 Principal Financial Group Inc 3.02M (1.77%) -128.24K
Decreased by -4.25%
Mar 31, 25
13 Geode Capital Management, LLC 2.92M (1.72%) 134.44K
Increased by +4.61%
Mar 31, 25
14 Northern Trust Corp 2.57M (1.51%) 146.67K
Increased by +5.72%
Mar 31, 25
15 NORGES BANK 2.43M (1.43%) 547.54K
Increased by +22.56%
Dec 31, 24
16 LSV Asset Management 2.34M (1.38%) -108.80K
Decreased by -4.65%
Mar 31, 25
17 HSBC Holdings PLC 2.08M (1.22%) -149.48K
Decreased by -7.19%
Mar 31, 25
18 AQR Capital Management LLC 2.04M (1.20%) 935.23K
Increased by +45.80%
Mar 31, 25
19 Bank of New York Mellon Corp 2.03M (1.20%) -54.73K
Decreased by -2.69%
Mar 31, 25
20 Charles Schwab Investment Management Inc 2.03M (1.20%) -54.63K
Decreased by -2.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.15M (5.97%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.47M (3.22%) 3.01K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 5.44M (3.20%) 2.92K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 4.30M (2.53%) 20.30K
Increased by +0.47%
May 31, 25
5 MFS Mid Cap Value A 2.83M (1.67%) 32.09K
Increased by +1.13%
May 31, 25
6 MFS Mid Cap Value Equity 2.80M (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
7 Dodge & Cox Stock I 2.78M (1.64%) 2.77M
Increased by +99.43%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 2.76M (1.63%) -2.35K
Decreased by -0.09%
May 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.56%) 17.60K
Increased by +0.66%
May 31, 25
10 First Trust Rising Dividend Achiev ETF 1.89M (1.11%) 1.58K
Increased by +0.08%
Jun 30, 25
11 HGK Fixed Income Pension Co 1.67M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
12 Hudson Edge Fixed Income Pension Co 1.67M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares S&P Small-Cap 600 Value ETF 1.61M (0.95%) -22.40K
Decreased by -1.39%
Jun 30, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
15 First Trust SMID Cp Rising Div Achv ETF 1.47M (0.87%) 2.86K
Increased by +0.19%
Jun 30, 25
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.46M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
17 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.84%) 0.00
Increased by 0.00%
Jan 31, 24
18 Hennessy Cornerstone Mid Cap 30 Inv 1.40M (0.82%) -154.70K
Decreased by -11.03%
Jun 30, 25
19 Vanguard Tax-Managed Small Cap Adm 1.13M (0.67%) 0.00
Increased by 0.00%
May 31, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 982.27K (0.58%) 4.67K
Increased by +0.48%
Apr 30, 25