Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NDIV 5.38%
2 PSCM 4.20%
3 TINT 3.67%
4 FXZ 2.73%
5 PYZ 2.07%
6 HAPS 1.63%
7 HYP 1.21%
8 RDIV 1.17%
9 PAMC 0.90%
10 NIXT 0.86%
11 WCEO 0.76%
12 CSB 0.70%
13 RCGE 0.54%
14 MCDS 0.52%
15 MGNR 0.50%
16 KOCG 0.47%
17 RFV 0.46%
18 EQLT 0.45%
19 SMN 0.45%
20 SBM 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 22.39M (14.93%) -3.49M
Decreased by -15.59%
Mar 31, 26
2 Vanguard Group Inc 17.92M (11.95%) 490.78K
Increased by +2.74%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 10.33M (6.89%) 10.33M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 6.77M (4.52%) 6.77M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.12M (4.08%) -15.20K
Decreased by -0.25%
Mar 31, 26
6 Ameriprise Financial Inc 4.84M (3.23%) 331.51K
Increased by +6.85%
Mar 31, 26
7 State Street Corporation 4.62M (3.08%) 106.17K
Increased by +2.30%
Mar 31, 24
8 American Century Companies Inc 4.42M (2.94%) 799.99K
Increased by +18.12%
Mar 31, 26
9 FMR Inc 4.08M (2.72%) -315.35K
Decreased by -7.73%
Dec 31, 25
10 Appian WAY Asset Management 3.81M (2.54%) 1.34M
Increased by +35.19%
Jun 30, 25
11 JPMorgan Chase & Co 3.80M (2.53%) -145.33K
Decreased by -3.82%
Mar 31, 26
12 Wolf Hill Capital Management, LP 3.69M (2.46%) 3.69M
Increased by +100.00%
Mar 31, 26
13 Geode Capital Management, LLC 3.60M (2.40%) 109.75K
Increased by +3.05%
Mar 31, 26
14 The Goldman Sachs Group Inc 3.01M (2.01%) -687.18K
Decreased by -22.80%
Mar 31, 26
15 D. E. Shaw & Co LP 2.85M (1.90%) 94.49K
Increased by +3.31%
Mar 31, 26
16 UBS Group AG 2.77M (1.85%) -817.39K
Decreased by -29.53%
Mar 31, 26
17 Marshall Wace Asset Management Ltd 2.51M (1.67%) -3.45M
Decreased by -137.63%
Jun 30, 25
18 Millennium Management LLC 2.24M (1.49%) -2.25M
Decreased by -100.56%
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 9.09M (6.06%) 3.29K
Increased by +0.04%
May 29, 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 4.85M (3.23%) 14.55K
Increased by +0.30%
Apr 30, 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 iShares Russell 2000 ETF 3.60M (2.40%) 33.23K
Increased by +0.92%
May 29, 26
7 Avantis US Small Cap Value ETF 3.46M (2.31%) 0.00
Increased by 0.00%
May 30, 26
8 Vanguard Small Cap Index 3.46M (2.31%) -6.64K
Decreased by -0.19%
Apr 30, 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 2.22M (1.48%) 15.91K
Increased by +0.72%
Apr 30, 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 1.69M (1.13%) 13.49K
Increased by +0.80%
Apr 30, 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 (0.99%) 1.66K
Increased by +0.11%
Mar 31, 26