Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.39%
2 WBIF 4.29%
3 FXU 3.88%
4 ADPV 3.51%
5 ERNZ 3.16%
6 ICAP 3.10%
7 FOVL 2.38%
8 SNPD 2.30%
9 PUI 1.94%
10 RAYD 1.89%
11 WBIY 1.84%
12 TMDV 1.80%
13 PEY 1.71%
14 REGL 1.69%
15 CSB 1.51%
16 SYLD 1.48%
17 VMAX 1.31%
18 ABEQ 1.15%
19 HEJD 1.15%
20 XMMO 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.33M (12.28%) -484.34K
Decreased by -1.84%
Jun 30, 25
2 BlackRock Inc 25.21M (11.76%) 28.16K
Increased by +0.11%
Jun 30, 25
3 FMR Inc 12.18M (5.68%) 19.59K
Increased by +0.16%
Jun 30, 25
4 State Street Corporation 10.20M (4.76%) -83.09K
Decreased by -0.81%
Mar 31, 24
5 State Street Corp 9.70M (4.52%) 312.18K
Increased by +3.22%
Jun 30, 25
6 Fuller & Thaler Asset Management Inc 6.84M (3.19%) 29.36K
Increased by +0.43%
Jun 30, 25
7 Zimmer Partners LP 5.31M (2.48%) 4.31M
Increased by +81.18%
Jun 30, 24
8 Deutsche Bank AG 4.95M (2.31%) -1.93M
Decreased by -38.92%
Mar 31, 24
9 LSV Asset Management 4.90M (2.28%) 862.28K
Increased by +17.60%
Jun 30, 25
10 Snyder Capital Management LP 4.81M (2.24%) -227.73K
Decreased by -4.74%
Jun 30, 25
11 Geode Capital Management, LLC 4.24M (1.98%) -37.60K
Decreased by -0.89%
Jun 30, 25
12 Millennium Management LLC 3.67M (1.71%) 1.47M
Increased by +40.02%
Sep 30, 23
13 Pictet Asset Manangement SA 3.66M (1.71%) 512.59K
Increased by +13.99%
Jun 30, 25
14 Northern Trust Corp 3.59M (1.68%) -525.74K
Decreased by -14.63%
Jun 30, 25
15 Neuberger Berman Group LLC 3.28M (1.53%) 288.98K
Increased by +8.82%
Jun 30, 25
16 Arnhold & S. Bleichroeder Advisers, LLC 3.27M (1.52%) -1.34M
Decreased by -40.92%
Jun 30, 24
17 NORGES BANK 3.27M (1.52%) -386.89K
Decreased by -11.85%
Jun 30, 25
18 Federated Hermes Inc 3.13M (1.46%) -759.26K
Decreased by -24.24%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 2.91M (1.36%) 117.40K
Increased by +4.03%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 2.80M (1.31%) 125.10K
Increased by +4.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.98M (3.25%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 6.77M (3.16%) 5.22K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.73M (3.14%) -163.75K
Decreased by -2.43%
Jul 31, 25
4 FullerThaler Behavioral Small-Cap Value 6.05M (2.82%) -2.74K
Decreased by -0.05%
Jun 30, 25
5 Undiscovered Managers Behavioral Val L 5.37M (2.51%) -456.63K
Decreased by -8.50%
Jul 31, 25
6 DWS Top Dividende LD 5.32M (2.48%) -681.27K
Decreased by -12.81%
Feb 29, 24
7 Vanguard Small Cap Index 5.20M (2.43%) -35.42K
Decreased by -0.68%
Jul 31, 25
8 iShares Select Dividend ETF 4.42M (2.06%) 0.00
Increased by 0.00%
Aug 31, 25
9 Vanguard Small Cap Value Index Inv 3.35M (1.56%) 8.11K
Increased by +0.24%
Jul 31, 25
10 Pictet Glbl Sel Fd Glbl Utilities Eq P 3.20M (1.49%) -15.27K
Decreased by -0.48%
May 31, 25
11 Vanguard Equity-Income Inv 2.82M (1.32%) -673.16K
Decreased by -23.86%
Jun 30, 25
12 SPDR® S&P Dividend ETF 2.34M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.30M (1.07%) -996.08K
Decreased by -43.30%
Jul 31, 25
14 First Trust Utilities AlphaDEX® ETF 1.87M (0.87%) -12.13K
Decreased by -0.65%
Aug 28, 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%
Jul 31, 25
17 First Eagle Global A 1.72M (0.80%) -591.61K
Decreased by -34.32%
Jul 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 1.64M (0.77%) -41.09K
Decreased by -2.50%
Jul 31, 25
19 Strategic Advisers Fidelity US TtlStk 1.43M (0.67%) -154.20K
Decreased by -10.77%
Jul 31, 25
20 Vanguard Utilities ETF 1.36M (0.64%) -922.00
Decreased by -0.07%
Jul 31, 25