Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 4.49%
2 FMDG 4.26%
3 UTRN 4.05%
4 FCFY 4.02%
5 SNSR 3.48%
6 TDV 2.99%
7 LOUP 2.86%
8 FTXL 2.57%
9 VFLO 2.49%
10 INVN 2.37%
11 FTDS 2.32%
12 SPDV 2.28%
13 PSI 2.26%
14 PEY 2.18%
15 SMRI 2.18%
16 BRNY 2.17%
17 QFHD 2.11%
18 FDIV 2.06%
19 XSD 2.00%
20 OUSM 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.44M (14.32%) 1.96M
Increased by +9.15%
Mar 31, 26
2 Vanguard Group Inc 21.10M (14.10%) 389.17K
Increased by +1.84%
Dec 31, 25
3 Pzena Investment Management, LLC 16.11M (10.76%) 3.48M
Increased by +21.61%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 10.11M (6.76%) 10.11M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 9.78M (6.53%) 9.78M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 8.44M (5.64%) 1.84M
Increased by +21.78%
Mar 31, 26
7 State Street Corporation 7.77M (5.19%) 67.33K
Increased by +0.87%
Mar 31, 24
8 Amvescap Plc. 6.30M (4.21%) 1.61M
Increased by +25.55%
Mar 31, 26
9 Geode Capital Management, LLC 5.84M (3.90%) 1.50M
Increased by +25.69%
Mar 31, 26
10 Fidelity International Ltd 5.21M (3.48%) 15.23K
Increased by +0.29%
Mar 31, 26
11 Charles Schwab Investment Management Inc 4.93M (3.30%) -969.69K
Decreased by -19.66%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 4.61M (3.08%) 753.00K
Increased by +16.33%
Mar 31, 26
13 Barrow Hanley Mewhinney & Strauss LLC 3.61M (2.41%) -48.14K
Decreased by -1.33%
Mar 31, 24
14 Two Sigma Investments LLC 3.47M (2.32%) 1.28M
Increased by +36.89%
Mar 31, 26
15 Victory Capital Management Inc. 3.28M (2.19%) -1.10M
Decreased by -33.53%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 2.74M (1.83%) -54.38K
Decreased by -1.98%
Mar 31, 26
17 Wellington Management Company LLP 2.72M (1.82%) -45.36K
Decreased by -1.67%
Mar 31, 25
18 FMR Inc 2.50M (1.67%) -195.32K
Decreased by -7.82%
Dec 31, 24
19 JPMorgan Chase & Co 2.33M (1.55%) 1.19M
Increased by +51.27%
Sep 30, 25
20 First Trust Advisors L.P. 2.22M (1.48%) 756.28K
Increased by +34.08%
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 4.80M (3.21%) 10.54K
Increased by +0.22%
Apr 30, 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 4.49M (3.00%) 14.19K
Increased by +0.32%
Apr 30, 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 3.90M (2.61%) 69.68K
Increased by +1.79%
Apr 30, 26
7 Schwab US Dividend Equity ETF™ 3.59M (2.40%) 6.95K
Increased by +0.19%
May 30, 26
8 Pzena Large Cap Value 3.53M (2.36%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Windsor Investor Shares 3.53M (2.36%) 1.09M
Increased by +30.81%
Mar 31, 26
10 Vanguard Small Cap Index 3.46M (2.31%) -7.37K
Decreased by -0.21%
Apr 30, 26
11 iShares Select Dividend ETF 3.17M (2.12%) 17.04K
Increased by +0.54%
May 29, 26
12 Invesco S&P 500® Equal Weight ETF 3.04M (2.03%) 5.82K
Increased by +0.19%
May 29, 26
13 iShares Semiconductor ETF 2.85M (1.90%) -82.54K
Decreased by -2.90%
May 29, 26
14 Vulcan Value Partners Focus 2.36M (1.58%) 724.97K
Increased by +30.73%
Dec 31, 24
15 Vanguard Information Technology ETF 2.27M (1.51%) 11.85K
Increased by +0.52%
Apr 30, 26
16 Vanguard Small Cap Value Index Inv 2.23M (1.49%) 17.19K
Increased by +0.77%
Apr 30, 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 1.98M (1.32%) 6.07K
Increased by +0.31%
May 29, 26
20 SPDR® S&P 500® ETF Trust 1.94M (1.30%) -10.15K
Decreased by -0.52%
Mar 31, 25