Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 3.73%
2 WBIY 3.35%
3 RFV 2.02%
4 EQUL 1.19%
5 FXD 1.16%
6 CVY 1.06%
7 XRT 1.02%
8 RWK 0.77%
9 PMOM 0.76%
10 RETL 0.68%
11 FNK 0.68%
12 DVYL 0.63%
13 AVUV 0.62%
14 PSM 0.59%
15 DES 0.58%
16 CSB 0.58%
17 IBUY 0.57%
18 PAMC 0.56%
19 EZY 0.54%
20 USVT 0.47%

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 (1.81%) 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 8.99M (3.34%) -23.05K
Decreased by -0.26%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.43M (3.14%) 106.45K
Increased by +1.26%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.33M (3.10%) -378.19K
Decreased by -4.54%
Sep 30, 24
4 Avantis US Small Cap Value ETF 7.96M (2.96%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Small Cap Index 6.62M (2.46%) 35.91K
Increased by +0.54%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.28M (1.59%) 41.12K
Increased by +0.96%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 4.28M (1.59%) 13.33K
Increased by +0.31%
Apr 30, 25
8 DFA US Small Cap Value I 3.77M (1.40%) -175.18K
Decreased by -4.65%
Mar 31, 25
9 Fidelity Low-Priced Stock 3.58M (1.33%) 175.47K
Increased by +4.90%
Feb 28, 25
10 Vanguard Equity-Income Inv 3.31M (1.23%) -412.25K
Decreased by -12.44%
Mar 31, 25
11 DFA US Targeted Value I 2.49M (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
12 Schroder Global Sust Val Eq X Acc 2.37M (0.88%) 697.76K
Increased by +29.43%
Mar 31, 25
13 DWS Core Equity S 2.31M (0.86%) 0.00
Increased by 0.00%
Jan 31, 25
14 DWS Risk Managed Alpha Lg Cap Core Comp 2.31M (0.86%) 0.00
Increased by 0.00%
Jan 31, 25
15 BlackRock Systematic Multi-Strat Instl 2.26M (0.84%) 2.26M
Increased by +100.00%
Nov 30, 23
16 Temple Bar Ord 2.24M (0.83%) 1.00M
Increased by +44.88%
Apr 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 2.19M (0.82%) -24.37K
Decreased by -1.11%
Apr 30, 25
18 American Funds SMALLCAP World A 1.90M (0.71%) 0.00
Increased by 0.00%
Dec 31, 24
19 TM Redwheel UK Eq Inc L Acc 1.77M (0.66%) 594.56K
Increased by +33.51%
Apr 30, 25
20 Dimensional US Targeted Value ETF 1.71M (0.64%) 0.00
Increased by 0.00%
Apr 30, 25