Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.38%
2 DIP 3.34%
3 LBAY 3.32%
4 RDIV 2.82%
5 PEY 2.29%
6 BVAL 2.06%
7 SPVM_old 2.02%
8 RSPD 1.95%
9 KNGZ 1.92%
10 RNDV 1.85%
11 WBIG 1.80%
12 RCD 1.73%
13 PXLV 1.62%
14 SPDV 1.47%
15 SPHD 1.46%
16 BSMC 1.33%
17 DIVL 1.20%
18 PMOM 1.18%
19 SPYD 1.15%
20 SYLD 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.31M (12.00%) 51.47K
Increased by +0.82%
Sep 30, 25
2 Vanguard Group Inc 5.48M (10.42%) -13.03K
Decreased by -0.24%
Dec 31, 25
3 Appaloosa LP 3.91M (7.43%) -1.59M
Decreased by -40.66%
Dec 31, 25
4 PRIMECAP Management Company 3.82M (7.25%) -493.81K
Decreased by -12.94%
Dec 31, 25
5 FMR Inc 3.69M (7.02%) 494.60K
Increased by +13.39%
Dec 31, 25
6 Charles Schwab Investment Management Inc 2.43M (4.62%) 80.12K
Increased by +3.30%
Dec 31, 25
7 Newport Trust Co. 2.39M (4.54%) 221.56K
Increased by +9.27%
Dec 31, 25
8 Boston Partners Global Investors, Inc 2.11M (4.01%) -361.43K
Decreased by -17.12%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 1.84M (3.50%) -77.67K
Decreased by -4.21%
Dec 31, 25
10 State Street Corp 1.75M (3.32%) -185.56K
Decreased by -10.62%
Sep 30, 25
11 State Street Corporation 1.61M (3.06%) -958.01K
Decreased by -59.53%
Mar 31, 24
12 Greenhaven Associates Inc 1.59M (3.01%) -526.86K
Decreased by -33.24%
Sep 30, 23
13 Geode Capital Management, LLC 1.28M (2.43%) 29.16K
Increased by +2.28%
Dec 31, 25
14 LSV Asset Management 1.25M (2.38%) -51.91K
Decreased by -4.14%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.25M (2.37%) 174.35K
Increased by +14.00%
Sep 30, 25
16 Nuveen Asset Management, LLC 1.21M (2.30%) 199.66K
Increased by +16.52%
Dec 31, 24
17 Lyrical Asset Management LP 1.07M (2.03%) 34.68K
Increased by +3.25%
Mar 31, 24
18 HighTower Advisors, LLC 1.07M (2.03%) -131.69K
Decreased by -12.35%
Dec 31, 25
19 D. E. Shaw & Co LP 1.02M (1.94%) 907.51K
Increased by +88.83%
Mar 31, 24
20 RWWM Inc 830.77K (1.58%) 275.39K
Increased by +33.15%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 2.59M (4.92%) -377.42K
Decreased by -14.59%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 2.04M (3.87%) 303.52K
Increased by +14.91%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 2.01M (3.81%) 239.62K
Increased by +11.95%
Feb 28, 26
4 Schwab US Dividend Equity ETF™ 1.73M (3.29%) 3.20K
Increased by +0.18%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.72M (3.28%) 1.12K
Increased by +0.06%
Sep 30, 24
6 Vanguard Small Cap Index 1.44M (2.74%) 168.14K
Increased by +11.68%
Feb 28, 26
7 Fidelity High Dividend ETF 1.38M (2.62%) 3.20K
Increased by +0.23%
Feb 27, 26
8 Vanguard Institutional 500 Index Trust 1.34M (2.55%) 4.35K
Increased by +0.32%
Dec 31, 23
9 iShares Select Dividend ETF 1.33M (2.52%) 0.00
Increased by 0.00%
Feb 28, 26
10 Vanguard Small Cap Value Index Inv 924.73K (1.76%) 108.14K
Increased by +11.69%
Feb 28, 26
11 JHancock Disciplined Value Mid Cap I 903.63K (1.72%) -24.81K
Decreased by -2.75%
Dec 31, 23
12 Invesco S&P 500® Equal Weight ETF 842.11K (1.60%) 3.94K
Increased by +0.47%
Jan 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 687.11K (1.31%) 80.87K
Increased by +11.77%
Feb 28, 26
14 Fidelity 500 Index 657.87K (1.25%) 6.62K
Increased by +1.01%
Feb 29, 24
15 Vanguard PRIMECAP Core Inv 656.94K (1.25%) -56.15K
Decreased by -8.55%
Dec 31, 25
16 SPDR® S&P 500 ETF Trust 650.10K (1.24%) 4.98K
Increased by +0.77%
Jan 31, 24
17 Fidelity® 500 Index 638.79K (1.21%) 4.07K
Increased by +0.64%
Nov 30, 23
18 SPDR® Portfolio S&P 500 High Div ETF 595.89K (1.13%) 1.16K
Increased by +0.20%
Jan 31, 24
19 CREF Stock R1 568.35K (1.08%) 15.40K
Increased by +2.71%
Jan 31, 25
20 iShares Core S&P 500 ETF 563.94K (1.07%) 462.00
Increased by +0.08%
Jan 31, 24