Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.19%
2 DGRS 2.24%
3 KBWD 2.18%
4 DIV 1.94%
5 WBIY 1.86%
6 BKC 1.65%
7 KVLE 1.57%
8 IPAY 1.55%
9 DVYL 1.36%
10 JMID 1.33%
11 WDIV 1.24%
12 CSB 1.19%
13 XMLV 1.13%
14 HEJD 1.12%
15 FGD 1.11%
16 FXR 1.09%
17 DES 0.97%
18 FDRR 0.86%
19 EZY 0.83%
20 MDIV 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.06M (11.57%) 317.71K
Increased by +0.83%
Dec 31, 24
2 BlackRock Inc 33.43M (10.17%) -247.18K
Decreased by -0.74%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 28.98M (8.81%) 4.43M
Increased by +15.27%
Dec 31, 24
4 State Street Corp 13.11M (3.98%) 178.81K
Increased by +1.36%
Dec 31, 24
5 State Street Corporation 12.99M (3.95%) -651.96K
Decreased by -5.02%
Mar 31, 24
6 Charles Schwab Investment Management Inc 12.49M (3.80%) 549.93K
Increased by +4.40%
Dec 31, 24
7 AQR Capital Management LLC 11.21M (3.41%) 3.15M
Increased by +28.08%
Dec 31, 24
8 LSV Asset Management 10.24M (3.11%) -253.90K
Decreased by -2.48%
Dec 31, 24
9 Schroder Investment Management Group 9.02M (2.74%) 2.19M
Increased by +24.32%
Dec 31, 24
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%) 4.37K
Increased by +0.06%
Dec 31, 24
12 Geode Capital Management, LLC 7.10M (2.16%) -76.02K
Decreased by -1.07%
Dec 31, 24
13 Northern Trust Corp 7.06M (2.15%) 41.77K
Increased by +0.59%
Dec 31, 24
14 Jupiter Asset Management Limited 6.95M (2.11%) -3.68M
Decreased by -52.87%
Sep 30, 24
15 Allianz Asset Management AG 6.85M (2.08%) -1.14M
Decreased by -16.60%
Dec 31, 24
16 Discerene Group LP 6.68M (2.03%) 0.00
Increased by 0.00%
Dec 31, 24
17 Millennium Management LLC 6.65M (2.02%) 2.92M
Increased by +43.87%
Sep 30, 24
18 Bank of New York Mellon Corp 6.31M (1.92%) 1.86M
Increased by +29.45%
Dec 31, 24
19 Amvescap Plc. 5.66M (1.72%) 3.79M
Increased by +66.99%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 5.38M (1.64%) 1.64M
Increased by +30.46%
Dec 31, 24

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 (3.44%) -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 US Total Market Shares ETF 10.63M (3.23%) 6.39K
Increased by +0.06%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 10.63M (3.23%) 23.50K
Increased by +0.22%
Mar 31, 25
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-Z 8.56M (2.60%) 15.73K
Increased by +0.18%
Mar 31, 25
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 8.54M (2.60%) 1.42M
Increased by +16.63%
Dec 31, 24
11 Vanguard Small Cap Index 8.44M (2.57%) -186.18K
Decreased by -2.21%
Mar 31, 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 5.47M (1.66%) -215.49K
Decreased by -3.94%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 5.22M (1.59%) 102.96K
Increased by +1.97%
Mar 31, 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%
Mar 31, 25