Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 3.54%
2 DVLU 3.35%
3 KRU 2.45%
4 SPDV 2.27%
5 KRE 1.96%
6 FTDS 1.95%
7 TUSA 1.82%
8 VNMC 1.57%
9 IAT 1.55%
10 RSPF 1.49%
11 SPHB 1.46%
12 XMVM 1.40%
13 PXMV 1.40%
14 GRPM 1.35%
15 FXO 1.31%
16 DPST 1.30%
17 RYF 1.26%
18 ALTL 1.25%
19 KBWB 1.16%
20 PXLG 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.31M (13.36%) 582.39K
Increased by +3.02%
Jun 30, 25
2 BlackRock Inc 13.89M (9.61%) 112.16K
Increased by +0.81%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 7.31M (5.06%) 272.05K
Increased by +3.72%
Jun 30, 25
4 State Street Corp 6.61M (4.57%) -350.48K
Decreased by -5.31%
Jun 30, 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 3.96M (2.74%) 169.09K
Increased by +4.27%
Jun 30, 25
8 Citadel Advisors Llc 3.60M (2.49%) -178.66K
Decreased by -4.96%
Jun 30, 25
9 Geode Capital Management, LLC 2.91M (2.01%) -857.00
Decreased by -0.03%
Jun 30, 25
10 Vaughan Nelson Scarbrgh & Mccullough LP 2.83M (1.96%) 240.33K
Increased by +8.48%
Jun 30, 25
11 Fuller & Thaler Asset Management Inc 2.70M (1.87%) 566.12K
Increased by +20.97%
Jun 30, 25
12 Fiduciary Management, Inc. of Milwaukee 2.65M (1.83%) 359.46K
Increased by +13.56%
Jun 30, 25
13 Loomis, Sayles & Company LP 2.48M (1.72%) -983.08K
Decreased by -39.62%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 2.46M (1.70%) -89.47K
Decreased by -3.63%
Jun 30, 25
15 FMR Inc 2.44M (1.69%) -2.88M
Decreased by -117.96%
Sep 30, 23
16 First Trust Advisors L.P. 2.27M (1.57%) 390.60K
Increased by +17.23%
Dec 31, 24
17 AQR Capital Management LLC 2.25M (1.56%) -614.43K
Decreased by -27.28%
Jun 30, 25
18 Millennium Management LLC 2.20M (1.52%) 2.18M
Increased by +99.19%
Mar 31, 24
19 Massachusetts Financial Services Company 2.07M (1.43%) -727.45K
Decreased by -35.22%
Sep 30, 23
20 Thrivent Financial For Lutherans 1.92M (1.33%) 587.47K
Increased by +30.63%
Jun 30, 25

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%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.64M (3.21%) 2.89K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.63M (3.20%) -125.67K
Decreased by -2.71%
Jul 31, 25
4 Schwab US Dividend Equity ETF™ 3.88M (2.69%) 3.20K
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 3.67M (2.54%) 50.84K
Increased by +1.39%
Jan 31, 24
6 Vanguard Small Cap Index 3.58M (2.48%) -23.15K
Decreased by -0.65%
Jul 31, 25
7 FullerThaler Behavioral Sm-Cp Eq R6 2.46M (1.70%) 559.42K
Increased by +22.72%
Jun 30, 25
8 FullerThaler Behavioral Small-Cap Equity 2.46M (1.70%) 559.42K
Increased by +22.72%
Jun 30, 25
9 SPDR® Portfolio S&P 500 High Div ETF 2.43M (1.68%) 4.74K
Increased by +0.20%
Jan 31, 24
10 Invesco S&P 500® Equal Weight ETF 2.41M (1.67%) 11.24K
Increased by +0.47%
Jan 31, 24
11 Vanguard Small Cap Value Index Inv 2.31M (1.59%) 4.36K
Increased by +0.19%
Jul 31, 25
12 Vanguard Equity-Income Inv 2.28M (1.57%) 595.94K
Increased by +26.18%
Jun 30, 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 Fidelity 500 Index 1.78M (1.23%) 17.87K
Increased by +1.01%
Feb 29, 24
17 SPDR® S&P 500 ETF Trust 1.77M (1.22%) 13.29K
Increased by +0.75%
Jan 31, 24
18 Fidelity® 500 Index 1.73M (1.19%) 10.99K
Increased by +0.64%
Nov 30, 23
19 DFA US Small Cap Value I 1.68M (1.16%) 0.00
Increased by 0.00%
Jul 31, 25
20 First Trust SMID Cp Rising Div Achv ETF 1.64M (1.13%) 3.51K
Increased by +0.21%
Feb 27, 25