Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 4.03%
2 WBIY 2.88%
3 RFV 2.25%
4 QVAL 1.98%
5 FXD 1.56%
6 XRT 1.38%
7 EQUL 1.19%
8 MYLD 1.11%
9 CVY 1.06%
10 RWK 0.99%
11 RETL 0.87%
12 HEJD 0.82%
13 FNK 0.79%
14 PMOM 0.76%
15 PAMC 0.69%
16 AVUV 0.67%
17 NIXT 0.65%
18 DES 0.64%
19 CSB 0.63%
20 DVYL 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.75M (11.43%) -1.20M
Decreased by -3.92%
Jun 30, 25
2 BlackRock Inc 30.30M (11.26%) 3.96M
Increased by +13.06%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 15.75M (5.86%) -214.44K
Decreased by -1.36%
Jun 30, 25
4 FMR Inc 12.45M (4.63%) 4.95M
Increased by +39.73%
Mar 31, 25
5 Redwheel Asset Management LLP 10.65M (3.96%) 4.21M
Increased by +39.53%
Jun 30, 25
6 State Street Corporation 10.57M (3.93%) -411.45K
Decreased by -3.89%
Mar 31, 24
7 American Century Companies Inc 10.09M (3.75%) 1.40M
Increased by +13.82%
Jun 30, 25
8 Schroder Investment Management Group 9.63M (3.58%) 4.92M
Increased by +51.11%
Jun 30, 25
9 State Street Corp 9.37M (3.48%) 89.63K
Increased by +0.96%
Mar 31, 25
10 Cooper Creek Partners Management LLC 7.40M (2.75%) 876.61K
Increased by +11.85%
Jun 30, 25
11 Newport Trust Co. 7.34M (2.73%) 24.82K
Increased by +0.34%
Jun 30, 25
12 Nomura Holdings Inc 6.41M (2.38%) -13.00M
Decreased by -202.97%
Mar 31, 24
13 Arrowstreet Capital Limited Partnership 6.17M (2.29%) -3.34M
Decreased by -54.17%
Sep 30, 24
14 NORGES BANK 5.04M (1.87%) -673.12K
Decreased by -13.36%
Jun 30, 25
15 Appaloosa LP 5.00M (1.86%) 0.00
Increased by 0.00%
Sep 30, 23
16 Geode Capital Management, LLC 5.00M (1.86%) -63.01K
Decreased by -1.26%
Mar 31, 25
17 Balyasny Asset Management LLC 4.85M (1.80%) 4.82M
Increased by +99.22%
Sep 30, 23
18 Marshall Wace Asset Management Ltd 4.41M (1.64%) 2.02M
Increased by +45.88%
Mar 31, 25
19 LSV Asset Management 4.24M (1.58%) -172.60K
Decreased by -4.07%
Jun 30, 25
20 D. E. Shaw & Co LP 3.68M (1.37%) 3.49M
Increased by +94.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.08M (3.38%) -16.34K
Decreased by -0.18%
Jul 31, 25
2 Avantis US Small Cap Value ETF 8.95M (3.33%) 5.30K
Increased by +0.06%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 8.33M (3.10%) -378.19K
Decreased by -4.54%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.29M (3.08%) -177.91K
Decreased by -2.14%
Jul 31, 25
5 Vanguard Small Cap Index 6.43M (2.39%) -41.73K
Decreased by -0.65%
Jul 31, 25
6 Fidelity Low-Priced Stock 4.64M (1.73%) -8.54K
Decreased by -0.18%
May 31, 25
7 Vanguard Small Cap Value Index Inv 4.14M (1.54%) 14.54K
Increased by +0.35%
Jul 31, 25
8 DFA US Small Cap Value I 3.77M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Equity-Income Inv 3.04M (1.13%) -277.72K
Decreased by -9.14%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.00M (1.11%) -1.29M
Decreased by -43.12%
Jul 31, 25
11 Invesco S&P Ultra Dividend Revenue ETF 3.00M (1.11%) 0.00
Increased by 0.00%
Jul 31, 25
12 Schroder Global Sust Val Eq X Acc 2.50M (0.93%) 51.37K
Increased by +2.05%
Jun 30, 25
13 DFA US Targeted Value I 2.40M (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
14 DWS Core Equity S 2.31M (0.86%) 0.00
Increased by 0.00%
Jan 31, 25
15 DWS Risk Managed Alpha Lg Cap Core Comp 2.31M (0.86%) 0.00
Increased by 0.00%
Jan 31, 25
16 BlackRock Systematic Multi-Strat Instl 2.26M (0.84%) 2.26M
Increased by +100.00%
Nov 30, 23
17 Temple Bar Ord 2.24M (0.83%) 0.00
Increased by 0.00%
Jul 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.13M (0.79%) -53.40K
Decreased by -2.50%
Jul 31, 25
19 American Funds SMALLCAP World A 1.90M (0.71%) 0.00
Increased by 0.00%
Dec 31, 24
20 TM Redwheel UK Eq Inc L Acc 1.85M (0.69%) -65.74K
Decreased by -3.55%
Jul 31, 25