Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEY 4.62%
2 TPMN 4.36%
3 UTRN 3.94%
4 WBIY 3.36%
5 SNPD 2.97%
6 XSHD 2.96%
7 ZIG 2.90%
8 KONG 2.63%
9 FGD 1.99%
10 TUSA 1.94%
11 FTDS 1.65%
12 MBOX 1.59%
13 SPDV 1.46%
14 SCOW 1.37%
15 UDI 1.31%
16 KVLE 1.25%
17 MPAY 1.18%
18 DEEP 1.16%
19 QDIV 1.12%
20 OUSM 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.83M (14.20%) -3.07M
Decreased by -23.91%
Mar 31, 26
2 Vanguard Group Inc 10.59M (11.72%) -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 (7.04%) 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 6.02M (6.67%) 2.21K
Increased by +0.04%
May 29, 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 3.12M (3.45%) 10.05K
Increased by +0.32%
Apr 30, 26
7 Pzena Mid Cap Value 2.74M (3.03%) 0.00
Increased by 0.00%
Apr 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™ 2.38M (2.64%) 4.56K
Increased by +0.19%
May 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 2.21M (2.45%) -6.80K
Decreased by -0.31%
Apr 30, 26
14 American Funds Growth Fund of Amer A 1.99M (2.20%) -3.32M
Decreased by -166.95%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 1.99M (2.20%) -3.32M
Decreased by -166.95%
Mar 31, 24
16 Pacer US Cash Cows 100 ETF 1.63M (1.80%) 573.00
Increased by +0.04%
Jun 28, 24
17 Invesco High Yield Eq Div Achiev™ ETF 1.61M (1.79%) 0.00
Increased by 0.00%
May 29, 26
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 Vanguard Small Cap Value Index Inv 1.42M (1.58%) 11.94K
Increased by +0.84%
Apr 30, 26