Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.10%
2 NEWZ 3.72%
3 JUNE_old 3.25%
4 XSHD 2.20%
5 LSEQ 1.84%
6 DIV 1.49%
7 JMID 1.33%
8 KVLE 1.27%
9 XMLV 1.10%
10 HEJD 1.09%
11 SURE 0.89%
12 JSMD 0.75%
13 CSB 0.73%
14 VWI 0.67%
15 EATZ 0.67%
16 MDIV 0.64%
17 PSCD 0.61%
18 SMDY 0.58%
19 PAPI 0.52%
20 RCGE 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 30.44M (20.93%) 3.29K
Increased by +0.01%
Dec 31, 25
2 BlackRock Inc 24.11M (16.57%) 4.34M
Increased by +18.00%
Sep 30, 25
3 Vanguard Group Inc 17.13M (11.78%) -1.46M
Decreased by -8.49%
Dec 31, 25
4 AQR Capital Management LLC 11.71M (8.05%) 3.23M
Increased by +27.57%
Dec 31, 25
5 Harris Associates L.P. 9.97M (6.85%) -631.53K
Decreased by -6.34%
Dec 31, 25
6 Charles Schwab Investment Management Inc 7.09M (4.88%) 227.02K
Increased by +3.20%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 6.19M (4.26%) 1.89M
Increased by +30.49%
Sep 30, 25
8 Massachusetts Financial Services Company 5.79M (3.98%) -4.92M
Decreased by -84.94%
Mar 31, 24
9 State Street Corp 5.34M (3.67%) 213.15K
Increased by +3.99%
Sep 30, 25
10 State Street Corporation 5.15M (3.54%) 157.87K
Increased by +3.07%
Mar 31, 24
11 Squarepoint Ops LLC 4.98M (3.42%) 1.67M
Increased by +33.49%
Dec 31, 24
12 Allspring Global Investments Holdings, LLC 4.93M (3.39%) -140.14K
Decreased by -2.84%
Sep 30, 24
13 Arrowstreet Capital Limited Partnership 4.29M (2.95%) 11.45K
Increased by +0.27%
Dec 31, 25
14 Marshall Wace Asset Management Ltd 4.03M (2.77%) 4.03M
Increased by +100.00%
Sep 30, 25
15 Dimensional Fund Advisors, Inc. 3.95M (2.71%) -327.75K
Decreased by -8.30%
Dec 31, 25
16 1832 Asset Management L.P 3.46M (2.38%) 3.46M
Increased by +100.00%
Dec 31, 24
17 HHG PLC 3.28M (2.26%) 69.83K
Increased by +2.13%
Jun 30, 25
18 Geode Capital Management, LLC 3.20M (2.20%) -385.67K
Decreased by -12.07%
Dec 31, 25
19 Jane Street Group LLC 3.16M (2.17%) 2.22M
Increased by +70.30%
Dec 31, 25
20 Bank of America Corp 2.97M (2.04%) 211.70K
Increased by +7.12%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.60M (6.60%) 9.60M
Increased by +100.00%
Feb 28, 26
2 Harris Assoc. Oakmark Eq & Inc CIT 6.85M (4.71%) 0.00
Increased by 0.00%
Dec 31, 25
3 Oakmark Equity And Income Investor 6.85M (4.71%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 5.61M (3.86%) 4.52K
Increased by +0.08%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 5.24M (3.60%) 0.00
Increased by 0.00%
Aug 31, 25
6 Schwab US Dividend Equity ETF™ 4.86M (3.34%) 8.90K
Increased by +0.18%
Feb 28, 26
7 Vanguard Total Stock Mkt Idx Inv 4.78M (3.29%) 0.00
Increased by 0.00%
Feb 28, 26
8 Vanguard Equity-Income Inv 4.03M (2.77%) 0.00
Increased by 0.00%
Jun 30, 25
9 iShares Select Dividend ETF 3.70M (2.54%) 0.00
Increased by 0.00%
Feb 28, 26
10 MFS Mid Cap Value A 3.60M (2.48%) -1.79M
Decreased by -49.60%
Mar 31, 24
11 MFS Mid Cap Value Equity 3.60M (2.48%) -1.85M
Decreased by -51.40%
Mar 31, 24
12 Allspring Mid Value SMA 3.59M (2.47%) 3.59M
Increased by +99.99%
Jun 30, 24
13 Vanguard Small Cap Index 3.46M (2.38%) 7.31K
Increased by +0.21%
Feb 28, 26
14 Allspring Special Mid Cap Value Inst 3.33M (2.29%) 0.00
Increased by 0.00%
Nov 30, 24
15 Allspring Special US Mid Cap Value Eq 3.33M (2.29%) -260.00K
Decreased by -7.81%
Sep 30, 24
16 Janus Henderson Triton D 2.49M (1.71%) -29.32K
Decreased by -1.18%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth 2.49M (1.71%) -29.32K
Decreased by -1.18%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth MA 2.49M (1.71%) 2.49M
Increased by +100.00%
Jun 30, 25
19 JPM Small Cap Equity-MA 2.33M (1.60%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Small Cap Value Index Inv 2.22M (1.53%) 5.95K
Increased by +0.27%
Feb 28, 26