Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 RWK 3.10%
4 PBJ 2.81%
5 FXG 2.54%
6 UPGD 2.15%
7 RYJ 2.15%
8 GVIP 2.08%
9 KSEA 1.99%
10 TIME 1.95%
11 LSEQ 1.79%
12 RFV 1.77%
13 DIVZ 1.55%
14 AUSF 1.40%
15 XRT 1.28%
16 GURU 1.23%
17 VMAX 1.14%
18 FDVV 1.13%
19 XMLV 1.10%
20 FDLS 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cerberus Capital Management LP 151.82M (36.73%) 0.00
Increased by 0.00%
Mar 31, 25
2 FMR Inc 45.97M (11.12%) 19.82M
Increased by +43.11%
Mar 31, 25
3 BlackRock Inc 41.17M (9.96%) 18.38M
Increased by +44.64%
Mar 31, 25
4 Vanguard Group Inc 37.37M (9.04%) 1.06M
Increased by +2.85%
Mar 31, 25
5 State Street Corp 16.15M (3.91%) 6.68M
Increased by +41.39%
Mar 31, 25
6 NORGES BANK 15.19M (3.67%) 1.10M
Increased by +7.23%
Dec 31, 24
7 Goldman Sachs Group Inc 9.80M (2.37%) -1.26M
Decreased by -12.88%
Mar 31, 24
8 Barclays PLC 9.04M (2.19%) 3.03M
Increased by +33.49%
Jun 30, 24
9 State Street Corporation 8.44M (2.04%) 255.41K
Increased by +3.03%
Mar 31, 24
10 Parsifal Capital Management, LP 8.03M (1.94%) -2.17M
Decreased by -27.07%
Mar 31, 25
11 LSV Asset Management 7.87M (1.90%) 2.72M
Increased by +34.61%
Mar 31, 25
12 Geode Capital Management, LLC 7.78M (1.88%) -1.72M
Decreased by -22.06%
Mar 31, 25
13 Massachusetts Financial Services Company 7.44M (1.80%) -27.16K
Decreased by -0.37%
Mar 31, 25
14 Millennium Management LLC 6.90M (1.67%) -1.15M
Decreased by -16.63%
Dec 31, 24
15 Citadel Advisors Llc 6.20M (1.50%) 3.65M
Increased by +58.85%
Dec 31, 24
16 Deutsche Bank AG 6.08M (1.47%) 5.73M
Increased by +94.15%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 5.46M (1.32%) 825.98K
Increased by +15.12%
Mar 31, 25
18 Qube Research & Technologies 5.45M (1.32%) 2.14M
Increased by +39.33%
Sep 30, 24
19 Balyasny Asset Management LLC 5.12M (1.24%) 4.50M
Increased by +87.91%
Dec 31, 24
20 Southeastern Asset Management Inc 5.07M (1.23%) -698.54K
Decreased by -13.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 13.13M (3.18%) -42.36K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 11.14M (2.70%) 140.70K
Increased by +1.26%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 10.05M (2.43%) -935.33K
Decreased by -9.31%
Sep 30, 24
4 Vanguard Small Cap Index 8.73M (2.11%) 51.35K
Increased by +0.59%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 6.27M (1.52%) 11.82K
Increased by +0.19%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 5.64M (1.36%) 17.71K
Increased by +0.31%
Apr 30, 25
7 MFS Mid Cap Value A 5.56M (1.34%) 0.00
Increased by 0.00%
Feb 28, 25
8 MFS Mid Cap Value Equity 5.56M (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
9 Longleaf Partners 3.64M (0.88%) 3.64M
Increased by +100.00%
Dec 31, 24
10 Vanguard Mid Cap Index Institutional 3.44M (0.83%) -3.63M
Decreased by -105.48%
Mar 31, 24
11 Fidelity Growth Compy Commingled Pl S 3.33M (0.81%) 1.38M
Increased by +41.39%
Mar 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 3.20M (0.77%) -35.57K
Decreased by -1.11%
Apr 30, 25
13 Xtrackers S&P 500 Swap ETF 1C 3.07M (0.74%) 1.87M
Increased by +60.71%
Jun 30, 24
14 Fidelity Equity Dividend Income 3.06M (0.74%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Low-Priced Stock 2.92M (0.71%) 1.00M
Increased by +34.33%
Feb 28, 25
16 Fidelity Growth Company Fund 2.83M (0.68%) 1.47M
Increased by +52.12%
Mar 31, 25
17 BlackRock Event Driven Equity Instl 2.77M (0.67%) -1.22M
Decreased by -44.11%
Sep 30, 24
18 Fidelity Select Retailing 2.68M (0.65%) 392.90K
Increased by +14.67%
Mar 31, 25
19 Fidelity High Dividend ETF 2.47M (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Mid-Cap Value ETF 2.42M (0.59%) -123.79K
Decreased by -5.11%
Dec 31, 23