Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.76%
2 ADPV 3.30%
3 LSAT 2.88%
4 FOVL 2.41%
5 DVLU 2.23%
6 FTDS 2.15%
7 SMCF 1.94%
8 OUSM 1.92%
9 PFI 1.88%
10 MGMT 1.68%
11 FXO 1.61%
12 TPMN 1.52%
13 WBIF 1.50%
14 PXMV 1.22%
15 XMVM 1.22%
16 XMLV 1.15%
17 DBLV 1.12%
18 DDIV 1.11%
19 WBIG 1.06%
20 CVY 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 30.93M (15.48%) 12.60M
Increased by +40.74%
Sep 30, 25
2 Vanguard Group Inc 29.78M (14.90%) -1.01M
Decreased by -3.38%
Dec 31, 25
3 BlackRock Inc 23.03M (11.53%) -77.02K
Decreased by -0.33%
Sep 30, 25
4 Dimensional Fund Advisors, Inc. 13.84M (6.92%) -238.45K
Decreased by -1.72%
Dec 31, 25
5 AQR Capital Management LLC 11.62M (5.81%) 2.77M
Increased by +23.86%
Dec 31, 25
6 LSV Asset Management 10.02M (5.02%) -293.91K
Decreased by -2.93%
Dec 31, 25
7 State Street Corporation 9.44M (4.73%) -242.82K
Decreased by -2.57%
Mar 31, 24
8 State Street Corp 8.15M (4.08%) -223.99K
Decreased by -2.75%
Sep 30, 25
9 Geode Capital Management, LLC 5.37M (2.69%) 146.59K
Increased by +2.73%
Dec 31, 25
10 Allianz Asset Management AG 5.01M (2.51%) 48.06K
Increased by +0.96%
Dec 31, 25
11 First Trust Advisors L.P. 4.61M (2.31%) 76.31K
Increased by +1.66%
Dec 31, 25
12 Northern Trust Corp 4.56M (2.28%) 441.81K
Increased by +9.69%
Sep 30, 25
13 American Century Companies Inc 4.54M (2.27%) 1.46M
Increased by +32.20%
Dec 31, 25
14 ClearBridge Advisors, LLC 4.01M (2.01%) -98.19K
Decreased by -2.45%
Dec 31, 25
15 FMR Inc 3.83M (1.92%) 807.64K
Increased by +21.09%
Sep 30, 23
16 Wellington Management Company LLP 3.76M (1.88%) 7.44K
Increased by +0.20%
Jun 30, 25
17 Caisse De Depot Et Placement Du Quebec 3.62M (1.81%) -325.13K
Decreased by -8.98%
Dec 31, 25
18 NORGES BANK 3.29M (1.65%) -149.21K
Decreased by -4.53%
Dec 31, 25
19 Arrowstreet Capital Limited Partnership 3.13M (1.57%) -13.40K
Decreased by -0.43%
Jun 30, 25
20 Ameriprise Financial Inc 3.13M (1.57%) -93.45K
Decreased by -2.99%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.16M (4.09%) -258.34K
Decreased by -3.16%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.23M (3.62%) -1.22M
Decreased by -16.88%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 7.02M (3.51%) 40.47K
Increased by +0.58%
Feb 28, 26
4 JPM US Mid Cap Value-MA 6.70M (3.35%) 126.40K
Increased by +1.89%
Mar 31, 25
5 Vanguard Small Cap Index 5.08M (2.54%) 14.24K
Increased by +0.28%
Feb 28, 26
6 Vanguard Equity-Income Inv 4.70M (2.35%) -65.36K
Decreased by -1.39%
Dec 31, 25
7 Avantis US Small Cap Value ETF 4.38M (2.19%) 17.92K
Increased by +0.41%
Feb 28, 26
8 JPMorgan Mid Cap Value L 3.92M (1.96%) 59.64K
Increased by +1.52%
Jan 31, 26
9 JPM US Mid Cap Value-Composite 3.86M (1.93%) -1.35M
Decreased by -35.00%
Dec 31, 25
10 DFA US Small Cap Value I 3.42M (1.71%) 0.00
Increased by 0.00%
Jan 31, 26
11 Vanguard Small Cap Value Index Inv 3.26M (1.63%) 9.30K
Increased by +0.29%
Feb 28, 26
12 Donald Smith & Co. All Eq Accounts Comp 3.09M (1.55%) -319.20K
Decreased by -10.32%
Mar 31, 24
13 First Trust SMID Cp Rising Div Achv ETF 3.02M (1.51%) 1.78K
Increased by +0.06%
Feb 26, 26
14 First Trust Rising Dividend Achiev ETF 2.83M (1.42%) 3.96K
Increased by +0.14%
Aug 28, 25
15 JPM US Value Advantage-MA 2.73M (1.36%) 2.63M
Increased by +96.35%
Sep 30, 23
16 JPMorgan Value Advantage L 2.60M (1.30%) 0.00
Increased by 0.00%
Jan 31, 26
17 Vanguard Explorer Inv 2.51M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.22%) 21.02K
Increased by +0.86%
Feb 28, 26
19 Vanguard Strategic Equity Inv 2.01M (1.01%) 0.00
Increased by 0.00%
Dec 31, 25
20 ClearBridge Value Equity 1.90M (0.95%) 0.00
Increased by 0.00%
Mar 31, 24