Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 ACTV 3.76%
3 BOUT 3.41%
4 MVFD 2.79%
5 FOVL 2.77%
6 MRGR 2.48%
7 KCE 1.69%
8 FXO 1.33%
9 XMVM 1.30%
10 PXMV 1.30%
11 KBWD 1.28%
12 GURU 1.28%
13 WBIF 1.11%
14 WDIV 1.10%
15 SURE 1.10%
16 LOPP 1.09%
17 HEJD 0.98%
18 XMLV 0.97%
19 JHDV 0.91%
20 RFV 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (26.23%) 0.00
Increased by 0.00%
Dec 31, 25
2 BlackRock Inc 16.38M (13.48%) -808.75K
Decreased by -4.94%
Sep 30, 25
3 Vanguard Group Inc 12.13M (9.98%) -1.69M
Decreased by -13.91%
Dec 31, 25
4 Millennium Management LLC 6.85M (5.64%) 1.15M
Increased by +16.85%
Sep 30, 25
5 Dimensional Fund Advisors, Inc. 6.60M (5.43%) -105.26K
Decreased by -1.59%
Dec 31, 25
6 Charles Schwab Investment Management Inc 5.34M (4.40%) 139.23K
Increased by +2.61%
Dec 31, 25
7 State Street Corporation 4.89M (4.03%) -422.79K
Decreased by -8.64%
Mar 31, 24
8 State Street Corp 4.51M (3.71%) -66.18K
Decreased by -1.47%
Sep 30, 25
9 AQR Capital Management LLC 4.47M (3.68%) -331.99K
Decreased by -7.43%
Dec 31, 25
10 Capital Research Global Investors 2.77M (2.28%) -973.17K
Decreased by -35.11%
Dec 31, 25
11 NORGES BANK 2.48M (2.04%) 259.22K
Increased by +10.46%
Dec 31, 25
12 Geode Capital Management, LLC 2.37M (1.95%) 100.22K
Increased by +4.22%
Dec 31, 25
13 Allianz Asset Management AG 2.24M (1.84%) 472.69K
Increased by +21.10%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 2.08M (1.71%) 82.77K
Increased by +3.98%
Sep 30, 25
15 Northern Trust Corp 2.08M (1.71%) -141.19K
Decreased by -6.79%
Sep 30, 25
16 Ariel Investments, LLC 2.04M (1.68%) -111.68K
Decreased by -5.48%
Jun 30, 25
17 Qube Research & Technologies 1.89M (1.56%) 432.94K
Increased by +22.86%
Dec 31, 25
18 Fisher Asset Management, LLC 1.70M (1.40%) -108.44K
Decreased by -6.38%
Dec 31, 25
19 Hudson Bay Capital Management LP 1.68M (1.38%) 1.68M
Increased by +100.00%
Dec 31, 25
20 Citadel Advisors Llc 1.59M (1.31%) 1.36M
Increased by +85.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.02M (3.31%) 2.49K
Increased by +0.06%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 3.99M (3.29%) -75.45K
Decreased by -1.89%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 3.94M (3.24%) 4.72K
Increased by +0.12%
Feb 28, 26
4 Schwab US Dividend Equity ETF™ 3.82M (3.14%) 15.45K
Increased by +0.40%
Feb 28, 26
5 American Funds SMALLCAP World A 3.67M (3.02%) -850.87K
Decreased by -23.17%
Dec 31, 25
6 iShares Select Dividend ETF 2.82M (2.32%) 0.00
Increased by 0.00%
Feb 28, 26
7 Vanguard Small Cap Index 2.81M (2.31%) 6.81K
Increased by +0.24%
Feb 28, 26
8 Vanguard Small Cap Value Index Inv 1.80M (1.48%) 5.11K
Increased by +0.28%
Feb 28, 26
9 Clark Navigator International Equity/ADR 1.51M (1.24%) 588.24K
Increased by +39.00%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.35M (1.11%) 8.99K
Increased by +0.67%
Feb 28, 26
11 American Funds New Economy A 1.05M (0.86%) -1.10K
Decreased by -0.11%
Mar 31, 24
12 Capital Group New Economy Comp 1.05M (0.86%) -1.10K
Decreased by -0.11%
Mar 31, 24
13 Vanguard Strategic Equity Inv 1.04M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
14 PIMCO RAE US Small 1.03M (0.85%) -11.33K
Decreased by -1.10%
Dec 31, 25
15 PIMCO RAE US Small Instl 1.03M (0.85%) -11.33K
Decreased by -1.10%
Dec 31, 25
16 DFA US Small Cap Value I 971.66K (0.80%) 0.00
Increased by 0.00%
Jan 31, 26
17 SPDR® S&P MIDCAP 400 ETF Trust 965.52K (0.79%) -24.16K
Decreased by -2.50%
Jul 31, 25
18 State Street® SPDR® S&P MIDCAP 400® ETF 906.07K (0.75%) 9.65K
Increased by +1.07%
Feb 28, 26
19 Invesco S&P MidCap Momentum ETF 892.16K (0.73%) 4.35K
Increased by +0.49%
Aug 29, 25
20 DFA US Targeted Value I 850.05K (0.70%) -222.37K
Decreased by -26.16%
Jan 31, 26