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 1.97%
5 JMID 1.29%
6 XMLV 1.10%
7 CSB 1.04%
8 DES 0.68%
9 VWI 0.67%
10 EATZ 0.67%
11 ACTV 0.61%
12 SMDY 0.58%
13 PAPI 0.53%
14 QSML 0.47%
15 PAMC 0.44%
16 OASC 0.44%
17 SIXL 0.42%
18 HIDV 0.40%
19 HSMV 0.40%
20 BTAL 0.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 30.53M (21.69%) 12.43K
Increased by +0.04%
Dec 31, 24
2 Vanguard Group Inc 21.10M (14.99%) -930.19K
Decreased by -4.41%
Dec 31, 24
3 BlackRock Inc 19.81M (14.07%) 78.01K
Increased by +0.39%
Dec 31, 24
4 AQR Capital Management LLC 10.42M (7.41%) -699.02K
Decreased by -6.71%
Dec 31, 24
5 Harris Associates L.P. 9.25M (6.57%) 160.76K
Increased by +1.74%
Dec 31, 24
6 Charles Schwab Investment Management Inc 6.30M (4.48%) 458.11K
Increased by +7.27%
Dec 31, 24
7 Massachusetts Financial Services Company 5.79M (4.12%) -4.92M
Decreased by -84.94%
Mar 31, 24
8 State Street Corp 5.46M (3.88%) 271.08K
Increased by +4.97%
Dec 31, 24
9 State Street Corporation 5.15M (3.66%) 157.87K
Increased by +3.07%
Mar 31, 24
10 Squarepoint Ops LLC 4.98M (3.54%) 1.67M
Increased by +33.49%
Dec 31, 24
11 Allspring Global Investments Holdings, LLC 4.93M (3.50%) -140.14K
Decreased by -2.84%
Sep 30, 24
12 JPMorgan Chase & Co 4.58M (3.25%) -4.81M
Decreased by -105.06%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 4.03M (2.87%) 43.80K
Increased by +1.09%
Dec 31, 24
14 1832 Asset Management L.P 3.46M (2.46%) 3.46M
Increased by +100.00%
Dec 31, 24
15 HHG PLC 3.13M (2.23%) 90.38K
Increased by +2.88%
Dec 31, 24
16 Geode Capital Management, LLC 3.11M (2.21%) 7.35K
Increased by +0.24%
Dec 31, 24
17 Point72 Asset Management, L.P. 2.96M (2.10%) -3.48M
Decreased by -117.64%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.71M (1.92%) 570.76K
Increased by +21.10%
Dec 31, 24
19 Bank of New York Mellon Corp 2.43M (1.73%) -116.48K
Decreased by -4.78%
Dec 31, 24
20 Royal Bank of Canada 2.40M (1.71%) -201.85K
Decreased by -8.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.58M (3.97%) 4.19K
Increased by +0.07%
Feb 28, 25
2 Harris Assoc. Oakmark Eq & Inc CIT 5.56M (3.95%) 0.00
Increased by 0.00%
Dec 31, 24
3 Oakmark Equity And Income Investor 5.56M (3.95%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 5.41M (3.84%) 4.09K
Increased by +0.08%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 4.49M (3.19%) 3.73K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 4.42M (3.14%) 3.64K
Increased by +0.08%
Feb 28, 25
7 Vanguard Equity-Income Inv 3.61M (2.57%) -849.72K
Decreased by -23.54%
Dec 31, 24
8 MFS Mid Cap Value A 3.60M (2.56%) -1.79M
Decreased by -49.60%
Mar 31, 24
9 MFS Mid Cap Value Equity 3.60M (2.56%) -1.85M
Decreased by -51.40%
Mar 31, 24
10 Allspring Mid Value SMA 3.59M (2.55%) 3.59M
Increased by +99.99%
Jun 30, 24
11 iShares Select Dividend ETF 3.59M (2.55%) 16.13K
Increased by +0.45%
Feb 28, 25
12 Allspring Special Mid Cap Value Inst 3.33M (2.37%) 0.00
Increased by 0.00%
Nov 30, 24
13 Allspring Special US Mid Cap Value Eq 3.33M (2.37%) -260.00K
Decreased by -7.81%
Sep 30, 24
14 Vanguard Small Cap Value Index Inv 2.91M (2.07%) -10.50K
Decreased by -0.36%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 2.59M (1.84%) 3.48K
Increased by +0.13%
Feb 28, 25
16 Janus Henderson US SMID Cap Growth 2.55M (1.82%) -52.48K
Decreased by -2.05%
Dec 31, 24
17 Janus Henderson US SMID Cap Growth MA 2.55M (1.82%) 2.55M
Increased by +100.00%
Dec 31, 24
18 Janus Henderson Triton D 2.54M (1.81%) -13.85K
Decreased by -0.54%
Jan 31, 25
19 JPM Small Cap Equity-MA 2.33M (1.66%) -249.20K
Decreased by -10.69%
Dec 31, 24
20 JPM US Small Cap Core-Composite 2.33M (1.66%) -249.20K
Decreased by -10.69%
Dec 31, 24