Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUAL 4.04%
2 PSL 2.00%
3 SMDY 1.59%
4 SENT 1.01%
5 EQUL 1.00%
6 SMCO 0.89%
7 TSME 0.89%
8 LSAF 0.87%
9 OVLC 0.80%
10 KLXY 0.77%
11 PEXL 0.75%
12 XMMO 0.65%
13 WCEO 0.53%
14 FXD 0.45%
15 PMOM 0.45%
16 GVLU 0.42%
17 RFV 0.34%
18 RFG 0.33%
19 PAMC 0.33%
20 USLB 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 46.41M (12.63%) 1.68M
Increased by +3.62%
Mar 31, 25
2 Vanguard Group Inc 36.74M (10.00%) -905.39K
Decreased by -2.46%
Jun 30, 25
3 BNP Paribas Arbitrage, SA 34.46M (9.38%) 267.26K
Increased by +0.78%
Jun 30, 25
4 Banco Santander Central Hispano Sa 23.11M (6.29%) 0.00
Increased by 0.00%
Jun 30, 25
5 Ameriprise Financial Inc 22.35M (6.08%) 2.13M
Increased by +9.54%
Mar 31, 25
6 Crédit Agricole S.A. 20.50M (5.58%) -259.28K
Decreased by -1.26%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 13.96M (3.80%) 540.93K
Increased by +3.88%
Jun 30, 25
8 State Street Corp 11.72M (3.19%) 176.41K
Increased by +1.51%
Mar 31, 25
9 NORGES BANK 11.28M (3.07%) 4.90M
Increased by +43.44%
Jun 30, 25
10 State Street Corporation 11.13M (3.03%) 453.53K
Increased by +4.08%
Mar 31, 24
11 ClearBridge Advisors, LLC 9.82M (2.67%) 37.41K
Increased by +0.38%
Dec 31, 24
12 Contrarius Group Holdings Ltd 9.60M (2.61%) 9.60M
Increased by +100.00%
Mar 31, 25
13 Thrivent Financial For Lutherans 6.83M (1.86%) -1.26M
Decreased by -18.50%
Mar 31, 25
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.83M (1.86%) -499.02K
Decreased by -7.31%
Sep 30, 24
15 Geode Capital Management, LLC 6.43M (1.75%) 289.57K
Increased by +4.50%
Mar 31, 25
16 Vaughan Nelson Scarbrgh & Mccullough LP 5.93M (1.61%) 287.06K
Increased by +4.84%
Dec 31, 24
17 Amvescap Plc. 5.83M (1.59%) -1.34M
Decreased by -22.97%
Sep 30, 24
18 Fidelity International Ltd 5.30M (1.44%) -6.52M
Decreased by -122.97%
Dec 31, 24
19 Renaissance Technologies Corp 4.90M (1.33%) 3.76M
Increased by +76.84%
Mar 31, 25
20 Balyasny Asset Management LLC 4.88M (1.33%) 4.88M
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 11.94M (3.25%) -21.45K
Decreased by -0.18%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 11.20M (3.05%) 9.87K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.14M (3.03%) -236.34K
Decreased by -2.12%
Jul 31, 25
4 BlackRock Event Driven Equity Instl 10.57M (2.88%) 0.00
Increased by 0.00%
Jun 30, 25
5 Contrarius Global Equity Institutional 8.93M (2.43%) 8.93M
Increased by +100.00%
Mar 31, 25
6 Vanguard Small Cap Index 8.46M (2.30%) -55.54K
Decreased by -0.66%
Jul 31, 25
7 Columbia Contrarian Large Cap Core 7.16M (1.95%) -2.67M
Decreased by -37.21%
Jun 30, 25
8 Columbia Contrarian Core Inst 6.09M (1.66%) -1.08M
Decreased by -17.66%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 5.47M (1.49%) 25.75K
Increased by +0.47%
Jul 31, 25
10 Invesco Main Street A 4.18M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
11 Invesco OFI Large Cap Core 4.18M (1.14%) -614.66K
Decreased by -14.72%
Sep 30, 24
12 ClearBridge Value 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
13 ClearBridge Value C 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 3.95M (1.07%) -1.72M
Decreased by -43.56%
Jul 31, 25
15 BSF Global Event Driven Z2 USD 3.77M (1.03%) 0.00
Increased by 0.00%
Dec 31, 24
16 DWS Core Equity S 3.68M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 DWS Risk Managed Alpha Lg Cap Core Comp 3.68M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 ClearBridge Value Equity 3.30M (0.90%) 1.50M
Increased by +45.45%
Aug 31, 24
19 Vanguard Consumer Staples ETF 3.14M (0.86%) 2.00
Increased by +0.00%
Jul 31, 25
20 Thrivent Large Cap Value 3.04M (0.83%) 0.00
Increased by 0.00%
May 31, 25