Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 3.90%
2 WBIY 3.42%
3 RFV 2.07%
4 FXD 1.48%
5 XRT 1.35%
6 EQUL 1.19%
7 CVY 1.06%
8 MYLD 1.06%
9 RWK 0.91%
10 RETL 0.87%
11 HEJD 0.82%
12 PMOM 0.76%
13 FNK 0.76%
14 PAMC 0.69%
15 AVUV 0.65%
16 DVYL 0.63%
17 NIXT 0.61%
18 CSB 0.61%
19 DES 0.61%
20 PSM 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.27M (12.37%) -688.56K
Decreased by -2.07%
Sep 30, 24
2 BlackRock Inc 25.88M (9.62%) 666.35K
Increased by +2.57%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 14.60M (5.43%) -887.58K
Decreased by -6.08%
Sep 30, 24
4 State Street Corporation 10.57M (3.93%) -411.45K
Decreased by -3.89%
Mar 31, 24
5 State Street Corp 9.00M (3.34%) -416.10K
Decreased by -4.63%
Sep 30, 24
6 Newport Trust Co. 7.41M (2.75%) 26.48K
Increased by +0.36%
Sep 30, 24
7 Nomura Holdings Inc 6.41M (2.38%) -13.00M
Decreased by -202.97%
Mar 31, 24
8 American Century Companies Inc 6.36M (2.37%) 1.66M
Increased by +26.05%
Sep 30, 24
9 Cooper Creek Partners Management LLC 6.21M (2.31%) 6.21M
Increased by +100.00%
Sep 30, 24
10 Arrowstreet Capital Limited Partnership 6.17M (2.29%) -3.34M
Decreased by -54.17%
Sep 30, 24
11 LSV Asset Management 5.17M (1.92%) -207.02K
Decreased by -4.01%
Sep 30, 24
12 Geode Capital Management, LLC 5.02M (1.87%) 128.26K
Increased by +2.55%
Sep 30, 24
13 Appaloosa LP 5.00M (1.86%) 0.00
Increased by 0.00%
Sep 30, 23
14 Balyasny Asset Management LLC 4.85M (1.80%) 4.82M
Increased by +99.22%
Sep 30, 23
15 FMR Inc 4.69M (1.74%) 195.88K
Increased by +4.18%
Sep 30, 24
16 Schroder Investment Management Group 4.08M (1.52%) 924.46K
Increased by +22.67%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 3.53M (1.31%) 3.32M
Increased by +93.90%
Jun 30, 24
18 Citadel Advisors Llc 3.37M (1.25%) -168.25K
Decreased by -4.99%
Sep 30, 23
19 Test Hedge Fund Mgmt 3.16M (1.18%) 426.41K
Increased by +13.48%
Jun 30, 24
20 Allianz Asset Management AG 3.10M (1.15%) 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 (3.35%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.44M (3.14%) 6.54K
Increased by +0.08%
May 31, 25
3 Avantis US Small Cap Value ETF 8.38M (3.11%) 16.42K
Increased by +0.20%
May 31, 25
4 Vanguard US Total Market Shares ETF 8.33M (3.10%) -378.19K
Decreased by -4.54%
Sep 30, 24
5 Vanguard Small Cap Index 6.66M (2.48%) 36.97K
Increased by +0.56%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.31M (1.60%) 29.11K
Increased by +0.68%
May 31, 25
7 Vanguard Small Cap Value Index Inv 4.28M (1.59%) -3.53K
Decreased by -0.08%
May 31, 25
8 Fidelity Low-Priced Stock 3.88M (1.44%) 305.81K
Increased by +7.87%
Mar 31, 25
9 DFA US Small Cap Value I 3.77M (1.40%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Equity-Income Inv 3.31M (1.23%) -412.25K
Decreased by -12.44%
Mar 31, 25
11 Invesco S&P Ultra Dividend Revenue ETF 2.53M (0.94%) 0.00
Increased by 0.00%
May 31, 25
12 DFA US Targeted Value I 2.40M (0.89%) -95.30K
Decreased by -3.98%
Apr 30, 25
13 Schroder Global Sust Val Eq X Acc 2.34M (0.87%) -31.85K
Decreased by -1.36%
Apr 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%
May 31, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.14M (0.80%) -48.77K
Decreased by -2.27%
May 31, 25
19 TM Redwheel UK Eq Inc L Acc 1.94M (0.72%) 165.11K
Increased by +8.51%
May 31, 25
20 American Funds SMALLCAP World A 1.90M (0.71%) 0.00
Increased by 0.00%
Dec 31, 24