Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 3.20%
2 DVLU 3.03%
3 KRE 2.48%
4 KRU 2.45%
5 SPDV 2.27%
6 FTDS 1.95%
7 TUSA 1.82%
8 DPST 1.62%
9 VNMC 1.57%
10 RSPF 1.49%
11 SPHB 1.46%
12 IAT 1.45%
13 XMVM 1.35%
14 GRPM 1.29%
15 RYF 1.26%
16 ALTL 1.25%
17 FTXO 1.17%
18 KBWB 1.16%
19 PXLG 1.11%
20 SPYD 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.73M (12.97%) -311.39K
Decreased by -1.66%
Mar 31, 25
2 BlackRock Inc 13.77M (9.54%) 75.94K
Increased by +0.55%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 7.04M (4.88%) 233.25K
Increased by +3.31%
Mar 31, 25
4 State Street Corp 6.96M (4.82%) -464.58K
Decreased by -6.68%
Mar 31, 25
5 State Street Corporation 6.45M (4.47%) -6.03M
Decreased by -93.43%
Mar 31, 24
6 Charles Schwab Investment Management Inc 4.88M (3.38%) 195.00K
Increased by +3.99%
Dec 31, 24
7 LSV Asset Management 3.79M (2.63%) 136.87K
Increased by +3.61%
Mar 31, 25
8 Citadel Advisors Llc 3.78M (2.62%) 192.10K
Increased by +5.08%
Mar 31, 25
9 Geode Capital Management, LLC 2.91M (2.02%) 275.18K
Increased by +9.45%
Mar 31, 25
10 AQR Capital Management LLC 2.87M (1.99%) 2.19M
Increased by +76.55%
Mar 31, 25
11 Vaughan Nelson Scarbrgh & Mccullough LP 2.59M (1.80%) -103.91K
Decreased by -4.00%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 2.55M (1.77%) -86.95K
Decreased by -3.41%
Mar 31, 25
13 Loomis, Sayles & Company LP 2.48M (1.72%) -983.08K
Decreased by -39.62%
Sep 30, 23
14 FMR Inc 2.44M (1.69%) -2.88M
Decreased by -117.96%
Sep 30, 23
15 Fiduciary Management, Inc. of Milwaukee 2.29M (1.59%) -1.84K
Decreased by -0.08%
Mar 31, 25
16 First Trust Advisors L.P. 2.27M (1.57%) 390.60K
Increased by +17.23%
Dec 31, 24
17 Millennium Management LLC 2.20M (1.52%) 2.18M
Increased by +99.19%
Mar 31, 24
18 Fuller & Thaler Asset Management Inc 2.13M (1.48%) 778.86K
Increased by +36.51%
Mar 31, 25
19 Thrivent Financial For Lutherans 2.10M (1.46%) -46.32K
Decreased by -2.20%
Dec 31, 24
20 Massachusetts Financial Services Company 2.07M (1.43%) -727.45K
Decreased by -35.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.80M (3.32%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.74M (3.28%) 100.48K
Increased by +2.12%
Apr 30, 25
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 (2.69%) 3.20K
Increased by +0.08%
Feb 28, 25
5 Vanguard Small Cap Index 3.71M (2.57%) 22.80K
Increased by +0.61%
Apr 30, 25
6 Vanguard Institutional 500 Index Trust 3.67M (2.54%) 50.84K
Increased by +1.39%
Jan 31, 24
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 (1.67%) 11.24K
Increased by +0.47%
Jan 31, 24
9 Vanguard Small Cap Value Index Inv 2.40M (1.66%) 7.55K
Increased by +0.31%
Apr 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.29M (1.59%) 9.29K
Increased by +0.41%
Apr 30, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 1.90M (1.32%) 751.30K
Increased by +39.48%
Mar 31, 25
12 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.87M (1.29%) 302.30K
Increased by +16.17%
Sep 30, 23
13 Fuller & Thaler Behavioral Small-Cap Eq 1.87M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity 500 Index 1.78M (1.23%) 17.87K
Increased by +1.01%
Feb 29, 24
15 SPDR® S&P 500 ETF Trust 1.77M (1.22%) 13.29K
Increased by +0.75%
Jan 31, 24
16 Fidelity® 500 Index 1.73M (1.20%) 10.99K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P Regional Banking ETF 1.69M (1.17%) -5.99K
Decreased by -0.36%
May 31, 25
18 Vanguard Equity-Income Inv 1.68M (1.16%) -179.01K
Decreased by -10.65%
Mar 31, 25
19 DFA US Small Cap Value I 1.64M (1.14%) 73.67K
Increased by +4.48%
Apr 30, 25
20 First Trust SMID Cp Rising Div Achv ETF 1.64M (1.14%) 3.51K
Increased by +0.21%
Feb 27, 25