Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.39%
2 WBIF 4.29%
3 FXU 4.12%
4 ADPV 3.51%
5 ERNZ 3.16%
6 ICAP 3.10%
7 SNPD 2.72%
8 FOVL 2.38%
9 BRNY 2.34%
10 REGL 2.22%
11 PUI 1.96%
12 RAYD 1.89%
13 NBSM 1.88%
14 TMDV 1.80%
15 CSB 1.71%
16 SYLD 1.48%
17 HEJD 1.45%
18 KDVD 1.37%
19 PEY 1.37%
20 WBIY 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.66M (12.00%) 233.29K
Increased by +0.91%
Mar 31, 26
2 Vanguard Group Inc 22.68M (10.60%) -1.60M
Decreased by -7.07%
Dec 31, 25
3 FMR Inc 14.08M (6.58%) 686.39K
Increased by +4.87%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 11.93M (5.58%) 11.93M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 10.20M (4.77%) -83.09K
Decreased by -0.81%
Mar 31, 24
6 Vanguard Capital Management, LLC 9.61M (4.49%) 9.61M
Increased by +100.00%
Mar 31, 26
7 Neuberger Berman Group LLC 8.43M (3.94%) 1.09M
Increased by +12.97%
Mar 31, 26
8 State Street Corp 6.75M (3.16%) -2.33M
Decreased by -34.56%
Mar 31, 26
9 LSV Asset Management 6.20M (2.90%) 423.53K
Increased by +6.83%
Mar 31, 26
10 Snyder Capital Management LP 5.37M (2.51%) -144.01K
Decreased by -2.68%
Mar 31, 26
11 Fuller & Thaler Asset Management Inc 5.34M (2.50%) -5.75M
Decreased by -107.63%
Mar 31, 26
12 Zimmer Partners LP 5.31M (2.48%) 4.31M
Increased by +81.18%
Jun 30, 24
13 Deutsche Bank AG 4.95M (2.31%) -1.93M
Decreased by -38.92%
Mar 31, 24
14 Geode Capital Management, LLC 4.49M (2.10%) 149.46K
Increased by +3.33%
Mar 31, 26
15 Millennium Management LLC 3.67M (1.72%) 1.47M
Increased by +40.02%
Sep 30, 23
16 Pictet Asset Manangement SA 3.66M (1.71%) 512.59K
Increased by +13.99%
Jun 30, 25
17 JPMorgan Chase & Co 3.58M (1.67%) 1.96M
Increased by +54.77%
Sep 30, 25
18 CapTrust Financial Advisors 3.52M (1.64%) 326.75K
Increased by +9.29%
Mar 31, 26
19 Northern Trust Corp 3.51M (1.64%) 89.39K
Increased by +2.55%
Mar 31, 26
20 Arnhold & S. Bleichroeder Advisers, LLC 3.27M (1.53%) -1.34M
Decreased by -40.92%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.28M (3.40%) 1.37K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 6.84M (3.20%) 15.08K
Increased by +0.22%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 6.77M (3.16%) 5.22K
Increased by +0.08%
Sep 30, 24
4 DWS Top Dividende LD 5.32M (2.49%) -681.27K
Decreased by -12.81%
Feb 29, 24
5 Vanguard Small Cap Index 4.95M (2.31%) -9.41K
Decreased by -0.19%
Apr 30, 26
6 FullerThaler Behavioral Small-Cap Value 4.65M (2.17%) 56.67K
Increased by +1.22%
Mar 31, 26
7 iShares Select Dividend ETF 4.41M (2.06%) 7.22K
Increased by +0.16%
May 29, 26
8 Undiscovered Managers Behavioral Val L 4.36M (2.04%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 3.18M (1.48%) 22.87K
Increased by +0.72%
Apr 30, 26
10 Vanguard Equity-Income Inv 2.82M (1.32%) -673.16K
Decreased by -23.86%
Jun 30, 25
11 Neuberger Genesis Inv 2.70M (1.26%) 523.82K
Increased by +19.43%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 2.42M (1.13%) 25.53K
Increased by +1.05%
Apr 30, 26
13 SPDR® S&P Dividend ETF 2.34M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
14 Fidelity Value 2.00M (0.93%) 81.90K
Increased by +4.10%
Apr 30, 26
15 First Trust Utilities AlphaDEX® ETF 1.87M (0.87%) -12.13K
Decreased by -0.65%
Aug 28, 25
16 Hennessy Cornerstone Mid Cap 30 Inv 1.86M (0.87%) -204.90K
Decreased by -11.04%
Jun 30, 25
17 HC Snyder US All Cap Equity Fdr USD Acc 1.85M (0.87%) -107.59K
Decreased by -5.81%
Jan 31, 26
18 First Eagle Global A 1.72M (0.81%) -591.61K
Decreased by -34.32%
Jul 31, 24
19 SPDR® S&P MIDCAP 400 ETF Trust 1.64M (0.77%) -41.09K
Decreased by -2.50%
Jul 31, 25
20 State Street® SPDR® S&P MIDCAP 400® ETF 1.62M (0.76%) 6.10K
Increased by +0.38%
Apr 30, 26