Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 4.31%
2 LSAT 3.33%
3 BMVP 2.23%
4 EQRR 1.79%
5 LBAY 1.74%
6 BDIV 1.49%
7 LYLD 1.48%
8 SDVY 1.23%
9 DON 1.07%
10 KBE 1.04%
11 SYLD 1.01%
12 LSAF 0.99%
13 FLRG 0.96%
14 WTV 0.94%
15 WBIF 0.92%
16 CZA 0.88%
17 OAKM 0.86%
18 CVY 0.86%
19 VAMO 0.85%
20 CDL 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Nippon Life Insurance Co. 121.96M (45.04%) 0.00
Increased by 0.00%
Dec 31, 25
2 American International Group Inc 82.71M (30.55%) -31.18M
Decreased by -37.70%
Sep 30, 25
3 Blackstone Inc 61.96M (22.88%) 0.00
Increased by 0.00%
Sep 30, 25
4 T. Rowe Price Associates, Inc. 38.21M (14.11%) -427.31K
Decreased by -1.12%
Sep 30, 25
5 Capital Research Global Investors 33.84M (12.50%) 3.06M
Increased by +9.04%
Mar 31, 24
6 Vanguard Group Inc 27.14M (10.02%) 311.13K
Increased by +1.15%
Dec 31, 25
7 Harris Associates L.P. 24.37M (9.00%) 5.64M
Increased by +23.16%
Dec 31, 25
8 Pzena Investment Management, LLC 23.63M (8.73%) 1.30M
Increased by +5.51%
Dec 31, 25
9 NORGES BANK 20.27M (7.49%) 16.17M
Increased by +79.76%
Dec 31, 25
10 Canada Pension Plan Investment Board 9.07M (3.35%) 1.13M
Increased by +12.49%
Dec 31, 25
11 Hotchkis & Wiley Capital Management LLC 8.95M (3.31%) 2.09M
Increased by +23.32%
Dec 31, 25
12 State Street Corp 7.83M (2.89%) -7.89K
Decreased by -0.10%
Sep 30, 25
13 Massachusetts Financial Services Company 7.35M (2.71%) -811.17K
Decreased by -11.04%
Dec 31, 25
14 State Street Corporation 6.32M (2.34%) 1.32M
Increased by +20.86%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 6.18M (2.28%) -506.27K
Decreased by -8.19%
Dec 31, 25
16 Citadel Advisors Llc 6.10M (2.25%) 4.98M
Increased by +81.52%
Jun 30, 24
17 AQR Capital Management LLC 5.91M (2.18%) 2.82M
Increased by +47.77%
Dec 31, 25
18 Geode Capital Management, LLC 5.14M (1.90%) 490.00K
Increased by +9.53%
Dec 31, 25
19 FMR Inc 5.03M (1.86%) 598.37K
Increased by +11.90%
Sep 30, 24
20 LSV Asset Management 4.72M (1.74%) 38.29K
Increased by +0.81%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 31.60M (11.67%) 3.00M
Increased by +9.48%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 31.60M (11.67%) 3.00M
Increased by +9.48%
Mar 31, 24
3 Vanguard Windsor II Inv 12.52M (4.62%) 8.34M
Increased by +66.64%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 8.78M (3.24%) 14.87K
Increased by +0.17%
Feb 28, 26
5 iShares Core S&P Mid-Cap ETF 8.65M (3.19%) 8.65M
Increased by +100.00%
Feb 28, 26
6 T. Rowe Price U.S. Value Equity Tr-D 8.49M (3.14%) 146.44K
Increased by +1.72%
Jun 30, 25
7 T. Rowe Price U.S. Value Equity Tr-Z 8.35M (3.08%) 371.87K
Increased by +4.46%
Mar 31, 25
8 Oakmark Investor 7.78M (2.87%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard US Total Market Shares ETF 7.45M (2.75%) -235.29K
Decreased by -3.16%
Sep 30, 24
10 T. Rowe Price US Value Equity Composite 7.22M (2.67%) -38.60K
Decreased by -0.53%
Jun 30, 25
11 T. Rowe Price Value 7.20M (2.66%) -15.10K
Decreased by -0.21%
Jul 31, 25
12 Pzena Large Cap Value 6.78M (2.50%) 0.00
Increased by 0.00%
Feb 28, 26
13 Vanguard Windsor Investor Shares 5.28M (1.95%) 0.00
Increased by 0.00%
Dec 31, 25
14 Vanguard Windsor™ II Inv 4.64M (1.72%) 0.00
Increased by 0.00%
Jun 30, 25
15 First Trust Rising Dividend Achiev ETF 4.58M (1.69%) 1.94K
Increased by +0.04%
May 29, 25
16 Donald Smith & Co. All Eq Accounts Comp 4.31M (1.59%) 932.05K
Increased by +21.61%
Dec 31, 25
17 MFS Mid Cap Value Equity 3.80M (1.40%) -153.92K
Decreased by -4.05%
Dec 31, 25
18 TD U.S. Dividend Growth Fund-F 3.79M (1.40%) 0.00
Increased by 0.00%
Jun 30, 24
19 MFS Mid Cap Value A 3.75M (1.38%) 3.75M
Increased by +100.00%
Jan 31, 26
20 Vanguard Selected Value Inv 3.43M (1.27%) 189.94K
Increased by +5.53%
Dec 31, 25