Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSIO 5.14%
2 KNGS 4.94%
3 TPMN 3.82%
4 TSCV 2.34%
5 BILD 2.26%
6 TWIO 2.03%
7 RNWZ 1.86%
8 FEMD 1.77%
9 CSB 1.52%
10 REGL 1.51%
11 TMDV 1.50%
12 KVLE 1.40%
13 PEY 1.36%
14 PXMG 1.33%
15 NSCS 1.32%
16 XMLV 1.24%
17 SOVF 1.07%
18 HSMV 1.05%
19 SMDV 1.00%
20 XMVM 0.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.13M (16.01%) -8.65K
Decreased by -0.07%
Mar 31, 26
2 Vanguard Group Inc 8.97M (11.85%) -16.72K
Decreased by -0.19%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.04M (6.65%) 5.04M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 3.83M (5.06%) 175.94K
Increased by +4.59%
Mar 31, 24
5 State Street Corp 3.62M (4.78%) -159.56K
Decreased by -4.41%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.37M (4.45%) 3.37M
Increased by +100.00%
Mar 31, 26
7 Delaware Management Holdings Inc 2.68M (3.54%) 24.13K
Increased by +0.90%
Mar 31, 26
8 Capital Research Global Investors 2.28M (3.00%) 0.00
Increased by 0.00%
Mar 31, 26
9 Macquarie Group Ltd 2.22M (2.94%) -173.49K
Decreased by -7.80%
Sep 30, 25
10 Two Sigma Investments LLC 2.22M (2.93%) 1.04M
Increased by +46.89%
Mar 31, 26
11 Adage Capital Partners Gp LLC 2.07M (2.73%) 477.83K
Increased by +23.09%
Mar 31, 26
12 Geode Capital Management, LLC 1.99M (2.63%) 100.28K
Increased by +5.03%
Mar 31, 26
13 Point72 Asset Management, L.P. 1.94M (2.57%) 67.99K
Increased by +3.50%
Mar 31, 26
14 Covalis Capital LLP 1.75M (2.31%) -304.31K
Decreased by -17.36%
Mar 31, 26
15 Fuller & Thaler Asset Management Inc 1.60M (2.11%) 274.95K
Increased by +17.17%
Dec 31, 25
16 AQR Capital Management LLC 1.60M (2.11%) 177.21K
Increased by +11.11%
Mar 31, 26
17 The Goldman Sachs Group Inc 1.58M (2.09%) 616.92K
Increased by +38.93%
Mar 31, 26
18 Franklin Resources Inc 1.58M (2.08%) 743.64K
Increased by +47.17%
Mar 31, 26
19 Zimmer Partners LP 1.32M (1.74%) -150.90K
Decreased by -11.42%
Mar 31, 25
20 Cohen & Steers Inc 1.27M (1.67%) -117.48K
Decreased by -9.26%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.56M (3.38%) 480.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.40M (3.17%) 5.92K
Increased by +0.25%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.23M (2.94%) 83.42K
Increased by +3.74%
Sep 30, 24
4 American Funds SMALLCAP World A 2.00M (2.63%) 0.00
Increased by 0.00%
Mar 31, 26
5 iShares Russell 2000 ETF 1.82M (2.41%) 16.85K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 1.74M (2.30%) -3.29K
Decreased by -0.19%
Apr 30, 26
7 iShares Select Dividend ETF 1.45M (1.92%) 8.46K
Increased by +0.58%
May 29, 26
8 Fuller & Thaler Behavrl Small-Cap Value 1.17M (1.54%) 32.06K
Increased by +2.74%
Sep 30, 23
9 Delaware US Small Cap Core Equity (SMA) 1.12M (1.48%) -13.14K
Decreased by -1.17%
Mar 31, 24
10 Macquarie US Small Cap Core Equity 1.12M (1.48%) -13.14K
Decreased by -1.17%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 1.12M (1.47%) 8.13K
Increased by +0.73%
Apr 30, 26
12 Janus Henderson Small Cap Value L 969.04K (1.28%) 47.05K
Increased by +4.86%
Dec 31, 23
13 Franklin Small Cap Value SMA Composite 967.87K (1.28%) 614.33K
Increased by +63.47%
Jun 30, 25
14 Franklin US Small Cap Value Equity 967.87K (1.28%) 614.33K
Increased by +63.47%
Jun 30, 25
15 Delaware Small Cap Core I 961.08K (1.27%) -64.58K
Decreased by -6.72%
Oct 31, 24
16 Macquarie Small Cap Core I 933.04K (1.23%) -70.08K
Decreased by -7.51%
Jul 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 852.49K (1.13%) 7.92K
Increased by +0.93%
Apr 30, 26
18 SPDR® S&P Dividend ETF 775.57K (1.02%) 0.00
Increased by 0.00%
Aug 31, 25
19 Fidelity Small Cap Index 747.27K (0.99%) 27.33K
Increased by +3.66%
Mar 31, 26
20 State Street® SPDR® S&P® Dividend ETF 736.49K (0.97%) 0.00
Increased by 0.00%
May 31, 26