Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.76%
2 ECLN 2.20%
3 FPWR 2.20%
4 EMLP 2.18%
5 AFSC 1.97%
6 RSMC 1.62%
7 CSB 1.54%
8 REGL 1.45%
9 XMLV 1.28%
10 HAPS 1.28%
11 TPYP 1.25%
12 SNPD 1.24%
13 EIPI 1.23%
14 EIPX 1.21%
15 PXMG 1.20%
16 VRAI 1.14%
17 PXMV 1.08%
18 XMVM 1.08%
19 RAVI 1.05%
20 HSMV 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.12M (14.69%) 345.19K
Increased by +3.79%
Mar 31, 26
2 Vanguard Group Inc 6.49M (10.45%) -53.60K
Decreased by -0.83%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.59M (5.78%) 3.59M
Increased by +100.00%
Mar 31, 26
4 American Century Companies Inc 3.38M (5.44%) -127.38K
Decreased by -3.77%
Mar 31, 26
5 State Street Corporation 3.07M (4.95%) -109.51K
Decreased by -3.56%
Mar 31, 24
6 State Street Corp 3.04M (4.89%) 53.87K
Increased by +1.77%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.78M (4.47%) 2.78M
Increased by +100.00%
Mar 31, 26
8 Wellington Management Company LLP 2.61M (4.20%) -594.65K
Decreased by -22.82%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 1.86M (3.00%) -747.84K
Decreased by -40.16%
Mar 31, 26
10 Geode Capital Management, LLC 1.58M (2.55%) 90.06K
Increased by +5.70%
Mar 31, 26
11 AllianceBernstein L.P. 1.52M (2.44%) -184.90K
Decreased by -12.20%
Mar 31, 26
12 Energy Income Partners, LLC 1.33M (2.14%) 14.09K
Increased by +1.06%
Mar 31, 26
13 Earnest Partners LLC 1.15M (1.86%) -34.55K
Decreased by -3.00%
Mar 31, 26
14 Goldman Sachs Group Inc 1.10M (1.77%) 191.42K
Increased by +17.40%
Dec 31, 24
15 BTIM Corp 1.09M (1.75%) -17.47K
Decreased by -1.61%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 1.01M (1.63%) 2.06K
Increased by +0.20%
Mar 31, 26
17 The Goldman Sachs Group Inc 944.79K (1.52%) -453.65K
Decreased by -48.02%
Mar 31, 26
18 NORGES BANK 916.08K (1.48%) 249.20K
Increased by +27.20%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 883.60K (1.42%) -108.83K
Decreased by -12.32%
Mar 31, 26
20 Qube Research & Technologies 866.24K (1.40%) 460.93K
Increased by +53.21%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.04M (3.28%) 384.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.01M (3.23%) 5.59K
Increased by +0.28%
Apr 30, 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 1.44M (2.33%) -3.09K
Decreased by -0.21%
Apr 30, 26
5 iShares Russell 2000 ETF 1.44M (2.31%) 13.26K
Increased by +0.92%
May 29, 26
6 T. Rowe Price Small-Cap Value 1.01M (1.63%) -630.00
Decreased by -0.06%
Apr 30, 26
7 American Century Mid Cap Value Inv 978.33K (1.58%) -53.55K
Decreased by -5.47%
Mar 31, 26
8 American Century U.S. Mid Cap Value 978.33K (1.58%) -53.55K
Decreased by -5.47%
Mar 31, 26
9 First Trust North Amer Engy InfrasETF 973.78K (1.57%) 20.00K
Increased by +2.05%
May 31, 26
10 Vanguard Small Cap Value Index Inv 927.60K (1.49%) 6.50K
Increased by +0.70%
Apr 30, 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 American Century US Value Yield Eq Tr 2 909.14K (1.46%) -61.18K
Decreased by -6.73%
Mar 31, 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%
Apr 30, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 677.25K (1.09%) 7.19K
Increased by +1.06%
Apr 30, 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