Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.00%
2 BOUT 3.69%
3 ADPV 3.52%
4 SMCF 3.15%
5 FOVL 2.71%
6 KRE 2.47%
7 TADS 2.41%
8 KRU 2.22%
9 IAT 2.02%
10 WBIF 1.99%
11 GINX 1.91%
12 DPST 1.67%
13 FTXO 1.66%
14 KBWB 1.65%
15 BKDV 1.55%
16 BKWO 1.42%
17 AFMC 1.31%
18 XMMO 1.29%
19 HEJD 1.16%
20 XMVM 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 59.36M (11.85%) -5.14M
Decreased by -8.66%
Mar 31, 25
2 Vanguard Group Inc 53.19M (10.62%) -722.16K
Decreased by -1.36%
Mar 31, 25
3 Bank of New York Mellon Corp 36.83M (7.35%) -304.63K
Decreased by -0.83%
Mar 31, 25
4 State Street Corporation 23.28M (4.65%) -5.74M
Decreased by -24.67%
Mar 31, 24
5 State Street Corp 23.02M (4.60%) -4.68M
Decreased by -20.32%
Mar 31, 25
6 The Toronto-Dominion Bank 19.77M (3.95%) -38.00
Decreased by -0.00%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 18.74M (3.74%) -1.13M
Decreased by -6.05%
Mar 31, 25
8 Millennium Management LLC 16.50M (3.29%) -4.78M
Decreased by -28.99%
Mar 31, 25
9 LSV Asset Management 12.81M (2.56%) -784.36K
Decreased by -6.12%
Mar 31, 25
10 UBS Asset Mgmt Americas Inc 12.59M (2.51%) 4.39M
Increased by +34.87%
Mar 31, 25
11 North Reef Capital Management LP 12.38M (2.47%) 353.00K
Increased by +2.85%
Mar 31, 25
12 FMR Inc 12.18M (2.43%) 8.94M
Increased by +73.42%
Mar 31, 25
13 Geode Capital Management, LLC 9.23M (1.84%) 321.78K
Increased by +3.49%
Mar 31, 25
14 Amvescap Plc. 6.76M (1.35%) 2.97M
Increased by +43.93%
Mar 31, 25
15 NORGES BANK 6.57M (1.31%) -49.59K
Decreased by -0.75%
Dec 31, 24
16 Alyeska Investment Group, L.P. 6.45M (1.29%) -1.89M
Decreased by -29.30%
Jun 30, 24
17 Arrowstreet Capital Limited Partnership 5.78M (1.15%) 309.64K
Increased by +5.36%
Dec 31, 23
18 Citadel Advisors Llc 5.78M (1.15%) -2.52M
Decreased by -43.57%
Mar 31, 25
19 ClearBridge Advisors, LLC 5.58M (1.11%) -43.23K
Decreased by -0.77%
Mar 31, 25
20 Royal Bank of Canada 5.45M (1.09%) -1.03M
Decreased by -18.90%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.00M (3.39%) 8.95K
Increased by +0.05%
May 31, 25
2 Vanguard US Total Market Shares ETF 16.91M (3.38%) -337.07K
Decreased by -1.99%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 16.53M (3.30%) 8.64K
Increased by +0.05%
Jun 30, 25
4 Vanguard Small Cap Index 13.37M (2.67%) 59.42K
Increased by +0.44%
May 31, 25
5 iShares Select Dividend ETF 9.27M (1.85%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 8.60M (1.72%) -7.56K
Decreased by -0.09%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 8.18M (1.63%) 60.00K
Increased by +0.73%
May 31, 25
8 BNY Mellon Dynamic Value Fund A 6.20M (1.24%) 127.37K
Increased by +2.06%
May 31, 25
9 Fidelity® Mid-Cap Stock 4.72M (0.94%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Mid-Cap Stock 4.65M (0.93%) 0.00
Increased by 0.00%
Sep 30, 24
11 DFA US Small Cap Value I 4.10M (0.82%) 153.90K
Increased by +3.75%
May 31, 25
12 SPDR® S&P Regional Banking ETF 4.07M (0.81%) -32.15K
Decreased by -0.79%
Jun 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 4.05M (0.81%) -92.07K
Decreased by -2.28%
May 31, 25
14 Fuller & Thaler Behavrl Small-Cap Value 3.90M (0.78%) 160.36K
Increased by +4.11%
Nov 30, 23
15 DFA US Targeted Value I 3.82M (0.76%) 0.00
Increased by 0.00%
May 31, 25
16 Invesco KBW Bank ETF 3.61M (0.72%) 8.34K
Increased by +0.23%
Jun 30, 25
17 Fidelity Series Stk Selec Lg Cp Val 3.37M (0.67%) 135.70K
Increased by +4.03%
May 31, 25
18 UWS BNY Mellon Global Higher Inc B 3.19M (0.64%) 0.00
Increased by 0.00%
May 31, 25
19 Dimensional US Targeted Value ETF 3.05M (0.61%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® Extended Market Index 3.00M (0.60%) 17.90K
Increased by +0.60%
Nov 30, 23