Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ETEC 6.35%
2 PSCD 4.71%
3 UTRN 4.03%
4 RNEW 3.91%
5 FMTM 3.02%
6 ADPV 3.02%
7 EVAV 2.82%
8 FOVL 2.64%
9 TCV 2.57%
10 FTXR 2.33%
11 EPSB 2.29%
12 ECML 2.21%
13 QMOM 2.20%
14 LYLD 2.18%
15 RAYD 2.17%
16 COWS 2.15%
17 HCOW 2.10%
18 RSPD 1.84%
19 RCD 1.83%
20 HAIL 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 33.34M (16.42%) -2.30M
Decreased by -6.89%
Dec 31, 25
2 Vanguard Group Inc 24.97M (12.30%) -2.60M
Decreased by -10.43%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 11.93M (5.88%) -35.16K
Decreased by -0.29%
Mar 31, 26
4 State Street Corporation 9.79M (4.82%) -856.47K
Decreased by -8.75%
Mar 31, 24
5 AQR Capital Management LLC 9.22M (4.54%) 1.70M
Increased by +18.47%
Dec 31, 25
6 State Street Corp 7.04M (3.47%) -520.34K
Decreased by -7.39%
Dec 31, 25
7 Victory Capital Management Inc. 6.81M (3.36%) -787.46K
Decreased by -11.56%
Dec 31, 25
8 Amvescap Plc. 6.80M (3.35%) 628.93K
Increased by +9.26%
Dec 31, 24
9 LSV Asset Management 6.45M (3.18%) 5.32K
Increased by +0.08%
Mar 31, 26
10 Diamond Hill Capital Management Inc 5.81M (2.86%) 350.83K
Increased by +6.03%
Dec 31, 23
11 Macquarie Group Ltd 5.81M (2.86%) 344.56K
Increased by +5.93%
Sep 30, 23
12 Boston Partners Global Investors, Inc 5.27M (2.60%) 1.95M
Increased by +37.05%
Sep 30, 23
13 Pacer Advisors, INC. 5.25M (2.59%) 606.29K
Increased by +11.54%
Dec 31, 24
14 Balyasny Asset Management LLC 4.76M (2.35%) 3.67M
Increased by +77.09%
Jun 30, 24
15 Geode Capital Management, LLC 4.30M (2.12%) 423.93K
Increased by +9.86%
Dec 31, 25
16 Citadel Advisors Llc 4.24M (2.09%) 1.80M
Increased by +42.39%
Jun 30, 24
17 Fuller & Thaler Asset Management Inc 4.12M (2.03%) -2.43M
Decreased by -58.88%
Mar 31, 26
18 Earnest Partners LLC 3.92M (1.93%) -45.27K
Decreased by -1.16%
Dec 31, 25
19 Bank of America Corp 3.71M (1.83%) -22.63K
Decreased by -0.61%
Dec 31, 25
20 Turtle Creek Asset Management Inc. 3.58M (1.76%) -621.00K
Decreased by -17.35%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.07M (6.44%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 7.23M (3.56%) 5.13K
Increased by +0.07%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 6.99M (3.45%) -3.52K
Decreased by -0.05%
Apr 30, 26
4 Sycamore Mid Cap Value Comp 6.95M (3.42%) 6.67M
Increased by +96.02%
Mar 31, 25
5 Oakmark Investor 6.62M (3.26%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 6.56M (3.23%) -197.43K
Decreased by -3.01%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 6.07M (2.99%) 53.40K
Increased by +0.88%
Feb 28, 25
8 Pacer US Cash Cows 100 ETF 5.22M (2.57%) 7.71K
Increased by +0.15%
Feb 28, 25
9 Vanguard Small Cap Index 4.78M (2.35%) -79.18K
Decreased by -1.66%
Mar 31, 26
10 Invesco S&P 500® Equal Weight ETF 4.35M (2.14%) 4.89K
Increased by +0.11%
Feb 28, 25
11 Diamond Hill Large Cap Equity 4.24M (2.09%) -149.07K
Decreased by -3.51%
Jan 31, 24
12 Delaware Ivy Mid Cap Growth A 3.20M (1.58%) 0.00
Increased by 0.00%
Sep 30, 23
13 FullerThaler Beh Small-Cap Equity SMA 3.10M (1.53%) 155.90K
Increased by +5.03%
Dec 31, 25
14 FullerThaler Behavioral Sm-Cp Eq R6 3.10M (1.53%) 405.34K
Increased by +13.07%
Dec 31, 25
15 FullerThaler Behavioral Small-Cap Equity 3.10M (1.53%) 405.34K
Increased by +13.07%
Dec 31, 25
16 Victory Sycamore Established Value R 3.10M (1.53%) -1.44M
Decreased by -46.50%
Mar 31, 26
17 Vanguard Small Cap Value Index Inv 3.04M (1.50%) -78.04K
Decreased by -2.57%
Mar 31, 26
18 DFA US Small Cap Value I 2.90M (1.43%) 0.00
Increased by 0.00%
Mar 31, 26
19 SPDR® S&P 500 ETF Trust 2.78M (1.37%) 6.12K
Increased by +0.22%
Apr 30, 24
20 Fidelity® 500 Index 2.74M (1.35%) 17.43K
Increased by +0.64%
Nov 30, 23