Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVAL 4.02%
2 UTRN 3.95%
3 DIP 3.48%
4 BVAL 2.84%
5 RHS 2.45%
6 RSPS 2.45%
7 VSDA 2.37%
8 MOAT 2.35%
9 UPGD 2.20%
10 RYJ 2.20%
11 ACSI 2.19%
12 MOTE 2.17%
13 FDIV 2.05%
14 MGRO 2.03%
15 QVAL 2.03%
16 TBG 2.01%
17 JMID 1.89%
18 SPHD 1.80%
19 STNC 1.75%
20 CSTK 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.68M (13.01%) -54.68K
Decreased by -0.35%
Dec 31, 25
2 BlackRock Inc 10.17M (8.44%) -132.02K
Decreased by -1.30%
Mar 31, 26
3 State Street Corp 8.25M (6.85%) -170.09K
Decreased by -2.06%
Mar 31, 26
4 State Street Corporation 8.13M (6.75%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Vanguard Capital Management, LLC 7.85M (6.51%) 7.85M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 5.78M (4.80%) 5.78M
Increased by +100.00%
Mar 31, 26
7 Amvescap Plc. 4.86M (4.03%) -21.10K
Decreased by -0.43%
Mar 31, 26
8 Mizuho Securities USA Inc 4.51M (3.74%) 4.50M
Increased by +99.79%
Sep 30, 24
9 Geode Capital Management, LLC 3.23M (2.68%) 56.45K
Increased by +1.75%
Mar 31, 26
10 Van Eck Associates Corporation 3.22M (2.67%) 81.97K
Increased by +2.55%
Mar 31, 26
11 Stifel Financial Corp 3.04M (2.52%) 615.70K
Increased by +20.27%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 2.72M (2.25%) 422.89K
Increased by +15.57%
Mar 31, 26
13 JPMorgan Chase & Co 1.86M (1.54%) 1.13M
Increased by +60.62%
Sep 30, 25
14 Arrowstreet Capital Limited Partnership 1.62M (1.34%) 142.46K
Increased by +8.80%
Dec 31, 25
15 Mariner Value Strategies, LLC 1.60M (1.33%) 960.09K
Increased by +60.09%
Jun 30, 24
16 Point72 Asset Management, L.P. 1.59M (1.32%) 1.23M
Increased by +77.56%
Mar 31, 26
17 Northern Trust Corp 1.59M (1.32%) 16.95K
Increased by +1.06%
Mar 31, 26
18 Renaissance Technologies Corp 1.53M (1.27%) 576.40K
Increased by +37.63%
Sep 30, 23
19 ProShare Advisors LLC 1.52M (1.26%) 150.10K
Increased by +9.90%
Mar 31, 26
20 Millennium Management LLC 1.50M (1.24%) 905.61K
Increased by +60.56%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.93M (3.26%) 2.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.84M (3.19%) 8.93K
Increased by +0.23%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 3.50M (2.91%) 25.56K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 3.13M (2.60%) 55.80K
Increased by +1.78%
Apr 30, 26
5 VanEck Morningstar Wide Moat 2.93M (2.43%) 55.69K
Increased by +1.90%
Mar 31, 26
6 VanEck Morningstar Wide Moat ETF 2.79M (2.31%) -3.67K
Decreased by -0.13%
May 30, 26
7 Vanguard Small Cap Index 2.79M (2.31%) -6.25K
Decreased by -0.22%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 2.75M (2.28%) 29.65K
Increased by +1.08%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 1.78M (1.48%) 2.72K
Increased by +0.15%
Apr 30, 26
10 ProShares S&P 500 Dividend Aristocrats 1.63M (1.35%) -5.49K
Decreased by -0.34%
May 29, 26
11 iShares Core S&P 500 ETF 1.59M (1.32%) 4.90K
Increased by +0.31%
May 29, 26
12 Fidelity 500 Index 1.55M (1.29%) 5.31K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500 ETF 1.54M (1.28%) -23.09K
Decreased by -1.50%
Mar 31, 25
14 Invesco Comstock A 1.52M (1.26%) 138.07K
Increased by +9.10%
Apr 30, 26
15 SPDR® S&P 500® ETF Trust 1.50M (1.24%) -7.78K
Decreased by -0.52%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 1.50M (1.24%) 2.87K
Increased by +0.19%
May 29, 26
17 SPDR® S&P 500 ETF Trust 1.50M (1.24%) -11.69K
Decreased by -0.78%
Mar 31, 24
18 SPDR® S&P 500® ETF 1.48M (1.23%) 18.22K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 1.46M (1.21%) 1.54K
Increased by +0.11%
May 31, 26
20 Fidelity® 500 Index 1.44M (1.20%) 9.18K
Increased by +0.64%
Nov 30, 23