Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 LBAY 3.18%
3 ADPV 2.99%
4 EZA 2.90%
5 FCUS 2.60%
6 BRNY 2.18%
7 DGRS 1.98%
8 GRPM 1.89%
9 SCAP 1.72%
10 RSMC 1.54%
11 PFI 1.46%
12 BOUT 1.29%
13 FXO 1.22%
14 SDVY 1.20%
15 CVY 1.08%
16 ABCS 1.04%
17 EYLD 1.02%
18 MYLD 1.01%
19 SYLD 1.01%
20 AFK 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.40M (12.06%) -1.99M
Decreased by -8.89%
Dec 31, 25
2 BlackRock Inc 18.88M (10.16%) 93.56K
Increased by +0.50%
Mar 31, 26
3 FMR Inc 17.92M (9.65%) -441.56K
Decreased by -2.46%
Mar 31, 26
4 Brave Warrior Advisors LLC 13.58M (7.31%) 752.40K
Increased by +5.54%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 10.83M (5.83%) 10.83M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 8.56M (4.61%) 8.56M
Increased by +100.00%
Mar 31, 26
7 Boston Partners Global Investors, Inc 8.52M (4.59%) -2.56M
Decreased by -30.05%
Sep 30, 25
8 T. Rowe Price Associates, Inc. 8.44M (4.54%) 1.26M
Increased by +14.94%
Mar 31, 26
9 Impactive Capital LP 7.82M (4.21%) 597.52K
Increased by +7.64%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 7.52M (4.05%) 1.38M
Increased by +18.33%
Mar 31, 26
11 State Street Corporation 6.99M (3.76%) 66.00
Increased by +0.00%
Mar 31, 24
12 Massachusetts Financial Services Company 6.63M (3.57%) -224.24K
Decreased by -3.38%
Mar 31, 26
13 Hotchkis & Wiley Capital Management LLC 6.49M (3.49%) 2.11M
Increased by +32.56%
Mar 31, 26
14 State Street Corp 6.45M (3.47%) -14.55K
Decreased by -0.23%
Mar 31, 26
15 American Century Companies Inc 6.32M (3.40%) 582.64K
Increased by +9.23%
Mar 31, 26
16 Capital Research Global Investors 5.31M (2.86%) -5.96M
Decreased by -112.26%
Mar 31, 26
17 Barrow Hanley Mewhinney & Strauss LLC 5.23M (2.82%) -9.29M
Decreased by -177.69%
Mar 31, 26
18 UBS Asset Mgmt Americas Inc 4.38M (2.36%) -1.89M
Decreased by -43.17%
Jun 30, 24
19 Geode Capital Management, LLC 4.10M (2.21%) 132.22K
Increased by +3.23%
Mar 31, 26
20 Holocene Advisors, LP 4.05M (2.18%) 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 (3.76%) 5.19K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 6.42M (3.46%) -43.22K
Decreased by -0.67%
Jun 30, 26
3 Avantis US Small Cap Value ETF 5.91M (3.18%) 3.21K
Increased by +0.05%
Jun 30, 26
4 Vanguard Total Stock Mkt Idx Inv 5.69M (3.07%) -316.70K
Decreased by -5.56%
Jun 30, 26
5 UBS: Global Equity 5.62M (3.02%) -11.34M
Decreased by -202.00%
Dec 31, 23
6 American Funds SMALLCAP World A 4.77M (2.57%) -5.53M
Decreased by -115.80%
Mar 31, 26
7 Bridge Builder Large Cap Value 4.70M (2.53%) 0.00
Increased by 0.00%
Jun 30, 26
8 JHancock Disciplined Value Mid Cap I 4.68M (2.52%) -667.90K
Decreased by -14.27%
Jul 31, 25
9 Vanguard Small Cap Index 4.11M (2.21%) -221.53K
Decreased by -5.39%
Jun 30, 26
10 MFS Mid Cap Value Equity 4.00M (2.15%) -172.53K
Decreased by -4.31%
Mar 31, 26
11 MFS Mid Cap Value A 3.95M (2.13%) -47.33K
Decreased by -1.20%
May 31, 26
12 T. Rowe Price US Mid-Cap Value Equity 3.61M (1.94%) 378.79K
Increased by +10.50%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 3.54M (1.91%) -61.33K
Decreased by -1.73%
Jun 30, 26
14 Barrow Hanley Global Value Equity 2.76M (1.49%) 30.66K
Increased by +1.11%
Dec 31, 25
15 Vanguard Small Cap Value Index Inv 2.61M (1.40%) -181.47K
Decreased by -6.95%
Jun 30, 26
16 Fidelity® Value 2.51M (1.35%) 55.40K
Increased by +2.21%
Nov 30, 23
17 Strategic Advisers Fidelity US TtlStk 2.49M (1.34%) -126.30K
Decreased by -5.07%
May 31, 26
18 Vanguard Equity-Income Inv 2.47M (1.33%) -1.17M
Decreased by -47.18%
Dec 31, 25
19 First Trust SMID Cp Rising Div Achv ETF 2.38M (1.28%) 0.00
Increased by 0.00%
Jun 30, 26
20 First Trust Rising Dividend Achiev ETF 2.32M (1.25%) 3.23K
Increased by +0.14%
Aug 28, 25