Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.36%
2 WBIY 4.34%
3 PEY 3.98%
4 XSHD 3.96%
5 UTRN 3.94%
6 SNPD 3.59%
7 ZIG 2.90%
8 KONG 2.63%
9 FGD 2.45%
10 TUSA 1.94%
11 SCOW 1.65%
12 FTDS 1.65%
13 MBOX 1.59%
14 SDIV 1.53%
15 SPDV 1.46%
16 UDI 1.31%
17 SYLD 1.27%
18 KVLE 1.25%
19 MYLD 1.24%
20 PSCI 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.83M (14.21%) -3.07M
Decreased by -23.91%
Mar 31, 26
2 Vanguard Group Inc 10.59M (11.73%) -53.52K
Decreased by -0.51%
Dec 31, 25
3 Orbis Allan Gray Ltd 7.55M (8.36%) 7.55M
Increased by +100.00%
Mar 31, 26
4 AQR Capital Management LLC 6.36M (7.05%) 17.44K
Increased by +0.27%
Mar 31, 26
5 Pzena Investment Management, LLC 5.97M (6.61%) 1.57M
Increased by +26.34%
Mar 31, 26
6 Capital World Investors 5.89M (6.52%) -16.53K
Decreased by -0.28%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 5.34M (5.92%) 5.34M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 4.62M (5.11%) -100.78K
Decreased by -2.18%
Mar 31, 26
9 State Street Corporation 4.59M (5.08%) -141.15K
Decreased by -3.08%
Mar 31, 24
10 Vanguard Capital Management, LLC 4.40M (4.87%) 4.40M
Increased by +100.00%
Mar 31, 26
11 Boston Partners Global Investors, Inc 4.12M (4.56%) -4.44M
Decreased by -107.71%
Mar 31, 25
12 Mawer Investment Management Ltd 3.94M (4.37%) -3.86M
Decreased by -98.00%
Jun 30, 25
13 AllianceBernstein L.P. 3.81M (4.22%) 93.01K
Increased by +2.44%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 3.80M (4.21%) -322.91K
Decreased by -8.50%
Mar 31, 26
15 Charles Schwab Investment Management Inc 3.40M (3.77%) -578.25K
Decreased by -16.99%
Mar 31, 26
16 Quantinno Capital Management LP 2.50M (2.77%) 875.18K
Increased by +35.03%
Mar 31, 26
17 Amvescap Plc. 2.32M (2.57%) 388.65K
Increased by +16.73%
Mar 31, 26
18 BMO Capital Markets Corp. 2.31M (2.55%) 2.29M
Increased by +99.44%
Mar 31, 26
19 Bank of Montreal 2.31M (2.55%) 2.29M
Increased by +99.44%
Mar 31, 26
20 Geode Capital Management, LLC 2.20M (2.43%) -199.19K
Decreased by -9.07%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.06M (6.71%) 946.00
Increased by +0.02%
Jun 30, 26
2 American Funds SMALLCAP World A 5.89M (6.52%) 0.00
Increased by 0.00%
Mar 31, 26
3 American Funds Washington Mutual A 4.52M (5.01%) -3.14K
Decreased by -0.07%
Mar 31, 24
4 Capital Group Wash Mutual Invtrs Comp 4.52M (5.01%) -3.14K
Decreased by -0.07%
Mar 31, 24
5 Vanguard US Total Market Shares ETF 3.14M (3.47%) 1.97K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 3.08M (3.41%) -220.00
Decreased by -0.01%
Jun 30, 26
7 Pzena Mid Cap Value 2.74M (3.03%) 0.00
Increased by 0.00%
Jun 30, 26
8 Vanguard Selected Value Inv 2.74M (3.03%) 993.71K
Increased by +36.31%
Mar 31, 26
9 American Funds American Balanced A 2.69M (2.98%) 0.00
Increased by 0.00%
Dec 31, 23
10 Vanguard Institutional 500 Index Trust 2.62M (2.91%) -21.66K
Decreased by -0.83%
Mar 31, 24
11 Schwab US Dividend Equity ETF™ 2.55M (2.83%) 4.41K
Increased by +0.17%
Jun 30, 26
12 iShares Select Dividend ETF 2.33M (2.58%) 0.00
Increased by 0.00%
Feb 28, 26
13 Vanguard Small Cap Index 2.23M (2.47%) 18.99K
Increased by +0.85%
Jun 30, 26
14 Orbis Global Equity Investor 2.15M (2.38%) 2.15M
Increased by +100.00%
Mar 31, 26
15 American Funds Growth Fund of Amer A 1.99M (2.20%) -3.32M
Decreased by -166.95%
Mar 31, 24
16 Capital Group Growth Fnd of Amer Comp 1.99M (2.20%) -3.32M
Decreased by -166.95%
Mar 31, 24
17 Pacer US Cash Cows 100 ETF 1.63M (1.80%) 573.00
Increased by +0.04%
Jun 28, 24
18 American Funds Income Fund of Amer A 1.58M (1.76%) 583.63K
Increased by +36.82%
Jun 30, 25
19 JHancock Disciplined Value I 1.43M (1.59%) -152.42K
Decreased by -10.63%
Jan 31, 25
20 JHancock Disciplined Value Mid Cap I 1.41M (1.57%) -44.24K
Decreased by -3.13%
May 31, 25