Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.36%
2 UTRN 3.94%
3 PEY 3.51%
4 ZIG 2.90%
5 KONG 2.63%
6 TUSA 1.94%
7 WBIY 1.78%
8 FTDS 1.65%
9 MBOX 1.59%
10 SPDV 1.46%
11 UDI 1.31%
12 XSHD 1.28%
13 KVLE 1.25%
14 MPAY 1.18%
15 QDIV 1.12%
16 OUSM 1.11%
17 PSCI 1.05%
18 RGI 1.00%
19 MYLD 0.99%
20 GDIV 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.51M (16.30%) -1.48M
Decreased by -10.19%
Jun 30, 25
2 Vanguard Group Inc 10.72M (12.05%) -139.91K
Decreased by -1.30%
Jun 30, 25
3 Capital World Investors 7.80M (8.77%) -6.77M
Decreased by -86.79%
Mar 31, 24
4 AQR Capital Management LLC 6.20M (6.97%) 4.07M
Increased by +65.57%
Jun 30, 25
5 Capital Research Global Investors 5.96M (6.69%) 2.15M
Increased by +36.04%
Jun 30, 25
6 State Street Corp 4.87M (5.48%) 127.32K
Increased by +2.61%
Jun 30, 25
7 State Street Corporation 4.59M (5.16%) -141.15K
Decreased by -3.08%
Mar 31, 24
8 Boston Partners Global Investors, Inc 4.12M (4.63%) -4.44M
Decreased by -107.71%
Mar 31, 25
9 Mawer Investment Management Ltd 3.94M (4.43%) -3.86M
Decreased by -98.00%
Jun 30, 25
10 Charles Schwab Investment Management Inc 3.70M (4.16%) 84.55K
Increased by +2.28%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 3.63M (4.08%) -479.91K
Decreased by -13.21%
Jun 30, 25
12 AllianceBernstein L.P. 3.27M (3.67%) 50.44K
Increased by +1.54%
Mar 31, 25
13 Pzena Investment Management, LLC 2.38M (2.67%) 1.06M
Increased by +44.53%
Jun 30, 25
14 Geode Capital Management, LLC 2.32M (2.60%) -9.65K
Decreased by -0.42%
Jun 30, 25
15 Amvescap Plc. 2.17M (2.44%) 416.55K
Increased by +19.15%
Mar 31, 24
16 Fiduciary Management, Inc. of Milwaukee 1.89M (2.12%) -691.74K
Decreased by -36.70%
Jun 30, 25
17 Millennium Management LLC 1.76M (1.98%) -1.49M
Decreased by -84.24%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 1.73M (1.94%) 46.03K
Increased by +2.66%
Jun 30, 25
19 Jupiter Asset Management Limited 1.65M (1.85%) 342.19K
Increased by +20.78%
Jun 30, 25
20 Pacer Advisors, INC. 1.63M (1.83%) 833.56K
Increased by +51.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.98M (6.72%) 0.00
Increased by 0.00%
Aug 31, 25
2 American Funds Washington Mutual A 4.52M (5.08%) -3.14K
Decreased by -0.07%
Mar 31, 24
3 Capital Group Wash Mutual Invtrs Comp 4.52M (5.08%) -3.14K
Decreased by -0.07%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 3.14M (3.52%) 1.97K
Increased by +0.06%
Sep 30, 24
5 American Funds Capital Income Bldr A 3.07M (3.45%) 919.12K
Increased by +29.93%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 3.05M (3.43%) -64.38K
Decreased by -2.11%
Jul 31, 25
7 Schwab US Dividend Equity ETF™ 2.85M (3.21%) 594.00
Increased by +0.02%
Aug 30, 25
8 American Funds American Balanced A 2.69M (3.02%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Institutional 500 Index Trust 2.62M (2.95%) -21.66K
Decreased by -0.83%
Mar 31, 24
10 Vanguard Small Cap Index 2.36M (2.65%) -15.98K
Decreased by -0.68%
Jul 31, 25
11 iShares Select Dividend ETF 2.27M (2.55%) 0.00
Increased by 0.00%
Aug 31, 25
12 American Funds Growth Fund of Amer A 1.99M (2.24%) -3.32M
Decreased by -166.95%
Mar 31, 24
13 Capital Group Growth Fnd of Amer Comp 1.99M (2.24%) -3.32M
Decreased by -166.95%
Mar 31, 24
14 Pacer US Cash Cows 100 ETF 1.63M (1.83%) 573.00
Increased by +0.04%
Jun 28, 24
15 American Funds Income Fund of Amer A 1.58M (1.78%) 583.63K
Increased by +36.82%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 1.51M (1.70%) -1.33K
Decreased by -0.09%
Jul 31, 25
17 JHancock Disciplined Value I 1.43M (1.61%) -152.42K
Decreased by -10.63%
Jan 31, 25
18 JHancock Disciplined Value Mid Cap I 1.41M (1.59%) -44.24K
Decreased by -3.13%
May 31, 25
19 American Funds IS® Growth 1 1.40M (1.58%) 103.00K
Increased by +7.34%
Dec 31, 23
20 Capital Group Growth Composite 1.40M (1.58%) 103.00K
Increased by +7.34%
Dec 31, 23