Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.68%
2 CNRG 2.37%
3 KSCD 2.12%
4 XKCP 2.04%
5 REGL 1.96%
6 PUI 1.76%
7 CSB 1.64%
8 TPYP 1.46%
9 OSCV 1.44%
10 XMLV 1.43%
11 HSMV 1.30%
12 VRAI 1.20%
13 EMLP 1.02%
14 SNPD 0.99%
15 XMVM 0.98%
16 SMDV 0.96%
17 IFRA 0.76%
18 SMIZ 0.74%
19 PAMC 0.68%
20 GLIF 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.75M (18.54%) 916.73K
Increased by +5.17%
Mar 31, 25
2 Vanguard Group Inc 11.06M (11.55%) -457.09K
Decreased by -4.13%
Mar 31, 25
3 State Street Corporation 5.45M (5.70%) 149.83K
Increased by +2.75%
Mar 31, 24
4 State Street Corp 5.24M (5.48%) -115.52K
Decreased by -2.20%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 3.42M (3.58%) 115.57K
Increased by +3.37%
Mar 31, 25
6 Wells Fargo & Co 2.59M (2.70%) -4.70K
Decreased by -0.18%
Mar 31, 25
7 Geode Capital Management, LLC 2.53M (2.64%) 176.19K
Increased by +6.97%
Mar 31, 25
8 NORGES BANK 1.57M (1.64%) 389.11K
Increased by +24.82%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 1.30M (1.35%) 255.39K
Increased by +19.70%
Mar 31, 25
10 Northern Trust Corp 1.28M (1.34%) -66.42K
Decreased by -5.17%
Mar 31, 25
11 Charles Schwab Investment Management Inc 1.27M (1.33%) 7.13K
Increased by +0.56%
Mar 31, 25
12 Bank of New York Mellon Corp 1.18M (1.23%) -29.53K
Decreased by -2.50%
Mar 31, 25
13 Neuberger Berman Group LLC 1.15M (1.21%) -10.92K
Decreased by -0.95%
Mar 31, 25
14 First Trust Advisors L.P. 1.09M (1.14%) -26.00K
Decreased by -2.39%
Mar 31, 25
15 Millennium Management LLC 1.06M (1.11%) -299.90K
Decreased by -28.20%
Mar 31, 25
16 FMR Inc 912.41K (0.95%) 84.32K
Increased by +9.24%
Mar 31, 25
17 Duff & Phelps Inv Mgmt Co (IL) 875.59K (0.91%) 0.00
Increased by 0.00%
Jun 30, 24
18 ProShare Advisors LLC 827.72K (0.86%) -84.81K
Decreased by -10.25%
Mar 31, 25
19 Wellington Management Company LLP 819.69K (0.86%) 92.15K
Increased by +11.24%
Dec 31, 23
20 ExodusPoint Capital Management, LP 751.96K (0.79%) 361.22K
Increased by +48.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.28M (3.42%) 214.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.23M (3.37%) 6.93K
Increased by +0.21%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.12M (3.26%) 2.50K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 2.45M (2.56%) -76.11K
Decreased by -3.10%
Jun 30, 25
5 iShares Russell 2000 ETF 2.44M (2.55%) -39.49K
Decreased by -1.62%
Jul 30, 25
6 iShares Select Dividend ETF 1.99M (2.08%) 0.00
Increased by 0.00%
Jul 30, 25
7 Vanguard Small Cap Value Index Inv 1.56M (1.63%) -61.30K
Decreased by -3.92%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.61%) -23.40K
Decreased by -1.52%
Jun 30, 25
9 SPDR® S&P Dividend ETF 1.10M (1.15%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity Small Cap Index 1.01M (1.06%) 4.02K
Increased by +0.40%
May 31, 25
11 Fidelity® Small Cap Index 936.82K (0.98%) 24.89K
Increased by +2.66%
Oct 31, 23
12 iShares Russell 2000 Value ETF 881.83K (0.92%) 0.00
Increased by 0.00%
Jul 30, 25
13 DNP Select Income 875.59K (0.91%) 0.00
Increased by 0.00%
Jul 31, 24
14 First Trust Value Line® Dividend ETF 834.94K (0.87%) -1.04K
Decreased by -0.13%
Jul 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 788.10K (0.82%) 13.77K
Increased by +1.75%
Jun 30, 25
16 First Trust North Amer Engy InfrasETF 723.25K (0.76%) 415.00
Increased by +0.06%
Jul 31, 25
17 DFA US Small Cap Value I 716.47K (0.75%) 2.37K
Increased by +0.33%
Jun 30, 25
18 ProShares S&P MidCap 400 Dividend Arst 663.11K (0.69%) -610.00
Decreased by -0.09%
Jul 31, 25
19 Vanguard Utilities ETF 637.14K (0.67%) 7.13K
Increased by +1.12%
Jun 30, 25
20 Macquarie Small Cap Value A 613.60K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25