Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.36%
2 UTRN 3.94%
3 ZIG 2.90%
4 KONG 2.63%
5 WBIY 2.35%
6 TUSA 1.94%
7 FTDS 1.65%
8 MBOX 1.59%
9 XSHD 1.48%
10 PEY 1.46%
11 SPDV 1.46%
12 PSCI 1.37%
13 UDI 1.31%
14 MPAY 1.18%
15 OUSM 1.15%
16 QDIV 1.12%
17 KVLE 1.11%
18 XSHQ 1.03%
19 RGI 1.00%
20 GDIV 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.98M (16.45%) 2.28M
Increased by +14.25%
Mar 31, 25
2 Vanguard Group Inc 10.86M (11.18%) -836.43K
Decreased by -7.70%
Mar 31, 25
3 Mawer Investment Management Ltd 7.81M (8.03%) -274.23K
Decreased by -3.51%
Mar 31, 25
4 Capital World Investors 7.80M (8.03%) -6.77M
Decreased by -86.79%
Mar 31, 24
5 State Street Corp 4.75M (4.89%) 1.17M
Increased by +24.72%
Mar 31, 25
6 State Street Corporation 4.59M (4.73%) -141.15K
Decreased by -3.08%
Mar 31, 24
7 Boston Partners Global Investors, Inc 4.12M (4.24%) -4.44M
Decreased by -107.71%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 4.11M (4.23%) 240.17K
Increased by +5.84%
Mar 31, 25
9 Capital Research Global Investors 3.81M (3.92%) 6.48K
Increased by +0.17%
Mar 31, 25
10 Charles Schwab Investment Management Inc 3.62M (3.72%) 184.59K
Increased by +5.10%
Mar 31, 25
11 AllianceBernstein L.P. 3.27M (3.36%) 50.44K
Increased by +1.54%
Mar 31, 25
12 Fiduciary Management, Inc. of Milwaukee 2.58M (2.65%) 325.24K
Increased by +12.62%
Mar 31, 25
13 Geode Capital Management, LLC 2.33M (2.40%) 217.87K
Increased by +9.36%
Mar 31, 25
14 Amvescap Plc. 2.17M (2.24%) 416.55K
Increased by +19.15%
Mar 31, 24
15 AQR Capital Management LLC 2.13M (2.20%) 457.02K
Increased by +21.41%
Mar 31, 25
16 Millennium Management LLC 1.76M (1.82%) -1.49M
Decreased by -84.24%
Sep 30, 24
17 Dimensional Fund Advisors, Inc. 1.68M (1.73%) 1.22K
Increased by +0.07%
Mar 31, 25
18 Pacer Advisors, INC. 1.63M (1.68%) 833.56K
Increased by +51.17%
Jun 30, 24
19 Qube Research & Technologies 1.55M (1.60%) 1.01M
Increased by +64.90%
Jun 30, 24
20 Pzena Investment Management, LLC 1.32M (1.36%) 298.37K
Increased by +22.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 5.96M (6.14%) -16.78K
Decreased by -0.28%
Jun 30, 25
2 American Funds Washington Mutual A 4.52M (4.66%) -3.14K
Decreased by -0.07%
Mar 31, 24
3 Capital Group Wash Mutual Invtrs Comp 4.52M (4.66%) -3.14K
Decreased by -0.07%
Mar 31, 24
4 Vanguard US Total Market Shares ETF 3.14M (3.23%) 1.97K
Increased by +0.06%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.11M (3.20%) 1.95K
Increased by +0.06%
May 31, 25
6 American Funds Capital Income Bldr A 3.07M (3.16%) 919.12K
Increased by +29.93%
Jun 30, 25
7 Schwab US Dividend Equity ETF™ 2.84M (2.93%) 702.00
Increased by +0.02%
Jun 28, 25
8 American Funds American Balanced A 2.69M (2.77%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Institutional 500 Index Trust 2.62M (2.70%) -21.66K
Decreased by -0.83%
Mar 31, 24
10 Vanguard Small Cap Index 2.45M (2.52%) 12.33K
Increased by +0.50%
May 31, 25
11 iShares Select Dividend ETF 2.30M (2.37%) 0.00
Increased by 0.00%
Jun 30, 25
12 Mawer Global Equity A 2.10M (2.16%) -36.93K
Decreased by -1.76%
May 31, 25
13 American Funds Growth Fund of Amer A 1.99M (2.05%) -3.32M
Decreased by -166.95%
Mar 31, 24
14 Capital Group Growth Fnd of Amer Comp 1.99M (2.05%) -3.32M
Decreased by -166.95%
Mar 31, 24
15 Manulife Global Equity Class F 1.63M (1.68%) -42.80K
Decreased by -2.63%
May 31, 25
16 Pacer US Cash Cows 100 ETF 1.63M (1.68%) 573.00
Increased by +0.04%
Jun 28, 24
17 American Funds Income Fund of Amer A 1.58M (1.63%) 583.63K
Increased by +36.82%
Jun 30, 25
18 Vanguard Small Cap Value Index Inv 1.57M (1.62%) -1.42K
Decreased by -0.09%
May 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.61%) 10.47K
Increased by +0.67%
May 31, 25
20 JHancock Disciplined Value I 1.43M (1.48%) -152.42K
Decreased by -10.63%
Jan 31, 25