Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.38%
2 DIP 3.34%
3 LBAY 3.32%
4 RDIV 2.82%
5 PEY 2.29%
6 BVAL 2.06%
7 SPVM_old 2.02%
8 RSPD 1.95%
9 KNGZ 1.92%
10 RNDV 1.85%
11 WBIG 1.80%
12 RCD 1.73%
13 PXLV 1.62%
14 SPDV 1.47%
15 SPHD 1.46%
16 DIVL 1.20%
17 PMOM 1.18%
18 SPYD 1.15%
19 BSMC 1.02%
20 SYLD 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.26M (9.74%) -59.08K
Decreased by -0.94%
Dec 31, 25
2 Vanguard Group Inc 5.48M (8.54%) -13.03K
Decreased by -0.24%
Dec 31, 25
3 Appaloosa LP 3.91M (6.08%) -1.59M
Decreased by -40.66%
Dec 31, 25
4 PRIMECAP Management Company 3.75M (5.83%) -69.70K
Decreased by -1.86%
Mar 31, 26
5 FMR Inc 3.69M (5.75%) 494.60K
Increased by +13.39%
Dec 31, 25
6 Newport Trust Co. 2.58M (4.02%) 190.64K
Increased by +7.38%
Mar 31, 26
7 Charles Schwab Investment Management Inc 2.43M (3.78%) 80.12K
Increased by +3.30%
Dec 31, 25
8 RWWM Inc 2.42M (3.77%) 1.59M
Increased by +65.71%
Mar 31, 26
9 Boston Partners Global Investors, Inc 2.11M (3.29%) -361.43K
Decreased by -17.12%
Dec 31, 23
10 UBS Group AG 1.87M (2.91%) 1.21M
Increased by +64.98%
Mar 31, 26
11 State Street Corp 1.74M (2.70%) -9.63K
Decreased by -0.55%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 1.70M (2.64%) -144.79K
Decreased by -8.52%
Mar 31, 26
13 State Street Corporation 1.61M (2.50%) -958.01K
Decreased by -59.53%
Mar 31, 24
14 Greenhaven Associates Inc 1.59M (2.47%) -526.86K
Decreased by -33.24%
Sep 30, 23
15 Geode Capital Management, LLC 1.28M (1.99%) 29.16K
Increased by +2.28%
Dec 31, 25
16 Nuveen Asset Management, LLC 1.21M (1.88%) 199.66K
Increased by +16.52%
Dec 31, 24
17 Lyrical Asset Management LP 1.07M (1.66%) 34.68K
Increased by +3.25%
Mar 31, 24
18 HighTower Advisors, LLC 1.07M (1.66%) -131.69K
Decreased by -12.35%
Dec 31, 25
19 D. E. Shaw & Co LP 1.02M (1.59%) 907.51K
Increased by +88.83%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 975.45K (1.52%) -270.25K
Decreased by -27.71%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 2.57M (4.00%) -17.50K
Decreased by -0.68%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.14M (3.33%) -1.07K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 2.02M (3.14%) 10.93K
Increased by +0.54%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 1.73M (2.70%) 3.20K
Increased by +0.18%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.72M (2.68%) 1.12K
Increased by +0.06%
Sep 30, 24
6 iShares Select Dividend ETF 1.61M (2.50%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard Small Cap Index 1.47M (2.28%) 25.15K
Increased by +1.72%
Mar 31, 26
8 Fidelity High Dividend ETF 1.42M (2.21%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Institutional 500 Index Trust 1.34M (2.09%) 4.35K
Increased by +0.32%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 931.52K (1.45%) 6.79K
Increased by +0.73%
Mar 31, 26
11 JHancock Disciplined Value Mid Cap I 903.63K (1.41%) -24.81K
Decreased by -2.75%
Dec 31, 23
12 Invesco S&P 500® Equal Weight ETF 842.11K (1.31%) 3.94K
Increased by +0.47%
Jan 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 707.92K (1.10%) 20.81K
Increased by +2.94%
Mar 31, 26
14 Fidelity 500 Index 657.87K (1.02%) 6.62K
Increased by +1.01%
Feb 29, 24
15 Vanguard PRIMECAP Core Inv 656.94K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
16 SPDR® S&P 500 ETF Trust 650.10K (1.01%) 4.98K
Increased by +0.77%
Jan 31, 24
17 Fidelity® 500 Index 638.79K (0.99%) 4.07K
Increased by +0.64%
Nov 30, 23
18 Fidelity Series Large Cap Stock 633.06K (0.99%) 23.60K
Increased by +3.73%
Mar 31, 26
19 SPDR® Portfolio S&P 500 High Div ETF 595.89K (0.93%) 1.16K
Increased by +0.20%
Jan 31, 24
20 Fidelity Value 586.40K (0.91%) 165.20K
Increased by +28.17%
Mar 31, 26