Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 3.68%
2 ADPV 3.60%
3 FMTM 2.82%
4 QVAL 2.24%
5 XMVM 2.21%
6 PXMV 2.21%
7 MVFD 2.07%
8 XRT 1.90%
9 FXD 1.84%
10 RFV 1.79%
11 VMAX 1.70%
12 WBIY 1.63%
13 CALF 1.28%
14 RWK 1.21%
15 EQUL 1.19%
16 ROSC 1.18%
17 SYLD 1.16%
18 RETL 1.10%
19 DES 1.09%
20 CVY 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.26M (10.92%) 1.14M
Increased by +4.04%
Mar 31, 26
2 Vanguard Group Inc 25.86M (9.99%) -515.58K
Decreased by -1.99%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 16.48M (6.37%) 329.68K
Increased by +2.00%
Mar 31, 26
4 FMR Inc 14.09M (5.44%) 1.64M
Increased by +11.61%
Jun 30, 25
5 Vanguard Portfolio Management, LLC 13.64M (5.27%) 13.64M
Increased by +100.00%
Mar 31, 26
6 American Century Companies Inc 12.14M (4.69%) 1.01M
Increased by +8.33%
Mar 31, 26
7 Vanguard Capital Management, LLC 11.37M (4.39%) 11.37M
Increased by +100.00%
Mar 31, 26
8 Redwheel Asset Management LLP 11.27M (4.36%) 309.25K
Increased by +2.74%
Mar 31, 26
9 State Street Corporation 10.57M (4.08%) -411.45K
Decreased by -3.89%
Mar 31, 24
10 State Street Corp 9.22M (3.56%) -48.16K
Decreased by -0.52%
Mar 31, 26
11 Charles Schwab Investment Management Inc 9.21M (3.56%) 5.97M
Increased by +64.84%
Mar 31, 26
12 Geode Capital Management, LLC 7.63M (2.95%) 2.65M
Increased by +34.74%
Mar 31, 26
13 The Goldman Sachs Group Inc 7.62M (2.95%) 798.49K
Increased by +10.48%
Mar 31, 26
14 Cooper Creek Partners Management LLC 7.40M (2.86%) 876.61K
Increased by +11.85%
Jun 30, 25
15 Newport Trust Co. 6.93M (2.68%) -56.81K
Decreased by -0.82%
Mar 31, 26
16 LSV Asset Management 6.57M (2.54%) 567.53K
Increased by +8.64%
Mar 31, 26
17 Nomura Holdings Inc 6.41M (2.48%) -13.00M
Decreased by -202.97%
Mar 31, 24
18 Arrowstreet Capital Limited Partnership 5.76M (2.23%) 2.59M
Increased by +45.02%
Mar 31, 26
19 Allianz Asset Management AG 5.53M (2.14%) 3.01M
Increased by +54.37%
Mar 31, 26
20 Schroder Investment Management Group 5.02M (1.94%) -4.72M
Decreased by -93.99%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Avantis US Small Cap Value ETF 9.69M (3.75%) 0.00
Increased by 0.00%
May 30, 26
2 iShares Core S&P Mid-Cap ETF 9.02M (3.49%) 1.69K
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 8.33M (3.22%) -378.19K
Decreased by -4.54%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.01M (3.09%) 60.48K
Increased by +0.76%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 6.35M (2.45%) 12.31K
Increased by +0.19%
May 30, 26
6 Vanguard Small Cap Index 5.82M (2.25%) -17.51K
Decreased by -0.30%
Apr 30, 26
7 Fidelity Low-Priced Stock 4.63M (1.79%) -12.42K
Decreased by -0.27%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 3.74M (1.45%) 28.47K
Increased by +0.76%
Apr 30, 26
9 DFA US Small Cap Value I 3.65M (1.41%) 0.00
Increased by 0.00%
Apr 30, 26
10 Vanguard Equity-Income Inv 3.04M (1.17%) -277.72K
Decreased by -9.14%
Jun 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 3.00M (1.16%) 29.83K
Increased by +0.99%
Apr 30, 26
12 BlackRock Systematic Multi-Strat Instl 2.89M (1.12%) 1.12M
Increased by +38.72%
Apr 30, 26
13 Schroder Global Sust Val Eq X Acc 2.56M (0.99%) 61.53K
Increased by +2.40%
Jul 31, 25
14 DFA US Targeted Value I 2.40M (0.93%) 0.00
Increased by 0.00%
Apr 30, 26
15 DWS Core Equity S 2.31M (0.89%) 0.00
Increased by 0.00%
Jan 31, 25
16 DWS Risk Managed Alpha Lg Cap Core Comp 2.31M (0.89%) 0.00
Increased by 0.00%
Jan 31, 25
17 Temple Bar Ord 2.24M (0.86%) 0.00
Increased by 0.00%
Feb 28, 26
18 TM Redwheel UK Eq Inc L Acc 2.20M (0.85%) 47.22K
Increased by +2.15%
Apr 30, 26
19 SPDR® S&P MIDCAP 400 ETF Trust 2.13M (0.82%) -53.40K
Decreased by -2.50%
Jul 31, 25
20 Hennessy Cornerstone Mid Cap 30 Inv 2.12M (0.82%) -221.80K
Decreased by -10.45%
Mar 31, 26