Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.96%
2 CNRG 2.37%
3 KSCD 2.12%
4 XKCP 2.04%
5 PUI 1.79%
6 CSB 1.67%
7 TPYP 1.47%
8 XMLV 1.41%
9 HSMV 1.13%
10 VRAI 1.10%
11 SMIZ 0.77%
12 PAMC 0.68%
13 GLIF 0.61%
14 HEJD 0.60%
15 PAPI 0.54%
16 FVL 0.52%
17 SMLV 0.51%
18 FNK 0.48%
19 FVD 0.48%
20 DVY 0.47%

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 (2.71%) 32.41K
Increased by +1.25%
Dec 31, 24
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 Millennium Management LLC 1.36M (1.42%) 542.09K
Increased by +39.76%
Dec 31, 24
10 Northern Trust Corp 1.35M (1.41%) 210.54K
Increased by +15.59%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.30M (1.35%) 255.39K
Increased by +19.70%
Mar 31, 25
12 Charles Schwab Investment Management Inc 1.27M (1.33%) 7.13K
Increased by +0.56%
Mar 31, 25
13 Bank of New York Mellon Corp 1.18M (1.23%) -29.53K
Decreased by -2.50%
Mar 31, 25
14 Neuberger Berman Group LLC 1.15M (1.21%) -10.92K
Decreased by -0.95%
Mar 31, 25
15 First Trust Advisors L.P. 1.12M (1.16%) -109.90K
Decreased by -9.86%
Dec 31, 24
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 3.25M (3.39%) -11.20K
Decreased by -0.34%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.22M (3.37%) 7.85K
Increased by +0.24%
Apr 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 2.52M (2.63%) 14.70K
Increased by +0.58%
Apr 30, 25
5 iShares Russell 2000 ETF 2.48M (2.59%) 419.00
Increased by +0.02%
Apr 30, 25
6 iShares Select Dividend ETF 2.00M (2.09%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 1.63M (1.70%) 5.12K
Increased by +0.31%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.62%) 17.61K
Increased by +1.14%
Apr 30, 25
9 SPDR® S&P Dividend ETF 1.11M (1.16%) -6.10K
Decreased by -0.55%
Apr 30, 25
10 Fidelity Small Cap Index 976.74K (1.02%) 3.00K
Increased by +0.31%
Feb 28, 25
11 iShares Russell 2000 Value ETF 937.12K (0.98%) -3.18K
Decreased by -0.34%
Apr 30, 25
12 Fidelity® Small Cap Index 936.82K (0.98%) 24.89K
Increased by +2.66%
Oct 31, 23
13 DNP Select Income 875.59K (0.91%) 0.00
Increased by 0.00%
Jul 31, 24
14 First Trust Value Line® Dividend ETF 798.24K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 791.98K (0.83%) -8.77K
Decreased by -1.11%
Apr 30, 25
16 DFA US Small Cap Value I 729.81K (0.76%) 28.20K
Increased by +3.86%
Mar 31, 25
17 ProShares S&P MidCap 400 Dividend Arst 713.37K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Utilities ETF 628.40K (0.66%) -6.99K
Decreased by -1.11%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 585.43K (0.61%) 29.55K
Increased by +5.05%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 585.43K (0.61%) 29.55K
Increased by +5.05%
Apr 30, 25