Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUAL 4.04%
2 PSL 2.00%
3 SMDY 1.59%
4 CPAI 1.29%
5 SENT 1.01%
6 EQUL 1.00%
7 SMCO 0.89%
8 TSME 0.89%
9 LSAF 0.87%
10 RFV 0.85%
11 OVLC 0.80%
12 KLXY 0.77%
13 PEXL 0.74%
14 FNK 0.70%
15 XMMO 0.65%
16 WCEO 0.53%
17 FXD 0.45%
18 PMOM 0.45%
19 GVLU 0.42%
20 FNX 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 52.47M (13.97%) 7.31M
Increased by +13.92%
Mar 31, 26
2 Vanguard Group Inc 39.90M (10.62%) 2.20M
Increased by +5.51%
Dec 31, 25
3 BNP Paribas Arbitrage, SA 29.60M (7.88%) 32.58K
Increased by +0.11%
Mar 31, 26
4 Banco Santander Central Hispano Sa 23.11M (6.15%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 19.86M (5.29%) 19.86M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 15.99M (4.26%) 15.99M
Increased by +100.00%
Mar 31, 26
7 Crédit Agricole S.A. 15.61M (4.16%) -187.21K
Decreased by -1.20%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 13.61M (3.62%) -332.79K
Decreased by -2.45%
Mar 31, 26
9 NORGES BANK 13.59M (3.62%) 2.31M
Increased by +17.02%
Dec 31, 25
10 D. E. Shaw & Co LP 12.81M (3.41%) 59.02K
Increased by +0.46%
Mar 31, 26
11 State Street Corp 11.24M (2.99%) 423.25K
Increased by +3.77%
Mar 31, 26
12 State Street Corporation 11.13M (2.96%) 453.53K
Increased by +4.08%
Mar 31, 24
13 ClearBridge Advisors, LLC 9.82M (2.62%) 37.41K
Increased by +0.38%
Dec 31, 24
14 Contrarius Group Holdings Ltd 9.60M (2.56%) 9.60M
Increased by +100.00%
Mar 31, 25
15 Thrivent Financial For Lutherans 8.75M (2.33%) 727.40K
Increased by +8.31%
Sep 30, 25
16 Charles Schwab Investment Management Inc 6.88M (1.83%) 827.48K
Increased by +12.03%
Mar 31, 26
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.83M (1.82%) -499.02K
Decreased by -7.31%
Sep 30, 24
18 Geode Capital Management, LLC 6.61M (1.76%) 153.03K
Increased by +2.32%
Mar 31, 26
19 Millennium Management LLC 6.28M (1.67%) 1.99M
Increased by +31.67%
Sep 30, 25
20 Assenagon Asset Management SA 6.19M (1.65%) 1.68M
Increased by +27.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 12.58M (3.35%) 2.36K
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 11.20M (2.98%) 9.87K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.04M (2.94%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard Small Cap Index 8.12M (2.16%) -34.73K
Decreased by -0.43%
Apr 30, 26
5 BlackRock Event Driven Equity Instl 7.96M (2.12%) -1.87M
Decreased by -23.46%
Apr 30, 26
6 Jupiter Merian Glb Eq AbsRet I USD Acc 7.71M (2.05%) 7.71M
Increased by +100.00%
Jun 30, 25
7 Columbia Contrarian Large Cap Core 7.16M (1.91%) -2.67M
Decreased by -37.21%
Jun 30, 25
8 Columbia Contrarian Core Inst 6.09M (1.62%) -1.08M
Decreased by -17.66%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 5.23M (1.39%) 55.59K
Increased by +1.06%
Apr 30, 26
10 BSF Global Event Driven Z2 USD 4.65M (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
11 Vanguard Consumer Staples ETF 4.59M (1.22%) -6.72K
Decreased by -0.15%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 4.18M (1.11%) 23.56K
Increased by +0.56%
Apr 30, 26
13 Invesco Main Street A 4.18M (1.11%) 0.00
Increased by 0.00%
Sep 30, 24
14 Invesco OFI Large Cap Core 4.18M (1.11%) -614.66K
Decreased by -14.72%
Sep 30, 24
15 ClearBridge Value 4.00M (1.07%) 700.00K
Increased by +17.50%
Dec 31, 24
16 ClearBridge Value C 4.00M (1.07%) 700.00K
Increased by +17.50%
Dec 31, 24
17 DWS Core Equity S 3.68M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
18 DWS Risk Managed Alpha Lg Cap Core Comp 3.68M (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
19 ClearBridge Value Equity 3.30M (0.88%) 1.50M
Increased by +45.45%
Aug 31, 24
20 Contrarius Global Equity Institutional 3.06M (0.81%) 3.06M
Increased by +100.00%
Dec 31, 25