Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.37%
2 RFV 2.08%
3 FXD 1.24%
4 EQUL 1.19%
5 XRT 1.12%
6 CVY 1.06%
7 RWK 0.81%
8 PMOM 0.76%
9 FNK 0.69%
10 RETL 0.68%
11 DVYL 0.63%
12 AVUV 0.63%
13 PSM 0.59%
14 CSB 0.59%
15 DES 0.57%
16 PAMC 0.56%
17 EZY 0.54%
18 USVT 0.47%
19 IBUY 0.46%
20 HEJD 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.27M (12.09%) -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 (5.31%) -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 (1.83%) 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 9.07M (3.30%) 22.47K
Increased by +0.25%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 8.33M (3.03%) -378.19K
Decreased by -4.54%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.30M (3.02%) 5.45K
Increased by +0.07%
Feb 28, 25
4 Avantis US Small Cap Value ETF 7.20M (2.62%) 12.52K
Increased by +0.17%
Mar 29, 25
5 Vanguard Small Cap Index 6.73M (2.44%) 5.48K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Value Index Inv 4.43M (1.61%) -13.68K
Decreased by -0.31%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.22M (1.53%) 5.77K
Increased by +0.14%
Feb 28, 25
8 DFA US Small Cap Value I 3.95M (1.43%) -57.00K
Decreased by -1.44%
Feb 28, 25
9 Vanguard Equity-Income Inv 3.73M (1.35%) -969.84K
Decreased by -26.02%
Dec 31, 24
10 Fidelity Low-Priced Stock 3.40M (1.24%) 321.60K
Increased by +9.45%
Jan 31, 25
11 DFA US Targeted Value I 2.49M (0.91%) 0.00
Increased by 0.00%
Feb 28, 25
12 DWS Core Equity S 2.31M (0.84%) 0.00
Increased by 0.00%
Jan 31, 25
13 DWS Risk Managed Alpha Lg Cap Core Comp 2.31M (0.84%) 0.00
Increased by 0.00%
Jan 31, 25
14 BlackRock Systematic Multi-Strat Instl 2.26M (0.82%) 2.26M
Increased by +100.00%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 2.24M (0.81%) 21.32K
Increased by +0.95%
Feb 28, 25
16 American Funds SMALLCAP World A 1.90M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
17 Dimensional US Targeted Value ETF 1.68M (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
18 Schroder Global Sust Val Eq X Acc 1.67M (0.61%) -55.23K
Decreased by -3.30%
Feb 28, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.66M (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
20 iShares S&P Mid-Cap 400 Value ETF 1.56M (0.57%) 0.00
Increased by 0.00%
Mar 31, 25