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 1.49%
5 JMID 1.29%
6 XMLV 1.10%
7 HEJD 1.09%
8 SURE 0.89%
9 CSB 0.87%
10 PSCD 0.69%
11 VWI 0.67%
12 EATZ 0.67%
13 SMDY 0.58%
14 OUSM 0.55%
15 PAPI 0.53%
16 PAMC 0.44%
17 OASC 0.44%
18 SIXL 0.42%
19 ACTV 0.42%
20 DES 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 30.43M (19.44%) 11.11K
Increased by +0.04%
Jun 30, 25
2 Vanguard Group Inc 21.26M (13.58%) -376.52K
Decreased by -1.77%
Jun 30, 25
3 BlackRock Inc 19.77M (12.63%) -4.41K
Decreased by -0.02%
Jun 30, 25
4 AQR Capital Management LLC 13.84M (8.84%) 3.21M
Increased by +23.15%
Jun 30, 25
5 Harris Associates L.P. 11.08M (7.08%) 1.32M
Increased by +11.96%
Jun 30, 25
6 Point72 Asset Management, L.P. 7.70M (4.92%) 1.69M
Increased by +21.96%
Jun 30, 25
7 Charles Schwab Investment Management Inc 6.57M (4.20%) -194.55K
Decreased by -2.96%
Jun 30, 25
8 Massachusetts Financial Services Company 5.79M (3.70%) -4.92M
Decreased by -84.94%
Mar 31, 24
9 State Street Corporation 5.15M (3.29%) 157.87K
Increased by +3.07%
Mar 31, 24
10 State Street Corp 5.13M (3.28%) -536.97K
Decreased by -10.46%
Jun 30, 25
11 Arrowstreet Capital Limited Partnership 5.04M (3.22%) 1.92M
Increased by +38.00%
Jun 30, 25
12 Squarepoint Ops LLC 4.98M (3.18%) 1.67M
Increased by +33.49%
Dec 31, 24
13 Allspring Global Investments Holdings, LLC 4.93M (3.15%) -140.14K
Decreased by -2.84%
Sep 30, 24
14 UBS Group AG 4.81M (3.07%) 3.48M
Increased by +72.32%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 4.31M (2.75%) 194.06K
Increased by +4.50%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 4.30M (2.75%) 1.35M
Increased by +31.42%
Jun 30, 25
17 Millennium Management LLC 3.93M (2.51%) 105.81K
Increased by +2.69%
Jun 30, 25
18 1832 Asset Management L.P 3.46M (2.21%) 3.46M
Increased by +100.00%
Dec 31, 24
19 HHG PLC 3.28M (2.10%) 69.83K
Increased by +2.13%
Jun 30, 25
20 Geode Capital Management, LLC 3.20M (2.04%) -137.40K
Decreased by -4.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harris Assoc. Oakmark Eq & Inc CIT 6.85M (4.37%) 1.29M
Increased by +18.85%
Jun 30, 25
2 Oakmark Equity And Income Investor 6.85M (4.37%) 1.29M
Increased by +18.85%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 5.61M (3.59%) 4.52K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 5.24M (3.35%) 0.00
Increased by 0.00%
Aug 31, 25
5 Vanguard Total Stock Mkt Idx Inv 5.05M (3.23%) -108.30K
Decreased by -2.14%
Jul 31, 25
6 Schwab US Dividend Equity ETF™ 4.59M (2.93%) 968.00
Increased by +0.02%
Aug 30, 25
7 Vanguard Equity-Income Inv 4.03M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 3.97M (2.54%) -13.88K
Decreased by -0.35%
Jul 31, 25
9 MFS Mid Cap Value A 3.60M (2.30%) -1.79M
Decreased by -49.60%
Mar 31, 24
10 MFS Mid Cap Value Equity 3.60M (2.30%) -1.85M
Decreased by -51.40%
Mar 31, 24
11 iShares Select Dividend ETF 3.60M (2.30%) 0.00
Increased by 0.00%
Aug 31, 25
12 Allspring Mid Value SMA 3.59M (2.29%) 3.59M
Increased by +99.99%
Jun 30, 24
13 Allspring Special Mid Cap Value Inst 3.33M (2.13%) 0.00
Increased by 0.00%
Nov 30, 24
14 Allspring Special US Mid Cap Value Eq 3.33M (2.13%) -260.00K
Decreased by -7.81%
Sep 30, 24
15 Vanguard Small Cap Value Index Inv 2.56M (1.63%) 10.39K
Increased by +0.41%
Jul 31, 25
16 Janus Henderson Triton D 2.49M (1.59%) -29.32K
Decreased by -1.18%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth 2.49M (1.59%) -29.32K
Decreased by -1.18%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth MA 2.49M (1.59%) 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 Dynamic Premium Yield PLUS F 2.21M (1.41%) 42.50K
Increased by +1.92%
Jan 31, 25