Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 RWK 3.60%
4 PBJ 3.01%
5 FXG 2.52%
6 RYJ 2.43%
7 UPGD 2.43%
8 KSEA 2.11%
9 GVIP 2.08%
10 RFV 1.94%
11 LSEQ 1.79%
12 AUSF 1.68%
13 GURU 1.59%
14 DIVZ 1.55%
15 XRT 1.54%
16 VMAX 1.31%
17 FDLS 1.15%
18 FDVV 1.13%
19 RETL 0.94%
20 ROUS 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cerberus Capital Management LP 151.82M (36.60%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 36.31M (8.75%) 2.35M
Increased by +6.47%
Dec 31, 24
3 FMR Inc 26.15M (6.30%) 9.31M
Increased by +35.60%
Dec 31, 24
4 BlackRock Inc 22.79M (5.49%) 352.97K
Increased by +1.55%
Dec 31, 24
5 NORGES BANK 15.19M (3.66%) 1.10M
Increased by +7.23%
Dec 31, 24
6 Parsifal Capital Management, LP 10.20M (2.46%) 1.66M
Increased by +16.25%
Dec 31, 24
7 Goldman Sachs Group Inc 9.80M (2.36%) -1.26M
Decreased by -12.88%
Mar 31, 24
8 Geode Capital Management, LLC 9.49M (2.29%) 428.51K
Increased by +4.51%
Dec 31, 24
9 State Street Corp 9.46M (2.28%) 847.61K
Increased by +8.96%
Dec 31, 24
10 Barclays PLC 9.04M (2.18%) 3.03M
Increased by +33.49%
Jun 30, 24
11 State Street Corporation 8.44M (2.03%) 255.41K
Increased by +3.03%
Mar 31, 24
12 Massachusetts Financial Services Company 7.47M (1.80%) 1.29M
Increased by +17.34%
Dec 31, 24
13 Millennium Management LLC 6.90M (1.66%) -1.15M
Decreased by -16.63%
Dec 31, 24
14 Citadel Advisors Llc 6.20M (1.50%) 3.65M
Increased by +58.85%
Dec 31, 24
15 Deutsche Bank AG 6.08M (1.47%) 5.73M
Increased by +94.15%
Jun 30, 24
16 Southeastern Asset Management Inc 5.77M (1.39%) 2.99M
Increased by +51.92%
Dec 31, 24
17 Qube Research & Technologies 5.45M (1.31%) 2.14M
Increased by +39.33%
Sep 30, 24
18 LSV Asset Management 5.15M (1.24%) 277.16K
Increased by +5.38%
Dec 31, 24
19 Balyasny Asset Management LLC 5.12M (1.23%) 4.50M
Increased by +87.91%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 5.02M (1.21%) -2.03M
Decreased by -40.53%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 13.25M (3.19%) 23.19K
Increased by +0.18%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 11.00M (2.65%) 59.75K
Increased by +0.54%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 10.05M (2.42%) -935.33K
Decreased by -9.31%
Sep 30, 24
4 Vanguard Small Cap Index 8.68M (2.09%) -197.78K
Decreased by -2.28%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 6.26M (1.51%) 128.65K
Increased by +2.06%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 5.62M (1.36%) -220.84K
Decreased by -3.93%
Mar 31, 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%) 903.37K
Increased by +16.26%
Dec 31, 24
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 SPDR® S&P MIDCAP 400 ETF Trust 3.24M (0.78%) 3.24M
Increased by +100.00%
Mar 31, 25
12 Xtrackers S&P 500 Swap ETF 1C 3.07M (0.74%) 1.87M
Increased by +60.71%
Jun 30, 24
13 Fidelity Equity Dividend Income 3.06M (0.74%) -249.70K
Decreased by -8.16%
Feb 28, 25
14 BlackRock Event Driven Equity Instl 2.77M (0.67%) -1.22M
Decreased by -44.11%
Sep 30, 24
15 Fidelity High Dividend ETF 2.47M (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Mid-Cap Value ETF 2.42M (0.58%) -123.79K
Decreased by -5.11%
Dec 31, 23
17 State St Russell Sm/Mid Cp® Indx NL Cl C 2.35M (0.57%) -181.90K
Decreased by -7.74%
Mar 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 2.35M (0.57%) -181.90K
Decreased by -7.74%
Mar 31, 25
19 JPM US Value Advantage-MA 2.35M (0.57%) 2.27M
Increased by +96.53%
Sep 30, 23
20 iShares S&P Mid-Cap 400 Value ETF 2.29M (0.55%) 5.08K
Increased by +0.22%
Mar 31, 25