Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 KBWD 2.45%
3 WBIY 2.22%
4 OUSM 1.94%
5 DGRS 1.78%
6 BKC 1.65%
7 DIV 1.63%
8 DVYL 1.36%
9 SDIV 1.30%
10 KVLE 1.28%
11 IPAY 1.24%
12 SCAP 1.23%
13 FXR 1.21%
14 CVAR 1.18%
15 XMLV 1.11%
16 JMID 1.09%
17 CSB 1.02%
18 WDIV 0.96%
19 MDIV 0.87%
20 FDRR 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.81M (11.16%) -1.69M
Decreased by -4.72%
Jun 30, 25
2 BlackRock Inc 31.01M (9.66%) -6.47M
Decreased by -20.85%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 28.97M (9.03%) -10.22K
Decreased by -0.04%
Mar 31, 25
4 State Street Corp 13.56M (4.23%) -384.44K
Decreased by -2.83%
Jun 30, 25
5 Charles Schwab Investment Management Inc 13.28M (4.14%) 58.07K
Increased by +0.44%
Jun 30, 25
6 Schroder Investment Management Group 13.24M (4.13%) 4.32M
Increased by +32.64%
Jun 30, 25
7 State Street Corporation 12.99M (4.05%) -651.96K
Decreased by -5.02%
Mar 31, 24
8 AQR Capital Management LLC 10.88M (3.39%) -2.16M
Decreased by -19.91%
Jun 30, 25
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 (2.50%) 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 Jupiter Asset Management Limited 6.95M (2.17%) -3.68M
Decreased by -52.87%
Sep 30, 24
14 Royal Bank of Canada 6.78M (2.11%) 6.62M
Increased by +97.61%
Jun 30, 25
15 Millennium Management LLC 6.65M (2.07%) 2.92M
Increased by +43.87%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 6.18M (1.93%) 631.33K
Increased by +10.21%
Jun 30, 25
17 Geode Capital Management, LLC 6.16M (1.92%) -424.78K
Decreased by -6.89%
Jun 30, 25
18 Bank of New York Mellon Corp 5.95M (1.85%) -247.37K
Decreased by -4.16%
Jun 30, 25
19 Amvescap Plc. 5.44M (1.69%) -325.01K
Decreased by -5.97%
Jun 30, 25
20 First Trust Advisors L.P. 5.13M (1.60%) -229.88K
Decreased by -4.48%
Jun 30, 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 (3.53%) -8.02K
Decreased by -0.07%
Jun 30, 24
5 iShares Core S&P Mid-Cap ETF 10.73M (3.34%) 0.00
Increased by 0.00%
Aug 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™ 9.38M (2.92%) 1.98K
Increased by +0.02%
Aug 30, 25
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 8.56M (2.67%) 15.73K
Increased by +0.18%
Mar 31, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 8.56M (2.67%) 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%
Aug 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 SEI World Equity Ex-US A (SIIT) 3.72M (1.16%) 483.70K
Increased by +13.01%
Aug 31, 25
18 Jupiter UK Special Situations L Inc 3.60M (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 3.56M (1.11%) -1.51M
Decreased by -42.53%
Jul 31, 25
20 Invesco S&P MidCap Quality ETF 3.36M (1.05%) 697.00
Increased by +0.02%
Aug 29, 25