Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.36%
2 PEY 4.07%
3 UTRN 3.94%
4 ZIG 2.90%
5 SNPD 2.83%
6 KONG 2.63%
7 XSHD 2.53%
8 TUSA 1.94%
9 WBIY 1.83%
10 FGD 1.68%
11 FTDS 1.65%
12 MBOX 1.59%
13 SPDV 1.46%
14 UDI 1.31%
15 KVLE 1.25%
16 MPAY 1.18%
17 QDIV 1.12%
18 OUSM 1.11%
19 DEEP 1.04%
20 MYLD 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.45M (17.31%) 945.04K
Increased by +6.12%
Sep 30, 25
2 Vanguard Group Inc 10.59M (11.86%) -53.52K
Decreased by -0.51%
Dec 31, 25
3 AQR Capital Management LLC 6.34M (7.11%) -1.40M
Decreased by -22.02%
Dec 31, 25
4 Capital World Investors 5.90M (6.61%) 1.56M
Increased by +26.45%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 4.80M (5.38%) 1.17M
Increased by +24.28%
Sep 30, 25
6 State Street Corp 4.60M (5.16%) -270.03K
Decreased by -5.87%
Sep 30, 25
7 State Street Corporation 4.59M (5.14%) -141.15K
Decreased by -3.08%
Mar 31, 24
8 Pzena Investment Management, LLC 4.39M (4.92%) 1.21M
Increased by +27.64%
Dec 31, 25
9 Boston Partners Global Investors, Inc 4.12M (4.61%) -4.44M
Decreased by -107.71%
Mar 31, 25
10 Charles Schwab Investment Management Inc 3.98M (4.46%) 131.03K
Increased by +3.29%
Dec 31, 25
11 Mawer Investment Management Ltd 3.94M (4.42%) -3.86M
Decreased by -98.00%
Jun 30, 25
12 AllianceBernstein L.P. 3.27M (3.66%) 50.44K
Increased by +1.54%
Mar 31, 25
13 DePrince Race & Zollo Inc 2.44M (2.73%) 707.08K
Increased by +28.97%
Dec 31, 25
14 Geode Capital Management, LLC 2.40M (2.68%) 275.00K
Increased by +11.48%
Dec 31, 25
15 Jacobs Levy Equity Management, Inc. 2.08M (2.33%) 1.10M
Increased by +52.89%
Dec 31, 25
16 UBS Group AG 1.78M (1.99%) 467.68K
Increased by +26.33%
Sep 30, 25
17 Fiduciary Management, Inc. of Milwaukee 1.77M (1.98%) -105.57K
Decreased by -5.98%
Dec 31, 25
18 Millennium Management LLC 1.76M (1.98%) -1.49M
Decreased by -84.24%
Sep 30, 24
19 Jupiter Asset Management Limited 1.65M (1.85%) 342.19K
Increased by +20.78%
Jun 30, 25
20 Pacer Advisors, INC. 1.63M (1.83%) 833.56K
Increased by +51.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.03M (6.76%) 6.03M
Increased by +100.00%
Feb 28, 26
2 American Funds SMALLCAP World A 5.89M (6.59%) 1.56M
Increased by +26.54%
Dec 31, 25
3 American Funds Washington Mutual A 4.52M (5.07%) -3.14K
Decreased by -0.07%
Mar 31, 24
4 Capital Group Wash Mutual Invtrs Comp 4.52M (5.07%) -3.14K
Decreased by -0.07%
Mar 31, 24
5 Vanguard US Total Market Shares ETF 3.14M (3.51%) 1.97K
Increased by +0.06%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 3.09M (3.46%) 6.68K
Increased by +0.22%
Feb 28, 26
7 Schwab US Dividend Equity ETF™ 3.07M (3.44%) 5.60K
Increased by +0.18%
Feb 28, 26
8 American Funds American Balanced A 2.69M (3.01%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Institutional 500 Index Trust 2.62M (2.94%) -21.66K
Decreased by -0.83%
Mar 31, 24
10 Pzena Mid Cap Value 2.53M (2.84%) 250.10K
Increased by +9.88%
Feb 28, 26
11 iShares Select Dividend ETF 2.33M (2.61%) 0.00
Increased by 0.00%
Feb 28, 26
12 Vanguard Small Cap Index 2.18M (2.45%) 5.04K
Increased by +0.23%
Feb 28, 26
13 American Funds Growth Fund of Amer A 1.99M (2.23%) -3.32M
Decreased by -166.95%
Mar 31, 24
14 Capital Group Growth Fnd of Amer Comp 1.99M (2.23%) -3.32M
Decreased by -166.95%
Mar 31, 24
15 Vanguard Selected Value Inv 1.74M (1.95%) 561.99K
Increased by +32.24%
Dec 31, 25
16 Pacer US Cash Cows 100 ETF 1.63M (1.83%) 573.00
Increased by +0.04%
Jun 28, 24
17 American Funds Income Fund of Amer A 1.58M (1.78%) 583.63K
Increased by +36.82%
Jun 30, 25
18 JHancock Disciplined Value I 1.43M (1.61%) -152.42K
Decreased by -10.63%
Jan 31, 25
19 JHancock Disciplined Value Mid Cap I 1.41M (1.58%) -44.24K
Decreased by -3.13%
May 31, 25
20 American Funds IS® Growth 1 1.40M (1.57%) 103.00K
Increased by +7.34%
Dec 31, 23