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 ICAP 2.36%
6 SPDV 2.27%
7 FTDS 2.13%
8 TUSA 1.82%
9 IAT 1.64%
10 PFI 1.61%
11 KRE 1.61%
12 VNMC 1.57%
13 PXMV 1.51%
14 XMVM 1.51%
15 RSPF 1.49%
16 GRPM 1.46%
17 SPHB 1.46%
18 FXO 1.36%
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 14.02M (9.68%) 279.70K
Increased by +1.99%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 10.86M (7.50%) 10.86M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 7.48M (5.16%) 56.44K
Increased by +0.75%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.60M (4.56%) 6.60M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 6.45M (4.46%) -6.03M
Decreased by -93.43%
Mar 31, 24
7 State Street Corp 5.88M (4.06%) -200.82K
Decreased by -3.41%
Mar 31, 26
8 Charles Schwab Investment Management Inc 4.88M (3.37%) 195.00K
Increased by +3.99%
Dec 31, 24
9 LSV Asset Management 3.91M (2.70%) 22.21K
Increased by +0.57%
Mar 31, 26
10 Citadel Advisors Llc 3.63M (2.51%) 35.28K
Increased by +0.97%
Sep 30, 25
11 Morgan Stanley - Brokerage Accounts 3.06M (2.11%) -91.65K
Decreased by -3.00%
Mar 31, 26
12 Geode Capital Management, LLC 3.03M (2.10%) 70.65K
Increased by +2.33%
Mar 31, 26
13 Vaughan Nelson Scarbrgh & Mccullough LP 2.96M (2.05%) -279.60K
Decreased by -9.43%
Dec 31, 25
14 Fiduciary Management, Inc. of Milwaukee 2.79M (1.93%) -106.65K
Decreased by -3.83%
Mar 31, 26
15 Fuller & Thaler Asset Management Inc 2.59M (1.79%) -1.98M
Decreased by -76.32%
Mar 31, 26
16 Loomis, Sayles & Company LP 2.48M (1.71%) -983.08K
Decreased by -39.62%
Sep 30, 23
17 FMR Inc 2.44M (1.69%) -2.88M
Decreased by -117.96%
Sep 30, 23
18 AQR Capital Management LLC 2.24M (1.55%) 746.09K
Increased by +33.24%
Mar 31, 26
19 Two Sigma Investments LLC 2.19M (1.51%) 1.06M
Increased by +48.49%
Mar 31, 26
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 4.99M (3.44%) 0.00
Increased by 0.00%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.68M (3.24%) 8.77K
Increased by +0.19%
Apr 30, 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 (2.35%) -6.63K
Decreased by -0.19%
Apr 30, 26
7 FullerThaler Behavioral Sm-Cp Eq R6 2.48M (1.72%) 6.30K
Increased by +0.25%
Apr 30, 26
8 SPDR® Portfolio S&P 500 High Div ETF 2.43M (1.68%) 4.74K
Increased by +0.20%
Jan 31, 24
9 Invesco S&P 500® Equal Weight ETF 2.41M (1.66%) 11.24K
Increased by +0.47%
Jan 31, 24
10 Vanguard Small Cap Value Index Inv 2.19M (1.51%) 16.09K
Increased by +0.73%
Apr 30, 26
11 FullerThaler Beh Small-Cap Equity SMA 2.18M (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
12 FullerThaler Behavioral Small-Cap Equity 2.18M (1.51%) -223.70K
Decreased by -10.25%
Dec 31, 25
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 1.67M (1.15%) 17.03K
Increased by +1.02%
Apr 30, 26