Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 3.77%
2 DDIV 3.54%
3 DVLU 3.35%
4 KRU 2.45%
5 SPDV 2.27%
6 ICAP 2.19%
7 FTDS 2.01%
8 TUSA 1.82%
9 IAT 1.62%
10 VNMC 1.57%
11 KRE 1.56%
12 PFI 1.52%
13 RSPF 1.49%
14 SPHB 1.46%
15 PXMV 1.45%
16 XMVM 1.45%
17 GRPM 1.40%
18 FXO 1.29%
19 RYF 1.26%
20 ALTL 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.40M (12.71%) -388.40K
Decreased by -2.11%
Dec 31, 25
2 BlackRock Inc 13.74M (9.49%) -39.49K
Decreased by -0.29%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 7.48M (5.16%) 56.44K
Increased by +0.75%
Mar 31, 26
4 State Street Corporation 6.45M (4.46%) -6.03M
Decreased by -93.43%
Mar 31, 24
5 State Street Corp 6.08M (4.20%) -135.08K
Decreased by -2.22%
Dec 31, 25
6 Charles Schwab Investment Management Inc 4.88M (3.37%) 195.00K
Increased by +3.99%
Dec 31, 24
7 LSV Asset Management 3.91M (2.70%) 22.21K
Increased by +0.57%
Mar 31, 26
8 Citadel Advisors Llc 3.63M (2.51%) 35.28K
Increased by +0.97%
Sep 30, 25
9 Morgan Stanley - Brokerage Accounts 3.15M (2.18%) 306.72K
Increased by +9.73%
Dec 31, 25
10 Vaughan Nelson Scarbrgh & Mccullough LP 2.96M (2.05%) -279.60K
Decreased by -9.43%
Dec 31, 25
11 Geode Capital Management, LLC 2.96M (2.05%) 30.88K
Increased by +1.04%
Dec 31, 25
12 Fiduciary Management, Inc. of Milwaukee 2.89M (2.00%) -134.68K
Decreased by -4.65%
Dec 31, 25
13 Fuller & Thaler Asset Management Inc 2.59M (1.79%) -1.98M
Decreased by -76.32%
Mar 31, 26
14 Loomis, Sayles & Company LP 2.48M (1.71%) -983.08K
Decreased by -39.62%
Sep 30, 23
15 FMR Inc 2.44M (1.69%) -2.88M
Decreased by -117.96%
Sep 30, 23
16 Massachusetts Financial Services Company 2.07M (1.43%) -727.45K
Decreased by -35.22%
Sep 30, 23
17 Thrivent Financial For Lutherans 2.04M (1.41%) 122.81K
Increased by +6.02%
Sep 30, 25
18 Arrowstreet Capital Limited Partnership 1.90M (1.31%) 79.24K
Increased by +4.18%
Dec 31, 25
19 NORGES BANK 1.81M (1.25%) 248.37K
Increased by +13.76%
Dec 31, 25
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.61M (1.11%) -526.10K
Decreased by -32.75%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.99M (3.44%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 4.68M (3.23%) 18.33K
Increased by +0.39%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.64M (3.21%) 2.89K
Increased by +0.06%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.88M (2.68%) 3.20K
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 3.67M (2.53%) 50.84K
Increased by +1.39%
Jan 31, 24
6 Vanguard Small Cap Index 3.41M (2.36%) 61.30K
Increased by +1.80%
Mar 31, 26
7 SPDR® Portfolio S&P 500 High Div ETF 2.43M (1.68%) 4.74K
Increased by +0.20%
Jan 31, 24
8 Invesco S&P 500® Equal Weight ETF 2.41M (1.66%) 11.24K
Increased by +0.47%
Jan 31, 24
9 FullerThaler Beh Small-Cap Equity SMA 2.18M (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 2.18M (1.51%) -223.70K
Decreased by -10.25%
Dec 31, 25
11 FullerThaler Behavioral Small-Cap Equity 2.18M (1.51%) -223.70K
Decreased by -10.25%
Dec 31, 25
12 Vanguard Small Cap Value Index Inv 2.17M (1.50%) 19.52K
Increased by +0.90%
Mar 31, 26
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.87M (1.29%) 302.30K
Increased by +16.17%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.87M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
15 SPDR® S&P Regional Banking ETF 1.84M (1.27%) 0.00
Increased by 0.00%
Aug 31, 25
16 Vanguard Equity-Income Inv 1.83M (1.26%) -60.35K
Decreased by -3.30%
Mar 31, 26
17 Fidelity 500 Index 1.78M (1.23%) 17.87K
Increased by +1.01%
Feb 29, 24
18 SPDR® S&P 500 ETF Trust 1.77M (1.22%) 13.29K
Increased by +0.75%
Jan 31, 24
19 Fidelity® 500 Index 1.73M (1.19%) 10.99K
Increased by +0.64%
Nov 30, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 1.65M (1.14%) 44.05K
Increased by +2.67%
Mar 31, 26