Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 LSAT 2.87%
3 WBIY 2.03%
4 KBWD 2.00%
5 DGRS 1.99%
6 SCAP 1.97%
7 OUSM 1.90%
8 DIV 1.78%
9 BKC 1.65%
10 FGD 1.48%
11 DVYL 1.36%
12 XSHQ 1.33%
13 IPAY 1.29%
14 KVLE 1.18%
15 CVAR 1.18%
16 CSB 1.14%
17 XMLV 1.11%
18 JMID 1.09%
19 FTKI 1.08%
20 FXR 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.47M (11.11%) 1.17M
Increased by +3.40%
Dec 31, 25
2 BlackRock Inc 31.83M (10.26%) -1.06M
Decreased by -3.34%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 28.97M (9.34%) -10.22K
Decreased by -0.04%
Mar 31, 25
4 Schroder Investment Management Group 16.81M (5.42%) 208.31K
Increased by +1.24%
Mar 31, 26
5 Capital Research Global Investors 14.65M (4.72%) 4.24M
Increased by +28.94%
Mar 31, 26
6 State Street Corp 13.98M (4.51%) 580.26K
Increased by +4.15%
Dec 31, 25
7 Charles Schwab Investment Management Inc 13.08M (4.22%) 624.40K
Increased by +4.77%
Dec 31, 25
8 State Street Corporation 12.99M (4.19%) -651.96K
Decreased by -5.02%
Mar 31, 24
9 Royal Bank of Canada 12.14M (3.91%) -1.41M
Decreased by -11.65%
Sep 30, 25
10 AQR Capital Management LLC 10.75M (3.46%) 962.34K
Increased by +8.95%
Dec 31, 25
11 Allianz Asset Management AG 10.31M (3.32%) 2.43M
Increased by +23.60%
Mar 31, 26
12 LSV Asset Management 10.02M (3.23%) 284.01K
Increased by +2.84%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 8.65M (2.79%) 2.67M
Increased by +30.83%
Dec 31, 25
14 SG Americas Securities, LLC 7.95M (2.56%) 7.89M
Increased by +99.16%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 7.90M (2.55%) 1.04M
Increased by +13.16%
Mar 31, 26
16 Geode Capital Management, LLC 7.68M (2.48%) -533.59K
Decreased by -6.95%
Dec 31, 25
17 The Goldman Sachs Group Inc 7.60M (2.45%) 6.09M
Increased by +80.06%
Dec 31, 25
18 Jupiter Asset Management Limited 6.95M (2.24%) -3.68M
Decreased by -52.87%
Sep 30, 24
19 First Trust Advisors L.P. 6.79M (2.19%) 1.66M
Increased by +24.41%
Sep 30, 25
20 Millennium Management LLC 6.65M (2.14%) 2.92M
Increased by +43.87%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 19.25M (6.20%) 0.00
Increased by 0.00%
Apr 30, 26
2 T. Rowe Price Mid-Cap Value 15.96M (5.14%) -3.93K
Decreased by -0.02%
Mar 31, 25
3 T. Rowe Price US Mid-Cap Value Equity 15.96M (5.14%) -15.73K
Decreased by -0.10%
Mar 31, 25
4 American Funds Capital Income Bldr A 14.27M (4.60%) 4.11M
Increased by +28.83%
Mar 31, 26
5 Capital Group American Mutual Comp 11.33M (3.65%) -16.54K
Decreased by -0.15%
Mar 31, 24
6 American Funds American Mutual A 11.32M (3.65%) -8.02K
Decreased by -0.07%
Jun 30, 24
7 iShares Core S&P Mid-Cap ETF 10.73M (3.46%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard US Total Market Shares ETF 10.63M (3.43%) 6.39K
Increased by +0.06%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 10.09M (3.25%) 59.01K
Increased by +0.58%
Mar 31, 26
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 8.56M (2.76%) 15.73K
Increased by +0.18%
Mar 31, 25
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 8.56M (2.76%) 15.73K
Increased by +0.18%
Mar 31, 25
12 Schwab US Dividend Equity ETF™ 7.34M (2.37%) 6.32K
Increased by +0.09%
Apr 30, 26
13 Vanguard Small Cap Index 7.24M (2.33%) 18.57K
Increased by +0.26%
Mar 31, 26
14 iShares Select Dividend ETF 6.75M (2.17%) 0.00
Increased by 0.00%
Feb 28, 26
15 PIMCO RAE US Small 5.11M (1.65%) 1.49M
Increased by +29.16%
Dec 31, 25
16 PIMCO RAE US Small Instl 5.11M (1.65%) 1.49M
Increased by +29.16%
Dec 31, 25
17 LVIP Macquarie Wealth Builder Std 4.83M (1.56%) 4.80M
Increased by +99.42%
Mar 31, 25
18 Vanguard Small Cap Value Index Inv 4.61M (1.48%) -30.64K
Decreased by -0.67%
Mar 31, 26
19 Ranmore Global Equity Investor USD 4.20M (1.35%) 0.00
Increased by 0.00%
Jan 31, 26
20 Jupiter Income Trust L Inc 3.80M (1.22%) 0.00
Increased by 0.00%
Oct 31, 23