Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.52%
2 TUSA 2.24%
3 FTDS 2.16%
4 KBWR 1.87%
5 REGL 1.69%
6 TMDV 1.68%
7 SMCO 1.52%
8 KRE 1.51%
9 FLV 1.40%
10 XMLV 1.27%
11 IAT 1.26%
12 VSDA 1.17%
13 FSCS 1.10%
14 KRU 1.04%
15 KBE 1.03%
16 DPST 1.02%
17 RNMC 0.97%
18 SMIZ 0.94%
19 SDVD 0.81%
20 SDVY 0.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.69M (11.05%) 418.55K
Increased by +2.85%
Dec 31, 25
2 BlackRock Inc 12.93M (9.73%) 725.83K
Increased by +5.61%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 8.80M (6.62%) 8.80M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 7.07M (5.32%) -252.35K
Decreased by -3.57%
Mar 31, 26
5 Commerce Bank NA/MO 7.01M (5.27%) 1.35M
Increased by +19.25%
Mar 31, 26
6 State Street Corporation 6.52M (4.90%) -613.56K
Decreased by -9.42%
Mar 31, 24
7 Aristotle Capital Management LLC 6.48M (4.87%) -1.90M
Decreased by -29.37%
Jun 30, 25
8 Vanguard Capital Management, LLC 6.23M (4.68%) 6.23M
Increased by +100.00%
Mar 31, 26
9 American Century Companies Inc 6.22M (4.68%) 1.49M
Increased by +23.89%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 3.94M (2.97%) 894.18K
Increased by +22.68%
Mar 31, 26
11 Geode Capital Management, LLC 2.98M (2.24%) 194.62K
Increased by +6.54%
Mar 31, 26
12 First Trust Advisors L.P. 2.61M (1.96%) 257.82K
Increased by +9.88%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 2.29M (1.73%) -147.27K
Decreased by -6.42%
Mar 31, 26
14 Champlain Investment Partners, LLC 2.27M (1.70%) 1.14M
Increased by +50.38%
Mar 31, 26
15 Wells Fargo & Co 2.07M (1.56%) -37.05K
Decreased by -1.79%
Mar 31, 26
16 BTIM Corp 1.93M (1.46%) -150.49K
Decreased by -7.78%
Mar 31, 26
17 AQR Capital Management LLC 1.86M (1.40%) 588.79K
Increased by +31.59%
Mar 31, 26
18 NORGES BANK 1.63M (1.23%) 121.49K
Increased by +7.46%
Dec 31, 25
19 JPMorgan Chase & Co 1.61M (1.21%) -104.04K
Decreased by -6.45%
Mar 31, 26
20 Bank of America Corp 1.40M (1.05%) 73.75K
Increased by +5.28%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.65M (3.50%) 870.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.43M (3.33%) 7.25K
Increased by +0.16%
Apr 30, 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 3.21M (2.42%) -7.20K
Decreased by -0.22%
Apr 30, 26
5 Vanguard Windsor™ II Inv 2.37M (1.79%) 0.00
Increased by 0.00%
Jun 30, 25
6 American Century Mid Cap Value Inv 2.12M (1.60%) 59.16K
Increased by +2.79%
Mar 31, 26
7 American Century U.S. Mid Cap Value 2.12M (1.60%) 59.16K
Increased by +2.79%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 2.07M (1.55%) 16.22K
Increased by +0.78%
Apr 30, 26
9 First Trust SMID Cp Rising Div Achv ETF 1.61M (1.21%) -4.02K
Decreased by -0.25%
May 31, 26
10 Champlain Mid Cap Fund, LLC 1.57M (1.18%) -69.86K
Decreased by -4.46%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.17%) 15.83K
Increased by +1.02%
Apr 30, 26
12 State Street® SPDR® S&P® Dividend ETF 1.38M (1.04%) -982.00
Decreased by -0.07%
May 29, 26
13 SPDR® S&P Dividend ETF 1.31M (0.99%) 0.00
Increased by 0.00%
Aug 31, 25
14 Vanguard Equity-Income Inv 1.17M (0.88%) 456.46K
Increased by +39.07%
Mar 31, 26
15 State Street® SPDR® S&PRgnllBkgETF 1.08M (0.81%) -31.46K
Decreased by -2.91%
May 29, 26
16 State Street® SPDR® S&P MIDCAP 400® ETF 1.04M (0.78%) 3.89K
Increased by +0.38%
Apr 30, 26
17 SPDR® S&P MIDCAP 400 ETF Trust 930.08K (0.70%) -23.26K
Decreased by -2.50%
Jul 31, 25
18 Bridge Builder Large Cap Growth 867.35K (0.65%) -27.60K
Decreased by -3.18%
May 31, 24
19 State St Russell Sm/Mid Cp® Indx SL Cl I 825.88K (0.62%) 11.10K
Increased by +1.34%
Apr 30, 26
20 American Century Focused Lg Cap Val Inv 780.41K (0.59%) 581.92K
Increased by +74.57%
Mar 31, 26