Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KRE 2.61%
2 KRU 2.45%
3 DDIV 2.39%
4 SPDV 2.27%
5 FTDS 1.95%
6 DVLU 1.88%
7 DPST 1.84%
8 TUSA 1.82%
9 VNMC 1.57%
10 IAT 1.49%
11 RSPF 1.49%
12 SPHB 1.46%
13 RYF 1.26%
14 ALTL 1.25%
15 KBWB 1.24%
16 FTXO 1.24%
17 PXLG 1.11%
18 SPYD 1.09%
19 RFV 1.09%
20 KBE 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.04M (13.16%) 285.59K
Increased by +1.50%
Dec 31, 24
2 BlackRock Inc 13.70M (9.47%) 450.47K
Increased by +3.29%
Dec 31, 24
3 State Street Corp 7.42M (5.13%) 378.89K
Increased by +5.11%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 6.81M (4.70%) 175.66K
Increased by +2.58%
Dec 31, 24
5 State Street Corporation 6.45M (4.46%) -6.03M
Decreased by -93.43%
Mar 31, 24
6 Charles Schwab Investment Management Inc 4.88M (3.37%) 195.00K
Increased by +3.99%
Dec 31, 24
7 LSV Asset Management 3.65M (2.53%) -294.20K
Decreased by -8.05%
Dec 31, 24
8 Citadel Advisors Llc 3.59M (2.48%) -114.52K
Decreased by -3.19%
Dec 31, 24
9 Vaughan Nelson Scarbrgh & Mccullough LP 2.70M (1.87%) 14.07K
Increased by +0.52%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 2.64M (1.82%) -66.86K
Decreased by -2.53%
Dec 31, 24
11 Geode Capital Management, LLC 2.64M (1.82%) -2.07K
Decreased by -0.08%
Dec 31, 24
12 Loomis, Sayles & Company LP 2.48M (1.71%) -983.08K
Decreased by -39.62%
Sep 30, 23
13 FMR Inc 2.44M (1.69%) -2.88M
Decreased by -117.96%
Sep 30, 23
14 Fiduciary Management, Inc. of Milwaukee 2.29M (1.59%) -3.37K
Decreased by -0.15%
Dec 31, 24
15 First Trust Advisors L.P. 2.27M (1.57%) 390.60K
Increased by +17.23%
Dec 31, 24
16 Millennium Management LLC 2.20M (1.52%) 2.18M
Increased by +99.19%
Mar 31, 24
17 Thrivent Financial For Lutherans 2.10M (1.45%) -46.32K
Decreased by -2.20%
Dec 31, 24
18 Massachusetts Financial Services Company 2.07M (1.43%) -727.45K
Decreased by -35.22%
Sep 30, 23
19 AllianceBernstein L.P. 1.98M (1.37%) -198.29K
Decreased by -10.01%
Dec 31, 24
20 Arrowstreet Capital Limited Partnership 1.94M (1.34%) -498.67K
Decreased by -25.66%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.80M (3.32%) 3.61K
Increased by +0.08%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 4.63M (3.20%) 2.06K
Increased by +0.04%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 3.88M (2.68%) 3.20K
Increased by +0.08%
Feb 28, 25
4 Vanguard Small Cap Index 3.77M (2.61%) 3.07K
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 Value Index Inv 2.48M (1.72%) -8.41K
Decreased by -0.34%
Feb 28, 25
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 Vanguard Institutional Extnd Mkt Idx Tr 2.24M (1.55%) 7.43K
Increased by +0.33%
Feb 28, 25
10 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.87M (1.29%) 302.30K
Increased by +16.17%
Sep 30, 23
11 Fuller & Thaler Behavioral Small-Cap Eq 1.87M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
12 Vanguard Equity-Income Inv 1.86M (1.28%) -88.99K
Decreased by -4.79%
Dec 31, 24
13 SPDR® S&P Regional Banking ETF 1.81M (1.25%) -49.50K
Decreased by -2.74%
Feb 28, 25
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 (1.19%) 10.99K
Increased by +0.64%
Nov 30, 23
17 First Trust SMID Cp Rising Div Achv ETF 1.64M (1.13%) 3.51K
Increased by +0.21%
Feb 27, 25
18 iShares Core S&P 500 ETF 1.52M (1.05%) 1.23K
Increased by +0.08%
Jan 31, 24
19 DFA US Small Cap Value I 1.52M (1.05%) 0.00
Increased by 0.00%
Jan 31, 25
20 FullerThaler Behavioral Small-Cap Equity 1.23M (0.85%) -54.70K
Decreased by -4.46%
Sep 30, 24