Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.00%
2 BOUT 3.69%
3 SMCF 3.15%
4 FOVL 2.89%
5 KRE 2.83%
6 ADPV 2.76%
7 TADS 2.41%
8 KRU 2.22%
9 IAT 2.00%
10 WBIF 1.99%
11 DPST 1.95%
12 GINX 1.91%
13 KBWB 1.64%
14 FTXO 1.61%
15 BKDV 1.38%
16 BKWO 1.34%
17 XMMO 1.20%
18 XMVM 1.10%
19 KBE 1.05%
20 HEJD 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 64.50M (12.87%) 2.71M
Increased by +4.20%
Dec 31, 24
2 Vanguard Group Inc 53.91M (10.76%) -1.18M
Decreased by -2.19%
Dec 31, 24
3 Bank of New York Mellon Corp 37.13M (7.41%) 7.72M
Increased by +20.78%
Dec 31, 24
4 State Street Corp 27.70M (5.53%) 1.47M
Increased by +5.29%
Dec 31, 24
5 State Street Corporation 23.28M (4.65%) -5.74M
Decreased by -24.67%
Mar 31, 24
6 Millennium Management LLC 21.29M (4.25%) 10.76M
Increased by +50.57%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 19.87M (3.97%) 97.43K
Increased by +0.49%
Dec 31, 24
8 The Toronto-Dominion Bank 19.77M (3.95%) -38.00
Decreased by -0.00%
Mar 31, 24
9 LSV Asset Management 13.60M (2.71%) -467.21K
Decreased by -3.44%
Dec 31, 24
10 North Reef Capital Management LP 12.02M (2.40%) -178.00K
Decreased by -1.48%
Dec 31, 24
11 Geode Capital Management, LLC 8.91M (1.78%) -438.50K
Decreased by -4.92%
Dec 31, 24
12 Citadel Advisors Llc 8.29M (1.66%) 3.32M
Increased by +40.00%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 8.20M (1.64%) 6.83M
Increased by +83.23%
Dec 31, 24
14 NORGES BANK 6.57M (1.31%) -49.59K
Decreased by -0.75%
Dec 31, 24
15 Alyeska Investment Group, L.P. 6.45M (1.29%) -1.89M
Decreased by -29.30%
Jun 30, 24
16 Arrowstreet Capital Limited Partnership 5.78M (1.15%) 309.64K
Increased by +5.36%
Dec 31, 23
17 Balyasny Asset Management LLC 5.70M (1.14%) -926.89K
Decreased by -16.27%
Mar 31, 24
18 ClearBridge Advisors, LLC 5.63M (1.12%) -1.38M
Decreased by -24.49%
Dec 31, 24
19 FMR Inc 5.56M (1.11%) -472.02K
Decreased by -8.48%
Sep 30, 24
20 JPMorgan Chase & Co 5.52M (1.10%) 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 17.12M (3.42%) 22.41K
Increased by +0.13%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 16.91M (3.38%) -337.07K
Decreased by -1.99%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.69M (3.33%) 71.28K
Increased by +0.43%
Feb 28, 25
4 Vanguard Small Cap Index 13.54M (2.70%) 11.07K
Increased by +0.08%
Feb 28, 25
5 iShares Select Dividend ETF 9.37M (1.87%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 8.92M (1.78%) -30.44K
Decreased by -0.34%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 8.03M (1.60%) 20.88K
Increased by +0.26%
Feb 28, 25
8 BNY Mellon Dynamic Value Fund A 5.47M (1.09%) 201.03K
Increased by +3.67%
Feb 28, 25
9 SPDR® S&P Regional Banking ETF 5.31M (1.06%) 134.47K
Increased by +2.53%
Mar 31, 25
10 Fidelity® Mid-Cap Stock 4.72M (0.94%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Mid-Cap Stock 4.65M (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
12 DFA US Small Cap Value I 4.30M (0.86%) -266.42K
Decreased by -6.20%
Feb 28, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 4.28M (0.85%) 40.74K
Increased by +0.95%
Feb 28, 25
14 Fuller & Thaler Behavrl Small-Cap Value 3.90M (0.78%) 160.36K
Increased by +4.11%
Nov 30, 23
15 Carillon Scout Mid Cap I 3.87M (0.77%) 162.22K
Increased by +4.19%
Dec 31, 24
16 Scout Mid Cap Equity 3.87M (0.77%) 162.22K
Increased by +4.19%
Dec 31, 24
17 DFA US Targeted Value I 3.82M (0.76%) 0.00
Increased by 0.00%
Feb 28, 25
18 Invesco KBW Bank ETF 3.30M (0.66%) -9.40K
Decreased by -0.29%
Mar 31, 25
19 UWS BNY Mellon Global Higher Inc B 3.26M (0.65%) -29.61K
Decreased by -0.91%
Feb 28, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 3.24M (0.65%) 23.00K
Increased by +0.71%
Feb 28, 25