Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.16%
2 EZA 3.51%
3 ADPV 2.99%
4 FCUS 2.60%
5 BRNY 2.47%
6 LBAY 2.37%
7 DGRS 1.98%
8 SCAP 1.72%
9 RSMC 1.47%
10 PFI 1.46%
11 FXO 1.30%
12 BOUT 1.29%
13 SDVY 1.20%
14 CVY 1.17%
15 SYLD 1.09%
16 ABCS 1.09%
17 EYLD 1.02%
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 19.38M (10.39%) 330.36K
Increased by +1.70%
Sep 30, 25
3 FMR Inc 18.36M (9.84%) -480.95K
Decreased by -2.62%
Dec 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 14.53M (7.79%) 65.87K
Increased by +0.45%
Dec 31, 25
5 Brave Warrior Advisors LLC 12.83M (6.88%) 1.17M
Increased by +9.14%
Dec 31, 25
6 Capital Research Global Investors 11.27M (6.04%) 1.11M
Increased by +9.83%
Dec 31, 25
7 Boston Partners Global Investors, Inc 8.52M (4.57%) -2.56M
Decreased by -30.05%
Sep 30, 25
8 Impactive Capital LP 7.23M (3.87%) 0.00
Increased by 0.00%
Dec 31, 25
9 State Street Corporation 6.99M (3.75%) 66.00
Increased by +0.00%
Mar 31, 24
10 Massachusetts Financial Services Company 6.85M (3.67%) 711.38K
Increased by +10.38%
Dec 31, 25
11 State Street Corp 6.61M (3.55%) -261.36K
Decreased by -3.95%
Sep 30, 25
12 Dimensional Fund Advisors, Inc. 6.14M (3.29%) 494.10K
Increased by +8.05%
Dec 31, 25
13 American Century Companies Inc 5.73M (3.07%) 464.84K
Increased by +8.11%
Dec 31, 25
14 UBS Asset Mgmt Americas Inc 4.38M (2.35%) -1.89M
Decreased by -43.17%
Jun 30, 24
15 Hotchkis & Wiley Capital Management LLC 4.37M (2.35%) 765.89K
Increased by +17.51%
Dec 31, 25
16 Holocene Advisors, LP 4.05M (2.17%) 1.71M
Increased by +42.17%
Mar 31, 24
17 Geode Capital Management, LLC 3.96M (2.13%) -3.63K
Decreased by -0.09%
Dec 31, 25
18 First Trust Advisors L.P. 3.50M (1.88%) 2.12M
Increased by +60.53%
Jun 30, 25
19 ING Investment Management LLC 3.35M (1.80%) 513.24K
Increased by +15.33%
Mar 31, 25
20 Citadel Advisors Llc 3.28M (1.76%) 414.88K
Increased by +12.65%
Jun 30, 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 6.60M (3.54%) 19.90K
Increased by +0.30%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 5.99M (3.21%) -95.09K
Decreased by -1.59%
Mar 31, 26
4 UBS: Global Equity 5.62M (3.01%) -11.34M
Decreased by -202.00%
Dec 31, 23
5 Avantis US Small Cap Value ETF 5.13M (2.75%) 3.98K
Increased by +0.08%
Mar 31, 26
6 American Funds SMALLCAP World A 4.77M (2.56%) -5.53M
Decreased by -115.80%
Mar 31, 26
7 JHancock Disciplined Value Mid Cap I 4.68M (2.51%) -667.90K
Decreased by -14.27%
Jul 31, 25
8 Vanguard Small Cap Index 4.35M (2.33%) -34.97K
Decreased by -0.80%
Mar 31, 26
9 MFS Mid Cap Value Equity 4.17M (2.24%) 849.59K
Increased by +20.36%
Dec 31, 25
10 MFS Mid Cap Value A 4.06M (2.18%) -51.11K
Decreased by -1.26%
Feb 28, 26
11 T. Rowe Price Mid-Cap Value 3.61M (1.93%) 0.00
Increased by 0.00%
Mar 31, 26
12 Bridge Builder Large Cap Value 3.46M (1.85%) 433.85K
Increased by +12.55%
Mar 31, 26
13 T. Rowe Price US Mid-Cap Value Equity 3.23M (1.73%) 1.85M
Increased by +57.34%
Dec 31, 25
14 Vanguard Small Cap Value Index Inv 2.77M (1.48%) -47.52K
Decreased by -1.72%
Mar 31, 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 2.68M (1.44%) 0.00
Increased by 0.00%
Feb 28, 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 PIMCO RAE US Small Instl 2.36M (1.27%) 801.70K
Increased by +33.96%
Dec 31, 25