Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 4.14%
2 FMTM 3.61%
3 RFV 3.47%
4 ADPV 2.84%
5 MVFD 2.60%
6 QVAL 1.97%
7 XRT 1.74%
8 FXD 1.68%
9 MYLD 1.66%
10 WBIY 1.60%
11 LSEQ 1.46%
12 ROSC 1.39%
13 RETL 1.27%
14 EQUL 1.19%
15 RWK 1.18%
16 FNK 1.08%
17 AVUV 1.07%
18 CVY 1.06%
19 NIXT 1.03%
20 CSB 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.75M (11.55%) -1.20M
Decreased by -3.92%
Jun 30, 25
2 BlackRock Inc 26.91M (10.11%) -3.39M
Decreased by -12.59%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 15.75M (5.92%) -214.44K
Decreased by -1.36%
Jun 30, 25
4 FMR Inc 14.09M (5.29%) 1.64M
Increased by +11.61%
Jun 30, 25
5 Redwheel Asset Management LLP 10.65M (4.00%) 4.21M
Increased by +39.53%
Jun 30, 25
6 State Street Corporation 10.57M (3.97%) -411.45K
Decreased by -3.89%
Mar 31, 24
7 American Century Companies Inc 10.09M (3.79%) 1.40M
Increased by +13.82%
Jun 30, 25
8 Schroder Investment Management Group 9.63M (3.62%) 4.92M
Increased by +51.11%
Jun 30, 25
9 State Street Corp 9.42M (3.54%) 46.00K
Increased by +0.49%
Jun 30, 25
10 Cooper Creek Partners Management LLC 7.40M (2.78%) 876.61K
Increased by +11.85%
Jun 30, 25
11 Newport Trust Co. 7.34M (2.76%) 24.82K
Increased by +0.34%
Jun 30, 25
12 Nomura Holdings Inc 6.41M (2.41%) -13.00M
Decreased by -202.97%
Mar 31, 24
13 NORGES BANK 5.04M (1.89%) -673.12K
Decreased by -13.36%
Jun 30, 25
14 Geode Capital Management, LLC 5.00M (1.88%) 4.66K
Increased by +0.09%
Jun 30, 25
15 Appaloosa LP 5.00M (1.88%) 0.00
Increased by 0.00%
Sep 30, 23
16 Balyasny Asset Management LLC 4.85M (1.82%) 4.82M
Increased by +99.22%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 4.77M (1.79%) 1.98M
Increased by +41.61%
Jun 30, 25
18 Marshall Wace Asset Management Ltd 4.41M (1.66%) 2.02M
Increased by +45.88%
Mar 31, 25
19 Amvescap Plc. 4.28M (1.61%) 2.64M
Increased by +61.62%
Jun 30, 25
20 Arrowstreet Capital Limited Partnership 4.25M (1.60%) 2.20M
Increased by +51.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 9.12M (3.43%) 16.75K
Increased by +0.18%
Aug 30, 25
2 iShares Core S&P Mid-Cap ETF 9.07M (3.41%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 8.33M (3.13%) -378.19K
Decreased by -4.54%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.29M (3.12%) -177.91K
Decreased by -2.14%
Jul 31, 25
5 Vanguard Small Cap Index 6.43M (2.41%) -41.73K
Decreased by -0.65%
Jul 31, 25
6 Fidelity Low-Priced Stock 4.63M (1.74%) -12.42K
Decreased by -0.27%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 4.14M (1.56%) 14.54K
Increased by +0.35%
Jul 31, 25
8 DFA US Small Cap Value I 3.65M (1.37%) -120.69K
Decreased by -3.31%
Jul 31, 25
9 Vanguard Equity-Income Inv 3.04M (1.14%) -277.72K
Decreased by -9.14%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.00M (1.13%) -1.29M
Decreased by -43.12%
Jul 31, 25
11 Schroder Global Sust Val Eq X Acc 2.56M (0.96%) 61.53K
Increased by +2.40%
Jul 31, 25
12 Invesco S&P Ultra Dividend Revenue ETF 2.48M (0.93%) -2.69K
Decreased by -0.11%
Aug 29, 25
13 DFA US Targeted Value I 2.40M (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
14 DWS Core Equity S 2.31M (0.87%) 0.00
Increased by 0.00%
Jan 31, 25
15 DWS Risk Managed Alpha Lg Cap Core Comp 2.31M (0.87%) 0.00
Increased by 0.00%
Jan 31, 25
16 BlackRock Systematic Multi-Strat Instl 2.26M (0.85%) 2.26M
Increased by +100.00%
Nov 30, 23
17 Temple Bar Ord 2.24M (0.84%) 0.00
Increased by 0.00%
Jul 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.13M (0.80%) -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 (0.70%) -65.74K
Decreased by -3.55%
Jul 31, 25