Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.39%
2 WBIF 4.29%
3 FXU 3.80%
4 ADPV 3.51%
5 ICAP 3.10%
6 SNPD 2.44%
7 FOVL 2.38%
8 PUI 2.13%
9 RAYD 1.88%
10 WBIY 1.84%
11 REGL 1.83%
12 TMDV 1.80%
13 SYLD 1.60%
14 PEY 1.52%
15 ABEQ 1.28%
16 HEJD 1.26%
17 RDIV 1.21%
18 EMLP 1.15%
19 RIFR 1.14%
20 CSB 1.10%

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 25.19M (11.74%) -695.86K
Decreased by -2.76%
Mar 31, 25
3 FMR Inc 12.17M (5.67%) 635.94K
Increased by +5.23%
Mar 31, 25
4 State Street Corporation 10.20M (4.76%) -83.09K
Decreased by -0.81%
Mar 31, 24
5 State Street Corp 9.39M (4.38%) -500.36K
Decreased by -5.33%
Mar 31, 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 4.28M (1.99%) -783.26K
Decreased by -18.32%
Mar 31, 25
12 Northern Trust Corp 4.12M (1.92%) 117.66K
Increased by +2.86%
Mar 31, 25
13 Federated Hermes Inc 3.89M (1.81%) -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 Arnhold & S. Bleichroeder Advisers, LLC 3.27M (1.52%) -1.34M
Decreased by -40.92%
Jun 30, 24
16 NORGES BANK 3.27M (1.52%) -386.89K
Decreased by -11.85%
Jun 30, 25
17 Pictet Asset Manangement SA 3.15M (1.47%) 1.41M
Increased by +44.78%
Mar 31, 25
18 Neuberger Berman Group LLC 2.99M (1.39%) 1.43M
Increased by +47.78%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 2.80M (1.31%) 125.10K
Increased by +4.46%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 2.79M (1.30%) -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 (3.26%) -12.54K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 6.89M (3.21%) -2.54K
Decreased by -0.04%
Jun 30, 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 6.05M (2.82%) -2.74K
Decreased by -0.05%
Jun 30, 25
5 Undiscovered Managers Behavioral Val L 5.83M (2.72%) 0.00
Increased by 0.00%
Jun 30, 25
6 DWS Top Dividende LD 5.32M (2.48%) -681.27K
Decreased by -12.81%
Feb 29, 24
7 Vanguard Small Cap Index 5.24M (2.44%) -178.10K
Decreased by -3.40%
Jun 30, 25
8 iShares Select Dividend ETF 4.41M (2.06%) 9.57K
Increased by +0.22%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 3.34M (1.56%) -139.83K
Decreased by -4.18%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.30M (1.54%) -55.63K
Decreased by -1.69%
Jun 30, 25
11 Pictet Glbl Sel Fd Glbl Utilities Eq P 3.21M (1.50%) 167.95K
Increased by +5.23%
Apr 30, 25
12 Vanguard Equity-Income Inv 2.82M (1.32%) -673.16K
Decreased by -23.86%
Jun 30, 25
13 SPDR® S&P Dividend ETF 2.35M (1.10%) -36.90K
Decreased by -1.57%
Jul 31, 25
14 First Trust Utilities AlphaDEX® ETF 1.86M (0.87%) 0.00
Increased by 0.00%
Jul 31, 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%
Jun 30, 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 1.68M (0.79%) 25.16K
Increased by +1.49%
Jun 30, 25
19 Strategic Advisers Fidelity US TtlStk 1.59M (0.74%) -77.10K
Decreased by -4.86%
Jun 30, 25
20 Länsförsäkringar Global Vision A 1.48M (0.69%) -62.24K
Decreased by -4.21%
Jul 31, 25