Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIC 4.00%
2 BOUT 3.69%
3 FOVL 3.27%
4 SMCF 3.15%
5 KRE 3.05%
6 ADPV 2.76%
7 TADS 2.41%
8 KRU 2.22%
9 DPST 2.21%
10 IAT 2.11%
11 WBIF 1.99%
12 GINX 1.91%
13 FTXO 1.68%
14 KBWB 1.68%
15 BKDV 1.48%
16 BKWO 1.35%
17 XMMO 1.23%
18 XMVM 1.22%
19 KBE 1.11%
20 HEJD 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 Millennium Management LLC 21.29M (4.25%) 10.76M
Increased by +50.57%
Dec 31, 24
7 The Toronto-Dominion Bank 19.77M (3.95%) -38.00
Decreased by -0.00%
Mar 31, 24
8 Dimensional Fund Advisors, Inc. 18.74M (3.74%) -1.13M
Decreased by -6.05%
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 Citadel Advisors Llc 8.29M (1.66%) 3.32M
Increased by +40.00%
Dec 31, 24
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 ClearBridge Advisors, LLC 5.58M (1.11%) -43.23K
Decreased by -0.77%
Mar 31, 25
19 Royal Bank of Canada 5.45M (1.09%) -1.03M
Decreased by -18.90%
Sep 30, 23
20 D. E. Shaw & Co LP 5.36M (1.07%) -1.98M
Decreased by -36.93%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.99M (3.39%) 259.50K
Increased by +1.53%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 16.97M (3.39%) -54.72K
Decreased by -0.32%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 16.91M (3.38%) -337.07K
Decreased by -1.99%
Sep 30, 24
4 Vanguard Small Cap Index 13.31M (2.66%) 81.15K
Increased by +0.61%
Apr 30, 25
5 iShares Select Dividend ETF 9.32M (1.86%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Small Cap Value Index Inv 8.60M (1.72%) 27.10K
Increased by +0.31%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 8.12M (1.62%) 60.05K
Increased by +0.74%
Apr 30, 25
8 BNY Mellon Dynamic Value Fund A 5.94M (1.19%) 465.75K
Increased by +7.84%
Mar 31, 25
9 SPDR® S&P Regional Banking ETF 4.93M (0.98%) 69.30K
Increased by +1.41%
Apr 30, 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 SPDR® S&P MIDCAP 400 ETF Trust 4.14M (0.83%) -45.97K
Decreased by -1.11%
Apr 30, 25
13 Fuller & Thaler Behavrl Small-Cap Value 3.90M (0.78%) 160.36K
Increased by +4.11%
Nov 30, 23
14 DFA US Targeted Value I 3.82M (0.76%) 0.00
Increased by 0.00%
Mar 31, 25
15 DFA US Small Cap Value I 3.77M (0.75%) -521.07K
Decreased by -13.80%
Mar 31, 25
16 UWS BNY Mellon Global Higher Inc B 3.23M (0.65%) -31.55K
Decreased by -0.98%
Mar 31, 25
17 Invesco KBW Bank ETF 3.22M (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
18 Dimensional US Targeted Value ETF 3.05M (0.61%) 0.00
Increased by 0.00%
Apr 30, 25
19 Fidelity® Extended Market Index 3.00M (0.60%) 17.90K
Increased by +0.60%
Nov 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 2.98M (0.60%) 22.18K
Increased by +0.74%
Apr 30, 25