Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.39%
2 FXU 4.39%
3 WBIF 4.29%
4 ADPV 4.09%
5 FOVL 3.66%
6 ICAP 3.10%
7 PEY 2.23%
8 PUI 2.09%
9 WBIY 1.84%
10 RDIV 1.71%
11 HEJD 1.41%
12 WBIG 1.37%
13 ABEQ 1.35%
14 CSB 1.24%
15 EMLP 1.23%
16 AFMC 1.22%
17 RFV 1.19%
18 LSEQ 1.09%
19 FDLS 1.08%
20 SCAP 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.81M (12.56%) -1.48M
Decreased by -5.50%
Mar 31, 25
2 BlackRock Inc 25.19M (11.80%) -695.86K
Decreased by -2.76%
Mar 31, 25
3 FMR Inc 12.17M (5.70%) 635.94K
Increased by +5.23%
Mar 31, 25
4 State Street Corporation 10.20M (4.78%) -83.09K
Decreased by -0.81%
Mar 31, 24
5 State Street Corp 9.39M (4.40%) -500.36K
Decreased by -5.33%
Mar 31, 25
6 Fuller & Thaler Asset Management Inc 6.81M (3.19%) -294.00K
Decreased by -4.32%
Mar 31, 25
7 Zimmer Partners LP 5.31M (2.49%) 4.31M
Increased by +81.18%
Jun 30, 24
8 Snyder Capital Management LP 5.04M (2.36%) -91.02K
Decreased by -1.81%
Mar 31, 25
9 Deutsche Bank AG 4.95M (2.32%) -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 LSV Asset Management 4.04M (1.89%) 251.31K
Increased by +6.22%
Mar 31, 25
12 Northern Trust Corp 4.00M (1.88%) 703.49K
Increased by +17.58%
Dec 31, 24
13 Federated Hermes Inc 3.89M (1.82%) -1.07M
Decreased by -27.51%
Mar 31, 25
14 Millennium Management LLC 3.67M (1.72%) 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 (1.49%) -1.97M
Decreased by -62.19%
Dec 31, 24
18 Pictet Asset Manangement SA 3.15M (1.48%) 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 6.96M (3.26%) -22.43K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 6.89M (3.23%) 90.33K
Increased by +1.31%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 6.77M (3.17%) 5.22K
Increased by +0.08%
Sep 30, 24
4 FullerThaler Behavioral Small-Cap Value 6.10M (2.86%) -361.39K
Decreased by -5.93%
Mar 31, 25
5 Undiscovered Managers Behavioral Val L 5.83M (2.73%) -303.74K
Decreased by -5.21%
Mar 31, 25
6 Vanguard Small Cap Index 5.39M (2.53%) 31.54K
Increased by +0.58%
Apr 30, 25
7 DWS Top Dividende LD 5.32M (2.49%) -681.27K
Decreased by -12.81%
Feb 29, 24
8 iShares Select Dividend ETF 4.48M (2.10%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Equity-Income Inv 3.49M (1.64%) -735.29K
Decreased by -21.04%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 3.49M (1.63%) 10.96K
Increased by +0.31%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 3.33M (1.56%) 17.56K
Increased by +0.53%
Apr 30, 25
12 Pictet Glbl Sel Fd Glbl Utilities Eq P 2.43M (1.14%) 1.03M
Increased by +42.31%
Jan 31, 25
13 SPDR® S&P Dividend ETF 2.42M (1.13%) 152.80K
Increased by +6.32%
Apr 30, 25
14 Hennessy Cornerstone Mid Cap 30 Inv 2.06M (0.97%) -201.40K
Decreased by -9.77%
Mar 31, 25
15 First Trust Utilities AlphaDEX® ETF 1.89M (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
16 Länsförsäkringar Global Vision A 1.86M (0.87%) -65.13K
Decreased by -3.50%
Apr 30, 25
17 Fidelity Value 1.77M (0.83%) -114.00K
Decreased by -6.44%
Mar 31, 25
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 1.70M (0.79%) -18.83K
Decreased by -1.11%
Apr 30, 25
20 Strategic Advisers Fidelity US TtlStk 1.43M (0.67%) -111.82K
Decreased by -7.80%
Mar 31, 25