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 PEXL 0.78%
11 KLXY 0.77%
12 XMMO 0.65%
13 WCEO 0.53%
14 FXD 0.47%
15 RFV 0.45%
16 PMOM 0.45%
17 GVLU 0.38%
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 37.65M (10.25%) 2.06M
Increased by +5.46%
Mar 31, 25
3 BNP Paribas Arbitrage, SA 34.19M (9.31%) -614.08K
Decreased by -1.80%
Mar 31, 25
4 Banco Santander Central Hispano Sa 23.11M (6.29%) 0.00
Increased by 0.00%
Mar 31, 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. 13.41M (3.65%) 95.82K
Increased by +0.71%
Mar 31, 25
8 State Street Corp 11.72M (3.19%) 176.41K
Increased by +1.51%
Mar 31, 25
9 State Street Corporation 11.13M (3.03%) 453.53K
Increased by +4.08%
Mar 31, 24
10 ClearBridge Advisors, LLC 9.82M (2.67%) 37.41K
Increased by +0.38%
Dec 31, 24
11 Contrarius Group Holdings Ltd 9.60M (2.61%) 9.60M
Increased by +100.00%
Mar 31, 25
12 Thrivent Financial For Lutherans 8.10M (2.20%) 1.65M
Increased by +20.34%
Dec 31, 24
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.83M (1.86%) -499.02K
Decreased by -7.31%
Sep 30, 24
14 Geode Capital Management, LLC 6.43M (1.75%) 289.57K
Increased by +4.50%
Mar 31, 25
15 NORGES BANK 6.38M (1.74%) 645.94K
Increased by +10.13%
Dec 31, 24
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 11.88M (3.23%) -1.95K
Decreased by -0.02%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 11.31M (3.08%) 291.39K
Increased by +2.58%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 11.20M (3.05%) 9.87K
Increased by +0.09%
Sep 30, 24
4 Columbia Contrarian Core Inst 9.83M (2.68%) 0.00
Increased by 0.00%
Apr 30, 25
5 Columbia Contrarian Large Cap Core 9.83M (2.68%) 0.00
Increased by 0.00%
Mar 31, 25
6 BlackRock Event Driven Equity Instl 9.57M (2.60%) 1.72M
Increased by +17.97%
Apr 30, 25
7 Contrarius Global Equity Institutional 8.93M (2.43%) 8.93M
Increased by +100.00%
Mar 31, 25
8 Vanguard Small Cap Index 8.76M (2.38%) 40.27K
Increased by +0.46%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 5.71M (1.55%) 7.00K
Increased by +0.12%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 5.66M (1.54%) 17.25K
Increased by +0.30%
Apr 30, 25
11 Invesco Main Street A 4.18M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
12 Invesco OFI Large Cap Core 4.18M (1.14%) -614.66K
Decreased by -14.72%
Sep 30, 24
13 ClearBridge Value 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
14 ClearBridge Value C 4.00M (1.09%) 700.00K
Increased by +17.50%
Dec 31, 24
15 Columbia Balanced Inst 3.95M (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
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 3.11M (0.85%) 23.14K
Increased by +0.74%
Apr 30, 25
20 Thrivent Large Cap Value 3.04M (0.83%) 0.00
Increased by 0.00%
Feb 28, 25