Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.76%
2 ADPV 3.30%
3 LSAT 2.98%
4 NEWZ 2.87%
5 FOVL 2.41%
6 DVLU 2.23%
7 FTDS 2.15%
8 PFI 1.88%
9 OUSM 1.77%
10 SMCF 1.76%
11 TPMN 1.52%
12 WBIF 1.50%
13 MGMT 1.49%
14 FXO 1.43%
15 MCOW 1.25%
16 XMLV 1.22%
17 DBLV 1.12%
18 DDIV 1.11%
19 XMVM 1.10%
20 PXMV 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.78M (15.08%) -1.01M
Decreased by -3.38%
Dec 31, 25
2 BlackRock Inc 23.14M (11.72%) 99.01K
Increased by +0.43%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 17.95M (9.09%) 17.95M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 13.65M (6.92%) -183.58K
Decreased by -1.34%
Mar 31, 26
5 JPMorgan Chase & Co 11.19M (5.67%) -29.72K
Decreased by -0.27%
Mar 31, 26
6 AQR Capital Management LLC 10.99M (5.57%) -628.12K
Decreased by -5.72%
Mar 31, 26
7 LSV Asset Management 9.90M (5.01%) -125.09K
Decreased by -1.26%
Mar 31, 26
8 Vanguard Capital Management, LLC 9.68M (4.90%) 9.68M
Increased by +100.00%
Mar 31, 26
9 State Street Corporation 9.44M (4.78%) -242.82K
Decreased by -2.57%
Mar 31, 24
10 State Street Corp 7.83M (3.97%) -131.85K
Decreased by -1.68%
Mar 31, 26
11 American Century Companies Inc 5.92M (3.00%) 1.38M
Increased by +23.24%
Mar 31, 26
12 Allianz Asset Management AG 4.57M (2.31%) -444.86K
Decreased by -9.74%
Mar 31, 26
13 Geode Capital Management, LLC 4.52M (2.29%) -853.26K
Decreased by -18.88%
Mar 31, 26
14 First Trust Advisors L.P. 4.29M (2.17%) -321.79K
Decreased by -7.51%
Mar 31, 26
15 Northern Trust Corp 4.21M (2.13%) 14.73K
Increased by +0.35%
Mar 31, 26
16 FMR Inc 3.83M (1.94%) 807.64K
Increased by +21.09%
Sep 30, 23
17 Wellington Management Company LLP 3.76M (1.90%) 7.44K
Increased by +0.20%
Jun 30, 25
18 Caisse De Depot Et Placement Du Quebec 3.76M (1.90%) 137.15K
Increased by +3.65%
Mar 31, 26
19 Franklin Resources Inc 3.40M (1.72%) 994.82K
Increased by +29.30%
Mar 31, 26
20 NORGES BANK 3.29M (1.67%) -149.21K
Decreased by -4.53%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.16M (4.14%) -258.34K
Decreased by -3.16%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.44M (3.77%) 1.40K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 6.83M (3.46%) 15.99K
Increased by +0.23%
Apr 30, 26
4 JPM US Mid Cap Value-MA 6.70M (3.40%) 126.40K
Increased by +1.89%
Mar 31, 25
5 Avantis US Small Cap Value ETF 5.43M (2.75%) 5.58K
Increased by +0.10%
May 30, 26
6 Vanguard Small Cap Index 4.95M (2.51%) -10.95K
Decreased by -0.22%
Apr 30, 26
7 Vanguard Equity-Income Inv 4.70M (2.38%) 0.00
Increased by 0.00%
Mar 31, 26
8 JPM US Mid Cap Value-Composite 4.15M (2.10%) 286.20K
Increased by +6.90%
Mar 31, 26
9 JPMorgan Mid Cap Value L 3.89M (1.97%) -259.73K
Decreased by -6.68%
Apr 30, 26
10 DFA US Small Cap Value I 3.42M (1.73%) 0.00
Increased by 0.00%
Apr 30, 26
11 First Trust SMID Cp Rising Div Achv ETF 3.25M (1.65%) -8.09K
Decreased by -0.25%
May 31, 26
12 Vanguard Small Cap Value Index Inv 3.18M (1.61%) 23.71K
Increased by +0.75%
Apr 30, 26
13 Donald Smith & Co. All Eq Accounts Comp 3.09M (1.57%) -319.20K
Decreased by -10.32%
Mar 31, 24
14 First Trust Rising Dividend Achiev ETF 2.83M (1.44%) 3.96K
Increased by +0.14%
Aug 28, 25
15 JPM US Value Advantage-MA 2.73M (1.38%) 2.63M
Increased by +96.35%
Sep 30, 23
16 Vanguard Explorer Inv 2.51M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 2.48M (1.25%) 24.24K
Increased by +0.98%
Apr 30, 26
18 JPMorgan Value Advantage L 2.26M (1.14%) -17.02K
Decreased by -0.75%
Apr 30, 26
19 Vanguard Strategic Equity Inv 2.01M (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
20 ClearBridge Value Equity 1.90M (0.96%) 0.00
Increased by 0.00%
Mar 31, 24