Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 RWK 3.22%
4 PBJ 2.61%
5 FXG 2.32%
6 LSEQ 2.23%
7 XMVM 2.10%
8 GVIP 2.08%
9 PXMV 2.05%
10 KSEA 1.99%
11 TIME 1.95%
12 CPAI 1.92%
13 RYJ 1.66%
14 UPGD 1.62%
15 DIVZ 1.55%
16 XRT 1.55%
17 RFV 1.35%
18 RETL 1.15%
19 FDVV 1.13%
20 GURU 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Cerberus Capital Management LP 151.82M (42.91%) 0.00
Increased by 0.00%
Dec 31, 25
2 BlackRock Inc 41.38M (11.70%) -98.16K
Decreased by -0.24%
Sep 30, 25
3 Vanguard Group Inc 39.33M (11.12%) 5.11M
Increased by +12.99%
Dec 31, 25
4 NORGES BANK 22.60M (6.39%) 7.70M
Increased by +34.06%
Dec 31, 25
5 FMR Inc 21.11M (5.97%) -4.19M
Decreased by -19.87%
Dec 31, 25
6 State Street Corp 16.80M (4.75%) 711.83K
Increased by +4.24%
Sep 30, 25
7 JPMorgan Chase & Co 13.69M (3.87%) 12.45M
Increased by +90.94%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 13.43M (3.80%) 5.16M
Increased by +38.42%
Dec 31, 25
9 Citadel Advisors Llc 12.55M (3.55%) 9.49M
Increased by +75.63%
Sep 30, 25
10 LSV Asset Management 11.13M (3.15%) 183.90K
Increased by +1.65%
Dec 31, 25
11 Massachusetts Financial Services Company 10.60M (3.00%) 1.21M
Increased by +11.41%
Dec 31, 25
12 Goldman Sachs Group Inc 9.80M (2.77%) -1.26M
Decreased by -12.88%
Mar 31, 24
13 Barclays PLC 9.04M (2.55%) 3.03M
Increased by +33.49%
Jun 30, 24
14 State Street Corporation 8.44M (2.39%) 255.41K
Increased by +3.03%
Mar 31, 24
15 Geode Capital Management, LLC 7.71M (2.18%) -194.49K
Decreased by -2.52%
Sep 30, 25
16 Parsifal Capital Management, LP 7.08M (2.00%) -949.62K
Decreased by -13.41%
Jun 30, 25
17 Millennium Management LLC 6.90M (1.95%) -1.15M
Decreased by -16.63%
Dec 31, 24
18 AQR Capital Management LLC 6.28M (1.78%) 813.19K
Increased by +12.94%
Sep 30, 25
19 Southeastern Asset Management Inc 6.17M (1.74%) 1.22M
Increased by +19.83%
Dec 31, 25
20 Deutsche Bank AG 6.08M (1.72%) 5.73M
Increased by +94.15%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 12.78M (3.61%) 12.78M
Increased by +100.00%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 12.08M (3.41%) 26.03K
Increased by +0.22%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 10.05M (2.84%) -935.33K
Decreased by -9.31%
Sep 30, 24
4 Vanguard Small Cap Index 8.71M (2.46%) -1.15K
Decreased by -0.01%
Jan 31, 26
5 JPMorgan Mid Cap Value L 6.88M (1.94%) 1.60M
Increased by +23.22%
Jan 31, 26
6 Vanguard Small Cap Value Index Inv 5.59M (1.58%) -42.87K
Decreased by -0.77%
Jan 31, 26
7 MFS Mid Cap Value Equity 5.40M (1.53%) -218.59K
Decreased by -4.05%
Dec 31, 25
8 MFS Mid Cap Value A 5.32M (1.50%) 640.99K
Increased by +12.05%
Jan 31, 26
9 JPM US Mid Cap Value-Composite 5.28M (1.49%) 1.50M
Increased by +28.32%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 4.27M (1.21%) 11.29K
Increased by +0.26%
Jan 31, 26
11 Longleaf Partners 3.47M (0.98%) 0.00
Increased by 0.00%
Dec 31, 25
12 Vanguard Mid Cap Index Institutional 3.44M (0.97%) -3.63M
Decreased by -105.48%
Mar 31, 24
13 Fidelity Equity Dividend Income 3.38M (0.96%) 316.90K
Increased by +9.37%
Jan 31, 26
14 SPDR® S&P MIDCAP 400 ETF Trust 3.09M (0.87%) -77.25K
Decreased by -2.50%
Jul 31, 25
15 Xtrackers S&P 500 Swap ETF 1C 3.07M (0.87%) 1.87M
Increased by +60.71%
Jun 30, 24
16 State Street® SPDR® S&P MIDCAP 400® ETF 2.87M (0.81%) -103.10K
Decreased by -3.59%
Jan 31, 26
17 BlackRock Event Driven Equity Instl 2.77M (0.78%) -1.22M
Decreased by -44.11%
Sep 30, 24
18 Fidelity Low-Priced Stock 2.75M (0.78%) 0.00
Increased by 0.00%
Dec 31, 25
19 DFA US Targeted Value I 2.67M (0.76%) 660.79K
Increased by +24.71%
Jan 31, 26
20 JPMorgan Mid Cap Equity I 2.54M (0.72%) 681.50K
Increased by +26.81%
Jan 31, 26