Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.76%
2 AFSC 1.97%
3 EMLP 1.93%
4 FPWR 1.90%
5 ECLN 1.90%
6 RSMC 1.73%
7 CSB 1.67%
8 REGL 1.45%
9 XMLV 1.39%
10 SNPD 1.36%
11 TPYP 1.29%
12 HAPS 1.28%
13 PXMG 1.20%
14 VRAI 1.14%
15 HSMV 1.10%
16 XMVM 1.08%
17 PXMV 1.08%
18 JPSV 1.05%
19 RAVI 1.05%
20 SMDV 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.77M (14.12%) 399.19K
Increased by +4.55%
Dec 31, 25
2 Vanguard Group Inc 6.49M (10.45%) -53.60K
Decreased by -0.83%
Dec 31, 25
3 American Century Companies Inc 3.50M (5.64%) -313.62K
Decreased by -8.95%
Dec 31, 25
4 Wellington Management Company LLP 3.20M (5.15%) -991.14K
Decreased by -30.97%
Dec 31, 25
5 State Street Corporation 3.07M (4.95%) -109.51K
Decreased by -3.56%
Mar 31, 24
6 State Street Corp 2.98M (4.80%) -55.33K
Decreased by -1.85%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 2.61M (4.20%) 559.93K
Increased by +21.46%
Dec 31, 25
8 AllianceBernstein L.P. 1.70M (2.74%) -7.06K
Decreased by -0.41%
Dec 31, 25
9 Geode Capital Management, LLC 1.49M (2.40%) 1.55K
Increased by +0.10%
Dec 31, 25
10 The Goldman Sachs Group Inc 1.40M (2.25%) 380.67K
Increased by +27.22%
Dec 31, 25
11 Energy Income Partners, LLC 1.32M (2.12%) 470.74K
Increased by +35.74%
Dec 31, 25
12 Earnest Partners LLC 1.19M (1.91%) -69.64K
Decreased by -5.86%
Dec 31, 25
13 Goldman Sachs Group Inc 1.10M (1.77%) 191.42K
Increased by +17.40%
Dec 31, 24
14 BTIM Corp 1.09M (1.75%) -17.47K
Decreased by -1.61%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 1.01M (1.63%) 2.06K
Increased by +0.20%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 992.43K (1.60%) 218.57K
Increased by +22.02%
Dec 31, 25
17 NORGES BANK 916.08K (1.48%) 249.20K
Increased by +27.20%
Dec 31, 25
18 JPMorgan Chase & Co 839.07K (1.35%) 428.02K
Increased by +51.01%
Sep 30, 25
19 Deutsche Bank AG 812.73K (1.31%) -9.13K
Decreased by -1.12%
Mar 31, 25
20 Nuveen, LLC 776.50K (1.25%) 390.34K
Increased by +50.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.03M (3.26%) -1.02K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.00M (3.22%) 95.60K
Increased by +4.78%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.78M (2.87%) 1.44K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.45M (2.33%) 84.93K
Increased by +5.87%
Mar 31, 26
5 iShares Russell 2000 ETF 1.42M (2.28%) 11.94K
Increased by +0.84%
Apr 30, 26
6 American Century US Value Yield Eq Tr 2 1.37M (2.20%) -237.32K
Decreased by -17.34%
Mar 31, 25
7 T. Rowe Price Small-Cap Value 1.01M (1.63%) 0.00
Increased by 0.00%
Mar 31, 26
8 American Century Mid Cap Value Inv 978.33K (1.58%) -53.55K
Decreased by -5.47%
Mar 31, 26
9 American Century U.S. Mid Cap Value 978.33K (1.58%) -53.55K
Decreased by -5.47%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 921.09K (1.48%) 46.01K
Increased by +5.00%
Mar 31, 26
11 American Century Equity Income Inv 909.14K (1.46%) -61.18K
Decreased by -6.73%
Mar 31, 26
12 American Century US Value Yield Eq Tr 1 909.14K (1.46%) -61.18K
Decreased by -6.73%
Mar 31, 26
13 First Trust North Amer Engy InfrasETF 897.93K (1.45%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Explorer Inv 841.49K (1.36%) -208.78K
Decreased by -24.81%
Mar 31, 26
15 T. Rowe Price U.S. SC Value Eq Tr-Z 724.58K (1.17%) 32.00K
Increased by +4.42%
Mar 31, 25
16 Franklin Utilities A1 700.00K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
17 Franklin Utilities Fund A1 700.00K (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 670.06K (1.08%) 15.37K
Increased by +2.29%
Mar 31, 26
19 T. Rowe Price U.S. SC Value Eq Tr-D 658.84K (1.06%) 6.30K
Increased by +0.96%
Mar 31, 26
20 SPDR® S&P Dividend ETF 632.95K (1.02%) -1.09K
Decreased by -0.17%
Aug 29, 25