Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIV 5.38%
2 PSCM 4.34%
3 TINT 3.62%
4 FXZ 2.73%
5 PYZ 2.12%
6 HAPS 1.67%
7 HYP 1.19%
8 RDIV 1.17%
9 PAMC 0.90%
10 NIXT 0.86%
11 WCEO 0.76%
12 CSB 0.70%
13 RCGE 0.55%
14 MCDS 0.52%
15 MGNR 0.50%
16 VIOV 0.47%
17 KOCG 0.47%
18 RFV 0.46%
19 DES 0.46%
20 SMN 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.88M (17.26%) 12.97K
Increased by +0.05%
Dec 31, 25
2 Vanguard Group Inc 17.92M (11.95%) 490.78K
Increased by +2.74%
Dec 31, 25
3 State Street Corp 6.14M (4.09%) 10.49K
Increased by +0.17%
Dec 31, 25
4 State Street Corporation 4.62M (3.08%) 106.17K
Increased by +2.30%
Mar 31, 24
5 Ameriprise Financial Inc 4.51M (3.01%) -289.86K
Decreased by -6.43%
Dec 31, 25
6 FMR Inc 4.08M (2.72%) -315.35K
Decreased by -7.73%
Dec 31, 25
7 Appian WAY Asset Management 3.81M (2.54%) 1.34M
Increased by +35.19%
Jun 30, 25
8 JPMorgan Chase & Co 3.80M (2.53%) -145.33K
Decreased by -3.82%
Mar 31, 26
9 The Goldman Sachs Group Inc 3.70M (2.47%) 1.08M
Increased by +29.15%
Dec 31, 25
10 Wolf Hill Capital Management, LP 3.69M (2.46%) 3.69M
Increased by +100.00%
Mar 31, 26
11 Cooper Creek Partners Management LLC 3.65M (2.43%) -337.54K
Decreased by -9.26%
Dec 31, 25
12 American Century Companies Inc 3.62M (2.41%) 1.24M
Increased by +34.22%
Dec 31, 25
13 Geode Capital Management, LLC 3.49M (2.33%) -59.90K
Decreased by -1.71%
Dec 31, 25
14 UBS Group AG 2.77M (1.85%) -817.39K
Decreased by -29.53%
Mar 31, 26
15 D. E. Shaw & Co LP 2.76M (1.84%) 797.65K
Increased by +28.94%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 2.51M (1.67%) -3.45M
Decreased by -137.63%
Jun 30, 25
17 Millennium Management LLC 2.24M (1.49%) -2.25M
Decreased by -100.56%
Dec 31, 25
18 Charles Schwab Investment Management Inc 2.24M (1.49%) 79.56K
Increased by +3.55%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 2.23M (1.49%) -6.33K
Decreased by -0.28%
Mar 31, 26
20 Khrom Capital Management, LLC 2.18M (1.46%) -1.16M
Decreased by -53.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.18M (6.12%) 1.98K
Increased by +0.02%
Apr 30, 26
2 iShares Core S&P Mid-Cap ETF 4.87M (3.25%) 3.66K
Increased by +0.08%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 4.83M (3.22%) 32.05K
Increased by +0.66%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 4.71M (3.14%) 4.69K
Increased by +0.10%
Sep 30, 24
5 iShares Select Dividend ETF 3.73M (2.49%) 0.00
Increased by 0.00%
Feb 28, 26
6 Avantis US Small Cap Value ETF 3.57M (2.38%) 0.00
Increased by 0.00%
Apr 30, 26
7 iShares Russell 2000 ETF 3.55M (2.37%) 29.94K
Increased by +0.84%
Apr 30, 26
8 Vanguard Small Cap Index 3.47M (2.31%) 63.59K
Increased by +1.83%
Mar 31, 26
9 Columbia Focused Mid Cap Value 2.25M (1.50%) -68.49K
Decreased by -3.04%
Mar 31, 26
10 Columbia Select Mid Cap Value Instl 2.25M (1.50%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 2.21M (1.47%) 18.76K
Increased by +0.85%
Mar 31, 26
12 Fidelity Value 2.05M (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
13 Fidelity® Value 1.93M (1.28%) -5.10K
Decreased by -0.26%
Nov 30, 23
14 Columbia Select Mid Cap Value SMA Cmp 1.82M (1.21%) 1.82M
Increased by +100.00%
Mar 31, 25
15 Fidelity Series Stk Selec Lg Cp Val 1.73M (1.16%) -681.92K
Decreased by -39.32%
May 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.68M (1.12%) 38.74K
Increased by +2.31%
Mar 31, 26
17 UWS BNY Mellon Global Higher Inc B 1.64M (1.09%) -36.15K
Decreased by -2.21%
Jan 31, 24
18 Fidelity® Series Stk Selec Lg Cp Val 1.61M (1.07%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Small Cap Value Fund 1.53M (1.02%) 585.00K
Increased by +38.11%
Apr 30, 24
20 Fidelity Small Cap Index 1.48M (0.98%) 16.40K
Increased by +1.11%
Feb 28, 26