Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.10%
2 NEWZ 3.72%
3 JUNE_old 3.25%
4 XSHD 2.25%
5 LSEQ 1.84%
6 DIV 1.49%
7 KVLE 1.47%
8 JMID 1.33%
9 XMLV 1.10%
10 HEJD 1.09%
11 SURE 0.89%
12 JSMD 0.75%
13 CSB 0.73%
14 VWI 0.67%
15 EATZ 0.67%
16 MDIV 0.64%
17 PSCD 0.61%
18 SMDY 0.58%
19 PAPI 0.56%
20 RCGE 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 30.44M (19.40%) 3.29K
Increased by +0.01%
Dec 31, 25
2 BlackRock Inc 24.91M (15.87%) 797.10K
Increased by +3.20%
Dec 31, 25
3 Vanguard Group Inc 17.13M (10.92%) -1.46M
Decreased by -8.49%
Dec 31, 25
4 AQR Capital Management LLC 11.71M (7.46%) 3.23M
Increased by +27.57%
Dec 31, 25
5 Charles Schwab Investment Management Inc 7.09M (4.52%) 227.02K
Increased by +3.20%
Dec 31, 25
6 Wells Fargo & Co 6.91M (4.41%) 2.69M
Increased by +38.89%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 6.55M (4.17%) 357.81K
Increased by +5.46%
Dec 31, 25
8 Harris Associates L.P. 5.93M (3.78%) -4.04M
Decreased by -68.07%
Mar 31, 26
9 Massachusetts Financial Services Company 5.79M (3.69%) -4.92M
Decreased by -84.94%
Mar 31, 24
10 State Street Corp 5.45M (3.47%) 102.08K
Increased by +1.87%
Dec 31, 25
11 State Street Corporation 5.15M (3.28%) 157.87K
Increased by +3.07%
Mar 31, 24
12 Squarepoint Ops LLC 4.98M (3.17%) 1.67M
Increased by +33.49%
Dec 31, 24
13 Allspring Global Investments Holdings, LLC 4.93M (3.14%) -140.14K
Decreased by -2.84%
Sep 30, 24
14 Arrowstreet Capital Limited Partnership 4.29M (2.73%) 11.45K
Increased by +0.27%
Dec 31, 25
15 Bank of America Corp 4.26M (2.71%) 1.29M
Increased by +30.19%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 4.03M (2.57%) 4.03M
Increased by +100.00%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 3.48M (2.22%) -469.81K
Decreased by -13.51%
Mar 31, 26
18 1832 Asset Management L.P 3.46M (2.21%) 3.46M
Increased by +100.00%
Dec 31, 24
19 HHG PLC 3.28M (2.09%) 69.83K
Increased by +2.13%
Jun 30, 25
20 Geode Capital Management, LLC 3.20M (2.04%) -385.67K
Decreased by -12.07%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.64M (6.14%) 2.48K
Increased by +0.03%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 5.61M (3.58%) 4.52K
Increased by +0.08%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 5.24M (3.34%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.78M (3.05%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Equity-Income Inv 4.03M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
6 iShares Select Dividend ETF 3.70M (2.36%) 0.00
Increased by 0.00%
Feb 28, 26
7 Schwab US Dividend Equity ETF™ 3.65M (2.33%) 3.14K
Increased by +0.09%
Apr 30, 26
8 MFS Mid Cap Value A 3.60M (2.29%) -1.79M
Decreased by -49.60%
Mar 31, 24
9 MFS Mid Cap Value Equity 3.60M (2.29%) -1.85M
Decreased by -51.40%
Mar 31, 24
10 Allspring Mid Value SMA 3.59M (2.29%) 3.59M
Increased by +99.99%
Jun 30, 24
11 Vanguard Small Cap Index 3.52M (2.24%) 61.51K
Increased by +1.75%
Mar 31, 26
12 Harris Assoc. Oakmark Eq & Inc CIT 3.40M (2.17%) -3.45M
Decreased by -101.59%
Mar 31, 26
13 Oakmark Equity And Income Investor 3.40M (2.17%) -3.45M
Decreased by -101.59%
Mar 31, 26
14 Allspring Special Mid Cap Value Inst 3.33M (2.12%) 0.00
Increased by 0.00%
Nov 30, 24
15 Allspring Special US Mid Cap Value Eq 3.33M (2.12%) -260.00K
Decreased by -7.81%
Sep 30, 24
16 Janus Henderson Triton D 2.49M (1.58%) -29.32K
Decreased by -1.18%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth 2.49M (1.58%) -29.32K
Decreased by -1.18%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth MA 2.49M (1.58%) 2.49M
Increased by +100.00%
Jun 30, 25
19 JPM Small Cap Equity-MA 2.33M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Small Cap Value Index Inv 2.24M (1.43%) 17.54K
Increased by +0.78%
Mar 31, 26