Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 RWK 2.74%
4 PBJ 2.36%
5 FXG 2.25%
6 GVIP 2.08%
7 KSEA 1.99%
8 TIME 1.95%
9 LSEQ 1.79%
10 RYJ 1.72%
11 UPGD 1.72%
12 XMVM 1.62%
13 DIVZ 1.55%
14 RFV 1.50%
15 AUSF 1.24%
16 XRT 1.23%
17 GURU 1.19%
18 FDVV 1.13%
19 PAMC 1.03%
20 XMLV 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cerberus Capital Management LP 151.82M (37.95%) 0.00
Increased by 0.00%
Mar 31, 25
2 FMR Inc 45.97M (11.49%) 19.82M
Increased by +43.11%
Mar 31, 25
3 BlackRock Inc 41.17M (10.29%) 18.38M
Increased by +44.64%
Mar 31, 25
4 Vanguard Group Inc 37.37M (9.34%) 1.06M
Increased by +2.85%
Mar 31, 25
5 State Street Corp 16.15M (4.04%) 6.68M
Increased by +41.39%
Mar 31, 25
6 NORGES BANK 15.19M (3.80%) 1.10M
Increased by +7.23%
Dec 31, 24
7 Citadel Advisors Llc 11.35M (2.84%) 5.15M
Increased by +45.35%
Mar 31, 25
8 Goldman Sachs Group Inc 9.80M (2.45%) -1.26M
Decreased by -12.88%
Mar 31, 24
9 Barclays PLC 9.04M (2.26%) 3.03M
Increased by +33.49%
Jun 30, 24
10 State Street Corporation 8.44M (2.11%) 255.41K
Increased by +3.03%
Mar 31, 24
11 Parsifal Capital Management, LP 8.03M (2.01%) -2.17M
Decreased by -27.07%
Mar 31, 25
12 LSV Asset Management 7.87M (1.97%) 2.72M
Increased by +34.61%
Mar 31, 25
13 Geode Capital Management, LLC 7.78M (1.94%) -1.72M
Decreased by -22.06%
Mar 31, 25
14 ING Investment Management LLC 7.45M (1.86%) 7.39M
Increased by +99.25%
Mar 31, 25
15 Massachusetts Financial Services Company 7.44M (1.86%) -27.16K
Decreased by -0.37%
Mar 31, 25
16 Millennium Management LLC 6.90M (1.72%) -1.15M
Decreased by -16.63%
Dec 31, 24
17 Deutsche Bank AG 6.08M (1.52%) 5.73M
Increased by +94.15%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 5.46M (1.37%) 825.98K
Increased by +15.12%
Mar 31, 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 13.14M (3.28%) 6.86K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 11.15M (2.79%) 7.33K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 10.05M (2.51%) -935.33K
Decreased by -9.31%
Sep 30, 24
4 Vanguard Small Cap Index 8.77M (2.19%) 41.20K
Increased by +0.47%
May 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 6.33M (1.58%) 55.13K
Increased by +0.87%
May 31, 25
6 MFS Mid Cap Value A 5.77M (1.44%) 211.31K
Increased by +3.66%
May 31, 25
7 Vanguard Small Cap Value Index Inv 5.64M (1.41%) -4.71K
Decreased by -0.08%
May 31, 25
8 MFS Mid Cap Value Equity 5.56M (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity Growth Compy Commingled Pl S 3.61M (0.90%) -930.69K
Decreased by -25.76%
May 31, 25
10 Longleaf Partners 3.47M (0.87%) -168.06K
Decreased by -4.84%
Mar 31, 25
11 Vanguard Mid Cap Index Institutional 3.44M (0.86%) -3.63M
Decreased by -105.48%
Mar 31, 24
12 Fidelity Low-Priced Stock 3.26M (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 3.16M (0.79%) 33.09K
Increased by +1.05%
Jun 30, 25
14 Xtrackers S&P 500 Swap ETF 1C 3.07M (0.77%) 1.87M
Increased by +60.71%
Jun 30, 24
15 Fidelity Equity Dividend Income 3.06M (0.77%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Growth Company Fund 2.94M (0.74%) -632.42K
Decreased by -21.49%
May 31, 25
17 BlackRock Event Driven Equity Instl 2.77M (0.69%) -1.22M
Decreased by -44.11%
Sep 30, 24
18 Fidelity Select Retailing 2.68M (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity High Dividend ETF 2.47M (0.62%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Mid-Cap Stock 2.47M (0.62%) 130.40K
Increased by +5.28%
May 31, 25