Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WAR 2.40%
2 UDI 2.39%
3 KBWR 1.93%
4 VETS 1.67%
5 WDAF 1.63%
6 KRE 1.58%
7 XVOL 1.40%
8 PEY 1.27%
9 AIRR 1.19%
10 XMVM 1.14%
11 PXMV 1.14%
12 DPST 1.13%
13 CSB 1.10%
14 KBE 1.06%
15 SMDV 1.06%
16 BOUT 1.00%
17 JPSV 0.99%
18 SMCP 0.99%
19 KRU 0.93%
20 FTXO 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.21M (15.21%) 537.42K
Increased by +2.53%
Dec 31, 25
2 Vanguard Group Inc 18.54M (13.30%) 545.18K
Increased by +2.94%
Dec 31, 25
3 FMR Inc 10.91M (7.83%) -3.00M
Decreased by -27.51%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 9.64M (6.92%) -207.70K
Decreased by -2.15%
Dec 31, 25
5 State Street Corp 8.71M (6.25%) 147.37K
Increased by +1.69%
Dec 31, 25
6 State Street Corporation 8.38M (6.01%) -1.07M
Decreased by -12.78%
Mar 31, 24
7 Macquarie Group Ltd 4.22M (3.03%) -401.35K
Decreased by -9.51%
Sep 30, 25
8 Geode Capital Management, LLC 4.08M (2.93%) 8.82K
Increased by +0.22%
Dec 31, 25
9 Delaware Management Holdings Inc 3.77M (2.70%) 3.77M
Increased by +100.00%
Dec 31, 25
10 LSV Asset Management 3.66M (2.63%) 38.90K
Increased by +1.06%
Dec 31, 25
11 Citadel Advisors Llc 3.03M (2.17%) -642.79K
Decreased by -21.22%
Dec 31, 25
12 Verition Fund Managegment, LLC 2.87M (2.06%) 963.79K
Increased by +33.61%
Dec 31, 25
13 American Century Companies Inc 2.85M (2.04%) 216.25K
Increased by +7.60%
Dec 31, 25
14 The Goldman Sachs Group Inc 2.84M (2.04%) 790.79K
Increased by +27.83%
Dec 31, 25
15 Associated Banc-Corp 2.63M (1.89%) 182.62K
Increased by +6.94%
Dec 31, 25
16 First Trust Advisors L.P. 2.62M (1.88%) 399.83K
Increased by +15.24%
Dec 31, 25
17 Charles Schwab Investment Management Inc 2.16M (1.55%) -86.88K
Decreased by -4.03%
Dec 31, 25
18 NORGES BANK 2.12M (1.52%) 138.57K
Increased by +6.53%
Dec 31, 25
19 Goldman Sachs Group Inc 2.10M (1.50%) -650.39K
Decreased by -31.00%
Jun 30, 25
20 JPMorgan Chase & Co 1.97M (1.41%) 1.18M
Increased by +59.87%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.52M (3.96%) 4.87K
Increased by +0.09%
Apr 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.96M (3.56%) -249.81K
Decreased by -5.03%
Mar 31, 26
3 Fidelity® Low-Priced Stock 4.57M (3.28%) 255.30K
Increased by +5.59%
Oct 31, 23
4 Vanguard US Total Market Shares ETF 4.50M (3.23%) 2.38K
Increased by +0.05%
Sep 30, 24
5 First Trust RBA Amer Indl RenaisTM ETF 4.45M (3.19%) 16.69K
Increased by +0.38%
Apr 30, 26
6 iShares Russell 2000 ETF 3.95M (2.84%) -18.59K
Decreased by -0.47%
Apr 29, 26
7 Vanguard Small Cap Index 3.64M (2.61%) -128.07K
Decreased by -3.52%
Mar 31, 26
8 Macquarie Small Cap Core I 3.43M (2.46%) -257.58K
Decreased by -7.51%
Jul 31, 25
9 Avantis US Small Cap Value ETF 2.86M (2.05%) 0.00
Increased by 0.00%
Apr 29, 26
10 Nomura Small Cap Core I 2.58M (1.85%) -82.01K
Decreased by -3.18%
Mar 31, 26
11 Nomura US Small Cap Core Equity 2.58M (1.85%) 2.58M
Increased by +99.99%
Mar 31, 26
12 DFA US Small Cap Value I 2.37M (1.70%) 0.00
Increased by 0.00%
Mar 31, 26
13 Vanguard Small Cap Value Index Inv 2.32M (1.66%) -103.30K
Decreased by -4.46%
Mar 31, 26
14 State Street® SPDR® S&PRgnllBkgETF 2.29M (1.65%) -21.18K
Decreased by -0.92%
Apr 30, 26
15 Fidelity Low-Priced Stock 2.15M (1.54%) -924.15K
Decreased by -42.93%
Feb 28, 26
16 Delaware Small Cap Core I 2.04M (1.46%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Strategic Equity Inv 1.83M (1.31%) 774.06K
Increased by +42.32%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 1.83M (1.31%) 50.29K
Increased by +2.75%
Mar 31, 26
19 SPDR® S&P Regional Banking ETF 1.79M (1.28%) 0.00
Increased by 0.00%
Aug 31, 25
20 Fidelity Global Value Growth Eq MF 1.65M (1.18%) 0.00
Increased by 0.00%
Aug 20, 25