Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WAR 2.40%
2 UDI 2.39%
3 WDAF 2.11%
4 KBWR 1.93%
5 VETS 1.67%
6 KRE 1.55%
7 XVOL 1.40%
8 PEY 1.27%
9 AIRR 1.26%
10 XMVM 1.15%
11 PXMV 1.15%
12 CSB 1.13%
13 SMDV 1.07%
14 KBE 1.05%
15 DPST 1.05%
16 JPSV 1.00%
17 BOUT 1.00%
18 SMCP 0.99%
19 KRU 0.93%
20 FTXO 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.42M (16.29%) 1.21M
Increased by +5.42%
Mar 31, 26
2 Vanguard Group Inc 18.54M (13.47%) 545.18K
Increased by +2.94%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 10.88M (7.90%) 10.88M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 9.81M (7.13%) 170.08K
Increased by +1.73%
Mar 31, 26
5 State Street Corp 8.96M (6.51%) 250.10K
Increased by +2.79%
Mar 31, 26
6 State Street Corporation 8.38M (6.09%) -1.07M
Decreased by -12.78%
Mar 31, 24
7 Vanguard Capital Management, LLC 7.13M (5.18%) 7.13M
Increased by +100.00%
Mar 31, 26
8 First Trust Advisors L.P. 5.97M (4.34%) 3.35M
Increased by +56.06%
Mar 31, 26
9 Geode Capital Management, LLC 4.36M (3.17%) 279.08K
Increased by +6.40%
Mar 31, 26
10 Macquarie Group Ltd 4.22M (3.07%) -401.35K
Decreased by -9.51%
Sep 30, 25
11 LSV Asset Management 3.82M (2.77%) 156.08K
Increased by +4.09%
Mar 31, 26
12 Delaware Management Holdings Inc 3.34M (2.42%) -430.04K
Decreased by -12.89%
Mar 31, 26
13 American Century Companies Inc 3.27M (2.37%) 421.21K
Increased by +12.89%
Mar 31, 26
14 Citadel Advisors Llc 3.06M (2.22%) 32.34K
Increased by +1.06%
Mar 31, 26
15 Associated Banc-Corp 2.59M (1.88%) -43.42K
Decreased by -1.68%
Mar 31, 26
16 The Goldman Sachs Group Inc 2.37M (1.72%) -475.61K
Decreased by -20.10%
Mar 31, 26
17 Charles Schwab Investment Management Inc 2.26M (1.64%) 106.33K
Increased by +4.70%
Mar 31, 26
18 NORGES BANK 2.12M (1.54%) 138.57K
Increased by +6.53%
Dec 31, 25
19 Goldman Sachs Group Inc 2.10M (1.52%) -650.39K
Decreased by -31.00%
Jun 30, 25
20 FMR Inc 2.07M (1.50%) -8.85M
Decreased by -428.21%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.55M (4.03%) 1.04K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.98M (3.61%) 11.28K
Increased by +0.23%
Apr 30, 26
3 First Trust RBA Amer Indl RenaisTM ETF 4.58M (3.32%) 2.78K
Increased by +0.06%
May 31, 26
4 Fidelity® Low-Priced Stock 4.57M (3.32%) 255.30K
Increased by +5.59%
Oct 31, 23
5 Vanguard US Total Market Shares ETF 4.50M (3.27%) 2.38K
Increased by +0.05%
Sep 30, 24
6 iShares Russell 2000 ETF 4.03M (2.92%) 37.18K
Increased by +0.92%
May 29, 26
7 Vanguard Small Cap Index 3.63M (2.64%) -7.00K
Decreased by -0.19%
Apr 30, 26
8 Macquarie Small Cap Core I 3.43M (2.49%) -257.58K
Decreased by -7.51%
Jul 31, 25
9 Avantis US Small Cap Value ETF 3.20M (2.33%) 4.13K
Increased by +0.13%
May 30, 26
10 Nomura US Small Cap Core Equity 2.58M (1.87%) 2.58M
Increased by +100.00%
Mar 31, 26
11 Nomura Small Cap Core I 2.52M (1.83%) -61.19K
Decreased by -2.43%
Apr 30, 26
12 DFA US Small Cap Value I 2.37M (1.72%) 0.00
Increased by 0.00%
Apr 30, 26
13 Vanguard Small Cap Value Index Inv 2.34M (1.70%) 19.42K
Increased by +0.83%
Apr 30, 26
14 Fidelity Low-Priced Stock 2.15M (1.56%) -924.15K
Decreased by -42.93%
Feb 28, 26
15 State Street® SPDR® S&PRgnllBkgETF 2.11M (1.53%) 0.00
Increased by 0.00%
May 31, 26
16 Delaware Small Cap Core I 2.04M (1.48%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 1.85M (1.34%) 19.37K
Increased by +1.05%
Apr 30, 26
18 Vanguard Strategic Equity Inv 1.83M (1.33%) 774.06K
Increased by +42.32%
Mar 31, 26
19 SPDR® S&P Regional Banking ETF 1.79M (1.30%) 0.00
Increased by 0.00%
Aug 31, 25
20 Fidelity Global Value Growth Eq MF 1.65M (1.20%) 0.00
Increased by 0.00%
Aug 20, 25