Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RFV 2.25%
2 WBIY 1.30%
3 XRT 1.25%
4 EQUL 1.19%
5 CVY 1.06%
6 FXD 0.92%
7 RWK 0.89%
8 RETL 0.81%
9 PMOM 0.76%
10 AVUV 0.65%
11 DVYL 0.63%
12 DES 0.62%
13 CSB 0.61%
14 PSM 0.59%
15 EZY 0.54%
16 PAMC 0.53%
17 IBUY 0.51%
18 FNK 0.48%
19 HLGE 0.48%
20 USVT 0.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.27M (12.08%) -688.56K
Decreased by -2.07%
Sep 30, 24
2 BlackRock Inc 25.88M (9.40%) 666.35K
Increased by +2.57%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 14.60M (5.30%) -887.58K
Decreased by -6.08%
Sep 30, 24
4 State Street Corporation 10.57M (3.84%) -411.45K
Decreased by -3.89%
Mar 31, 24
5 State Street Corp 9.00M (3.27%) -416.10K
Decreased by -4.63%
Sep 30, 24
6 Newport Trust Co. 7.41M (2.69%) 26.48K
Increased by +0.36%
Sep 30, 24
7 Nomura Holdings Inc 6.41M (2.33%) -13.00M
Decreased by -202.97%
Mar 31, 24
8 American Century Companies Inc 6.36M (2.31%) 1.66M
Increased by +26.05%
Sep 30, 24
9 Cooper Creek Partners Management LLC 6.21M (2.26%) 6.21M
Increased by +100.00%
Sep 30, 24
10 Arrowstreet Capital Limited Partnership 6.17M (2.24%) -3.34M
Decreased by -54.17%
Sep 30, 24
11 LSV Asset Management 5.17M (1.88%) -207.02K
Decreased by -4.01%
Sep 30, 24
12 Geode Capital Management, LLC 5.02M (1.82%) 128.26K
Increased by +2.55%
Sep 30, 24
13 Appaloosa LP 5.00M (1.82%) 0.00
Increased by 0.00%
Sep 30, 23
14 Balyasny Asset Management LLC 4.85M (1.76%) 4.82M
Increased by +99.22%
Sep 30, 23
15 FMR Inc 4.69M (1.70%) 195.88K
Increased by +4.18%
Sep 30, 24
16 Schroder Investment Management Group 4.08M (1.48%) 924.46K
Increased by +22.67%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 3.53M (1.28%) 3.32M
Increased by +93.90%
Jun 30, 24
18 Citadel Advisors Llc 3.37M (1.23%) -168.25K
Decreased by -4.99%
Sep 30, 23
19 Test Hedge Fund Mgmt 3.16M (1.15%) 426.41K
Increased by +13.48%
Jun 30, 24
20 Allianz Asset Management AG 3.10M (1.13%) 1.22M
Increased by +39.30%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.02M (3.27%) 6.76K
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 8.30M (3.01%) 5.45K
Increased by +0.07%
Feb 28, 25
3 Avantis US Small Cap Value ETF 6.83M (2.48%) 20.15K
Increased by +0.29%
Feb 28, 25
4 Vanguard Small Cap Index 6.73M (2.44%) 5.48K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Value Index Inv 4.43M (1.61%) -13.68K
Decreased by -0.31%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.22M (1.53%) 5.77K
Increased by +0.14%
Feb 28, 25
7 DFA US Small Cap Value I 4.00M (1.45%) 0.00
Increased by 0.00%
Jan 31, 25
8 Vanguard Equity-Income Inv 3.73M (1.35%) -969.84K
Decreased by -26.02%
Dec 31, 24
9 Fidelity Low-Priced Stock 3.08M (1.12%) 737.25K
Increased by +23.93%
Dec 31, 24
10 DFA US Targeted Value I 2.49M (0.90%) 0.00
Increased by 0.00%
Jan 31, 25
11 DWS Core Equity S 2.31M (0.84%) 0.00
Increased by 0.00%
Jan 31, 25
12 DWS Risk Managed Alpha Lg Cap Core Comp 2.31M (0.84%) 0.00
Increased by 0.00%
Jan 31, 25
13 BlackRock Systematic Multi-Strat Instl 2.26M (0.82%) 2.26M
Increased by +100.00%
Nov 30, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 2.24M (0.81%) 21.32K
Increased by +0.95%
Feb 28, 25
15 American Funds SMALLCAP World A 1.90M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
16 Schroder Global Sust Val Eq X Acc 1.73M (0.63%) -71.72K
Decreased by -4.15%
Jan 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.66M (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
18 iShares S&P Mid-Cap 400 Value ETF 1.66M (0.60%) -1.21K
Decreased by -0.07%
Feb 28, 25
19 Dimensional US Targeted Value ETF 1.63M (0.59%) 1.56K
Increased by +0.10%
Feb 28, 25
20 Fidelity Extended Market Index 1.52M (0.55%) -18.99K
Decreased by -1.25%
Jan 31, 25