Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 WBIY 2.35%
3 KBWD 2.00%
4 DGRS 1.87%
5 DIV 1.67%
6 BKC 1.65%
7 OUSM 1.41%
8 DVYL 1.36%
9 KVLE 1.31%
10 IPAY 1.30%
11 CVAR 1.18%
12 FXR 1.15%
13 XMLV 1.11%
14 HEJD 1.10%
15 JMID 1.09%
16 CSB 1.02%
17 WDIV 0.96%
18 SCAP 0.90%
19 FGD 0.89%
20 FDRR 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 37.48M (11.67%) 4.05M
Increased by +10.80%
Mar 31, 25
2 Vanguard Group Inc 35.81M (11.15%) -1.69M
Decreased by -4.72%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 28.97M (9.02%) -10.22K
Decreased by -0.04%
Mar 31, 25
4 State Street Corp 13.95M (4.34%) 840.29K
Increased by +6.03%
Mar 31, 25
5 Charles Schwab Investment Management Inc 13.28M (4.13%) 58.07K
Increased by +0.44%
Jun 30, 25
6 Schroder Investment Management Group 13.24M (4.12%) 4.32M
Increased by +32.64%
Jun 30, 25
7 AQR Capital Management LLC 13.04M (4.06%) 1.84M
Increased by +14.07%
Mar 31, 25
8 State Street Corporation 12.99M (4.04%) -651.96K
Decreased by -5.02%
Mar 31, 24
9 Discerene Group LP 10.37M (3.23%) 3.68M
Increased by +35.54%
Jun 30, 25
10 LSV Asset Management 9.92M (3.09%) -246.00K
Decreased by -2.48%
Jun 30, 25
11 Citadel Advisors Llc 8.01M (2.49%) 6.93M
Increased by +86.52%
Sep 30, 24
12 Capital Research Global Investors 7.68M (2.39%) 9.33K
Increased by +0.12%
Jun 30, 25
13 Northern Trust Corp 7.18M (2.23%) 110.90K
Increased by +1.55%
Mar 31, 25
14 Jupiter Asset Management Limited 6.95M (2.16%) -3.68M
Decreased by -52.87%
Sep 30, 24
15 Millennium Management LLC 6.65M (2.07%) 2.92M
Increased by +43.87%
Sep 30, 24
16 Geode Capital Management, LLC 6.59M (2.05%) -517.19K
Decreased by -7.85%
Mar 31, 25
17 Bank of New York Mellon Corp 6.20M (1.93%) -109.35K
Decreased by -1.76%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 6.18M (1.93%) 631.33K
Increased by +10.21%
Jun 30, 25
19 Amvescap Plc. 5.77M (1.79%) 103.33K
Increased by +1.79%
Mar 31, 25
20 First Trust Advisors L.P. 5.36M (1.67%) 1.80M
Increased by +33.66%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 15.96M (4.97%) -3.93K
Decreased by -0.02%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 15.96M (4.97%) -15.73K
Decreased by -0.10%
Mar 31, 25
3 Capital Group American Mutual Comp 11.33M (3.53%) -16.54K
Decreased by -0.15%
Mar 31, 24
4 American Funds American Mutual A 11.32M (3.52%) -8.02K
Decreased by -0.07%
Jun 30, 24
5 iShares Core S&P Mid-Cap ETF 10.78M (3.36%) 0.00
Increased by 0.00%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 10.63M (3.31%) 6.39K
Increased by +0.06%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 10.25M (3.19%) -224.47K
Decreased by -2.19%
Jul 31, 25
8 Schwab US Dividend Equity ETF™ 9.41M (2.93%) -1.62K
Decreased by -0.02%
Jul 31, 25
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 8.56M (2.66%) 15.73K
Increased by +0.18%
Mar 31, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 8.56M (2.66%) 15.73K
Increased by +0.18%
Mar 31, 25
11 Vanguard Small Cap Index 8.03M (2.50%) -53.74K
Decreased by -0.67%
Jul 31, 25
12 American Funds Capital Income Bldr A 7.52M (2.34%) 0.00
Increased by 0.00%
Jun 30, 25
13 iShares Select Dividend ETF 6.90M (2.15%) 0.00
Increased by 0.00%
Jul 31, 25
14 Vanguard Small Cap Value Index Inv 5.15M (1.60%) -4.54K
Decreased by -0.09%
Jul 31, 25
15 LVIP Macquarie Wealth Builder Std 4.83M (1.50%) 4.80M
Increased by +99.42%
Mar 31, 25
16 Jupiter Income Trust L Inc 3.80M (1.18%) 0.00
Increased by 0.00%
Oct 31, 23
17 Jupiter UK Special Situations L Inc 3.60M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 3.56M (1.11%) -1.51M
Decreased by -42.53%
Jul 31, 25
19 Invesco S&P MidCap Quality ETF 3.35M (1.04%) -5.58K
Decreased by -0.17%
Jul 31, 25
20 SEI World Equity Ex-US A (SIIT) 3.24M (1.01%) 0.00
Increased by 0.00%
Jul 31, 25