Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 3.95%
2 SMAP 2.69%
3 FOVL 2.49%
4 KRE 1.83%
5 IAT 1.79%
6 FTXO 1.76%
7 KRU 1.65%
8 DPST 1.32%
9 XMVM 1.18%
10 KBE 1.09%
11 FXO 0.95%
12 TMSL 0.92%
13 PAMC 0.77%
14 CGDG 0.77%
15 DFSV 0.71%
16 IJJ 0.66%
17 MDYV 0.66%
18 RFV 0.64%
19 IVOV 0.63%
20 CZA 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.89M (10.75%) -130.08K
Decreased by -0.73%
Mar 31, 25
2 BlackRock Inc 15.90M (9.56%) -129.58K
Decreased by -0.81%
Mar 31, 25
3 FMR Inc 9.91M (5.95%) 1.41M
Increased by +14.27%
Mar 31, 25
4 State Street Corporation 7.12M (4.28%) -427.97K
Decreased by -6.01%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 7.11M (4.27%) 487.26K
Increased by +6.86%
Mar 31, 25
6 State Street Corp 7.05M (4.24%) -616.19K
Decreased by -8.74%
Mar 31, 25
7 Amvescap Plc. 4.90M (2.94%) -37.42K
Decreased by -0.76%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 4.60M (2.76%) 42.41K
Increased by +0.92%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 4.16M (2.50%) 28.44K
Increased by +0.68%
Mar 31, 25
10 Citadel Advisors Llc 3.24M (1.95%) 1.84M
Increased by +56.75%
Sep 30, 24
11 Earnest Partners LLC 3.14M (1.89%) -9.52K
Decreased by -0.30%
Mar 31, 25
12 Geode Capital Management, LLC 3.14M (1.89%) 170.11K
Increased by +5.41%
Mar 31, 25
13 American Century Companies Inc 3.02M (1.81%) 48.94K
Increased by +1.62%
Mar 31, 25
14 Macquarie Group Ltd 2.92M (1.75%) -179.26K
Decreased by -6.14%
Mar 31, 25
15 Wellington Management Company LLP 2.86M (1.72%) -51.26K
Decreased by -1.79%
Mar 31, 24
16 T. Rowe Price Investment Management,Inc. 2.70M (1.62%) -252.97K
Decreased by -9.38%
Mar 31, 25
17 Bank of America Corp 2.56M (1.54%) -83.92K
Decreased by -3.28%
Mar 31, 25
18 Millennium Management LLC 2.55M (1.53%) 766.02K
Increased by +30.07%
Dec 31, 24
19 Azora Capital LP 2.33M (1.40%) 449.58K
Increased by +19.26%
Dec 31, 24
20 Principal Financial Group Inc 2.32M (1.39%) -32.75K
Decreased by -1.41%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.55M (3.33%) -17.89K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 5.49M (3.30%) 75.88K
Increased by +1.38%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 5.45M (3.28%) 3.40K
Increased by +0.06%
Sep 30, 24
4 Vanguard Small Cap Index 4.30M (2.59%) 26.07K
Increased by +0.61%
Apr 30, 25
5 Vanguard Small Cap Value Index Inv 2.78M (1.67%) 8.75K
Increased by +0.31%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.65M (1.60%) 21.17K
Increased by +0.80%
Apr 30, 25
7 American Funds Capital Income Bldr A 2.52M (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
8 Invesco Small Cap Value A 2.40M (1.44%) 86.76K
Increased by +3.61%
Mar 31, 25
9 Vanguard Explorer Inv 2.31M (1.39%) 0.00
Increased by 0.00%
Mar 31, 24
10 American Century Small Cap Value Inv 2.20M (1.32%) 15.00K
Increased by +0.68%
Mar 31, 25
11 American Century U.S. Small Cap Value 2.20M (1.32%) 15.00K
Increased by +0.68%
Mar 31, 25
12 T. Rowe Price Mid-Cap Value 2.19M (1.31%) -538.00
Decreased by -0.02%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Value Equity 2.19M (1.31%) -2.16K
Decreased by -0.10%
Mar 31, 25
14 American Funds IS® Growth-Income 1 1.70M (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
15 Capital Group Core Equity Composite 1.70M (1.02%) 0.00
Increased by 0.00%
Sep 30, 23
16 Delaware Small Cap Value A 1.66M (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fidelity Low-Priced Stock 1.64M (0.99%) -2.68K
Decreased by -0.16%
Feb 28, 25
18 DFA US Small Cap Value I 1.64M (0.98%) 82.83K
Increased by +5.05%
Mar 31, 25
19 T. Rowe Price Small-Cap Value 1.53M (0.92%) -329.00
Decreased by -0.02%
Mar 31, 25
20 Macquarie Small Cap Value A 1.43M (0.86%) 0.00
Increased by 0.00%
Mar 31, 25