Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HBMX 5.41%
2 ADPV 4.26%
3 MVFD 4.04%
4 EPAI 3.32%
5 FTXL 3.20%
6 JSML 3.07%
7 PSI 2.82%
8 JSMD 2.02%
9 FXL 1.64%
10 FTKI 1.62%
11 FDLS 1.56%
12 EWMC 1.54%
13 TAX 1.37%
14 CLSE 1.25%
15 SURE 1.15%
16 RFV 1.13%
17 ROSC 1.10%
18 JTEK 1.07%
19 FNK 1.02%
20 SMCP 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.70M (11.59%) -75.67K
Decreased by -0.48%
Dec 31, 25
2 BlackRock Inc 12.97M (9.57%) 45.82K
Increased by +0.35%
Mar 31, 26
3 Dimensional Fund Advisors, Inc. 10.99M (8.11%) -1.78M
Decreased by -16.21%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 9.10M (6.71%) 9.10M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.43M (4.01%) 5.43M
Increased by +100.00%
Mar 31, 26
6 JPMorgan Chase & Co 5.41M (3.99%) 5.07M
Increased by +93.77%
Mar 31, 26
7 Pacer Advisors, INC. 3.84M (2.83%) 49.03K
Increased by +1.28%
Dec 31, 24
8 State Street Corporation 3.84M (2.83%) 109.56K
Increased by +2.86%
Mar 31, 24
9 State Street Corp 3.63M (2.68%) 154.62K
Increased by +4.26%
Mar 31, 26
10 Earnest Partners LLC 3.43M (2.53%) -360.58K
Decreased by -10.51%
Mar 31, 26
11 AQR Capital Management LLC 3.24M (2.39%) -57.84K
Decreased by -1.78%
Mar 31, 26
12 AllianceBernstein L.P. 3.23M (2.38%) -855.90K
Decreased by -26.53%
Mar 31, 25
13 Point72 Asset Management, L.P. 2.99M (2.21%) -70.67K
Decreased by -2.36%
Mar 31, 26
14 Geode Capital Management, LLC 2.73M (2.02%) 498.30K
Increased by +18.25%
Mar 31, 26
15 American Century Companies Inc 2.71M (2.00%) -863.63K
Decreased by -31.83%
Mar 31, 26
16 Principal Financial Group Inc 2.62M (1.94%) 423.63K
Increased by +16.15%
Mar 31, 26
17 Discovery Capital Management LLC 2.61M (1.93%) 2.61M
Increased by +100.00%
Dec 31, 25
18 Jane Street Group LLC 2.33M (1.72%) 2.27M
Increased by +97.28%
Mar 31, 26
19 Charles Schwab Investment Management Inc 2.10M (1.55%) 2.19K
Increased by +0.10%
Mar 31, 26
20 Fisher Asset Management, LLC 2.01M (1.48%) -84.05K
Decreased by -4.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.94M (2.91%) 9.92K
Increased by +0.25%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 3.86M (2.85%) 726.00
Increased by +0.02%
May 29, 26
3 Pacer US Cash Cows 100 ETF 3.83M (2.82%) 5.64K
Increased by +0.15%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 3.52M (2.60%) 2.74K
Increased by +0.08%
Sep 30, 24
5 First Trust SMID Cp Rising Div Achv ETF 3.48M (2.57%) 7.46K
Increased by +0.21%
Feb 27, 25
6 Vanguard Small Cap Index 2.85M (2.10%) -6.45K
Decreased by -0.23%
Apr 30, 26
7 iShares Russell 2000 ETF 2.62M (1.94%) -20.91K
Decreased by -0.80%
Apr 30, 24
8 BlackRock Equity Dividend Instl 2.34M (1.73%) 209.94K
Increased by +8.95%
Jul 31, 25
9 Vanguard Information Technology ETF 2.10M (1.55%) -722.98K
Decreased by -34.49%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 1.83M (1.35%) 12.94K
Increased by +0.71%
Apr 30, 26
11 DFA US Targeted Value I 1.78M (1.32%) 0.00
Increased by 0.00%
Apr 30, 26
12 JPM US Technology A (dist) USD 1.58M (1.17%) -21.96K
Decreased by -1.39%
Apr 30, 26
13 JPM US Technology A dist USD 1.58M (1.17%) -21.96K
Decreased by -1.39%
Apr 30, 26
14 Harbor Small Cap Value Instl 1.31M (0.96%) -103.35K
Decreased by -7.91%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (0.95%) 13.60K
Increased by +1.06%
Apr 30, 26
16 Dimensional US Targeted Value ETF 1.24M (0.91%) 0.00
Increased by 0.00%
May 29, 26
17 iShares Future AI & Tech ETF 1.22M (0.90%) 0.00
Increased by 0.00%
Aug 31, 25
18 EARNEST Small Cap Value 1.20M (0.88%) 1.20M
Increased by +99.85%
Dec 31, 23
19 Avantis US Small Cap Value ETF 1.19M (0.88%) 0.00
Increased by 0.00%
Apr 30, 26
20 Fidelity Small Cap Index 1.18M (0.87%) 52.49K
Increased by +4.47%
Jun 30, 24