Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 3.77%
2 DDIV 3.54%
3 DVLU 3.35%
4 KRU 2.45%
5 SPDV 2.27%
6 ICAP 2.15%
7 FTDS 1.82%
8 TUSA 1.82%
9 IAT 1.61%
10 VNMC 1.57%
11 KRE 1.54%
12 RSPF 1.49%
13 SPHB 1.46%
14 XMVM 1.38%
15 PXMV 1.38%
16 GRPM 1.38%
17 FXO 1.32%
18 DPST 1.27%
19 RYF 1.26%
20 ALTL 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.40M (12.69%) -388.40K
Decreased by -2.11%
Dec 31, 25
2 BlackRock Inc 13.78M (9.50%) -106.08K
Decreased by -0.77%
Sep 30, 25
3 Dimensional Fund Advisors, Inc. 7.42M (5.12%) 77.61K
Increased by +1.05%
Dec 31, 25
4 State Street Corporation 6.45M (4.45%) -6.03M
Decreased by -93.43%
Mar 31, 24
5 State Street Corp 6.22M (4.29%) -386.73K
Decreased by -6.22%
Sep 30, 25
6 Charles Schwab Investment Management Inc 4.88M (3.37%) 195.00K
Increased by +3.99%
Dec 31, 24
7 Fuller & Thaler Asset Management Inc 4.57M (3.15%) 2.05M
Increased by +44.72%
Dec 31, 25
8 LSV Asset Management 3.89M (2.68%) 48.35K
Increased by +1.24%
Dec 31, 25
9 Citadel Advisors Llc 3.63M (2.51%) 35.28K
Increased by +0.97%
Sep 30, 25
10 Vaughan Nelson Scarbrgh & Mccullough LP 2.96M (2.04%) -279.60K
Decreased by -9.43%
Dec 31, 25
11 Geode Capital Management, LLC 2.96M (2.04%) 30.88K
Increased by +1.04%
Dec 31, 25
12 Fiduciary Management, Inc. of Milwaukee 2.89M (2.00%) -134.68K
Decreased by -4.65%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 2.84M (1.96%) 380.61K
Increased by +13.38%
Sep 30, 25
14 Loomis, Sayles & Company LP 2.48M (1.71%) -983.08K
Decreased by -39.62%
Sep 30, 23
15 FMR Inc 2.44M (1.68%) -2.88M
Decreased by -117.96%
Sep 30, 23
16 Massachusetts Financial Services Company 2.07M (1.42%) -727.45K
Decreased by -35.22%
Sep 30, 23
17 Thrivent Financial For Lutherans 2.04M (1.41%) 122.81K
Increased by +6.02%
Sep 30, 25
18 Arrowstreet Capital Limited Partnership 1.90M (1.31%) 79.24K
Increased by +4.18%
Dec 31, 25
19 NORGES BANK 1.81M (1.24%) 248.37K
Increased by +13.76%
Dec 31, 25
20 Balyasny Asset Management LLC 1.62M (1.12%) 1.16M
Increased by +71.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.77M (3.29%) 84.46K
Increased by +1.77%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 4.66M (3.21%) 6.50K
Increased by +0.14%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 4.64M (3.20%) 2.89K
Increased by +0.06%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 3.88M (2.68%) 3.20K
Increased by +0.08%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 3.67M (2.53%) 50.84K
Increased by +1.39%
Jan 31, 24
6 Vanguard Small Cap Index 3.35M (2.31%) 8.42K
Increased by +0.25%
Feb 28, 26
7 SPDR® Portfolio S&P 500 High Div ETF 2.43M (1.67%) 4.74K
Increased by +0.20%
Jan 31, 24
8 Invesco S&P 500® Equal Weight ETF 2.41M (1.66%) 11.24K
Increased by +0.47%
Jan 31, 24
9 FullerThaler Behavioral Small-Cap Equity 2.41M (1.66%) -56.30K
Decreased by -2.34%
Sep 30, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 2.18M (1.50%) -223.70K
Decreased by -10.25%
Dec 31, 25
11 Vanguard Small Cap Value Index Inv 2.15M (1.48%) 6.11K
Increased by +0.28%
Feb 28, 26
12 Vanguard Equity-Income Inv 1.89M (1.30%) 21.29K
Increased by +1.13%
Dec 31, 25
13 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.87M (1.29%) 302.30K
Increased by +16.17%
Sep 30, 23
14 Fuller & Thaler Behavioral Small-Cap Eq 1.87M (1.29%) 0.00
Increased by 0.00%
Nov 30, 23
15 SPDR® S&P Regional Banking ETF 1.84M (1.27%) 0.00
Increased by 0.00%
Aug 31, 25
16 Fidelity 500 Index 1.78M (1.22%) 17.87K
Increased by +1.01%
Feb 29, 24
17 SPDR® S&P 500 ETF Trust 1.77M (1.22%) 13.29K
Increased by +0.75%
Jan 31, 24
18 Fidelity® 500 Index 1.73M (1.19%) 10.99K
Increased by +0.64%
Nov 30, 23
19 DFA US Small Cap Value I 1.62M (1.12%) 0.00
Increased by 0.00%
Jan 31, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.11%) 13.53K
Increased by +0.84%
Feb 28, 26