Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 6.12%
2 CTEF 5.25%
3 PEZ 5.07%
4 CNAV 4.86%
5 RJDI 4.25%
6 ADPV 4.22%
7 BUL 3.80%
8 MVFD 3.39%
9 FMTM 3.17%
10 GDIV 3.08%
11 ABFL 3.08%
12 YOKE 2.92%
13 HCOW 2.89%
14 COWS 2.84%
15 SPDV 2.81%
16 WLDR 2.80%
17 RJMG 2.56%
18 SEIM 2.54%
19 FCUS 2.49%
20 SMRI 2.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.03M (12.42%) -404.04K
Decreased by -1.61%
Dec 31, 25
2 BlackRock Inc 19.22M (9.54%) 2.37M
Increased by +12.31%
Sep 30, 25
3 Schroder Investment Management Group 9.35M (4.64%) 4.50M
Increased by +48.14%
Dec 31, 25
4 State Street Corp 9.23M (4.58%) 1.49M
Increased by +16.19%
Sep 30, 25
5 State Street Corporation 9.11M (4.52%) -560.95K
Decreased by -6.16%
Mar 31, 24
6 JPMorgan Chase & Co 8.61M (4.27%) 96.83K
Increased by +1.13%
Sep 30, 24
7 Victory Capital Management Inc. 6.82M (3.39%) 305.66K
Increased by +4.48%
Sep 30, 23
8 Geode Capital Management, LLC 5.91M (2.93%) 203.76K
Increased by +3.45%
Dec 31, 25
9 FMR Inc 5.44M (2.70%) -1.97M
Decreased by -36.22%
Dec 31, 25
10 Lombard Odier Asset Management (Europe) Ltd 5.43M (2.69%) 5.38M
Increased by +99.04%
Sep 30, 25
11 SRS Investment Management, LLC 5.05M (2.50%) 0.00
Increased by 0.00%
Dec 31, 25
12 Pacer Advisors, INC. 4.53M (2.25%) -1.55M
Decreased by -34.19%
Dec 31, 24
13 Bank of America Corp 4.52M (2.24%) -1.69M
Decreased by -37.52%
Sep 30, 25
14 AQR Capital Management LLC 3.67M (1.82%) -640.88K
Decreased by -17.48%
Dec 31, 25
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.56M (1.76%) -1.28M
Decreased by -36.02%
Sep 30, 25
16 Westfield Capital Management Company, L.P. 3.42M (1.70%) -182.07K
Decreased by -5.32%
Jun 30, 25
17 Amvescap Plc. 3.28M (1.63%) -83.86K
Decreased by -2.56%
Sep 30, 25
18 Franklin Resources Inc 3.14M (1.56%) -2.81M
Decreased by -89.38%
Mar 31, 24
19 Ninety One UK Limited 3.12M (1.55%) -2.55M
Decreased by -81.95%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 3.06M (1.52%) -266.74K
Decreased by -8.73%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.28M (3.61%) 5.40K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.47M (3.21%) 25.57K
Increased by +0.40%
Feb 28, 26
3 Schwab US Dividend Equity ETF™ 6.05M (3.00%) 5.00K
Increased by +0.08%
Feb 28, 25
4 Vanguard 500 Index Investor 5.27M (2.61%) 50.10K
Increased by +0.95%
Feb 28, 26
5 Victory Sycamore Established Value R 4.78M (2.37%) 660.00K
Increased by +13.81%
Sep 30, 23
6 Vanguard Small Cap Index 4.65M (2.31%) 12.08K
Increased by +0.26%
Feb 28, 26
7 Vanguard Small Cap Value Index Inv 2.98M (1.48%) 8.49K
Increased by +0.28%
Feb 28, 26
8 Franklin Mutual Shares Z 2.76M (1.37%) 0.00
Increased by 0.00%
Dec 31, 23
9 Vanguard Equity-Income Inv 2.75M (1.36%) -128.98K
Decreased by -4.69%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 2.71M (1.34%) 6.12K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.70M (1.34%) 17.19K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 2.61M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 2.60M (1.29%) 12.05K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 2.58M (1.28%) -367.63K
Decreased by -14.28%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.51M (1.24%) -13.18K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.50M (1.24%) 30.87K
Increased by +1.23%
Aug 31, 25
17 JPM US Mid Cap Value-MA 2.42M (1.20%) 2.41M
Increased by +99.59%
Sep 30, 23
18 State Street® SPDR® S&P 500® ETF 2.41M (1.20%) -18.21K
Decreased by -0.76%
Feb 28, 26
19 JPMorgan Mid Cap Value L 2.38M (1.18%) -45.73K
Decreased by -1.92%
Dec 31, 23
20 Schroder ISF US Large Cap A Dis $ AV 1.93M (0.96%) 0.00
Increased by 0.00%
Jan 31, 26