Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.76%
2 FPWR 2.15%
3 ECLN 2.14%
4 REGL 1.98%
5 EMLP 1.98%
6 AFSC 1.97%
7 CSB 1.82%
8 RSMC 1.61%
9 TPYP 1.56%
10 XMLV 1.51%
11 SNPD 1.41%
12 JPSV 1.34%
13 HAPS 1.28%
14 PXMG 1.20%
15 VRAI 1.14%
16 SMDV 1.09%
17 RAVI 1.05%
18 EIPI 0.99%
19 EIPX 0.97%
20 PXMV 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.39M (14.19%) -91.27K
Decreased by -1.09%
Mar 31, 25
2 Vanguard Group Inc 6.57M (11.11%) 155.73K
Increased by +2.37%
Jun 30, 25
3 Wellington Management Company LLP 4.33M (7.32%) 936.29K
Increased by +21.60%
Jun 30, 25
4 American Century Companies Inc 3.61M (6.11%) -192.00K
Decreased by -5.31%
Jun 30, 25
5 State Street Corporation 3.07M (5.20%) -109.51K
Decreased by -3.56%
Mar 31, 24
6 State Street Corp 3.04M (5.14%) -78.17K
Decreased by -2.57%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 2.03M (3.44%) -117.19K
Decreased by -5.76%
Jun 30, 25
8 Geode Capital Management, LLC 1.39M (2.36%) 52.72K
Increased by +3.78%
Mar 31, 25
9 Earnest Partners LLC 1.32M (2.24%) 3.94K
Increased by +0.30%
Jun 30, 25
10 Goldman Sachs Group Inc 1.10M (1.86%) 191.42K
Increased by +17.40%
Dec 31, 24
11 BTIM Corp 1.07M (1.81%) 18.18K
Increased by +1.70%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 1.01M (1.71%) 819.00
Increased by +0.08%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 903.08K (1.53%) 94.81K
Increased by +10.50%
Mar 31, 25
14 JPMorgan Chase & Co 831.98K (1.41%) -32.27K
Decreased by -3.88%
Mar 31, 25
15 Deutsche Bank AG 812.73K (1.37%) -9.13K
Decreased by -1.12%
Mar 31, 25
16 Bank of New York Mellon Corp 787.03K (1.33%) 148.00K
Increased by +18.81%
Mar 31, 25
17 Charles Schwab Investment Management Inc 783.81K (1.32%) -2.10K
Decreased by -0.27%
Jun 30, 25
18 Schroder Investment Management Group 770.73K (1.30%) -66.68K
Decreased by -8.65%
Sep 30, 23
19 Northern Trust Corp 749.00K (1.27%) -28.56K
Decreased by -3.81%
Mar 31, 25
20 First Trust Advisors L.P. 733.34K (1.24%) -26.44K
Decreased by -3.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.95M (3.30%) -6.74K
Decreased by -0.35%
Aug 29, 25
2 Vanguard Total Stock Mkt Idx Inv 1.88M (3.18%) -39.80K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 1.78M (3.01%) 1.44K
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 1.45M (2.46%) -10.46K
Decreased by -0.72%
Jul 31, 25
5 iShares Russell 2000 ETF 1.45M (2.45%) -16.13K
Decreased by -1.11%
Aug 29, 25
6 American Century US Value Yield Eq Tr 2 1.37M (2.31%) -237.32K
Decreased by -17.34%
Mar 31, 25
7 American Century Equity Income Inv 1.22M (2.05%) -153.36K
Decreased by -12.62%
Jun 30, 25
8 American Century US Value Yield Eq Tr 1 1.22M (2.05%) -153.36K
Decreased by -12.62%
Jun 30, 25
9 T. Rowe Price Small-Cap Value 1.14M (1.93%) -1.33K
Decreased by -0.12%
Jun 30, 25
10 Vanguard Explorer Inv 1.11M (1.87%) 1.11M
Increased by +100.00%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 937.16K (1.58%) 2.78K
Increased by +0.30%
Jul 31, 25
12 American Century Mid Cap Value Inv 903.18K (1.53%) -175.70K
Decreased by -19.45%
Jun 30, 25
13 American Century U.S. Mid Cap Value 903.18K (1.53%) -175.70K
Decreased by -19.45%
Jun 30, 25
14 T. Rowe Price U.S. SC Value Eq Tr-Z 724.58K (1.22%) 32.00K
Increased by +4.42%
Mar 31, 25
15 Franklin Utilities A1 700.00K (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
16 Franklin Utilities Fund A1 700.00K (1.18%) 0.00
Increased by 0.00%
Jul 31, 25
17 T. Rowe Price U.S. SC Value Eq Tr-D 692.32K (1.17%) -32.26K
Decreased by -4.66%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 644.38K (1.09%) -281.10K
Decreased by -43.62%
Jul 31, 25
19 SPDR® S&P Dividend ETF 632.95K (1.07%) -1.09K
Decreased by -0.17%
Aug 29, 25
20 Calvert Small-Cap A 623.67K (1.05%) 0.00
Increased by 0.00%
Dec 31, 23