Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.76%
2 LSAT 3.45%
3 ADPV 3.30%
4 FOVL 2.41%
5 DVLU 2.23%
6 FTDS 2.15%
7 OUSM 2.05%
8 SMCF 1.97%
9 PFI 1.88%
10 MGMT 1.82%
11 VLLU 1.67%
12 FXO 1.63%
13 TPMN 1.52%
14 WBIF 1.50%
15 XMLV 1.14%
16 PXMV 1.13%
17 XMVM 1.12%
18 DBLV 1.12%
19 DDIV 1.11%
20 WBIG 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.52M (14.30%) -1.13M
Decreased by -3.59%
Jun 30, 25
2 BlackRock Inc 23.11M (10.49%) -1.82M
Decreased by -7.89%
Jun 30, 25
3 JPMorgan Chase & Co 18.33M (8.32%) 2.17M
Increased by +11.83%
Jun 30, 25
4 Dimensional Fund Advisors, Inc. 14.10M (6.40%) -326.15K
Decreased by -2.31%
Jun 30, 25
5 LSV Asset Management 10.58M (4.80%) -304.71K
Decreased by -2.88%
Jun 30, 25
6 State Street Corporation 9.44M (4.29%) -242.82K
Decreased by -2.57%
Mar 31, 24
7 State Street Corp 8.37M (3.80%) -671.77K
Decreased by -8.03%
Jun 30, 25
8 First Trust Advisors L.P. 7.30M (3.31%) 2.37M
Increased by +32.46%
Jun 30, 25
9 AQR Capital Management LLC 6.33M (2.87%) 3.04M
Increased by +48.02%
Jun 30, 25
10 Allianz Asset Management AG 5.40M (2.45%) 1.56M
Increased by +28.86%
Jun 30, 25
11 Geode Capital Management, LLC 4.74M (2.15%) -187.68K
Decreased by -3.96%
Jun 30, 25
12 ClearBridge Advisors, LLC 4.16M (1.89%) -690.39K
Decreased by -16.60%
Jun 30, 25
13 Northern Trust Corp 4.12M (1.87%) -312.64K
Decreased by -7.59%
Jun 30, 25
14 FMR Inc 3.83M (1.74%) 807.64K
Increased by +21.09%
Sep 30, 23
15 Wellington Management Company LLP 3.76M (1.71%) 7.44K
Increased by +0.20%
Jun 30, 25
16 NORGES BANK 3.44M (1.56%) -180.16K
Decreased by -5.23%
Jun 30, 25
17 Caisse De Depot Et Placement Du Quebec 3.28M (1.49%) 678.49K
Increased by +20.71%
Jun 30, 25
18 Arrowstreet Capital Limited Partnership 3.13M (1.42%) -13.40K
Decreased by -0.43%
Jun 30, 25
19 Ameriprise Financial Inc 3.13M (1.42%) -93.45K
Decreased by -2.99%
Sep 30, 23
20 Donald Smith & Co Inc 3.12M (1.41%) -320.78K
Decreased by -10.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.16M (3.70%) -258.34K
Decreased by -3.16%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.73M (3.51%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 7.44M (3.38%) -157.76K
Decreased by -2.12%
Jul 31, 25
4 JPM US Mid Cap Value-Composite 6.90M (3.13%) 200.80K
Increased by +2.91%
Jun 30, 25
5 JPM US Mid Cap Value-MA 6.70M (3.04%) 126.40K
Increased by +1.89%
Mar 31, 25
6 Vanguard Small Cap Index 5.77M (2.62%) -36.47K
Decreased by -0.63%
Jul 31, 25
7 JPMorgan Mid Cap Value L 5.01M (2.27%) -1.89M
Decreased by -37.77%
Jul 31, 25
8 Vanguard Equity-Income Inv 4.77M (2.16%) -317.72K
Decreased by -6.66%
Jun 30, 25
9 DFA US Small Cap Value I 3.77M (1.71%) 0.00
Increased by 0.00%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 3.71M (1.68%) 9.80K
Increased by +0.26%
Jul 31, 25
11 Donald Smith & Co. All Eq Accounts Comp 3.09M (1.40%) -319.20K
Decreased by -10.32%
Mar 31, 24
12 First Trust Rising Dividend Achiev ETF 2.83M (1.29%) 3.96K
Increased by +0.14%
Aug 28, 25
13 JPMorgan Value Advantage L 2.82M (1.28%) 0.00
Increased by 0.00%
Jul 31, 25
14 First Trust SMID Cp Rising Div Achv ETF 2.73M (1.24%) 2.91K
Increased by +0.11%
Aug 28, 25
15 JPM US Value Advantage-MA 2.73M (1.24%) 2.63M
Increased by +96.35%
Sep 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 2.55M (1.16%) -1.10M
Decreased by -43.22%
Jul 31, 25
17 Vanguard Explorer Inv 2.51M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
18 ClearBridge Value 2.10M (0.95%) 0.00
Increased by 0.00%
Jul 31, 25
19 ClearBridge Value C 2.10M (0.95%) 0.00
Increased by 0.00%
Jul 31, 25
20 Avantis US Small Cap Value ETF 2.10M (0.95%) 0.00
Increased by 0.00%
Aug 30, 25