Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.41%
2 PEY 3.08%
3 KIE 2.29%
4 PSCF 1.83%
5 FXO 1.81%
6 XSHQ 1.72%
7 RZV 1.59%
8 XSVM 1.57%
9 PXSV 1.56%
10 RWJ 1.54%
11 ALTL_old 1.53%
12 KBWD 1.44%
13 SYLD 1.31%
14 WCEO 1.07%
15 IJS 1.02%
16 SLYV 1.01%
17 VIOV 0.99%
18 MYLD 0.97%
19 WBIY 0.95%
20 OASC 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.72M (11.02%) -131.56K
Decreased by -0.70%
Jun 30, 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 4.92M (2.89%) 61.87K
Increased by +1.26%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 4.57M (2.69%) 1.49M
Increased by +32.55%
Jun 30, 25
7 Dodge & Cox 4.28M (2.52%) -58.70K
Decreased by -1.37%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 3.91M (2.30%) 22.10K
Increased by +0.56%
Mar 31, 25
9 First Trust Advisors L.P. 3.87M (2.28%) 2.61M
Increased by +67.49%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 3.80M (2.24%) 3.69M
Increased by +97.18%
Jun 30, 25
11 Apg All Pensions Group 3.22M (1.90%) -178.41K
Decreased by -5.53%
Sep 30, 23
12 Jacobs Levy Equity Management, Inc. 3.16M (1.86%) 1.10M
Increased by +34.79%
Sep 30, 23
13 Geode Capital Management, LLC 2.92M (1.72%) 134.44K
Increased by +4.61%
Mar 31, 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 Northern Trust Corp 2.57M (1.51%) 146.67K
Increased by +5.72%
Mar 31, 25
17 NORGES BANK 2.52M (1.49%) 98.23K
Increased by +3.89%
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 Bank of New York Mellon Corp 2.03M (1.20%) -54.73K
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 10.20M (6.00%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 5.44M (3.20%) 2.92K
Increased by +0.05%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.35M (3.15%) -136.87K
Decreased by -2.56%
Jul 31, 25
4 Vanguard Small Cap Index 4.15M (2.44%) -26.57K
Decreased by -0.64%
Jul 31, 25
5 MFS Mid Cap Value A 2.83M (1.67%) 0.00
Increased by 0.00%
Jun 30, 25
6 MFS Mid Cap Value Equity 2.83M (1.67%) 32.09K
Increased by +1.13%
Jun 30, 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 2.67M (1.57%) 3.57K
Increased by +0.13%
Jul 31, 25
9 First Trust Rising Dividend Achiev ETF 1.93M (1.13%) 3.55K
Increased by +0.18%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.08%) -796.89K
Decreased by -43.50%
Jul 31, 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%) 0.00
Increased by 0.00%
Jul 31, 25
14 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (0.89%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.48M (0.87%) 822.00
Increased by +0.06%
Jul 31, 25
16 First Trust SMID Cp Rising Div Achv ETF 1.47M (0.87%) -2.86K
Decreased by -0.19%
Jul 31, 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 (0.83%) -154.70K
Decreased by -11.03%
Jun 30, 25
19 BlackRock Systematic Multi-Strat Instl 1.17M (0.69%) 1.14M
Increased by +97.24%
May 31, 25
20 Vanguard Tax-Managed Small Cap Adm 1.12M (0.66%) 0.00
Increased by 0.00%
Jul 31, 25