Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXN 5.23%
2 ADPV 4.49%
3 MGNR 3.03%
4 XOP 2.99%
5 IEO 2.74%
6 SMCF 2.61%
7 LSEQ 2.32%
8 FTIF 2.29%
9 QVAL 2.21%
10 SFLO 1.39%
11 MMID 1.34%
12 IJJ 0.89%
13 FNK 0.83%
14 IYE 0.72%
15 USVT 0.60%
16 DFAT 0.58%
17 IJK 0.57%
18 IWN 0.57%
19 FNX 0.55%
20 SQLT 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 75.40M (9.58%) 3.94M
Increased by +5.23%
Dec 30, 25
2 BlackRock Inc 71.06M (9.02%) 4.61M
Increased by +6.49%
Mar 30, 26
3 Vanguard Portfolio Management, LLC 39.73M (5.04%) 39.73M
Increased by +100.00%
Mar 30, 26
4 Riverstone Holdings LLC 39.19M (4.98%) 0.00
Increased by 0.00%
Jun 29, 25
5 Barrow Hanley Mewhinney & Strauss LLC 34.57M (4.39%) 3.66M
Increased by +10.59%
Mar 30, 26
6 Vanguard Capital Management, LLC 34.12M (4.33%) 34.12M
Increased by +100.00%
Mar 30, 26
7 T. Rowe Price Associates, Inc. 33.22M (4.22%) 4.07M
Increased by +12.26%
Mar 30, 26
8 Dimensional Fund Advisors, Inc. 31.32M (3.98%) -317.10K
Decreased by -1.01%
Mar 30, 26
9 State Street Corp 25.69M (3.26%) 2.13M
Increased by +8.31%
Mar 30, 26
10 Nuveen Asset Management, LLC 22.29M (2.83%) -1.22M
Decreased by -5.46%
Dec 30, 24
11 State Street Corporation 21.61M (2.74%) 2.42M
Increased by +11.21%
Mar 30, 24
12 Post Oak Energy Holdings LLC 21.05M (2.67%) 0.00
Increased by 0.00%
Mar 30, 26
13 Wellington Management Company LLP 19.39M (2.46%) 9.56M
Increased by +49.29%
Mar 30, 26
14 ENCAP PARTNERS GP, LLC 19.29M (2.45%) 0.00
Increased by 0.00%
Sep 29, 24
15 EnCap Energy Capital Fund XI, L.P. 19.29M (2.45%) 0.00
Increased by 0.00%
Dec 30, 25
16 Boston Partners Global Investors, Inc 18.64M (2.37%) 1.73M
Increased by +9.30%
Mar 30, 26
17 G.F.W. Energy XI, L.P. 17.48M (2.22%) 17.48M
Increased by +100.00%
Jun 29, 24
18 Massachusetts Financial Services Company 16.28M (2.07%) -923.52K
Decreased by -5.67%
Mar 30, 26
19 Citadel Advisors Llc 16.26M (2.06%) 5.65M
Increased by +34.76%
Mar 30, 26
20 Nuveen, LLC 16.07M (2.04%) -313.16K
Decreased by -1.95%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 27.03M (3.43%) 6.65K
Increased by +0.02%
Jul 29, 26
2 Vanguard Morn Total Stk Mkt Idx Investor 25.25M (3.21%) 719.89K
Increased by +2.85%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 25.25M (3.21%) 719.89K
Increased by +2.85%
Jun 29, 26
4 Vanguard US Total Market Shares ETF 20.02M (2.54%) 1.17M
Increased by +5.86%
Sep 29, 24
5 Vanguard Small Cap Index 18.24M (2.32%) 492.94K
Increased by +2.70%
Jun 29, 26
6 Barrow Hanley Global Value Equity 11.94M (1.52%) 1.54M
Increased by +12.90%
Mar 30, 26
7 JHancock Disciplined Value Mid Cap I 11.49M (1.46%) 25.30K
Increased by +0.22%
May 30, 26
8 iShares Russell 2000 ETF 10.66M (1.35%) -84.93K
Decreased by -0.80%
Apr 29, 24
9 CREF Stock R1 9.56M (1.21%) -1.11M
Decreased by -11.65%
Jan 30, 25
10 VictoryShares Free Cash Flow ETF 9.51M (1.21%) 37.13K
Increased by +0.39%
Jul 29, 26
11 MFS Mid Cap Value A 9.42M (1.20%) 188.83K
Increased by +2.00%
Jun 29, 26
12 MFS Mid Cap Value Equity 9.42M (1.20%) 78.25K
Increased by +0.83%
Jun 29, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 9.03M (1.15%) 663.61K
Increased by +7.35%
Jun 29, 26
14 Vanguard Explorer Inv 8.74M (1.11%) -448.68K
Decreased by -5.14%
Jun 29, 26
15 Delaware US Small Cap Core Equity (SMA) 8.44M (1.07%) -878.84K
Decreased by -10.42%
Mar 30, 24
16 Macquarie US Small Cap Core Equity 8.44M (1.07%) -878.84K
Decreased by -10.42%
Mar 30, 24
17 American Funds Income Fd of Amer A 8.10M (1.03%) 8.10M
Increased by +100.00%
Jun 29, 26
18 T. Rowe Price New Horizons 7.49M (0.95%) 963.40K
Increased by +12.87%
Jun 29, 26
19 US Small-Cap Growth II Equity Comp 7.49M (0.95%) 1.11M
Increased by +14.79%
Jun 29, 26
20 T. Rowe Price US All-Cap Opp Eq SMA 7.20M (0.91%) -33.90K
Decreased by -0.47%
Dec 30, 24