Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.39%
2 WBIF 4.29%
3 FXU 3.97%
4 ADPV 3.45%
5 ICAP 3.10%
6 SNPD 2.53%
7 FOVL 2.40%
8 PUI 2.18%
9 RAYD 1.98%
10 REGL 1.96%
11 WBIY 1.84%
12 TMDV 1.80%
13 RDIV 1.71%
14 SYLD 1.67%
15 PEY 1.56%
16 ABEQ 1.33%
17 HEJD 1.30%
18 WBIG 1.29%
19 EMLP 1.18%
20 CSB 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.81M (12.53%) -1.48M
Decreased by -5.50%
Mar 31, 25
2 BlackRock Inc 25.19M (11.77%) -695.86K
Decreased by -2.76%
Mar 31, 25
3 FMR Inc 12.17M (5.69%) 635.94K
Increased by +5.23%
Mar 31, 25
4 State Street Corporation 10.20M (4.77%) -83.09K
Decreased by -0.81%
Mar 31, 24
5 State Street Corp 9.39M (4.39%) -500.36K
Decreased by -5.33%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 6.81M (3.18%) -294.00K
Decreased by -4.32%
Mar 31, 25
7 Zimmer Partners LP 5.31M (2.48%) 4.31M
Increased by +81.18%
Jun 30, 24
8 Snyder Capital Management LP 5.04M (2.35%) -91.02K
Decreased by -1.81%
Mar 31, 25
9 Deutsche Bank AG 4.95M (2.31%) -1.93M
Decreased by -38.92%
Mar 31, 24
10 Geode Capital Management, LLC 4.28M (2.00%) -783.26K
Decreased by -18.32%
Mar 31, 25
11 Northern Trust Corp 4.12M (1.93%) 117.66K
Increased by +2.86%
Mar 31, 25
12 LSV Asset Management 4.04M (1.89%) 251.31K
Increased by +6.22%
Mar 31, 25
13 Federated Hermes Inc 3.89M (1.82%) -1.07M
Decreased by -27.51%
Mar 31, 25
14 Millennium Management LLC 3.67M (1.71%) 1.47M
Increased by +40.02%
Sep 30, 23
15 NORGES BANK 3.65M (1.71%) 1.13M
Increased by +30.95%
Dec 31, 24
16 Arnhold & S. Bleichroeder Advisers, LLC 3.27M (1.53%) -1.34M
Decreased by -40.92%
Jun 30, 24
17 Mitsubishi UFJ Trust & Banking Corp 3.17M (1.48%) -1.97M
Decreased by -62.19%
Dec 31, 24
18 Pictet Asset Manangement SA 3.15M (1.47%) 1.41M
Increased by +44.78%
Mar 31, 25
19 Neuberger Berman Group LLC 2.99M (1.40%) 1.43M
Increased by +47.78%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 2.79M (1.31%) -310.02K
Decreased by -11.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.99M (3.27%) 3.65K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 6.89M (3.22%) 4.21K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 6.77M (3.16%) 5.22K
Increased by +0.08%
Sep 30, 24
4 FullerThaler Behavioral Small-Cap Value 6.10M (2.85%) -361.39K
Decreased by -5.93%
Mar 31, 25
5 Undiscovered Managers Behavioral Val L 5.83M (2.72%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Small Cap Index 5.42M (2.53%) 24.81K
Increased by +0.46%
May 31, 25
7 DWS Top Dividende LD 5.32M (2.49%) -681.27K
Decreased by -12.81%
Feb 29, 24
8 iShares Select Dividend ETF 4.43M (2.07%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Equity-Income Inv 3.49M (1.63%) -735.29K
Decreased by -21.04%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 3.48M (1.63%) -3.01K
Decreased by -0.09%
May 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 3.35M (1.57%) 26.38K
Increased by +0.79%
May 31, 25
12 Pictet Glbl Sel Fd Glbl Utilities Eq P 3.04M (1.42%) 0.00
Increased by 0.00%
Mar 31, 25
13 SPDR® S&P Dividend ETF 2.39M (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
14 First Trust Utilities AlphaDEX® ETF 2.01M (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
15 Hennessy Cornerstone Mid Cap 30 Inv 1.86M (0.87%) -204.90K
Decreased by -11.04%
Jun 30, 25
16 Fidelity Value 1.77M (0.83%) 0.00
Increased by 0.00%
May 31, 25
17 First Eagle Global A 1.72M (0.81%) -591.61K
Decreased by -34.32%
Jul 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.68M (0.79%) 25.16K
Increased by +1.49%
Jun 30, 25
19 Strategic Advisers Fidelity US TtlStk 1.66M (0.78%) 0.00
Increased by 0.00%
May 31, 25
20 Länsförsäkringar Global Vision A 1.54M (0.72%) -120.27K
Decreased by -7.80%
Jun 30, 25