Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 4.68%
2 FCFY 4.48%
3 FMDG 4.26%
4 UTRN 4.05%
5 SNSR 3.85%
6 TDV 3.42%
7 FTXL 3.09%
8 LOUP 2.86%
9 INVN 2.74%
10 PEY 2.55%
11 VFLO 2.49%
12 PSI 2.47%
13 SPDV 2.33%
14 FTDS 2.32%
15 XSD 2.24%
16 OUSM 2.21%
17 SMRI 2.18%
18 BRNY 2.17%
19 QDIV 2.14%
20 FDIV 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.10M (14.10%) 389.17K
Increased by +1.84%
Dec 31, 25
2 BlackRock Inc 19.48M (13.01%) 2.16M
Increased by +11.06%
Dec 31, 25
3 Pzena Investment Management, LLC 16.11M (10.76%) 3.48M
Increased by +21.61%
Mar 31, 26
4 State Street Corporation 7.77M (5.19%) 67.33K
Increased by +0.87%
Mar 31, 24
5 State Street Corp 6.60M (4.41%) 64.19K
Increased by +0.97%
Dec 31, 25
6 Amvescap Plc. 6.30M (4.21%) 1.61M
Increased by +25.55%
Mar 31, 26
7 Charles Schwab Investment Management Inc 5.90M (3.94%) 137.51K
Increased by +2.33%
Dec 31, 25
8 Fidelity International Ltd 5.19M (3.47%) 1.74M
Increased by +33.57%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 4.61M (3.08%) 753.00K
Increased by +16.33%
Mar 31, 26
10 Geode Capital Management, LLC 4.34M (2.90%) 11.37K
Increased by +0.26%
Dec 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 3.61M (2.41%) -48.14K
Decreased by -1.33%
Mar 31, 24
12 Victory Capital Management Inc. 3.28M (2.19%) -1.10M
Decreased by -33.53%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 2.80M (1.87%) -141.94K
Decreased by -5.08%
Dec 31, 25
14 Wellington Management Company LLP 2.72M (1.82%) -45.36K
Decreased by -1.67%
Mar 31, 25
15 FMR Inc 2.50M (1.67%) -195.32K
Decreased by -7.82%
Dec 31, 24
16 The Goldman Sachs Group Inc 2.43M (1.62%) 1.28M
Increased by +52.75%
Dec 31, 25
17 JPMorgan Chase & Co 2.33M (1.55%) 1.19M
Increased by +51.27%
Sep 30, 25
18 Two Sigma Investments LLC 2.19M (1.46%) 833.54K
Increased by +38.03%
Dec 31, 25
19 UBS Group AG 2.10M (1.40%) 158.79K
Increased by +7.55%
Mar 31, 26
20 Bank of New York Mellon Corp 2.10M (1.40%) 4.82K
Increased by +0.23%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.04M (3.36%) -47.82K
Decreased by -0.95%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.79M (3.20%) 90.90K
Increased by +1.90%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 4.57M (3.06%) 35.29K
Increased by +0.77%
May 31, 25
4 Fidelity Global Technology A-Dis-EUR 4.48M (2.99%) -14.49K
Decreased by -0.32%
Mar 31, 26
5 Pacer US Cash Cows 100 ETF 4.37M (2.92%) 6.46K
Increased by +0.15%
Feb 28, 25
6 Vanguard 500 Index Investor 3.83M (2.56%) 4.36K
Increased by +0.11%
Mar 31, 26
7 Pzena Large Cap Value 3.53M (2.36%) 0.00
Increased by 0.00%
Apr 30, 26
8 Vanguard Windsor Investor Shares 3.53M (2.36%) 1.09M
Increased by +30.81%
Mar 31, 26
9 Schwab US Dividend Equity ETF™ 3.47M (2.32%) 2.99K
Increased by +0.09%
Apr 30, 26
10 Vanguard Small Cap Index 3.47M (2.32%) 95.19K
Increased by +2.74%
Mar 31, 26
11 iShares Select Dividend ETF 3.19M (2.13%) 0.00
Increased by 0.00%
Apr 30, 26
12 Invesco S&P 500® Equal Weight ETF 3.05M (2.04%) -923.00
Decreased by -0.03%
Apr 30, 26
13 iShares Semiconductor ETF 2.81M (1.88%) 28.24K
Increased by +1.00%
Apr 30, 26
14 Vulcan Value Partners Focus 2.36M (1.58%) 724.97K
Increased by +30.73%
Dec 31, 24
15 Vanguard Information Technology ETF 2.25M (1.51%) -2.44K
Decreased by -0.11%
Mar 31, 26
16 Vanguard Small Cap Value Index Inv 2.21M (1.48%) 40.86K
Increased by +1.85%
Mar 31, 26
17 Victory Sycamore Established Value R 2.08M (1.39%) -660.00K
Decreased by -31.65%
Jun 30, 24
18 SPDR® S&P 500 ETF 1.99M (1.33%) -29.14K
Decreased by -1.46%
Mar 31, 25
19 iShares Core S&P 500 ETF 1.94M (1.30%) 5.72K
Increased by +0.29%
Apr 30, 26
20 SPDR® S&P 500® ETF Trust 1.94M (1.30%) -10.15K
Decreased by -0.52%
Mar 31, 25