Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMDG 4.26%
2 UTRN 4.05%
3 FTXL 3.56%
4 SNSR 3.50%
5 FCFY 3.39%
6 LOUP 2.86%
7 XSD 2.76%
8 PSI 2.75%
9 TDV 2.53%
10 VFLO 2.49%
11 FTDS 2.32%
12 BRNY 2.19%
13 SMRI 2.18%
14 FDIV 2.06%
15 INVN 2.04%
16 IDAT 1.91%
17 TUSA 1.90%
18 SPDV 1.81%
19 PEY 1.77%
20 AIEQ 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.10M (14.10%) 389.17K
Increased by +1.84%
Dec 31, 25
2 BlackRock Inc 17.32M (11.58%) -45.15K
Decreased by -0.26%
Sep 30, 25
3 Pzena Investment Management, LLC 12.63M (8.44%) 354.32K
Increased by +2.81%
Dec 31, 25
4 State Street Corporation 7.77M (5.19%) 67.33K
Increased by +0.87%
Mar 31, 24
5 State Street Corp 6.54M (4.37%) -164.11K
Decreased by -2.51%
Sep 30, 25
6 Charles Schwab Investment Management Inc 5.90M (3.94%) 137.51K
Increased by +2.33%
Dec 31, 25
7 Fidelity International Ltd 5.19M (3.47%) 1.74M
Increased by +33.57%
Dec 31, 25
8 Amvescap Plc. 4.38M (2.93%) 168.66K
Increased by +3.85%
Sep 30, 25
9 Geode Capital Management, LLC 4.34M (2.90%) 11.37K
Increased by +0.26%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 3.86M (2.58%) 717.72K
Increased by +18.60%
Dec 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 3.61M (2.41%) -48.14K
Decreased by -1.33%
Mar 31, 24
12 Victory Capital Management Inc. 3.28M (2.19%) -1.10M
Decreased by -33.53%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 2.94M (1.96%) 238.11K
Increased by +8.10%
Sep 30, 25
14 Wellington Management Company LLP 2.72M (1.82%) -45.36K
Decreased by -1.67%
Mar 31, 25
15 FMR Inc 2.50M (1.67%) -195.32K
Decreased by -7.82%
Dec 31, 24
16 JPMorgan Chase & Co 2.33M (1.56%) 1.19M
Increased by +51.27%
Sep 30, 25
17 Barclays PLC 2.31M (1.54%) 257.05K
Increased by +11.14%
Jun 30, 25
18 Bank of America Corp 2.24M (1.49%) 215.55K
Increased by +9.64%
Sep 30, 25
19 Two Sigma Investments LLC 2.19M (1.46%) 833.54K
Increased by +38.03%
Dec 31, 25
20 Northern Trust Corp 2.18M (1.46%) -123.94K
Decreased by -5.68%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.04M (3.36%) -47.82K
Decreased by -0.95%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.70M (3.14%) 20.09K
Increased by +0.43%
Feb 28, 26
3 Schwab US Dividend Equity ETF™ 4.59M (3.07%) 8.40K
Increased by +0.18%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 4.57M (3.06%) 35.29K
Increased by +0.77%
May 31, 25
5 Fidelity Global Technology A-Dis-EUR 4.50M (3.00%) 2.33M
Increased by +51.72%
Jan 31, 26
6 Pacer US Cash Cows 100 ETF 4.37M (2.92%) 6.46K
Increased by +0.15%
Feb 28, 25
7 Vanguard 500 Index Investor 3.83M (2.56%) 36.44K
Increased by +0.95%
Feb 28, 26
8 Pzena Large Cap Value 3.53M (2.36%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Small Cap Index 3.38M (2.26%) 8.84K
Increased by +0.26%
Feb 28, 26
10 iShares Select Dividend ETF 3.36M (2.25%) 0.00
Increased by 0.00%
Feb 28, 26
11 iShares Semiconductor ETF 2.75M (1.84%) 0.00
Increased by 0.00%
Feb 28, 26
12 Invesco S&P 500® Equal Weight ETF 2.47M (1.65%) -1.06K
Decreased by -0.04%
Feb 27, 26
13 Vanguard Windsor Investor Shares 2.44M (1.63%) 0.00
Increased by 0.00%
Dec 31, 25
14 Vulcan Value Partners Focus 2.36M (1.58%) 724.97K
Increased by +30.73%
Dec 31, 24
15 Vanguard Information Technology ETF 2.26M (1.51%) -532.00
Decreased by -0.02%
Feb 28, 26
16 Vanguard Small Cap Value Index Inv 2.17M (1.45%) 6.17K
Increased by +0.28%
Feb 28, 26
17 Victory Sycamore Established Value R 2.08M (1.39%) -660.00K
Decreased by -31.65%
Jun 30, 24
18 SPDR® S&P 500 ETF 1.99M (1.33%) -29.14K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.94M (1.30%) -10.15K
Decreased by -0.52%
Mar 31, 25
20 iShares Core S&P 500 ETF 1.90M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26