Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 7.15%
2 SOIL 6.12%
3 IVEG 4.70%
4 UTRN 3.91%
5 FEVR 3.81%
6 FXZ 3.61%
7 TPMN 3.60%
8 TAAG 3.22%
9 FTIF 3.04%
10 RSPM 2.74%
11 RTM 2.74%
12 JUNE_old 2.66%
13 FCUS 2.40%
14 CSNR 2.39%
15 DIVL 2.13%
16 SMRI 2.09%
17 UPGD 2.06%
18 RYJ 2.06%
19 QVAL 1.99%
20 TUSA 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.12M (12.38%) 461.52K
Increased by +1.18%
Dec 31, 25
2 FMR Inc 29.08M (9.21%) -10.98M
Decreased by -37.77%
Mar 31, 26
3 BlackRock Inc 23.65M (7.49%) -661.86K
Decreased by -2.80%
Mar 31, 26
4 Vanguard Capital Management, LLC 20.64M (6.53%) 20.64M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 15.31M (4.84%) 15.31M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 15.11M (4.78%) 126.14K
Increased by +0.83%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 14.24M (4.51%) 832.91K
Increased by +5.85%
Mar 31, 26
8 State Street Corp 13.41M (4.24%) 232.94K
Increased by +1.74%
Mar 31, 26
9 Amvescap Plc. 11.24M (3.56%) -603.28K
Decreased by -5.37%
Mar 31, 26
10 AQR Capital Management LLC 10.92M (3.46%) 3.17M
Increased by +28.97%
Mar 31, 26
11 Geode Capital Management, LLC 8.75M (2.77%) 272.13K
Increased by +3.11%
Mar 31, 26
12 Boston Partners Global Investors, Inc 7.57M (2.40%) -405.45K
Decreased by -5.35%
Jun 30, 25
13 The Goldman Sachs Group Inc 6.79M (2.15%) 1.05M
Increased by +15.44%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 5.49M (1.74%) 3.95M
Increased by +71.90%
Mar 31, 26
15 Northern Trust Corp 5.17M (1.64%) 338.16K
Increased by +6.54%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 4.91M (1.55%) -47.15K
Decreased by -0.96%
Mar 31, 26
17 Donald Smith & Co Inc 4.62M (1.46%) -4.71K
Decreased by -0.10%
Mar 31, 26
18 NORGES BANK 4.28M (1.36%) -52.50K
Decreased by -1.23%
Dec 31, 25
19 Bank of New York Mellon Corp 4.14M (1.31%) 25.11K
Increased by +0.61%
Mar 31, 26
20 Charles Schwab Investment Management Inc 3.90M (1.23%) 104.79K
Increased by +2.69%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.13M (3.21%) 24.80K
Increased by +0.24%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 10.03M (3.17%) -189.02K
Decreased by -1.88%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 9.03M (2.86%) 56.95K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 8.23M (2.61%) 147.88K
Increased by +1.80%
Apr 30, 26
5 Vanguard Small Cap Index 7.31M (2.31%) -16.17K
Decreased by -0.22%
Apr 30, 26
6 American Funds Washington Mutual A 5.99M (1.90%) 0.00
Increased by 0.00%
Sep 30, 24
7 Capital Group Wash Mutual Invtrs Comp 5.99M (1.90%) 0.00
Increased by 0.00%
Sep 30, 24
8 Invesco S&P 500® Equal Weight ETF 5.76M (1.82%) 10.99K
Increased by +0.19%
May 29, 26
9 T. Rowe Price U.S. Value Equity Tr-D 5.49M (1.74%) 280.42K
Increased by +5.11%
Mar 31, 25
10 T. Rowe Price U.S. Value Equity Tr-Z 5.49M (1.74%) 280.42K
Increased by +5.11%
Mar 31, 25
11 Pacer US Cash Cows 100 ETF 4.81M (1.52%) 10.49K
Increased by +0.22%
Apr 30, 24
12 T. Rowe Price US Value Equity Composite 4.77M (1.51%) -17.41K
Decreased by -0.37%
Mar 31, 25
13 T. Rowe Price Value 4.77M (1.51%) -2.82K
Decreased by -0.06%
Mar 31, 25
14 American Funds Growth Fund of Amer A 4.73M (1.50%) -1.45M
Decreased by -30.70%
Dec 31, 23
15 Capital Group Growth Fnd of Amer Comp 4.73M (1.50%) -1.45M
Decreased by -30.70%
Dec 31, 23
16 Vanguard Small Cap Value Index Inv 4.70M (1.49%) 35.32K
Increased by +0.75%
Apr 30, 26
17 Donald Smith & Co. All Eq Accounts Comp 4.57M (1.45%) -8.05K
Decreased by -0.18%
Mar 31, 26
18 iShares Core S&P 500 ETF 4.18M (1.32%) 12.77K
Increased by +0.31%
May 29, 26
19 Fidelity 500 Index 4.07M (1.29%) 13.96K
Increased by +0.34%
Apr 30, 26
20 SPDR® S&P 500 ETF 3.93M (1.24%) -57.97K
Decreased by -1.48%
Mar 31, 25