Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 WBIY 2.86%
3 KBWD 2.58%
4 SCAP 2.16%
5 OUSM 2.07%
6 DGRS 1.97%
7 DIV 1.66%
8 BKC 1.65%
9 IPAY 1.49%
10 KVLE 1.38%
11 DVYL 1.36%
12 SDIV 1.31%
13 FXR 1.30%
14 CVAR 1.18%
15 XMLV 1.11%
16 JMID 1.09%
17 CSB 1.07%
18 WDIV 0.99%
19 MDIV 0.94%
20 FDRR 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.81M (11.33%) -1.69M
Decreased by -4.72%
Jun 30, 25
2 BlackRock Inc 31.01M (9.82%) -6.47M
Decreased by -20.85%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 28.97M (9.17%) -10.22K
Decreased by -0.04%
Mar 31, 25
4 State Street Corp 13.56M (4.29%) -384.44K
Decreased by -2.83%
Jun 30, 25
5 Charles Schwab Investment Management Inc 13.28M (4.20%) 58.07K
Increased by +0.44%
Jun 30, 25
6 Schroder Investment Management Group 13.24M (4.19%) 4.32M
Increased by +32.64%
Jun 30, 25
7 State Street Corporation 12.99M (4.11%) -651.96K
Decreased by -5.02%
Mar 31, 24
8 AQR Capital Management LLC 10.88M (3.44%) -2.16M
Decreased by -19.91%
Jun 30, 25
9 Discerene Group LP 10.37M (3.28%) 3.68M
Increased by +35.54%
Jun 30, 25
10 LSV Asset Management 9.92M (3.14%) -246.00K
Decreased by -2.48%
Jun 30, 25
11 Citadel Advisors Llc 8.01M (2.54%) 6.93M
Increased by +86.52%
Sep 30, 24
12 Capital Research Global Investors 7.68M (2.43%) 9.33K
Increased by +0.12%
Jun 30, 25
13 Jupiter Asset Management Limited 6.95M (2.20%) -3.68M
Decreased by -52.87%
Sep 30, 24
14 Royal Bank of Canada 6.78M (2.15%) 6.62M
Increased by +97.61%
Jun 30, 25
15 Millennium Management LLC 6.65M (2.10%) 2.92M
Increased by +43.87%
Sep 30, 24
16 Dimensional Fund Advisors, Inc. 6.18M (1.96%) 631.33K
Increased by +10.21%
Jun 30, 25
17 Geode Capital Management, LLC 6.16M (1.95%) -424.78K
Decreased by -6.89%
Jun 30, 25
18 Bank of New York Mellon Corp 5.95M (1.88%) -247.37K
Decreased by -4.16%
Jun 30, 25
19 Amvescap Plc. 5.44M (1.72%) -325.01K
Decreased by -5.97%
Jun 30, 25
20 First Trust Advisors L.P. 5.13M (1.62%) -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 (5.05%) -3.93K
Decreased by -0.02%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Value Equity 15.96M (5.05%) -15.73K
Decreased by -0.10%
Mar 31, 25
3 Capital Group American Mutual Comp 11.33M (3.59%) -16.54K
Decreased by -0.15%
Mar 31, 24
4 American Funds American Mutual A 11.32M (3.58%) -8.02K
Decreased by -0.07%
Jun 30, 24
5 iShares Core S&P Mid-Cap ETF 10.73M (3.40%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard US Total Market Shares ETF 10.63M (3.36%) 6.39K
Increased by +0.06%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 10.25M (3.24%) -224.47K
Decreased by -2.19%
Jul 31, 25
8 Schwab US Dividend Equity ETF™ 9.38M (2.97%) 1.98K
Increased by +0.02%
Aug 30, 25
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 8.56M (2.71%) 15.73K
Increased by +0.18%
Mar 31, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 8.56M (2.71%) 15.73K
Increased by +0.18%
Mar 31, 25
11 Vanguard Small Cap Index 8.03M (2.54%) -53.74K
Decreased by -0.67%
Jul 31, 25
12 American Funds Capital Income Bldr A 7.52M (2.38%) 0.00
Increased by 0.00%
Jun 30, 25
13 iShares Select Dividend ETF 6.90M (2.18%) 0.00
Increased by 0.00%
Aug 31, 25
14 Vanguard Small Cap Value Index Inv 5.15M (1.63%) -4.54K
Decreased by -0.09%
Jul 31, 25
15 LVIP Macquarie Wealth Builder Std 4.83M (1.53%) 4.80M
Increased by +99.42%
Mar 31, 25
16 Jupiter Income Trust L Inc 3.80M (1.20%) 0.00
Increased by 0.00%
Oct 31, 23
17 SEI World Equity Ex-US A (SIIT) 3.72M (1.18%) 483.70K
Increased by +13.01%
Aug 31, 25
18 Jupiter UK Special Situations L Inc 3.60M (1.14%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Institutional Extnd Mkt Idx Tr 3.56M (1.13%) -1.51M
Decreased by -42.53%
Jul 31, 25
20 Invesco S&P MidCap Quality ETF 3.36M (1.06%) 697.00
Increased by +0.02%
Aug 29, 25