Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSBA 12.45%
2 KBWR 4.32%
3 FDIQ 3.98%
4 ARB 2.77%
5 SMAP 2.74%
6 FOVL 2.62%
7 MRGR 2.29%
8 MNA 2.07%
9 IAT 2.05%
10 EPSB 1.87%
11 ACSV 1.77%
12 EPMV 1.71%
13 KRU 1.65%
14 FEMD 1.63%
15 FXO 1.50%
16 GRPM 1.49%
17 PXMV 1.45%
18 XMVM 1.45%
19 KRE 1.44%
20 FTXO 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.50M (10.27%) -644.96K
Decreased by -3.91%
Dec 31, 25
2 BlackRock Inc 14.88M (9.26%) -478.34K
Decreased by -3.21%
Dec 31, 25
3 FMR Inc 7.73M (4.81%) -1.01M
Decreased by -13.03%
Dec 31, 25
4 State Street Corporation 7.12M (4.43%) -427.97K
Decreased by -6.01%
Mar 31, 24
5 State Street Corp 6.36M (3.96%) -253.25K
Decreased by -3.98%
Dec 31, 25
6 Dimensional Fund Advisors, Inc. 6.33M (3.94%) -1.59M
Decreased by -25.18%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 5.25M (3.26%) 713.29K
Increased by +13.60%
Dec 31, 25
8 Amvescap Plc. 5.14M (3.20%) -373.33K
Decreased by -7.26%
Mar 31, 26
9 Capital Research & Mgmt Co - Division 3 4.18M (2.60%) 16.68K
Increased by +0.40%
Dec 31, 25
10 Earnest Partners LLC 3.14M (1.95%) -25.07K
Decreased by -0.80%
Dec 31, 25
11 Geode Capital Management, LLC 3.09M (1.92%) -39.93K
Decreased by -1.29%
Dec 31, 25
12 Wellington Management Company LLP 2.86M (1.78%) -51.26K
Decreased by -1.79%
Mar 31, 24
13 UBS Group AG 2.83M (1.76%) 2.22M
Increased by +78.60%
Mar 31, 26
14 Macquarie Group Ltd 2.70M (1.68%) -142.90K
Decreased by -5.29%
Sep 30, 25
15 T. Rowe Price Investment Management,Inc. 2.70M (1.68%) -252.97K
Decreased by -9.38%
Mar 31, 25
16 Millennium Management LLC 2.55M (1.59%) 766.02K
Increased by +30.07%
Dec 31, 24
17 Delaware Management Holdings Inc 2.34M (1.46%) 2.26M
Increased by +96.71%
Dec 31, 25
18 Principal Financial Group Inc 2.32M (1.44%) -32.75K
Decreased by -1.41%
Sep 30, 23
19 NORGES BANK 2.26M (1.40%) -156.89K
Decreased by -6.95%
Dec 31, 25
20 Bank of America Corp 2.22M (1.38%) -219.79K
Decreased by -9.88%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.45M (3.39%) 3.40K
Increased by +0.06%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 5.45M (3.39%) -2.74K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 5.11M (3.18%) 46.08K
Increased by +0.90%
Mar 31, 26
4 Vanguard Small Cap Index 3.72M (2.32%) 61.16K
Increased by +1.64%
Mar 31, 26
5 American Funds Capital Income Bldr A 2.52M (1.57%) 0.00
Increased by 0.00%
Dec 31, 25
6 Invesco Small Cap Value A 2.37M (1.47%) -178.12K
Decreased by -7.52%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 2.37M (1.47%) 17.36K
Increased by +0.73%
Mar 31, 26
8 Vanguard Explorer Inv 2.31M (1.43%) 0.00
Increased by 0.00%
Mar 31, 24
9 T. Rowe Price US Mid-Cap Value Equity 1.96M (1.22%) -6.45K
Decreased by -0.33%
Dec 31, 25
10 T. Rowe Price Mid-Cap Value 1.90M (1.18%) -55.02K
Decreased by -2.89%
Jan 31, 26
11 DFA US Small Cap Value I 1.83M (1.14%) 0.00
Increased by 0.00%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.12%) 43.88K
Increased by +2.44%
Mar 31, 26
13 American Funds IS® Growth-Income 1 1.70M (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
14 Capital Group Core Equity Composite 1.70M (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
15 SPDR® S&P Regional Banking ETF 1.67M (1.04%) 0.00
Increased by 0.00%
Aug 31, 25
16 Delaware Small Cap Value A 1.66M (1.03%) 0.00
Increased by 0.00%
Oct 31, 24
17 T. Rowe Price Small-Cap Value 1.53M (0.95%) -329.00
Decreased by -0.02%
Mar 31, 25
18 BMO Global Equity F 1.51M (0.94%) 877.00
Increased by +0.06%
Jan 31, 26
19 EARNEST Partners Smid Cap Core Fdrs 1.42M (0.88%) 23.74K
Increased by +1.68%
Apr 30, 26
20 EARNEST Partners Smid Cap Core Founders 1.42M (0.88%) 23.74K
Increased by +1.68%
Apr 30, 26