Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 DGRS 2.26%
3 KBWD 2.09%
4 DIV 1.83%
5 WBIY 1.77%
6 BKC 1.65%
7 IPAY 1.51%
8 KVLE 1.44%
9 DVYL 1.36%
10 JMID 1.27%
11 HEJD 1.24%
12 CSB 1.17%
13 WDIV 1.14%
14 XMLV 1.11%
15 FXR 1.07%
16 FGD 1.05%
17 DES 0.97%
18 FDRR 0.86%
19 EZY 0.83%
20 XMVM 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.50M (11.40%) -559.84K
Decreased by -1.49%
Mar 31, 25
2 BlackRock Inc 37.48M (11.40%) 4.05M
Increased by +10.80%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 28.97M (8.81%) -10.22K
Decreased by -0.04%
Mar 31, 25
4 State Street Corp 13.95M (4.24%) 840.29K
Increased by +6.03%
Mar 31, 25
5 Charles Schwab Investment Management Inc 13.22M (4.02%) 728.14K
Increased by +5.51%
Mar 31, 25
6 AQR Capital Management LLC 13.04M (3.97%) 1.84M
Increased by +14.07%
Mar 31, 25
7 State Street Corporation 12.99M (3.95%) -651.96K
Decreased by -5.02%
Mar 31, 24
8 LSV Asset Management 10.16M (3.09%) -76.86K
Decreased by -0.76%
Mar 31, 25
9 Schroder Investment Management Group 8.92M (2.71%) -102.88K
Decreased by -1.15%
Mar 31, 25
10 Citadel Advisors Llc 8.01M (2.44%) 6.93M
Increased by +86.52%
Sep 30, 24
11 Capital Research Global Investors 7.67M (2.33%) 3.33K
Increased by +0.04%
Mar 31, 25
12 Northern Trust Corp 7.06M (2.15%) 41.77K
Increased by +0.59%
Dec 31, 24
13 Jupiter Asset Management Limited 6.95M (2.11%) -3.68M
Decreased by -52.87%
Sep 30, 24
14 Discerene Group LP 6.68M (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
15 Millennium Management LLC 6.65M (2.02%) 2.92M
Increased by +43.87%
Sep 30, 24
16 Geode Capital Management, LLC 6.59M (2.00%) -517.19K
Decreased by -7.85%
Mar 31, 25
17 Bank of New York Mellon Corp 6.20M (1.88%) -109.35K
Decreased by -1.76%
Mar 31, 25
18 Amvescap Plc. 5.66M (1.72%) 3.79M
Increased by +66.99%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 5.55M (1.69%) 480.24K
Increased by +8.65%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 5.28M (1.61%) -100.14K
Decreased by -1.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Value 15.96M (4.85%) -3.93K
Decreased by -0.02%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 15.96M (4.85%) -15.73K
Decreased by -0.10%
Mar 31, 25
3 Capital Group American Mutual Comp 11.33M (3.45%) -16.54K
Decreased by -0.15%
Mar 31, 24
4 American Funds American Mutual A 11.32M (3.44%) -8.02K
Decreased by -0.07%
Jun 30, 24
5 iShares Core S&P Mid-Cap ETF 10.94M (3.33%) -90.90K
Decreased by -0.83%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 10.86M (3.30%) 233.81K
Increased by +2.15%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 10.63M (3.23%) 6.39K
Increased by +0.06%
Sep 30, 24
8 Schwab US Dividend Equity ETF™ 9.58M (2.91%) 1.66K
Increased by +0.02%
Apr 30, 25
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 8.56M (2.60%) 15.73K
Increased by +0.18%
Mar 31, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 8.56M (2.60%) 15.73K
Increased by +0.18%
Mar 31, 25
11 Vanguard Small Cap Index 8.48M (2.58%) 45.70K
Increased by +0.54%
Apr 30, 25
12 American Funds Capital Income Bldr A 7.52M (2.29%) 0.00
Increased by 0.00%
Mar 31, 25
13 iShares Select Dividend ETF 6.90M (2.10%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Small Cap Value Index Inv 5.48M (1.67%) 17.05K
Increased by +0.31%
Apr 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 5.23M (1.59%) 4.73K
Increased by +0.09%
Apr 30, 25
16 LVIP Macquarie Wealth Builder Std 4.83M (1.47%) 4.80M
Increased by +99.42%
Mar 31, 25
17 Jupiter Income Trust L Inc 3.80M (1.16%) 0.00
Increased by 0.00%
Oct 31, 23
18 Jupiter UK Special Situations L Inc 3.60M (1.09%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Equity-Income Inv 3.56M (1.08%) -336.69K
Decreased by -9.45%
Mar 31, 25
20 SEI World Equity Ex-US A (SIIT) 2.77M (0.84%) 0.00
Increased by 0.00%
Apr 30, 25