Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 LSAT 2.55%
3 DGRS 1.99%
4 KBWD 1.80%
5 OUSM 1.74%
6 SCAP 1.71%
7 WBIY 1.70%
8 BKC 1.65%
9 DIV 1.58%
10 KVLE 1.50%
11 DVYL 1.36%
12 FGD 1.31%
13 IPAY 1.18%
14 CVAR 1.18%
15 XSHQ 1.16%
16 CSB 1.14%
17 XMLV 1.11%
18 JMID 1.09%
19 FTKI 1.04%
20 WDIV 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 T. Rowe Price Associates, Inc. 28.97M (9.34%) -10.22K
Decreased by -0.04%
Mar 31, 25
3 BlackRock Inc 24.89M (8.02%) -6.94M
Decreased by -27.87%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 18.08M (5.83%) 18.08M
Increased by +100.00%
Mar 31, 26
5 Schroder Investment Management Group 16.81M (5.42%) 208.31K
Increased by +1.24%
Mar 31, 26
6 Capital Research Global Investors 14.65M (4.72%) 4.24M
Increased by +28.94%
Mar 31, 26
7 Vanguard Capital Management, LLC 14.19M (4.57%) 14.19M
Increased by +100.00%
Mar 31, 26
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 State Street Corp 11.28M (3.64%) -2.70M
Decreased by -23.95%
Mar 31, 26
11 Charles Schwab Investment Management Inc 10.96M (3.53%) -2.12M
Decreased by -19.38%
Mar 31, 26
12 AQR Capital Management LLC 10.70M (3.45%) -47.17K
Decreased by -0.44%
Mar 31, 26
13 Allianz Asset Management AG 10.31M (3.32%) 2.43M
Increased by +23.60%
Mar 31, 26
14 LSV Asset Management 10.02M (3.23%) 284.01K
Increased by +2.84%
Mar 31, 26
15 Geode Capital Management, LLC 8.00M (2.58%) 317.35K
Increased by +3.97%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 7.96M (2.57%) -686.12K
Decreased by -8.62%
Mar 31, 26
17 SG Americas Securities, LLC 7.95M (2.56%) 7.89M
Increased by +99.16%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 7.90M (2.55%) 1.04M
Increased by +13.16%
Mar 31, 26
19 The Goldman Sachs Group Inc 7.09M (2.28%) -516.79K
Decreased by -7.29%
Mar 31, 26
20 Jupiter Asset Management Limited 6.95M (2.24%) -3.68M
Decreased by -52.87%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 19.31M (6.22%) 0.00
Increased by 0.00%
May 29, 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 9.98M (3.22%) -106.10K
Decreased by -1.06%
Apr 30, 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™ 7.61M (2.45%) 14.82K
Increased by +0.19%
May 30, 26
13 Vanguard Small Cap Index 7.22M (2.33%) -14.06K
Decreased by -0.19%
Apr 30, 26
14 iShares Select Dividend ETF 6.75M (2.17%) 0.00
Increased by 0.00%
Feb 28, 26
15 PIMCO RAE US Small Instl 6.39M (2.06%) 1.28M
Increased by +19.98%
Mar 31, 26
16 PIMCO RAE US Small 5.11M (1.65%) 1.49M
Increased by +29.16%
Dec 31, 25
17 Ranmore Global Equity Investor USD 5.00M (1.61%) 800.00K
Increased by +16.00%
Feb 28, 26
18 LVIP Macquarie Wealth Builder Std 4.83M (1.56%) 4.80M
Increased by +99.42%
Mar 31, 25
19 Vanguard Small Cap Value Index Inv 4.61M (1.49%) 7.07K
Increased by +0.15%
Apr 30, 26
20 Jupiter Income Trust L Inc 3.80M (1.22%) 0.00
Increased by 0.00%
Oct 31, 23