Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 ADPV 2.99%
3 EZA 2.87%
4 FCUS 2.60%
5 LBAY 2.56%
6 BRNY 2.18%
7 DGRS 1.98%
8 SCAP 1.72%
9 PFI 1.46%
10 RSMC 1.33%
11 BOUT 1.29%
12 FXO 1.22%
13 SDVY 1.20%
14 EYLD 1.02%
15 CVY 1.01%
16 SYLD 0.99%
17 ABCS 0.99%
18 LSAF 0.98%
19 MYLD 0.95%
20 SURE 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.40M (12.01%) -1.99M
Decreased by -8.89%
Dec 31, 25
2 BlackRock Inc 18.88M (10.13%) 93.56K
Increased by +0.50%
Mar 31, 26
3 FMR Inc 17.92M (9.61%) -441.56K
Decreased by -2.46%
Mar 31, 26
4 Brave Warrior Advisors LLC 13.58M (7.28%) 752.40K
Increased by +5.54%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 10.83M (5.81%) 10.83M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 8.56M (4.59%) 8.56M
Increased by +100.00%
Mar 31, 26
7 Boston Partners Global Investors, Inc 8.52M (4.57%) -2.56M
Decreased by -30.05%
Sep 30, 25
8 T. Rowe Price Associates, Inc. 8.44M (4.52%) 1.26M
Increased by +14.94%
Mar 31, 26
9 Impactive Capital LP 7.82M (4.19%) 597.52K
Increased by +7.64%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 7.52M (4.03%) 1.38M
Increased by +18.33%
Mar 31, 26
11 State Street Corporation 6.99M (3.75%) 66.00
Increased by +0.00%
Mar 31, 24
12 Massachusetts Financial Services Company 6.63M (3.55%) -224.24K
Decreased by -3.38%
Mar 31, 26
13 Hotchkis & Wiley Capital Management LLC 6.49M (3.48%) 2.11M
Increased by +32.56%
Mar 31, 26
14 State Street Corp 6.45M (3.46%) -14.55K
Decreased by -0.23%
Mar 31, 26
15 American Century Companies Inc 6.32M (3.39%) 582.64K
Increased by +9.23%
Mar 31, 26
16 Capital Research Global Investors 5.31M (2.85%) -5.96M
Decreased by -112.26%
Mar 31, 26
17 Barrow Hanley Mewhinney & Strauss LLC 5.23M (2.81%) -9.29M
Decreased by -177.69%
Mar 31, 26
18 UBS Asset Mgmt Americas Inc 4.38M (2.35%) -1.89M
Decreased by -43.17%
Jun 30, 24
19 Geode Capital Management, LLC 4.10M (2.20%) 132.22K
Increased by +3.23%
Mar 31, 26
20 Holocene Advisors, LP 4.05M (2.17%) 1.71M
Increased by +42.17%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.98M (3.74%) 5.19K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 6.73M (3.61%) 0.00
Increased by 0.00%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 6.00M (3.22%) 16.51K
Increased by +0.28%
Apr 30, 26
4 Avantis US Small Cap Value ETF 5.63M (3.02%) 4.97K
Increased by +0.09%
May 30, 26
5 UBS: Global Equity 5.62M (3.01%) -11.34M
Decreased by -202.00%
Dec 31, 23
6 American Funds SMALLCAP World A 4.77M (2.56%) -5.53M
Decreased by -115.80%
Mar 31, 26
7 Bridge Builder Large Cap Value 4.70M (2.52%) -7.54K
Decreased by -0.16%
May 31, 26
8 JHancock Disciplined Value Mid Cap I 4.68M (2.51%) -667.90K
Decreased by -14.27%
Jul 31, 25
9 Vanguard Small Cap Index 4.33M (2.32%) -14.33K
Decreased by -0.33%
Apr 30, 26
10 MFS Mid Cap Value A 4.00M (2.14%) 0.00
Increased by 0.00%
Apr 30, 26
11 MFS Mid Cap Value Equity 4.00M (2.14%) -172.53K
Decreased by -4.31%
Mar 31, 26
12 T. Rowe Price US Mid-Cap Value Equity 3.61M (1.93%) 378.79K
Increased by +10.50%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 3.60M (1.93%) -2.35K
Decreased by -0.07%
Apr 30, 26
14 Vanguard Small Cap Value Index Inv 2.79M (1.49%) 21.35K
Increased by +0.77%
Apr 30, 26
15 Barrow Hanley Global Value Equity 2.76M (1.48%) 30.66K
Increased by +1.11%
Dec 31, 25
16 Strategic Advisers Fidelity US TtlStk 2.62M (1.40%) 0.00
Increased by 0.00%
Apr 30, 26
17 Fidelity® Value 2.51M (1.35%) 55.40K
Increased by +2.21%
Nov 30, 23
18 Vanguard Equity-Income Inv 2.47M (1.33%) -1.17M
Decreased by -47.18%
Dec 31, 25
19 PIMCO RAE US Small 2.36M (1.27%) 801.70K
Increased by +33.96%
Dec 31, 25
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.36M (1.27%) 382.11K
Increased by +16.19%
Mar 31, 26