Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 4.50%
2 RISN 3.18%
3 PFI 2.69%
4 DVLU 2.49%
5 FTDS 2.08%
6 SWIN_old 1.85%
7 GRNJ 1.79%
8 KRU 1.72%
9 MVPA 1.62%
10 GRPM 1.62%
11 VNMC 1.57%
12 KRE 1.57%
13 RSMC 1.51%
14 CSMD 1.50%
15 BOUT 1.47%
16 FXO 1.37%
17 IAT 1.33%
18 SCAP 1.18%
19 XMVM 1.18%
20 PXMV 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.98M (10.76%) 462.72K
Increased by +4.21%
Mar 31, 26
2 Vanguard Group Inc 10.34M (10.13%) -165.10K
Decreased by -1.60%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 7.84M (7.69%) -904.13K
Decreased by -11.53%
Mar 31, 26
4 Amvescap Plc. 5.22M (5.11%) -767.63K
Decreased by -14.71%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.21M (5.11%) 5.21M
Increased by +100.00%
Mar 31, 26
6 Wellington Management Company LLP 4.70M (4.61%) 2.43M
Increased by +51.72%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.65M (4.56%) 4.65M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 4.20M (4.12%) -6.00K
Decreased by -0.14%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 3.81M (3.74%) 36.53K
Increased by +0.96%
Mar 31, 26
10 State Street Corporation 3.36M (3.29%) -1.49M
Decreased by -44.41%
Mar 31, 24
11 Davis Asset Management, L.P. 3.08M (3.02%) 583.00K
Increased by +18.91%
Mar 31, 26
12 FMR Inc 2.38M (2.33%) -227.60K
Decreased by -9.57%
Mar 31, 26
13 Barrow Hanley Mewhinney & Strauss LLC 2.36M (2.32%) -4.09M
Decreased by -172.98%
Mar 31, 26
14 Geode Capital Management, LLC 2.11M (2.07%) 85.40K
Increased by +4.04%
Mar 31, 26
15 Vaughan Nelson Scarbrgh & Mccullough LP 1.97M (1.93%) 62.20K
Increased by +3.16%
Jun 30, 25
16 BMO Capital Markets Corp. 1.87M (1.83%) 474.65K
Increased by +25.40%
Mar 31, 26
17 Bank of Montreal 1.87M (1.83%) 474.65K
Increased by +25.40%
Mar 31, 26
18 William Blair Investment Management, LLC 1.71M (1.68%) -683.22K
Decreased by -39.92%
Dec 31, 25
19 T. Rowe Price Investment Management,Inc. 1.71M (1.67%) -2.64M
Decreased by -154.60%
Mar 31, 26
20 Balyasny Asset Management LLC 1.61M (1.58%) 567.03K
Increased by +35.22%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.48M (3.41%) 654.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 3.34M (3.28%) 2.46K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.30M (3.24%) 7.93K
Increased by +0.24%
Apr 30, 26
4 Invesco Small Cap Value A 2.60M (2.55%) 273.32K
Increased by +10.52%
Apr 30, 26
5 Vanguard Small Cap Index 2.40M (2.36%) -5.23K
Decreased by -0.22%
Apr 30, 26
6 T. Rowe Price All-Cap Opportunities Fund 2.07M (2.03%) 132.30K
Increased by +6.39%
Apr 30, 26
7 T. Rowe Price US All-Cap Opp Eq Comp 1.94M (1.90%) 41.22K
Increased by +2.13%
Mar 31, 26
8 Janus Henderson Opportunistic Alpha MA 1.74M (1.70%) 1.74M
Increased by +99.99%
Jun 30, 24
9 Barrow Hanley Global Value Equity 1.69M (1.65%) 613.19K
Increased by +36.39%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 1.55M (1.51%) 11.35K
Increased by +0.73%
Apr 30, 26
11 Invesco Value Opportunities A 1.54M (1.50%) 230.18K
Increased by +14.99%
Apr 30, 26
12 T. Rowe Price US All-Cap Opp Eq SMA 1.40M (1.37%) 65.30K
Increased by +4.67%
Dec 31, 24
13 Janus Henderson Contrarian D 1.33M (1.30%) 0.00
Increased by 0.00%
Mar 31, 26
14 Janus Henderson US Opportunistic Alpha 1.33M (1.30%) -22.99K
Decreased by -1.73%
Mar 31, 26
15 T. Rowe Price US Mid-Cap Value Equity 1.32M (1.29%) -385.69K
Decreased by -29.19%
Mar 31, 26
16 T. Rowe Price Mid-Cap Value 1.32M (1.29%) -863.00
Decreased by -0.07%
Apr 30, 26
17 SPDR® S&P Regional Banking ETF 1.21M (1.18%) 0.00
Increased by 0.00%
Aug 31, 25
18 BMO Global Equity F 1.19M (1.17%) 174.98K
Increased by +14.71%
May 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.16M (1.14%) 10.48K
Increased by +0.90%
Apr 30, 26
20 Smead US Value Composite 1.09M (1.07%) -33.05K
Decreased by -3.04%
Apr 30, 26