Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 2.02%
2 KRE 1.56%
3 KBE 1.06%
4 DPST 1.05%
5 RFV 0.87%
6 BLCV 0.87%
7 HWSM 0.65%
8 NIXT 0.60%
9 PAMC 0.49%
10 FSCC 0.43%
11 USVM 0.40%
12 EBIT 0.32%
13 IWN 0.27%
14 VTWV 0.27%
15 RWK 0.26%
16 IVOV 0.25%
17 PFF 0.23%
18 DFVE 0.23%
19 ISMD 0.23%
20 BBSC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 41.10M (15.40%) -1.94M
Decreased by -4.71%
Mar 31, 26
2 REVERENCE CAPITAL PARTNERS, L.P. 35.98M (13.49%) 0.00
Increased by 0.00%
Mar 31, 26
3 Hudson Bay Capital Management LP 34.69M (13.00%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Group Inc 32.07M (12.02%) -325.50K
Decreased by -1.01%
Dec 31, 25
5 State Street Corp 16.61M (6.23%) -1.09M
Decreased by -6.57%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 15.64M (5.86%) 15.64M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 14.53M (5.45%) 14.53M
Increased by +100.00%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 12.64M (4.74%) -3.14M
Decreased by -24.85%
Mar 31, 26
9 Geode Capital Management, LLC 7.75M (2.90%) 260.43K
Increased by +3.36%
Mar 31, 26
10 AllianceBernstein L.P. 7.47M (2.80%) 452.84K
Increased by +6.06%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 6.73M (2.52%) 569.00K
Increased by +8.45%
Mar 31, 26
12 The Goldman Sachs Group Inc 6.43M (2.41%) 1.81M
Increased by +28.10%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 5.48M (2.05%) 938.65K
Increased by +17.13%
Mar 31, 26
14 Millennium Management LLC 5.09M (1.91%) -1.22M
Decreased by -23.92%
Mar 31, 26
15 Charles Schwab Investment Management Inc 4.36M (1.63%) 420.62K
Increased by +9.64%
Mar 31, 26
16 Kahn Brothers & CO Inc /DE/ 4.08M (1.53%) -93.59K
Decreased by -2.29%
Mar 31, 26
17 Two Sigma Investments LLC 3.75M (1.41%) 2.38M
Increased by +63.32%
Mar 31, 26
18 Balyasny Asset Management LLC 3.72M (1.39%) 2.37M
Increased by +63.62%
Mar 31, 26
19 Citadel Advisors Llc 3.62M (1.36%) -1.02M
Decreased by -28.02%
Mar 31, 26
20 Jupiter Asset Management Limited 3.53M (1.32%) 3.53M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.65M (3.99%) 29.81K
Increased by +0.28%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 10.16M (3.81%) 1.91K
Increased by +0.02%
May 29, 26
3 Vanguard Small Cap Index 7.67M (2.87%) -8.80K
Decreased by -0.11%
Apr 30, 26
4 iShares Russell 2000 ETF 7.23M (2.71%) 66.77K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Value Index Inv 4.93M (1.85%) 36.65K
Increased by +0.74%
Apr 30, 26
6 State Street® SPDR® S&PRgnllBkgETF 4.22M (1.58%) -126.28K
Decreased by -3.00%
May 29, 26
7 T. Rowe Price Small-Cap Value 3.66M (1.37%) -2.28K
Decreased by -0.06%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 3.38M (1.27%) 31.00K
Increased by +0.92%
Apr 30, 26
9 Fidelity Small Cap Index 2.98M (1.12%) 2.44K
Increased by +0.08%
Mar 31, 26
10 BlackRock Strategic Income Opps Instl 2.65M (0.99%) -260.69K
Decreased by -9.83%
Jan 31, 26
11 iShares Russell 2000 Value ETF 2.63M (0.99%) 15.02K
Increased by +0.57%
May 29, 26
12 T. Rowe Price US Small-Cap Core Equity 2.44M (0.92%) 133.01K
Increased by +5.44%
Mar 31, 26
13 T. Rowe Price Small-Cap Stock 2.44M (0.91%) -1.74K
Decreased by -0.07%
Apr 30, 26
14 T. Rowe Price U.S. SC Value Eq Tr-D 2.39M (0.90%) -97.41K
Decreased by -4.07%
Mar 31, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 2.27M (0.85%) 8.51K
Increased by +0.38%
Apr 30, 26
16 Russell 2000 Equity Index Fund B 1.88M (0.71%) -69.59K
Decreased by -3.70%
Dec 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 1.81M (0.68%) 0.00
Increased by 0.00%
Apr 30, 26
18 AB Discovery Value Advisor 1.66M (0.62%) 106.89K
Increased by +6.45%
Apr 30, 26
19 Fidelity Extended Market Index 1.60M (0.60%) -5.83K
Decreased by -0.37%
Apr 30, 26
20 Vanguard Russell 2000 ETF 1.54M (0.58%) 40.15K
Increased by +2.61%
Apr 30, 26