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 1.94%
6 PUI 1.76%
7 CSB 1.62%
8 XMLV 1.52%
9 TPYP 1.51%
10 OSCV 1.41%
11 HSMV 1.29%
12 VRAI 1.20%
13 EMLP 1.03%
14 ECLN 1.03%
15 XMVM 1.00%
16 PXMV 0.98%
17 SNPD 0.98%
18 SMDV 0.94%
19 LST 0.82%
20 IFRA 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.75M (18.53%) 916.73K
Increased by +5.17%
Mar 31, 25
2 Vanguard Group Inc 11.06M (11.55%) 1.84K
Increased by +0.02%
Jun 30, 25
3 State Street Corporation 5.45M (5.69%) 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. 3.44M (3.59%) 10.75K
Increased by +0.31%
Jun 30, 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 Morgan Stanley - Brokerage Accounts 1.30M (1.35%) 255.39K
Increased by +19.70%
Mar 31, 25
9 Northern Trust Corp 1.28M (1.34%) -66.42K
Decreased by -5.17%
Mar 31, 25
10 Charles Schwab Investment Management Inc 1.24M (1.30%) -30.83K
Decreased by -2.48%
Jun 30, 25
11 Bank of New York Mellon Corp 1.18M (1.23%) -29.53K
Decreased by -2.50%
Mar 31, 25
12 NORGES BANK 1.18M (1.23%) -392.35K
Decreased by -33.39%
Jun 30, 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 831.31K (0.87%) 3.59K
Increased by +0.43%
Jun 30, 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 3.27M (3.42%) -5.88K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.15M (3.29%) -83.83K
Decreased by -2.66%
Jul 31, 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 2.44M (2.55%) -15.49K
Decreased by -0.64%
Jul 31, 25
5 iShares Russell 2000 ETF 2.39M (2.50%) -45.57K
Decreased by -1.90%
Jul 31, 25
6 iShares Select Dividend ETF 1.99M (2.08%) -1.36K
Decreased by -0.07%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 1.57M (1.64%) 4.07K
Increased by +0.26%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.13%) -464.87K
Decreased by -43.08%
Jul 31, 25
9 SPDR® S&P Dividend ETF 1.06M (1.10%) -40.80K
Decreased by -3.86%
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 882.48K (0.92%) 655.00
Increased by +0.07%
Jul 31, 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 768.86K (0.80%) -19.24K
Decreased by -2.50%
Jul 31, 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 636.72K (0.66%) -427.00
Decreased by -0.07%
Jul 31, 25
20 Macquarie Small Cap Value A 613.60K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25