Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 NEWZ 3.11%
4 RWK 2.99%
5 PBJ 2.47%
6 FXG 2.41%
7 LSEQ 2.23%
8 GVIP 2.08%
9 KSEA 1.99%
10 TIME 1.95%
11 PXMV 1.87%
12 XMVM 1.87%
13 CPAI 1.75%
14 RYJ 1.66%
15 UPGD 1.62%
16 DIVZ 1.55%
17 XRT 1.37%
18 RFV 1.24%
19 FDVV 1.13%
20 GURU 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cerberus Capital Management LP 151.82M (44.61%) 0.00
Increased by 0.00%
Dec 31, 25
2 BlackRock Inc 41.38M (12.16%) -98.16K
Decreased by -0.24%
Sep 30, 25
3 Vanguard Group Inc 39.33M (11.56%) 5.11M
Increased by +12.99%
Dec 31, 25
4 NORGES BANK 22.60M (6.64%) 7.70M
Increased by +34.06%
Dec 31, 25
5 FMR Inc 21.11M (6.20%) -4.19M
Decreased by -19.87%
Dec 31, 25
6 State Street Corp 16.80M (4.94%) 711.83K
Increased by +4.24%
Sep 30, 25
7 JPMorgan Chase & Co 13.69M (4.02%) 12.45M
Increased by +90.94%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 13.43M (3.95%) 5.16M
Increased by +38.42%
Dec 31, 25
9 LSV Asset Management 11.13M (3.27%) 183.90K
Increased by +1.65%
Dec 31, 25
10 Massachusetts Financial Services Company 10.60M (3.11%) 1.21M
Increased by +11.41%
Dec 31, 25
11 Citadel Advisors Llc 10.14M (2.98%) -2.41M
Decreased by -23.76%
Dec 31, 25
12 Goldman Sachs Group Inc 9.80M (2.88%) -1.26M
Decreased by -12.88%
Mar 31, 24
13 Barclays PLC 9.04M (2.66%) 3.03M
Increased by +33.49%
Jun 30, 24
14 State Street Corporation 8.44M (2.48%) 255.41K
Increased by +3.03%
Mar 31, 24
15 Geode Capital Management, LLC 7.70M (2.26%) -10.90K
Decreased by -0.14%
Dec 31, 25
16 Parsifal Capital Management, LP 7.08M (2.08%) -949.62K
Decreased by -13.41%
Jun 30, 25
17 Millennium Management LLC 6.90M (2.03%) -1.15M
Decreased by -16.63%
Dec 31, 24
18 AQR Capital Management LLC 6.42M (1.89%) 139.93K
Increased by +2.18%
Dec 31, 25
19 Southeastern Asset Management Inc 6.17M (1.81%) 1.22M
Increased by +19.83%
Dec 31, 25
20 Deutsche Bank AG 6.08M (1.79%) 5.73M
Increased by +94.15%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 12.26M (3.60%) 9.75K
Increased by +0.08%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 11.42M (3.36%) -721.26K
Decreased by -6.32%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 10.05M (2.95%) -935.33K
Decreased by -9.31%
Sep 30, 24
4 Vanguard Small Cap Index 8.30M (2.44%) -436.74K
Decreased by -5.26%
Mar 31, 26
5 JPM US Mid Cap Value-Composite 7.77M (2.28%) 2.48M
Increased by +31.99%
Mar 31, 26
6 iShares Select Dividend ETF 7.73M (2.27%) 0.00
Increased by 0.00%
Mar 31, 26
7 JPMorgan Mid Cap Value L 7.38M (2.17%) 500.10K
Increased by +6.78%
Feb 28, 26
8 MFS Mid Cap Value Equity 5.40M (1.59%) -218.59K
Decreased by -4.05%
Dec 31, 25
9 Vanguard Small Cap Value Index Inv 5.29M (1.55%) -322.73K
Decreased by -6.11%
Mar 31, 26
10 MFS Mid Cap Value A 5.25M (1.54%) -66.13K
Decreased by -1.26%
Feb 28, 26
11 Longleaf Partners 4.30M (1.26%) 829.96K
Increased by +19.28%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 4.14M (1.22%) -172.25K
Decreased by -4.16%
Mar 31, 26
13 Vanguard Mid Cap Index Institutional 3.44M (1.01%) -3.63M
Decreased by -105.48%
Mar 31, 24
14 Fidelity Equity Dividend Income 3.38M (0.99%) 0.00
Increased by 0.00%
Feb 28, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 3.09M (0.91%) -77.25K
Decreased by -2.50%
Jul 31, 25
16 Xtrackers S&P 500 Swap ETF 1C 3.07M (0.90%) 1.87M
Increased by +60.71%
Jun 30, 24
17 State Street® SPDR® S&P MIDCAP 400® ETF 2.79M (0.82%) -110.88K
Decreased by -3.98%
Mar 31, 26
18 BlackRock Event Driven Equity Instl 2.77M (0.81%) -1.22M
Decreased by -44.11%
Sep 30, 24
19 Fidelity Low-Priced Stock 2.75M (0.81%) 0.00
Increased by 0.00%
Jan 31, 26
20 DFA US Targeted Value I 2.70M (0.79%) 29.50K
Increased by +1.09%
Feb 28, 26