Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.38%
2 DIP 3.34%
3 RDIV 2.82%
4 PEY 2.29%
5 BVAL 2.06%
6 SPVM_old 2.02%
7 RSPD 1.95%
8 KNGZ 1.92%
9 RNDV 1.85%
10 WBIG 1.80%
11 RCD 1.73%
12 PXLV 1.62%
13 BSMC 1.59%
14 SPDV 1.47%
15 SPHD 1.46%
16 DIVL 1.20%
17 RFV 1.18%
18 PMOM 1.18%
19 SPYD 1.15%
20 RPV 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.26M (12.49%) -25.15K
Decreased by -0.40%
Jun 30, 25
2 Vanguard Group Inc 5.51M (10.99%) 7.27K
Increased by +0.13%
Jun 30, 25
3 PRIMECAP Management Company 4.60M (9.17%) -24.51K
Decreased by -0.53%
Jun 30, 25
4 FMR Inc 4.04M (8.06%) 2.09M
Increased by +51.64%
Jun 30, 25
5 Charles Schwab Investment Management Inc 2.30M (4.59%) 63.45K
Increased by +2.76%
Jun 30, 25
6 Boston Partners Global Investors, Inc 2.11M (4.21%) -361.43K
Decreased by -17.12%
Dec 31, 23
7 Newport Trust Co. 2.06M (4.10%) 251.01K
Increased by +12.20%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 1.95M (3.88%) 223.56K
Increased by +11.48%
Jun 30, 25
9 State Street Corp 1.93M (3.86%) -14.00K
Decreased by -0.72%
Jun 30, 25
10 State Street Corporation 1.61M (3.21%) -958.01K
Decreased by -59.53%
Mar 31, 24
11 Greenhaven Associates Inc 1.59M (3.16%) -526.86K
Decreased by -33.24%
Sep 30, 23
12 LSV Asset Management 1.25M (2.50%) -51.91K
Decreased by -4.14%
Jun 30, 25
13 HighTower Advisors, LLC 1.23M (2.45%) 181.89K
Increased by +14.79%
Jun 30, 25
14 Geode Capital Management, LLC 1.22M (2.44%) 54.58K
Increased by +4.47%
Jun 30, 25
15 Nuveen Asset Management, LLC 1.21M (2.41%) 199.66K
Increased by +16.52%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.07M (2.14%) -201.66K
Decreased by -18.82%
Jun 30, 25
17 Lyrical Asset Management LP 1.07M (2.13%) 34.68K
Increased by +3.25%
Mar 31, 24
18 D. E. Shaw & Co LP 1.02M (2.04%) 907.51K
Increased by +88.83%
Mar 31, 24
19 Nuveen, LLC 878.64K (1.75%) -36.27K
Decreased by -4.13%
Jun 30, 25
20 Cooke & Bieler LP 780.84K (1.56%) 79.21K
Increased by +10.14%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 3.13M (6.24%) -1.46K
Decreased by -0.05%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 1.81M (3.61%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.75M (3.48%) -36.96K
Decreased by -2.12%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 1.72M (3.44%) 1.12K
Increased by +0.06%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 1.58M (3.15%) 330.00
Increased by +0.02%
Aug 30, 25
6 Vanguard Small Cap Index 1.35M (2.69%) -8.57K
Decreased by -0.64%
Jul 31, 25
7 Vanguard Institutional 500 Index Trust 1.34M (2.68%) 4.35K
Increased by +0.32%
Dec 31, 23
8 iShares Select Dividend ETF 1.30M (2.59%) 0.00
Increased by 0.00%
Aug 31, 25
9 JHancock Disciplined Value Mid Cap I 903.63K (1.80%) -24.81K
Decreased by -2.75%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 869.48K (1.73%) 2.47K
Increased by +0.28%
Jul 31, 25
11 Invesco S&P 500® Equal Weight ETF 842.11K (1.68%) 3.94K
Increased by +0.47%
Jan 31, 24
12 Vanguard PRIMECAP Core Inv 732.75K (1.46%) 3.37K
Increased by +0.46%
Jun 30, 25
13 Fidelity 500 Index 657.87K (1.31%) 6.62K
Increased by +1.01%
Feb 29, 24
14 SPDR® S&P 500 ETF Trust 650.10K (1.30%) 4.98K
Increased by +0.77%
Jan 31, 24
15 Fidelity® 500 Index 638.79K (1.27%) 4.07K
Increased by +0.64%
Nov 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 598.16K (1.19%) -258.43K
Decreased by -43.20%
Jul 31, 25
17 SPDR® Portfolio S&P 500 High Div ETF 595.89K (1.19%) 1.16K
Increased by +0.20%
Jan 31, 24
18 CREF Stock R1 568.35K (1.13%) 15.40K
Increased by +2.71%
Jan 31, 25
19 iShares Core S&P 500 ETF 563.94K (1.12%) 462.00
Increased by +0.08%
Jan 31, 24
20 Lyrical U.S. Value Equity - CS 498.69K (0.99%) 4.28K
Increased by +0.86%
Mar 31, 24