Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.00%
2 BOUT 3.69%
3 SMCF 3.15%
4 FOVL 3.04%
5 KRE 2.93%
6 ADPV 2.76%
7 TADS 2.41%
8 KRU 2.22%
9 DPST 2.08%
10 IAT 2.04%
11 WBIF 1.99%
12 GINX 1.91%
13 KBWB 1.71%
14 FTXO 1.67%
15 BKDV 1.44%
16 BKWO 1.40%
17 XMMO 1.28%
18 PAMC 1.20%
19 XMVM 1.18%
20 RFDA 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 64.50M (12.51%) 2.71M
Increased by +4.20%
Dec 31, 24
2 Vanguard Group Inc 53.91M (10.46%) -1.18M
Decreased by -2.19%
Dec 31, 24
3 Bank of New York Mellon Corp 37.13M (7.20%) 7.72M
Increased by +20.78%
Dec 31, 24
4 State Street Corp 27.70M (5.37%) 1.47M
Increased by +5.29%
Dec 31, 24
5 State Street Corporation 23.28M (4.51%) -5.74M
Decreased by -24.67%
Mar 31, 24
6 Millennium Management LLC 21.29M (4.13%) 10.76M
Increased by +50.57%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 19.87M (3.85%) 97.43K
Increased by +0.49%
Dec 31, 24
8 The Toronto-Dominion Bank 19.77M (3.83%) -38.00
Decreased by -0.00%
Mar 31, 24
9 LSV Asset Management 13.60M (2.64%) -467.21K
Decreased by -3.44%
Dec 31, 24
10 North Reef Capital Management LP 12.02M (2.33%) -178.00K
Decreased by -1.48%
Dec 31, 24
11 Geode Capital Management, LLC 8.91M (1.73%) -438.50K
Decreased by -4.92%
Dec 31, 24
12 Citadel Advisors Llc 8.29M (1.61%) 3.32M
Increased by +40.00%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 8.20M (1.59%) 6.83M
Increased by +83.23%
Dec 31, 24
14 NORGES BANK 6.57M (1.28%) -49.59K
Decreased by -0.75%
Dec 31, 24
15 Alyeska Investment Group, L.P. 6.45M (1.25%) -1.89M
Decreased by -29.30%
Jun 30, 24
16 Arrowstreet Capital Limited Partnership 5.78M (1.12%) 309.64K
Increased by +5.36%
Dec 31, 23
17 Balyasny Asset Management LLC 5.70M (1.10%) -926.89K
Decreased by -16.27%
Mar 31, 24
18 ClearBridge Advisors, LLC 5.63M (1.09%) -1.38M
Decreased by -24.49%
Dec 31, 24
19 FMR Inc 5.56M (1.08%) -472.02K
Decreased by -8.48%
Sep 30, 24
20 JPMorgan Chase & Co 5.52M (1.07%) 1.28M
Increased by +23.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 17.24M (3.34%) 12.93K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 16.69M (3.24%) 71.28K
Increased by +0.43%
Feb 28, 25
3 Vanguard Small Cap Index 13.54M (2.62%) 11.07K
Increased by +0.08%
Feb 28, 25
4 iShares Select Dividend ETF 11.85M (2.30%) 93.17K
Increased by +0.79%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 8.92M (1.73%) -30.44K
Decreased by -0.34%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 8.03M (1.56%) 20.88K
Increased by +0.26%
Feb 28, 25
7 SPDR® S&P Regional Banking ETF 7.12M (1.38%) -195.05K
Decreased by -2.74%
Feb 28, 25
8 BNY Mellon Dynamic Value Fund A 5.27M (1.02%) 161.13K
Increased by +3.06%
Jan 31, 25
9 Fidelity® Mid-Cap Stock 4.72M (0.91%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Mid-Cap Stock 4.65M (0.90%) 0.00
Increased by 0.00%
Sep 30, 24
11 DFA US Small Cap Value I 4.56M (0.88%) -547.26K
Decreased by -12.00%
Jan 31, 25
12 SPDR® S&P MIDCAP 400 ETF Trust 4.28M (0.83%) 40.74K
Increased by +0.95%
Feb 28, 25
13 Fuller & Thaler Behavrl Small-Cap Value 3.90M (0.76%) 160.36K
Increased by +4.11%
Nov 30, 23
14 Carillon Scout Mid Cap I 3.87M (0.75%) 162.22K
Increased by +4.19%
Dec 31, 24
15 Scout Mid Cap Equity 3.87M (0.75%) 162.22K
Increased by +4.19%
Dec 31, 24
16 DFA US Targeted Value I 3.82M (0.74%) 0.00
Increased by 0.00%
Jan 31, 25
17 ClearBridge Value C 3.70M (0.72%) 1.20M
Increased by +32.43%
Sep 30, 24
18 UWS BNY Mellon Global Higher Inc B 3.29M (0.64%) -59.45K
Decreased by -1.81%
Jan 31, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 3.24M (0.63%) 23.00K
Increased by +0.71%
Feb 28, 25
20 iShares S&P Mid-Cap 400 Value ETF 3.16M (0.61%) -2.31K
Decreased by -0.07%
Feb 28, 25