Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 RWK 3.24%
4 PBJ 2.50%
5 FXG 2.46%
6 GVIP 2.08%
7 KSEA 1.99%
8 CPAI 1.97%
9 TIME 1.95%
10 LSEQ 1.79%
11 RYJ 1.66%
12 UPGD 1.62%
13 DIVZ 1.55%
14 PAMC 1.45%
15 XMVM 1.32%
16 PXMV 1.32%
17 RFV 1.31%
18 XRT 1.29%
19 FDVV 1.13%
20 GURU 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cerberus Capital Management LP 151.82M (38.01%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 41.48M (10.38%) 305.86K
Increased by +0.74%
Jun 30, 25
3 FMR Inc 38.31M (9.59%) -7.66M
Decreased by -20.00%
Jun 30, 25
4 Vanguard Group Inc 36.97M (9.25%) -406.99K
Decreased by -1.10%
Jun 30, 25
5 State Street Corp 16.08M (4.03%) -62.81K
Decreased by -0.39%
Jun 30, 25
6 NORGES BANK 14.91M (3.73%) -283.19K
Decreased by -1.90%
Jun 30, 25
7 Citadel Advisors Llc 11.35M (2.84%) 5.15M
Increased by +45.35%
Mar 31, 25
8 LSV Asset Management 10.58M (2.65%) 2.71M
Increased by +25.57%
Jun 30, 25
9 Goldman Sachs Group Inc 9.80M (2.45%) -1.26M
Decreased by -12.88%
Mar 31, 24
10 Barclays PLC 9.04M (2.26%) 3.03M
Increased by +33.49%
Jun 30, 24
11 State Street Corporation 8.44M (2.11%) 255.41K
Increased by +3.03%
Mar 31, 24
12 Massachusetts Financial Services Company 7.98M (2.00%) 539.25K
Increased by +6.76%
Jun 30, 25
13 Geode Capital Management, LLC 7.90M (1.98%) 124.82K
Increased by +1.58%
Jun 30, 25
14 Parsifal Capital Management, LP 7.08M (1.77%) -949.62K
Decreased by -13.41%
Jun 30, 25
15 Millennium Management LLC 6.90M (1.73%) -1.15M
Decreased by -16.63%
Dec 31, 24
16 Deutsche Bank AG 6.08M (1.52%) 5.73M
Increased by +94.15%
Jun 30, 24
17 Dimensional Fund Advisors, Inc. 6.03M (1.51%) 567.87K
Increased by +9.42%
Jun 30, 25
18 AQR Capital Management LLC 5.47M (1.37%) 741.13K
Increased by +13.55%
Jun 30, 25
19 Qube Research & Technologies 5.45M (1.36%) 2.14M
Increased by +39.33%
Sep 30, 24
20 Balyasny Asset Management LLC 5.12M (1.28%) 4.50M
Increased by +87.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 13.12M (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 10.80M (2.70%) -227.77K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 10.05M (2.52%) -935.33K
Decreased by -9.31%
Sep 30, 24
4 Vanguard Small Cap Index 8.39M (2.10%) -51.81K
Decreased by -0.62%
Jul 31, 25
5 MFS Mid Cap Value Equity 5.77M (1.44%) 211.31K
Increased by +3.66%
Jun 30, 25
6 MFS Mid Cap Value A 5.69M (1.42%) -79.02K
Decreased by -1.39%
Jul 31, 25
7 Vanguard Small Cap Value Index Inv 5.40M (1.35%) 14.41K
Increased by +0.27%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 4.33M (1.09%) -1.88M
Decreased by -43.40%
Jul 31, 25
9 Fidelity Low-Priced Stock 3.46M (0.87%) 201.43K
Increased by +5.83%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 3.44M (0.86%) -3.63M
Decreased by -105.48%
Mar 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 3.09M (0.77%) -77.25K
Decreased by -2.50%
Jul 31, 25
12 Xtrackers S&P 500 Swap ETF 1C 3.07M (0.77%) 1.87M
Increased by +60.71%
Jun 30, 24
13 BlackRock Event Driven Equity Instl 2.77M (0.69%) -1.22M
Decreased by -44.11%
Sep 30, 24
14 Fidelity Mid-Cap Stock 2.50M (0.63%) 37.40K
Increased by +1.49%
Jul 31, 25
15 Fidelity High Dividend ETF 2.47M (0.62%) 0.00
Increased by 0.00%
Dec 31, 24
16 Longleaf Partners 2.45M (0.61%) -1.02M
Decreased by -41.50%
Jun 30, 25
17 Vanguard Mid-Cap Value ETF 2.42M (0.61%) -123.79K
Decreased by -5.11%
Dec 31, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 2.41M (0.60%) 62.13K
Increased by +2.57%
Apr 30, 25
19 JPM US Value Advantage-MA 2.35M (0.59%) 2.27M
Increased by +96.53%
Sep 30, 23
20 Fidelity Blue Chip Growth 2.34M (0.59%) 0.00
Increased by 0.00%
May 31, 25