Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 6.12%
2 CTEF 4.27%
3 ADPV 4.22%
4 CNAV 4.15%
5 RJDI 4.05%
6 PEZ 4.01%
7 BUL 3.55%
8 MVFD 3.39%
9 WCMG 3.25%
10 FMTM 3.17%
11 ABFL 2.89%
12 HCOW 2.89%
13 GDIV 2.86%
14 COWS 2.84%
15 WLDR 2.82%
16 SPDV 2.81%
17 RJMG 2.56%
18 SMRI 2.49%
19 XVOL 2.33%
20 YOKE 2.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.03M (12.45%) -404.04K
Decreased by -1.61%
Dec 31, 25
2 BlackRock Inc 18.35M (9.12%) -530.89K
Decreased by -2.89%
Mar 31, 26
3 Vanguard Capital Management, LLC 13.16M (6.54%) 13.16M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 10.11M (5.03%) 10.11M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 9.40M (4.67%) -180.50K
Decreased by -1.92%
Mar 31, 26
6 State Street Corporation 9.11M (4.53%) -560.95K
Decreased by -6.16%
Mar 31, 24
7 JPMorgan Chase & Co 8.61M (4.28%) 96.83K
Increased by +1.13%
Sep 30, 24
8 Geode Capital Management, LLC 8.10M (4.03%) 2.18M
Increased by +26.97%
Mar 31, 26
9 Schroder Investment Management Group 7.07M (3.52%) -2.28M
Decreased by -32.21%
Mar 31, 26
10 Victory Capital Management Inc. 6.82M (3.39%) 305.66K
Increased by +4.48%
Sep 30, 23
11 Lombard Odier Asset Management (Europe) Ltd 5.43M (2.70%) 5.38M
Increased by +99.04%
Sep 30, 25
12 FMR Inc 5.10M (2.54%) -344.51K
Decreased by -6.76%
Mar 31, 26
13 SRS Investment Management, LLC 5.05M (2.51%) 5.84K
Increased by +0.12%
Mar 31, 26
14 Bank of America Corp 5.04M (2.51%) 429.34K
Increased by +8.52%
Mar 31, 26
15 Pacer Advisors, INC. 4.53M (2.25%) -1.55M
Decreased by -34.19%
Dec 31, 24
16 Ameriprise Financial Inc 3.90M (1.94%) 31.07K
Increased by +0.80%
Mar 31, 26
17 AQR Capital Management LLC 3.75M (1.86%) 79.18K
Increased by +2.11%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 3.28M (1.63%) -47.58K
Decreased by -1.45%
Mar 31, 26
19 Franklin Resources Inc 3.14M (1.56%) -2.81M
Decreased by -89.38%
Mar 31, 24
20 Ninety One UK Limited 3.12M (1.55%) -2.55M
Decreased by -81.95%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.28M (3.62%) 5.40K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.45M (3.21%) 15.44K
Increased by +0.24%
Apr 30, 26
3 Schwab US Dividend Equity ETF™ 6.05M (3.01%) 5.00K
Increased by +0.08%
Feb 28, 25
4 Vanguard 500 Index Investor 5.25M (2.61%) 94.02K
Increased by +1.79%
Apr 30, 26
5 Victory Sycamore Established Value R 4.78M (2.38%) 660.00K
Increased by +13.81%
Sep 30, 23
6 Vanguard Small Cap Index 4.66M (2.32%) -9.54K
Decreased by -0.20%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 3.00M (1.49%) 21.37K
Increased by +0.71%
Apr 30, 26
8 Franklin Mutual Shares Z 2.76M (1.37%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Equity-Income Inv 2.75M (1.37%) -128.98K
Decreased by -4.69%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 2.71M (1.35%) 6.12K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.70M (1.34%) 17.19K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.67M (1.33%) 8.14K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 2.59M (1.29%) 8.93K
Increased by +0.34%
Apr 30, 26
14 SPDR® S&P 500 ETF 2.58M (1.28%) -367.63K
Decreased by -14.28%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.51M (1.25%) -13.18K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.50M (1.24%) 30.87K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 2.43M (1.21%) 2.60K
Increased by +0.11%
May 31, 26
18 JPM US Mid Cap Value-MA 2.42M (1.20%) 2.41M
Increased by +99.59%
Sep 30, 23
19 JPMorgan Mid Cap Value L 2.38M (1.18%) -45.73K
Decreased by -1.92%
Dec 31, 23
20 JPM US Mid Cap Value-Composite 1.90M (0.94%) -20.81K
Decreased by -1.10%
Jun 30, 24