Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 NEWZ 3.11%
4 RWK 2.32%
5 LSEQ 2.23%
6 GVIP 2.08%
7 KSEA 1.99%
8 PBJ 1.97%
9 TIME 1.95%
10 PXMV 1.70%
11 XMVM 1.70%
12 RYJ 1.66%
13 UPGD 1.62%
14 DIVZ 1.55%
15 CPAI 1.49%
16 FXG 1.36%
17 XRT 1.29%
18 FDVV 1.13%
19 GURU 1.09%
20 RFV 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cerberus Capital Management LP 151.82M (46.72%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 41.74M (12.84%) 5.17M
Increased by +12.38%
Mar 31, 26
3 Vanguard Group Inc 39.33M (12.10%) 5.11M
Increased by +12.99%
Dec 31, 25
4 NORGES BANK 22.60M (6.96%) 7.70M
Increased by +34.06%
Dec 31, 25
5 Vanguard Portfolio Management, LLC 18.18M (5.59%) 18.18M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 16.66M (5.13%) -4.46M
Decreased by -26.76%
Mar 31, 26
7 Vanguard Capital Management, LLC 16.22M (4.99%) 16.22M
Increased by +100.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 15.01M (4.62%) 1.58M
Increased by +10.55%
Mar 31, 26
9 JPMorgan Chase & Co 13.14M (4.04%) 3.99M
Increased by +30.35%
Mar 31, 26
10 State Street Corp 12.35M (3.80%) -846.36K
Decreased by -6.85%
Mar 31, 26
11 Citadel Advisors Llc 12.05M (3.71%) 1.92M
Increased by +15.89%
Mar 31, 26
12 Massachusetts Financial Services Company 11.76M (3.62%) 1.16M
Increased by +9.86%
Mar 31, 26
13 LSV Asset Management 11.19M (3.44%) 56.10K
Increased by +0.50%
Mar 31, 26
14 Goldman Sachs Group Inc 9.80M (3.02%) -1.26M
Decreased by -12.88%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 9.69M (2.98%) -2.00M
Decreased by -20.61%
Mar 31, 26
16 Barclays PLC 9.04M (2.78%) 3.03M
Increased by +33.49%
Jun 30, 24
17 State Street Corporation 8.44M (2.60%) 255.41K
Increased by +3.03%
Mar 31, 24
18 Southeastern Asset Management Inc 7.42M (2.28%) 1.25M
Increased by +16.89%
Mar 31, 26
19 Geode Capital Management, LLC 7.36M (2.26%) -339.59K
Decreased by -4.62%
Mar 31, 26
20 Parsifal Capital Management, LP 7.08M (2.18%) -949.62K
Decreased by -13.41%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 12.12M (3.73%) -54.12K
Decreased by -0.45%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 10.99M (3.38%) -472.23K
Decreased by -4.30%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 10.05M (3.09%) -935.33K
Decreased by -9.31%
Sep 30, 24
4 JPMorgan Mid Cap Value L 8.24M (2.53%) 0.00
Increased by 0.00%
May 31, 26
5 Vanguard Small Cap Index 7.93M (2.44%) -354.12K
Decreased by -4.47%
Jun 30, 26
6 JPM US Mid Cap Value-Composite 7.77M (2.39%) 2.48M
Increased by +31.99%
Mar 31, 26
7 iShares Select Dividend ETF 7.74M (2.38%) 0.00
Increased by 0.00%
Jun 30, 26
8 MFS Mid Cap Value Equity 5.17M (1.59%) -223.22K
Decreased by -4.31%
Mar 31, 26
9 MFS Mid Cap Value A 5.11M (1.57%) -61.24K
Decreased by -1.20%
May 31, 26
10 Vanguard Small Cap Value Index Inv 5.03M (1.55%) -303.02K
Decreased by -6.02%
Jun 30, 26
11 Longleaf Partners 4.30M (1.32%) 829.96K
Increased by +19.28%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 4.09M (1.26%) -98.91K
Decreased by -2.42%
Jun 30, 26
13 Vanguard Mid Cap Index Institutional 3.44M (1.06%) -3.63M
Decreased by -105.48%
Mar 31, 24
14 DFA US Targeted Value I 3.36M (1.03%) 648.33K
Increased by +19.29%
May 31, 26
15 JPMorgan Mid Cap Equity I 3.17M (0.97%) 88.94K
Increased by +2.81%
May 31, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 3.09M (0.95%) -77.25K
Decreased by -2.50%
Jul 31, 25
17 Xtrackers S&P 500 Swap ETF 1C 3.07M (0.95%) 1.87M
Increased by +60.71%
Jun 30, 24
18 Dimensional US Targeted Value ETF 2.90M (0.89%) 0.00
Increased by 0.00%
Jun 30, 26
19 State Street® SPDR® S&P MIDCAP 400® ETF 2.77M (0.85%) -27.34K
Decreased by -0.99%
May 31, 26
20 BlackRock Event Driven Equity Instl 2.77M (0.85%) -1.22M
Decreased by -44.11%
Sep 30, 24