Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MARB 4.69%
2 UTRN 3.98%
3 RWK 2.66%
4 PBJ 2.38%
5 FXG 2.19%
6 GVIP 2.08%
7 KSEA 1.99%
8 TIME 1.95%
9 LSEQ 1.79%
10 RYJ 1.68%
11 UPGD 1.68%
12 PXMV 1.56%
13 XMVM 1.56%
14 DIVZ 1.55%
15 RFV 1.52%
16 XRT 1.17%
17 FDVV 1.13%
18 GURU 1.04%
19 XMLV 1.03%
20 PAMC 1.01%

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%
Mar 31, 25
2 FMR Inc 45.97M (11.51%) 19.82M
Increased by +43.11%
Mar 31, 25
3 BlackRock Inc 41.17M (10.31%) 18.38M
Increased by +44.64%
Mar 31, 25
4 Vanguard Group Inc 36.97M (9.25%) -406.99K
Decreased by -1.10%
Jun 30, 25
5 State Street Corp 16.15M (4.04%) 6.68M
Increased by +41.39%
Mar 31, 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 7.78M (1.95%) -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 Parsifal Capital Management, LP 7.08M (1.77%) -949.62K
Decreased by -13.41%
Jun 30, 25
16 Millennium Management LLC 6.90M (1.73%) -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. 6.03M (1.51%) 567.87K
Increased by +9.42%
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 13.13M (3.29%) -23.59K
Decreased by -0.18%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 11.02M (2.76%) -128.33K
Decreased by -1.16%
Jun 30, 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 8.44M (2.11%) -327.37K
Decreased by -3.88%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 6.22M (1.56%) -111.96K
Decreased by -1.80%
Jun 30, 25
6 MFS Mid Cap Value A 5.77M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
7 MFS Mid Cap Value Equity 5.77M (1.44%) 211.31K
Increased by +3.66%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 5.39M (1.35%) -251.05K
Decreased by -4.66%
Jun 30, 25
9 Vanguard Mid Cap Index Institutional 3.44M (0.86%) -3.63M
Decreased by -105.48%
Mar 31, 24
10 Fidelity Low-Priced Stock 3.25M (0.81%) -5.99K
Decreased by -0.18%
May 31, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 3.16M (0.79%) 33.09K
Increased by +1.05%
Jun 30, 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 Growth Compy Commingled Pl S 2.63M (0.66%) -986.75K
Decreased by -37.57%
Jun 30, 25
15 Fidelity High Dividend ETF 2.47M (0.62%) 0.00
Increased by 0.00%
Dec 31, 24
16 Fidelity Mid-Cap Stock 2.47M (0.62%) -2.46K
Decreased by -0.10%
Jun 30, 25
17 Longleaf Partners 2.45M (0.61%) -1.02M
Decreased by -41.50%
Jun 30, 25
18 Vanguard Mid-Cap Value ETF 2.42M (0.61%) -123.79K
Decreased by -5.11%
Dec 31, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 2.41M (0.60%) 62.13K
Increased by +2.57%
Apr 30, 25
20 JPM US Value Advantage-MA 2.35M (0.59%) 2.27M
Increased by +96.53%
Sep 30, 23