Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.10%
2 NEWZ 3.72%
3 JUNE_old 3.25%
4 DIV 1.67%
5 JMID 1.29%
6 HEJD 1.11%
7 XMLV 1.10%
8 SURE 1.01%
9 CSB 0.86%
10 VWI 0.67%
11 EATZ 0.67%
12 DES 0.58%
13 SMDY 0.58%
14 PAPI 0.53%
15 ACTV 0.46%
16 BTAL 0.45%
17 PAMC 0.44%
18 OASC 0.44%
19 SIXL 0.42%
20 QSML 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 30.53M (23.11%) 12.43K
Increased by +0.04%
Dec 31, 24
2 Vanguard Group Inc 21.63M (16.38%) 536.07K
Increased by +2.48%
Mar 31, 25
3 BlackRock Inc 19.77M (14.97%) -31.43K
Decreased by -0.16%
Mar 31, 25
4 AQR Capital Management LLC 10.64M (8.05%) 217.06K
Increased by +2.04%
Mar 31, 25
5 Harris Associates L.P. 9.75M (7.38%) 502.00K
Increased by +5.15%
Mar 31, 25
6 Charles Schwab Investment Management Inc 6.77M (5.12%) 464.44K
Increased by +6.86%
Mar 31, 25
7 Point72 Asset Management, L.P. 6.01M (4.55%) 3.05M
Increased by +50.75%
Mar 31, 25
8 Massachusetts Financial Services Company 5.79M (4.38%) -4.92M
Decreased by -84.94%
Mar 31, 24
9 State Street Corp 5.67M (4.29%) 209.40K
Increased by +3.69%
Mar 31, 25
10 State Street Corporation 5.15M (3.90%) 157.87K
Increased by +3.07%
Mar 31, 24
11 Squarepoint Ops LLC 4.98M (3.77%) 1.67M
Increased by +33.49%
Dec 31, 24
12 Allspring Global Investments Holdings, LLC 4.93M (3.73%) -140.14K
Decreased by -2.84%
Sep 30, 24
13 JPMorgan Chase & Co 4.47M (3.38%) -109.27K
Decreased by -2.44%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 4.12M (3.12%) 84.18K
Increased by +2.04%
Mar 31, 25
15 1832 Asset Management L.P 3.46M (2.62%) 3.46M
Increased by +100.00%
Dec 31, 24
16 Geode Capital Management, LLC 3.33M (2.52%) 227.49K
Increased by +6.83%
Mar 31, 25
17 HHG PLC 3.21M (2.43%) 80.05K
Increased by +2.49%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 3.13M (2.37%) 1.90M
Increased by +60.84%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 2.95M (2.23%) 245.75K
Increased by +8.33%
Mar 31, 25
20 Bank of New York Mellon Corp 2.58M (1.95%) 142.50K
Increased by +5.53%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.61M (4.25%) 4.52K
Increased by +0.08%
Sep 30, 24
2 Harris Assoc. Oakmark Eq & Inc CIT 5.56M (4.21%) 0.00
Increased by 0.00%
Mar 31, 25
3 Oakmark Equity And Income Investor 5.56M (4.21%) 0.00
Increased by 0.00%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 5.55M (4.20%) -910.00
Decreased by -0.02%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 5.45M (4.12%) 17.60K
Increased by +0.32%
Apr 30, 25
6 Schwab US Dividend Equity ETF™ 4.84M (3.66%) 837.00
Increased by +0.02%
Apr 30, 25
7 Vanguard Small Cap Index 4.28M (3.24%) 19.85K
Increased by +0.46%
Apr 30, 25
8 Vanguard Equity-Income Inv 4.03M (3.05%) 415.90K
Increased by +10.33%
Mar 31, 25
9 iShares Select Dividend ETF 3.61M (2.74%) 0.00
Increased by 0.00%
Apr 30, 25
10 MFS Mid Cap Value A 3.60M (2.73%) -1.79M
Decreased by -49.60%
Mar 31, 24
11 MFS Mid Cap Value Equity 3.60M (2.73%) -1.85M
Decreased by -51.40%
Mar 31, 24
12 Allspring Mid Value SMA 3.59M (2.72%) 3.59M
Increased by +99.99%
Jun 30, 24
13 Allspring Special Mid Cap Value Inst 3.33M (2.52%) 0.00
Increased by 0.00%
Nov 30, 24
14 Allspring Special US Mid Cap Value Eq 3.33M (2.52%) -260.00K
Decreased by -7.81%
Sep 30, 24
15 Vanguard Small Cap Value Index Inv 2.77M (2.09%) 8.55K
Increased by +0.31%
Apr 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 2.63M (1.99%) 27.57K
Increased by +1.05%
Apr 30, 25
17 Janus Henderson US SMID Cap Growth 2.55M (1.93%) -52.48K
Decreased by -2.05%
Dec 31, 24
18 Janus Henderson US SMID Cap Growth MA 2.55M (1.93%) 2.55M
Increased by +100.00%
Dec 31, 24
19 Janus Henderson Triton D 2.51M (1.90%) -26.18K
Decreased by -1.04%
Mar 31, 25
20 JPM Small Cap Equity-MA 2.33M (1.76%) 0.00
Increased by 0.00%
Mar 31, 25