Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.26%
2 TADS 2.73%
3 DVLU 2.62%
4 SOVF 2.49%
5 SMAP 2.45%
6 DDIV 2.39%
7 SMIG 2.11%
8 AMID 2.08%
9 SWIN_old 1.95%
10 KIE 1.83%
11 JHDV 1.82%
12 LYLD 1.75%
13 DVOL 1.75%
14 REGL 1.57%
15 TPHE 1.30%
16 TPHD 1.29%
17 XMLV 1.26%
18 PAMC 1.25%
19 WBIF 1.21%
20 EQWM 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.30M (10.19%) -94.38K
Decreased by -1.29%
Dec 31, 25
2 BlackRock Inc 6.84M (9.55%) -415.40K
Decreased by -6.08%
Mar 31, 26
3 FMR Inc 6.37M (8.90%) -304.16K
Decreased by -4.77%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.91M (5.46%) 3.91M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.28M (4.59%) 3.28M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 3.01M (4.21%) 385.20K
Increased by +12.79%
Mar 31, 26
7 State Street Corporation 2.57M (3.59%) -45.99K
Decreased by -1.79%
Mar 31, 24
8 AMERICAN FINANCIAL GROUP INC RET& SAV PL 2.37M (3.31%) -24.57K
Decreased by -1.04%
Mar 31, 26
9 Charles Schwab Investment Management Inc 2.10M (2.93%) -467.31K
Decreased by -22.25%
Mar 31, 26
10 Victory Capital Management Inc. 2.04M (2.85%) -765.88K
Decreased by -37.58%
Mar 31, 26
11 Geode Capital Management, LLC 1.67M (2.34%) -59.84K
Decreased by -3.58%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.51M (2.10%) 240.51K
Increased by +15.96%
Mar 31, 26
13 The Goldman Sachs Group Inc 1.03M (1.44%) 260.06K
Increased by +25.23%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 902.51K (1.26%) 7.51K
Increased by +0.83%
Mar 31, 26
15 AllianceBernstein L.P. 901.02K (1.26%) -92.36K
Decreased by -10.25%
Mar 31, 26
16 UBS Group AG 848.40K (1.18%) 266.59K
Increased by +31.42%
Mar 31, 26
17 NORGES BANK 838.90K (1.17%) -6.57K
Decreased by -0.78%
Dec 31, 25
18 Wellington Management Company LLP 838.47K (1.17%) 56.27K
Increased by +6.71%
Sep 30, 23
19 JPMorgan Chase & Co 815.54K (1.14%) 507.67K
Increased by +62.25%
Sep 30, 25
20 Northern Trust Corp 789.57K (1.10%) -169.01K
Decreased by -21.40%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.38M (3.33%) 4.96K
Increased by +0.21%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.38M (3.32%) 130.65K
Increased by +5.49%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 2.35M (3.28%) 438.00
Increased by +0.02%
May 29, 26
4 Vanguard Small Cap Index 1.73M (2.41%) -3.66K
Decreased by -0.21%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 1.65M (2.31%) 3.19K
Increased by +0.19%
May 30, 26
6 Sycamore Mid Cap Value Comp 1.51M (2.11%) 1.44M
Increased by +95.39%
Mar 31, 25
7 Strategic Advisers Fidelity US TtlStk 1.47M (2.05%) 16.10K
Increased by +1.10%
Apr 30, 26
8 Victory Sycamore Established Value R 1.42M (1.98%) -530.00K
Decreased by -37.46%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 1.11M (1.55%) 7.99K
Increased by +0.72%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 781.62K (1.09%) 8.18K
Increased by +1.05%
Apr 30, 26
11 Fidelity® Mid-Cap Stock 775.09K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity® Low-Priced Stock 726.24K (1.01%) -756.00
Decreased by -0.10%
Oct 31, 23
13 State Street® SPDR® S&P® Dividend ETF 699.77K (0.98%) -498.00
Decreased by -0.07%
May 29, 26
14 Vanguard Explorer Inv 669.23K (0.93%) 55.75K
Increased by +8.33%
Sep 30, 23
15 First Trust SMID Cp Rising Div Achv ETF 642.53K (0.90%) 1.38K
Increased by +0.21%
Feb 27, 25
16 Fidelity Low-Priced Stock 628.59K (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
17 iShares MSCI USA Min Vol Factor ETF 607.14K (0.85%) -1.15K
Decreased by -0.19%
Oct 31, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 550.19K (0.77%) -13.77K
Decreased by -2.50%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 523.72K (0.73%) 1.97K
Increased by +0.38%
Apr 30, 26
20 Fidelity® Value 507.30K (0.71%) 500.00
Increased by +0.10%
Nov 30, 23