Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 4.40%
2 PEY 3.08%
3 PJFM 2.22%
4 KIE 1.93%
5 FEMD 1.63%
6 WBIY 1.54%
7 ALTL_old 1.53%
8 XSHQ 1.51%
9 PSCF 1.46%
10 ASCE 1.40%
11 VMAX 1.39%
12 SYLD 1.30%
13 KBWD 1.30%
14 FXO 1.22%
15 RWJ 1.22%
16 SIXS 1.16%
17 WBIG 0.99%
18 XSVM 0.96%
19 PXSV 0.96%
20 MYLD 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.74M (11.52%) -162.56K
Decreased by -0.82%
Dec 31, 25
2 Bain Capital Prairie, LLC 18.76M (10.95%) 18.76M
Increased by +100.00%
Dec 31, 25
3 BlackRock Inc 18.55M (10.83%) 125.29K
Increased by +0.68%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 7.76M (4.53%) 1.52M
Increased by +19.63%
Mar 31, 26
5 State Street Corporation 6.40M (3.74%) -2.54K
Decreased by -0.04%
Mar 31, 24
6 State Street Corp 5.90M (3.44%) -81.63K
Decreased by -1.38%
Dec 31, 25
7 Massachusetts Financial Services Company 5.88M (3.43%) -6.51K
Decreased by -0.11%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 5.21M (3.04%) 3.98K
Increased by +0.08%
Dec 31, 25
9 First Trust Advisors L.P. 4.78M (2.79%) -95.49K
Decreased by -2.00%
Dec 31, 25
10 Dodge & Cox 4.28M (2.50%) -58.70K
Decreased by -1.37%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 4.06M (2.37%) -174.74K
Decreased by -4.30%
Dec 31, 25
12 Jennison Associates LLC 3.82M (2.23%) 141.99K
Increased by +3.71%
Mar 31, 26
13 Apg All Pensions Group 3.22M (1.88%) -178.41K
Decreased by -5.53%
Sep 30, 23
14 Jacobs Levy Equity Management, Inc. 3.16M (1.84%) 1.10M
Increased by +34.79%
Sep 30, 23
15 Geode Capital Management, LLC 2.96M (1.73%) 14.84K
Increased by +0.50%
Dec 31, 25
16 HSBC Holdings PLC 2.72M (1.59%) 1.49M
Increased by +54.90%
Dec 31, 25
17 LSV Asset Management 2.56M (1.49%) -12.84K
Decreased by -0.50%
Mar 31, 26
18 Royal Bank of Canada 2.44M (1.42%) -400.53K
Decreased by -16.44%
Sep 30, 25
19 Principal Financial Group Inc 2.28M (1.33%) -31.68K
Decreased by -1.39%
Mar 31, 26
20 NORGES BANK 2.27M (1.33%) -254.23K
Decreased by -11.20%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 10.31M (6.02%) 68.37K
Increased by +0.66%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 6.05M (3.53%) 55.49K
Increased by +0.92%
Mar 31, 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 4.39M (2.56%) 74.66K
Increased by +1.70%
Mar 31, 26
5 Vanguard Small Cap Value Index Inv 2.79M (1.63%) 22.62K
Increased by +0.81%
Mar 31, 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 (1.61%) -42.59K
Decreased by -1.54%
Mar 31, 26
8 MFS Mid Cap Value Equity 2.77M (1.61%) -119.32K
Decreased by -4.31%
Mar 31, 26
9 iShares Select Dividend ETF 2.57M (1.50%) 112.79K
Increased by +4.39%
Apr 30, 26
10 T. Rowe Price Mid-Cap Value 2.30M (1.34%) 0.00
Increased by 0.00%
Mar 31, 26
11 T. Rowe Price US Mid-Cap Value Equity 2.30M (1.34%) -535.72K
Decreased by -23.28%
Mar 31, 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 1.89M (1.10%) 48.52K
Increased by +2.57%
Mar 31, 26
14 HGK Fixed Income Pension Co 1.67M (0.97%) 0.00
Increased by 0.00%
Mar 31, 25
15 Hudson Edge Fixed Income Pension Co 1.67M (0.97%) 0.00
Increased by 0.00%
Sep 30, 25
16 iShares S&P Small-Cap 600 Value ETF 1.58M (0.92%) 0.00
Increased by 0.00%
Apr 30, 26
17 State Street SPDR Port S&P 600 Sm CpETF 1.54M (0.90%) 538.00
Increased by +0.03%
Apr 30, 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