Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 4.74%
2 FMTM 3.30%
3 MVFD 2.87%
4 ADPV 2.85%
5 PXMV 2.15%
6 XMVM 2.15%
7 QVAL 1.95%
8 RFV 1.78%
9 WBIY 1.76%
10 ROSC 1.52%
11 FXD 1.47%
12 XRT 1.40%
13 EQUL 1.19%
14 CSB 1.18%
15 NIXT 1.10%
16 DES 1.09%
17 AVUV 1.08%
18 FNK 1.08%
19 CVY 1.06%
20 LSAF 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.75M (11.61%) -1.20M
Decreased by -3.92%
Jun 30, 25
2 BlackRock Inc 26.91M (10.16%) -3.39M
Decreased by -12.59%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 15.75M (5.94%) -214.44K
Decreased by -1.36%
Jun 30, 25
4 FMR Inc 14.09M (5.32%) 1.64M
Increased by +11.61%
Jun 30, 25
5 Redwheel Asset Management LLP 10.65M (4.02%) 4.21M
Increased by +39.53%
Jun 30, 25
6 State Street Corporation 10.57M (3.99%) -411.45K
Decreased by -3.89%
Mar 31, 24
7 American Century Companies Inc 10.09M (3.81%) 1.40M
Increased by +13.82%
Jun 30, 25
8 Schroder Investment Management Group 9.63M (3.63%) 4.92M
Increased by +51.11%
Jun 30, 25
9 State Street Corp 9.42M (3.56%) 46.00K
Increased by +0.49%
Jun 30, 25
10 Cooper Creek Partners Management LLC 7.40M (2.79%) 876.61K
Increased by +11.85%
Jun 30, 25
11 Newport Trust Co. 7.34M (2.77%) 24.82K
Increased by +0.34%
Jun 30, 25
12 Nomura Holdings Inc 6.41M (2.42%) -13.00M
Decreased by -202.97%
Mar 31, 24
13 NORGES BANK 5.04M (1.90%) -673.12K
Decreased by -13.36%
Jun 30, 25
14 Geode Capital Management, LLC 5.00M (1.89%) 4.66K
Increased by +0.09%
Jun 30, 25
15 Appaloosa LP 5.00M (1.89%) 0.00
Increased by 0.00%
Sep 30, 23
16 Balyasny Asset Management LLC 4.85M (1.83%) 4.82M
Increased by +99.22%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 4.77M (1.80%) 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 (1.62%) 2.64M
Increased by +61.62%
Jun 30, 25
20 Arrowstreet Capital Limited Partnership 4.25M (1.61%) 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 (3.44%) 16.75K
Increased by +0.18%
Aug 30, 25
2 iShares Core S&P Mid-Cap ETF 9.07M (3.42%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 8.33M (3.14%) -378.19K
Decreased by -4.54%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.29M (3.13%) -177.91K
Decreased by -2.14%
Jul 31, 25
5 Vanguard Small Cap Index 6.43M (2.43%) -41.73K
Decreased by -0.65%
Jul 31, 25
6 Fidelity Low-Priced Stock 4.63M (1.75%) -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 (1.38%) -120.69K
Decreased by -3.31%
Jul 31, 25
9 Vanguard Equity-Income Inv 3.04M (1.15%) -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 (0.97%) 61.53K
Increased by +2.40%
Jul 31, 25
12 Invesco S&P Ultra Dividend Revenue ETF 2.48M (0.94%) -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 (0.81%) -53.40K
Decreased by -2.50%
Jul 31, 25
19 American Funds SMALLCAP World A 1.90M (0.72%) 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