Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ETEC 5.95%
2 PSCD 4.71%
3 UTRN 4.03%
4 RNEW 3.91%
5 ADPV 3.04%
6 EVAV 2.82%
7 FOVL 2.64%
8 TCV 2.57%
9 FTXR 2.19%
10 RAYD 2.17%
11 COWS 2.15%
12 HCOW 2.10%
13 EPSB 2.05%
14 QMOM 2.03%
15 LYLD 1.94%
16 HAIL 1.91%
17 ECML 1.87%
18 RSPD 1.84%
19 RCD 1.83%
20 SMRI 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.63M (17.40%) 1.10M
Increased by +3.09%
Sep 30, 25
2 Vanguard Group Inc 24.97M (12.19%) -2.60M
Decreased by -10.43%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 11.96M (5.84%) 178.85K
Increased by +1.50%
Dec 31, 25
4 State Street Corporation 9.79M (4.78%) -856.47K
Decreased by -8.75%
Mar 31, 24
5 AQR Capital Management LLC 9.22M (4.50%) 1.70M
Increased by +18.47%
Dec 31, 25
6 State Street Corp 7.56M (3.69%) -72.18K
Decreased by -0.95%
Sep 30, 25
7 Victory Capital Management Inc. 6.81M (3.33%) -787.46K
Decreased by -11.56%
Dec 31, 25
8 Amvescap Plc. 6.80M (3.32%) 628.93K
Increased by +9.26%
Dec 31, 24
9 Fuller & Thaler Asset Management Inc 6.55M (3.20%) 3.69M
Increased by +56.37%
Dec 31, 25
10 LSV Asset Management 6.45M (3.15%) 402.89K
Increased by +6.25%
Dec 31, 25
11 Diamond Hill Capital Management Inc 5.81M (2.84%) 350.83K
Increased by +6.03%
Dec 31, 23
12 Macquarie Group Ltd 5.81M (2.84%) 344.56K
Increased by +5.93%
Sep 30, 23
13 Boston Partners Global Investors, Inc 5.27M (2.57%) 1.95M
Increased by +37.05%
Sep 30, 23
14 Pacer Advisors, INC. 5.25M (2.56%) 606.29K
Increased by +11.54%
Dec 31, 24
15 Balyasny Asset Management LLC 4.76M (2.33%) 3.67M
Increased by +77.09%
Jun 30, 24
16 Geode Capital Management, LLC 4.30M (2.10%) 423.93K
Increased by +9.86%
Dec 31, 25
17 Citadel Advisors Llc 4.24M (2.07%) 1.80M
Increased by +42.39%
Jun 30, 24
18 Earnest Partners LLC 3.92M (1.91%) -45.27K
Decreased by -1.16%
Dec 31, 25
19 AllianceBernstein L.P. 3.79M (1.85%) -473.49K
Decreased by -12.50%
Sep 30, 25
20 Bank of America Corp 3.73M (1.82%) 153.64K
Increased by +4.12%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.07M (6.38%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 7.23M (3.53%) 5.13K
Increased by +0.07%
Sep 30, 24
3 Sycamore Mid Cap Value Comp 6.95M (3.39%) 6.67M
Increased by +96.02%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 6.91M (3.37%) 6.91M
Increased by +100.00%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 6.76M (3.30%) 47.98K
Increased by +0.71%
Feb 28, 26
6 Oakmark Investor 6.62M (3.23%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional 500 Index Trust 6.07M (2.96%) 53.40K
Increased by +0.88%
Feb 28, 25
8 Pacer US Cash Cows 100 ETF 5.22M (2.55%) 7.71K
Increased by +0.15%
Feb 28, 25
9 Vanguard Small Cap Index 4.86M (2.37%) 12.57K
Increased by +0.26%
Feb 28, 26
10 Victory Sycamore Established Value R 4.54M (2.22%) -830.00K
Decreased by -18.28%
Dec 31, 25
11 Invesco S&P 500® Equal Weight ETF 4.35M (2.12%) 4.89K
Increased by +0.11%
Feb 28, 25
12 Diamond Hill Large Cap Equity 4.24M (2.07%) -149.07K
Decreased by -3.51%
Jan 31, 24
13 Delaware Ivy Mid Cap Growth A 3.20M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
14 Vanguard Small Cap Value Index Inv 3.12M (1.52%) 8.84K
Increased by +0.28%
Feb 28, 26
15 FullerThaler Behavioral Sm-Cp Eq R6 3.10M (1.51%) 405.34K
Increased by +13.07%
Dec 31, 25
16 DFA US Small Cap Value I 2.90M (1.42%) 0.00
Increased by 0.00%
Jan 31, 26
17 Vanguard Equity-Income Inv 2.89M (1.41%) 0.00
Increased by 0.00%
Dec 31, 25
18 SPDR® S&P 500 ETF Trust 2.78M (1.36%) 6.12K
Increased by +0.22%
Apr 30, 24
19 Fidelity® 500 Index 2.74M (1.34%) 17.43K
Increased by +0.64%
Nov 30, 23
20 Fidelity 500 Index 2.74M (1.34%) 12.20K
Increased by +0.45%
Feb 28, 25