Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 4.31%
2 LSAT 3.29%
3 BMVP 2.23%
4 LYLD 1.90%
5 EQRR 1.82%
6 LBAY 1.74%
7 BDIV 1.49%
8 OAKM 1.49%
9 SDVY 1.23%
10 FPX 1.13%
11 DON 1.07%
12 FXO 1.01%
13 FLRG 0.96%
14 KBE 0.95%
15 WTV 0.94%
16 LSAF 0.92%
17 WBIF 0.92%
18 CZA 0.88%
19 SYLD 0.88%
20 CVY 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nippon Life Insurance Co. 121.96M (42.82%) 0.00
Increased by 0.00%
Jun 30, 25
2 American International Group Inc 113.90M (39.99%) -13.39M
Decreased by -11.75%
Jun 30, 25
3 Blackstone Inc 61.96M (21.76%) 0.00
Increased by 0.00%
Jun 30, 25
4 T. Rowe Price Associates, Inc. 38.63M (13.57%) 7.52M
Increased by +19.47%
Jun 30, 25
5 Capital Research Global Investors 33.84M (11.88%) 3.06M
Increased by +9.04%
Mar 31, 24
6 Vanguard Group Inc 25.03M (8.79%) 776.15K
Increased by +3.10%
Jun 30, 25
7 Harris Associates L.P. 20.14M (7.07%) -799.83K
Decreased by -3.97%
Jun 30, 25
8 Pzena Investment Management, LLC 18.72M (6.57%) 10.67M
Increased by +57.00%
Jun 30, 25
9 Massachusetts Financial Services Company 9.13M (3.21%) -587.32K
Decreased by -6.43%
Jun 30, 25
10 State Street Corp 7.84M (2.75%) -665.01K
Decreased by -8.48%
Jun 30, 25
11 Hotchkis & Wiley Capital Management LLC 7.70M (2.70%) -65.93K
Decreased by -0.86%
Jun 30, 25
12 State Street Corporation 6.32M (2.22%) 1.32M
Increased by +20.86%
Mar 31, 24
13 Dimensional Fund Advisors, Inc. 6.26M (2.20%) 426.73K
Increased by +6.82%
Jun 30, 25
14 Citadel Advisors Llc 6.10M (2.14%) 4.98M
Increased by +81.52%
Jun 30, 24
15 ClearBridge Advisors, LLC 5.33M (1.87%) -224.12K
Decreased by -4.21%
Jun 30, 25
16 FMR Inc 5.03M (1.77%) 598.37K
Increased by +11.90%
Sep 30, 24
17 LSV Asset Management 4.59M (1.61%) 250.07K
Increased by +5.45%
Jun 30, 25
18 AQR Capital Management LLC 4.53M (1.59%) -3.81M
Decreased by -84.10%
Jun 30, 25
19 First Trust Advisors L.P. 4.46M (1.56%) -1.48M
Decreased by -33.31%
Jun 30, 25
20 Geode Capital Management, LLC 4.41M (1.55%) -110.46K
Decreased by -2.50%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 31.60M (11.09%) 3.00M
Increased by +9.48%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 31.60M (11.09%) 3.00M
Increased by +9.48%
Mar 31, 24
3 T. Rowe Price U.S. Value Equity Tr-D 8.49M (2.98%) 146.44K
Increased by +1.72%
Jun 30, 25
4 T. Rowe Price U.S. Value Equity Tr-Z 8.35M (2.93%) 371.87K
Increased by +4.46%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 7.78M (2.73%) -186.63K
Decreased by -2.40%
Jul 31, 25
6 Oakmark Investor 7.78M (2.73%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 7.45M (2.62%) -235.29K
Decreased by -3.16%
Sep 30, 24
8 T. Rowe Price US Value Equity Composite 7.22M (2.53%) -38.60K
Decreased by -0.53%
Jun 30, 25
9 T. Rowe Price Value 7.20M (2.53%) -15.10K
Decreased by -0.21%
Jul 31, 25
10 Vanguard Mid Cap Index Institutional 5.52M (1.94%) 59.27K
Increased by +1.07%
Jul 31, 25
11 Pzena Large Cap Value 5.28M (1.85%) 0.00
Increased by 0.00%
Aug 31, 25
12 Vanguard Windsor Investor Shares 5.28M (1.85%) 918.02K
Increased by +17.39%
Jun 30, 25
13 Vanguard Windsor™ II Inv 4.64M (1.63%) 0.00
Increased by 0.00%
Jun 30, 25
14 First Trust Rising Dividend Achiev ETF 4.58M (1.61%) 1.94K
Increased by +0.04%
May 29, 25
15 T. Rowe Price US Mid-Cap Value Equity 4.37M (1.53%) -8.72K
Decreased by -0.20%
Jun 30, 25
16 T. Rowe Price Mid-Cap Value 4.36M (1.53%) -6.57K
Decreased by -0.15%
Jul 31, 25
17 MFS Mid Cap Value Equity 4.36M (1.53%) -124.75K
Decreased by -2.86%
Jun 30, 25
18 Donald Smith & Co. All Eq Accounts Comp 4.05M (1.42%) 70.76K
Increased by +1.75%
Jun 30, 25
19 MFS Mid Cap Value A 4.01M (1.41%) -351.92K
Decreased by -8.78%
Jul 31, 25
20 Vanguard Selected Value Inv 3.82M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25