Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 3.77%
2 WBIY 2.71%
3 RFV 2.11%
4 QVAL 1.84%
5 FXD 1.46%
6 XRT 1.31%
7 EQUL 1.19%
8 CVY 1.06%
9 MYLD 1.06%
10 RWK 0.92%
11 RETL 0.88%
12 HEJD 0.82%
13 PMOM 0.76%
14 FNK 0.75%
15 PAMC 0.71%
16 AVUV 0.65%
17 CSB 0.63%
18 DVYL 0.63%
19 DES 0.61%
20 NIXT 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.96M (11.88%) -552.76K
Decreased by -1.73%
Mar 31, 25
2 BlackRock Inc 30.30M (11.26%) 3.96M
Increased by +13.06%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 15.96M (5.93%) 212.79K
Increased by +1.33%
Mar 31, 25
4 FMR Inc 12.45M (4.63%) 4.95M
Increased by +39.73%
Mar 31, 25
5 State Street Corporation 10.57M (3.93%) -411.45K
Decreased by -3.89%
Mar 31, 24
6 State Street Corp 9.37M (3.48%) 89.63K
Increased by +0.96%
Mar 31, 25
7 American Century Companies Inc 8.70M (3.23%) 1.56M
Increased by +17.96%
Mar 31, 25
8 Newport Trust Co. 7.31M (2.72%) 1.16K
Increased by +0.02%
Mar 31, 25
9 Cooper Creek Partners Management LLC 6.52M (2.42%) -1.32M
Decreased by -20.25%
Mar 31, 25
10 Redwheel Asset Management LLP 6.44M (2.39%) 6.44M
Increased by +100.00%
Mar 31, 25
11 Nomura Holdings Inc 6.41M (2.38%) -13.00M
Decreased by -202.97%
Mar 31, 24
12 Arrowstreet Capital Limited Partnership 6.17M (2.29%) -3.34M
Decreased by -54.17%
Sep 30, 24
13 AQR Capital Management LLC 5.23M (1.94%) 3.81M
Increased by +72.92%
Mar 31, 25
14 Appaloosa LP 5.00M (1.86%) 0.00
Increased by 0.00%
Sep 30, 23
15 Geode Capital Management, LLC 5.00M (1.86%) -63.01K
Decreased by -1.26%
Mar 31, 25
16 Balyasny Asset Management LLC 4.85M (1.80%) 4.82M
Increased by +99.22%
Sep 30, 23
17 Schroder Investment Management Group 4.71M (1.75%) 687.63K
Increased by +14.61%
Mar 31, 25
18 LSV Asset Management 4.42M (1.64%) -243.50K
Decreased by -5.51%
Mar 31, 25
19 Marshall Wace Asset Management Ltd 4.41M (1.64%) 2.02M
Increased by +45.88%
Mar 31, 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 9.10M (3.38%) 594.00
Increased by +0.01%
Jul 30, 25
2 Avantis US Small Cap Value ETF 8.95M (3.33%) 4.84K
Increased by +0.05%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 8.47M (3.15%) 32.99K
Increased by +0.39%
Jun 30, 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 6.47M (2.40%) -190.34K
Decreased by -2.94%
Jun 30, 25
6 Fidelity Low-Priced Stock 4.64M (1.73%) -8.54K
Decreased by -0.18%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.29M (1.59%) -20.85K
Decreased by -0.49%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 4.13M (1.53%) -150.77K
Decreased by -3.65%
Jun 30, 25
9 DFA US Small Cap Value I 3.77M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Equity-Income Inv 3.04M (1.13%) -277.72K
Decreased by -9.14%
Jun 30, 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%
Jun 30, 25
18 SPDR® S&P MIDCAP 400 ETF Trust 2.19M (0.81%) 43.67K
Increased by +2.00%
Jun 30, 25
19 TM Redwheel UK Eq Inc L Acc 1.92M (0.71%) -21.38K
Decreased by -1.11%
Jun 30, 25
20 American Funds SMALLCAP World A 1.90M (0.71%) 0.00
Increased by 0.00%
Dec 31, 24