Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 7.15%
2 SOIL 6.12%
3 IVEG 4.70%
4 FXZ 3.92%
5 UTRN 3.91%
6 FEVR 3.81%
7 TPMN 3.60%
8 TAAG 3.22%
9 FTIF 3.04%
10 RSPM 2.95%
11 RTM 2.95%
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 FMR Inc 40.06M (12.68%) 3.06M
Increased by +7.63%
Dec 31, 25
2 Vanguard Group Inc 39.12M (12.38%) 461.52K
Increased by +1.18%
Dec 31, 25
3 BlackRock Inc 24.31M (7.69%) -1.35M
Decreased by -5.54%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 17.16M (5.43%) 1.02M
Increased by +5.97%
Mar 31, 25
5 State Street Corporation 15.11M (4.78%) 126.14K
Increased by +0.83%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 14.24M (4.51%) 832.91K
Increased by +5.85%
Mar 31, 26
7 State Street Corp 13.17M (4.17%) 240.15K
Increased by +1.82%
Dec 31, 25
8 Amvescap Plc. 11.24M (3.56%) -603.28K
Decreased by -5.37%
Mar 31, 26
9 Geode Capital Management, LLC 8.48M (2.68%) 63.82K
Increased by +0.75%
Dec 31, 25
10 AQR Capital Management LLC 7.76M (2.46%) -687.67K
Decreased by -8.86%
Dec 31, 25
11 Boston Partners Global Investors, Inc 7.57M (2.40%) -405.45K
Decreased by -5.35%
Jun 30, 25
12 The Goldman Sachs Group Inc 5.74M (1.82%) 2.62M
Increased by +45.67%
Dec 31, 25
13 Northern Trust Corp 5.17M (1.64%) 338.16K
Increased by +6.54%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 4.96M (1.57%) -248.30K
Decreased by -5.01%
Dec 31, 25
15 Donald Smith & Co Inc 4.62M (1.46%) 929.33K
Increased by +20.10%
Dec 31, 25
16 NORGES BANK 4.28M (1.35%) -52.50K
Decreased by -1.23%
Dec 31, 25
17 Bank of New York Mellon Corp 4.14M (1.31%) 25.11K
Increased by +0.61%
Mar 31, 26
18 Bank of America Corp 3.86M (1.22%) -246.33K
Decreased by -6.39%
Sep 30, 25
19 Two Sigma Advisers, LLC 3.84M (1.22%) -744.80K
Decreased by -19.39%
Jun 30, 25
20 Pacer Advisors, INC. 3.82M (1.21%) 186.34K
Increased by +4.87%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.11M (3.20%) 75.33K
Increased by +0.75%
Mar 31, 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 8.08M (2.56%) -75.51K
Decreased by -0.93%
Mar 31, 26
5 Vanguard Small Cap Index 7.33M (2.32%) 119.71K
Increased by +1.63%
Mar 31, 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 5.79M (1.83%) -1.74K
Decreased by -0.03%
Apr 30, 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 4.66M (1.48%) 34.11K
Increased by +0.73%
Mar 31, 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 4.11M (1.30%) 12.03K
Increased by +0.29%
Apr 30, 26
19 Fidelity 500 Index 4.05M (1.28%) 14.16K
Increased by +0.35%
Mar 31, 26
20 SPDR® S&P 500 ETF 3.93M (1.24%) -57.97K
Decreased by -1.48%
Mar 31, 25