Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.45%
2 TUSA 2.24%
3 FTDS 1.98%
4 KBWR 1.87%
5 TMDV 1.60%
6 SMCO 1.48%
7 KRE 1.44%
8 REGL 1.41%
9 FLV 1.40%
10 IAT 1.21%
11 VSDA 1.17%
12 XMLV 1.14%
13 KRU 1.04%
14 FSCS 1.02%
15 KBE 1.02%
16 RNMC 0.97%
17 DPST 0.96%
18 SMIZ 0.94%
19 XMMO 0.75%
20 SDVY 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.69M (11.03%) 418.55K
Increased by +2.85%
Dec 31, 25
2 BlackRock Inc 11.81M (8.87%) 299.92K
Increased by +2.54%
Sep 30, 25
3 State Street Corp 6.75M (5.07%) 319.14K
Increased by +4.73%
Sep 30, 25
4 State Street Corporation 6.52M (4.89%) -613.56K
Decreased by -9.42%
Mar 31, 24
5 Aristotle Capital Management LLC 6.48M (4.87%) -1.90M
Decreased by -29.37%
Jun 30, 25
6 Commerce Bank NA/MO 5.66M (4.25%) 105.08K
Increased by +1.86%
Dec 31, 25
7 American Century Companies Inc 4.74M (3.56%) 565.36K
Increased by +11.94%
Dec 31, 25
8 JPMorgan Chase & Co 3.22M (2.42%) 1.69M
Increased by +52.29%
Sep 30, 25
9 Morgan Stanley - Brokerage Accounts 3.14M (2.36%) 94.00K
Increased by +3.00%
Sep 30, 25
10 Dimensional Fund Advisors, Inc. 3.05M (2.29%) 273.91K
Increased by +8.98%
Dec 31, 25
11 Geode Capital Management, LLC 2.78M (2.09%) 44.57K
Increased by +1.60%
Dec 31, 25
12 First Trust Advisors L.P. 2.35M (1.77%) 555.35K
Increased by +23.61%
Dec 31, 25
13 Citadel Advisors Llc 2.14M (1.61%) 1.42M
Increased by +66.13%
Jun 30, 25
14 BTIM Corp 2.08M (1.57%) 86.10K
Increased by +4.13%
Dec 31, 25
15 Wells Fargo & Co 2.02M (1.52%) 17.26K
Increased by +0.86%
Sep 30, 25
16 NORGES BANK 1.63M (1.22%) 121.49K
Increased by +7.46%
Dec 31, 25
17 Bank of America Corp 1.40M (1.05%) 73.75K
Increased by +5.28%
Sep 30, 25
18 Millennium Management LLC 1.31M (0.99%) 475.33K
Increased by +36.19%
Sep 30, 25
19 AQR Capital Management LLC 1.27M (0.96%) -32.52K
Decreased by -2.55%
Dec 31, 25
20 Northern Trust Corp 1.20M (0.90%) -12.59K
Decreased by -1.05%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.54M (3.41%) 3.60K
Increased by +0.08%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 4.42M (3.32%) 232.93K
Increased by +5.26%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.68M (2.77%) 1.86K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 3.22M (2.42%) 221.78K
Increased by +6.88%
Mar 31, 26
5 Vanguard Windsor™ II Inv 2.37M (1.78%) 0.00
Increased by 0.00%
Jun 30, 25
6 American Century Mid Cap Value Inv 2.12M (1.59%) 59.16K
Increased by +2.79%
Mar 31, 26
7 American Century U.S. Mid Cap Value 2.12M (1.59%) 59.16K
Increased by +2.79%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 2.05M (1.54%) 123.68K
Increased by +6.03%
Mar 31, 26
9 Champlain Mid Cap Fund, LLC 1.64M (1.23%) -35.16K
Decreased by -2.15%
Mar 31, 26
10 First Trust SMID Cp Rising Div Achv ETF 1.58M (1.19%) 308.00
Increased by +0.02%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.15%) 121.87K
Increased by +7.95%
Mar 31, 26
12 SPDR® S&P Dividend ETF 1.31M (0.99%) 0.00
Increased by 0.00%
Aug 31, 25
13 State Street® SPDR® S&P® Dividend ETF 1.21M (0.91%) 0.00
Increased by 0.00%
Mar 31, 26
14 State Street® SPDR® S&PRgnllBkgETF 1.12M (0.84%) -983.00
Decreased by -0.09%
Mar 31, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 1.03M (0.78%) 84.88K
Increased by +8.22%
Mar 31, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 930.08K (0.70%) -23.26K
Decreased by -2.50%
Jul 31, 25
17 Bridge Builder Large Cap Growth 867.35K (0.65%) -27.60K
Decreased by -3.18%
May 31, 24
18 State St Russell Sm/Mid Cp® Indx SL Cl I 814.78K (0.61%) 50.40K
Increased by +6.19%
Mar 31, 26
19 American Century Focused Lg Cap Val Inv 780.41K (0.59%) 581.92K
Increased by +74.57%
Mar 31, 26
20 SPDR® S&P Regional Banking ETF 768.61K (0.58%) 0.00
Increased by 0.00%
Aug 31, 25