Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 NLSI 4.15%
3 UTRN 4.08%
4 DDIV 3.94%
5 ACTV 3.94%
6 FMTM 3.40%
7 ADPV 3.40%
8 DFND 3.17%
9 GAUD 3.08%
10 DVLU 2.76%
11 MVFD 2.62%
12 PFI 2.52%
13 SPDV 2.24%
14 WBIY 2.08%
15 FXO 1.62%
16 SPYD 1.61%
17 KCE 1.61%
18 QIS 1.53%
19 RSPF 1.32%
20 FCFY 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (22.70%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Group Inc 52.97M (14.78%) 947.69K
Increased by +1.79%
Dec 31, 25
3 BlackRock Inc 37.71M (10.52%) -7.53M
Decreased by -19.98%
Sep 30, 25
4 State Street Corporation 21.86M (6.10%) 753.38K
Increased by +3.45%
Mar 31, 24
5 State Street Corp 21.52M (6.01%) -738.21K
Decreased by -3.43%
Sep 30, 25
6 Dimensional Fund Advisors, Inc. 20.76M (5.79%) -565.96K
Decreased by -2.73%
Dec 31, 25
7 Millennium Management LLC 13.88M (3.87%) 1.01M
Increased by +7.31%
Dec 31, 25
8 Goldman Sachs Group Inc 10.94M (3.05%) 3.92M
Increased by +35.78%
Jun 30, 25
9 Geode Capital Management, LLC 10.93M (3.05%) -277.91K
Decreased by -2.54%
Dec 31, 25
10 Royal Bank of Canada 8.93M (2.49%) 7.95M
Increased by +89.06%
Jun 30, 25
11 AQR Capital Management LLC 8.88M (2.48%) -936.14K
Decreased by -10.54%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 7.63M (2.13%) 969.50K
Increased by +12.70%
Sep 30, 25
13 Northern Trust Corp 6.25M (1.74%) -325.36K
Decreased by -5.21%
Sep 30, 25
14 The Goldman Sachs Group Inc 6.22M (1.74%) -4.72M
Decreased by -75.94%
Sep 30, 25
15 Fisher Asset Management, LLC 5.51M (1.54%) 310.90K
Increased by +5.64%
Dec 31, 25
16 Balyasny Asset Management LLC 5.09M (1.42%) 1.87M
Increased by +36.76%
Jun 30, 25
17 AllianceBernstein L.P. 4.99M (1.39%) -2.93M
Decreased by -58.75%
Sep 30, 25
18 Citadel Advisors Llc 4.98M (1.39%) 921.87K
Increased by +18.51%
Sep 30, 25
19 Charles Schwab Investment Management Inc 4.38M (1.22%) -48.50K
Decreased by -1.11%
Dec 31, 25
20 Samlyn Capital, LLC 4.21M (1.18%) 2.27M
Increased by +53.86%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.07M (3.93%) 23.91K
Increased by +0.17%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 13.59M (3.79%) 11.17K
Increased by +0.08%
Sep 30, 24
3 Vanguard 500 Index Investor 11.45M (3.19%) 109.12K
Increased by +0.95%
Feb 28, 26
4 iShares Select Dividend ETF 10.11M (2.82%) 0.00
Increased by 0.00%
Feb 28, 26
5 Vanguard Small Cap Index 10.11M (2.82%) 25.48K
Increased by +0.25%
Feb 28, 26
6 Vanguard Small Cap Value Index Inv 6.49M (1.81%) 18.44K
Increased by +0.28%
Feb 28, 26
7 Invesco S&P 500® Equal Weight ETF 6.32M (1.76%) -2.72K
Decreased by -0.04%
Feb 27, 26
8 iShares Core S&P 500 ETF 5.68M (1.58%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 5.66M (1.58%) 26.22K
Increased by +0.46%
Jan 31, 26
10 SPDR® S&P 500 ETF 5.61M (1.57%) -82.30K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 5.47M (1.53%) -28.40K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 5.45M (1.52%) 66.54K
Increased by +1.22%
Aug 31, 25
13 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.49%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® S&P 500 ETF Trust 5.33M (1.49%) 12.02K
Increased by +0.23%
Apr 30, 24
15 State Street® SPDR® S&P 500® ETF 5.20M (1.45%) -39.63K
Decreased by -0.76%
Feb 28, 26
16 Fidelity® 500 Index 5.19M (1.45%) 41.38K
Increased by +0.80%
Oct 31, 23
17 DFA US Small Cap Value I 4.99M (1.39%) 0.00
Increased by 0.00%
Jan 31, 26
18 SPDR® Portfolio S&P 500® High Div ETF 4.19M (1.17%) 10.37K
Increased by +0.25%
Aug 29, 25
19 Fisher All World Equity 3.76M (1.05%) 0.00
Increased by 0.00%
Dec 31, 25
20 MFS Mid Cap Value Equity 3.29M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23