Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVPA 3.54%
2 PEY 3.08%
3 KIE 1.78%
4 PSCF 1.58%
5 ALTL_old 1.53%
6 XSHQ 1.47%
7 RZV 1.41%
8 XSVM 1.36%
9 RWJ 1.35%
10 FXO 1.19%
11 KBWD 1.17%
12 SYLD 1.11%
13 WBIY 0.95%
14 VIOV 0.91%
15 IJS 0.89%
16 SLYV 0.89%
17 PXLG 0.87%
18 NIXT 0.87%
19 MYLD 0.86%
20 ROE 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.85M (12.47%) -270.39K
Decreased by -1.43%
Mar 31, 25
2 BlackRock Inc 16.53M (10.94%) -45.17K
Decreased by -0.27%
Mar 31, 25
3 State Street Corporation 6.40M (4.24%) -2.54K
Decreased by -0.04%
Mar 31, 24
4 State Street Corp 6.16M (4.08%) -314.65K
Decreased by -5.11%
Mar 31, 25
5 Massachusetts Financial Services Company 4.85M (3.21%) 97.60K
Increased by +2.01%
Mar 31, 25
6 Dodge & Cox 4.28M (2.83%) -58.70K
Decreased by -1.37%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 3.91M (2.59%) 22.10K
Increased by +0.56%
Mar 31, 25
8 Apg All Pensions Group 3.22M (2.13%) -178.41K
Decreased by -5.53%
Sep 30, 23
9 Jacobs Levy Equity Management, Inc. 3.16M (2.09%) 1.10M
Increased by +34.79%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 3.08M (2.04%) 208.11K
Increased by +6.75%
Mar 31, 25
11 Principal Financial Group Inc 3.02M (2.00%) -128.24K
Decreased by -4.25%
Mar 31, 25
12 Geode Capital Management, LLC 2.92M (1.93%) 134.44K
Increased by +4.61%
Mar 31, 25
13 Northern Trust Corp 2.57M (1.70%) 146.67K
Increased by +5.72%
Mar 31, 25
14 NORGES BANK 2.43M (1.61%) 547.54K
Increased by +22.56%
Dec 31, 24
15 LSV Asset Management 2.34M (1.55%) -108.80K
Decreased by -4.65%
Mar 31, 25
16 HSBC Holdings PLC 2.08M (1.38%) -149.48K
Decreased by -7.19%
Mar 31, 25
17 AQR Capital Management LLC 2.04M (1.35%) 935.23K
Increased by +45.80%
Mar 31, 25
18 Bank of New York Mellon Corp 2.03M (1.35%) -54.73K
Decreased by -2.69%
Mar 31, 25
19 Charles Schwab Investment Management Inc 2.03M (1.34%) -54.63K
Decreased by -2.69%
Mar 31, 25
20 Balyasny Asset Management LLC 2.01M (1.33%) 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 10.30M (6.82%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.47M (3.62%) 60.90K
Increased by +1.11%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.44M (3.60%) 2.92K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 4.28M (2.83%) 25.64K
Increased by +0.60%
Apr 30, 25
5 MFS Mid Cap Value A 2.80M (1.85%) 0.00
Increased by 0.00%
Apr 30, 25
6 MFS Mid Cap Value Equity 2.80M (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
7 Dodge & Cox Stock I 2.78M (1.84%) 2.77M
Increased by +99.43%
Sep 30, 23
8 Vanguard Small Cap Value Index Inv 2.77M (1.83%) 8.68K
Increased by +0.31%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 2.64M (1.74%) 19.10K
Increased by +0.72%
Apr 30, 25
10 First Trust Rising Dividend Achiev ETF 1.85M (1.23%) 784.00
Increased by +0.04%
May 29, 25
11 iShares S&P Small-Cap 600 Value ETF 1.68M (1.11%) 0.00
Increased by 0.00%
May 31, 25
12 HGK Fixed Income Pension Co 1.67M (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
13 Hudson Edge Fixed Income Pension Co 1.67M (1.11%) 0.00
Increased by 0.00%
Mar 31, 25
14 Hennessy Cornerstone Mid Cap 30 Inv 1.56M (1.03%) -152.20K
Decreased by -9.78%
Mar 31, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 1.50M (1.00%) 0.00
Increased by 0.00%
Apr 30, 24
16 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.45M (0.96%) 0.00
Increased by 0.00%
May 30, 25
17 Invesco High Yield Eq Div Achiev™ ETF 1.42M (0.94%) 0.00
Increased by 0.00%
Jan 31, 24
18 First Trust SMID Cp Rising Div Achv ETF 1.40M (0.93%) 2.12K
Increased by +0.15%
May 29, 25
19 Vanguard Tax-Managed Small Cap Adm 1.13M (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 990.17K (0.66%) 7.90K
Increased by +0.80%
May 31, 25