Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRZZ 5.05%
2 WBIG 4.71%
3 ZIG 4.69%
4 WBIF 3.75%
5 TPMN 3.65%
6 FCUS 3.50%
7 FCG 3.00%
8 XOP 2.85%
9 EWMC 2.84%
10 SCAP 2.77%
11 PXE 2.69%
12 ARWG 2.64%
13 PWER 2.58%
14 MVPA 2.54%
15 DDIV 2.51%
16 NDIV 2.50%
17 FXN 2.48%
18 GRPM 2.48%
19 SMCF 2.37%
20 FTIF 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.95M (13.14%) 1.33M
Increased by +19.15%
Mar 31, 26
2 Vanguard Group Inc 5.79M (10.95%) -104.37K
Decreased by -1.80%
Dec 31, 25
3 FMR Inc 3.88M (7.34%) -2.90M
Decreased by -74.78%
Mar 31, 26
4 Wellington Management Company LLP 3.78M (7.16%) 1.97M
Increased by +52.19%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.93M (5.54%) 2.93M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.56M (4.84%) 2.56M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 2.41M (4.56%) 212.17K
Increased by +8.79%
Mar 31, 26
8 Amvescap Plc. 2.27M (4.28%) 1.95M
Increased by +85.94%
Mar 31, 26
9 Victory Capital Management Inc. 2.05M (3.88%) 49.30K
Increased by +2.40%
Mar 31, 26
10 State Street Corporation 2.02M (3.82%) 137.64K
Increased by +6.81%
Mar 31, 24
11 Boston Partners Global Investors, Inc 1.82M (3.44%) -321.61K
Decreased by -17.70%
Jun 30, 25
12 American Century Companies Inc 1.68M (3.17%) -183.59K
Decreased by -10.95%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 1.55M (2.93%) 329.56K
Increased by +21.29%
Mar 31, 26
14 First Trust Advisors L.P. 1.40M (2.65%) 138.96K
Increased by +9.91%
Dec 31, 23
15 Sourcerock Group LLC 1.29M (2.44%) 175.25K
Increased by +13.57%
Mar 31, 26
16 Geode Capital Management, LLC 1.20M (2.26%) -857.25K
Decreased by -71.69%
Mar 31, 26
17 Adage Capital Partners Gp LLC 1.19M (2.25%) -55.70K
Decreased by -4.69%
Mar 31, 26
18 AQR Capital Management LLC 1.16M (2.19%) 713.62K
Increased by +61.53%
Mar 31, 26
19 UBS Group AG 1.12M (2.12%) 474.79K
Increased by +42.42%
Mar 31, 26
20 Massachusetts Financial Services Company 895.35K (1.69%) 13.99K
Increased by +1.56%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sycamore Mid Cap Value Comp 2.11M (3.99%) 2.05M
Increased by +96.95%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.96M (3.70%) 82.42K
Increased by +4.21%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.93M (3.65%) 360.00
Increased by +0.02%
May 29, 26
4 Pacer US Cash Cows 100 ETF 1.87M (3.53%) 2.76K
Increased by +0.15%
Feb 28, 25
5 Vanguard Total Stock Mkt Idx Inv 1.82M (3.44%) 4.96K
Increased by +0.27%
Apr 30, 26
6 Fidelity® Low-Priced Stock 1.51M (2.85%) 0.00
Increased by 0.00%
Aug 31, 23
7 Victory Sycamore Established Value R 1.35M (2.55%) 40.00K
Increased by +2.96%
Mar 31, 26
8 Vanguard Small Cap Index 1.31M (2.48%) -2.95K
Decreased by -0.22%
Apr 30, 26
9 Vanguard Instl Ttl Stck Mkt Idx Tr 1.22M (2.30%) 17.43K
Increased by +1.43%
Mar 31, 23
10 Invesco Small Cap Value A 1.14M (2.15%) 0.00
Increased by 0.00%
Apr 30, 26
11 First Trust Rising Dividend Achiev ETF 1.13M (2.14%) 1.56K
Increased by +0.14%
Jan 31, 24
12 JHancock Disciplined Value Mid Cap I 1.05M (1.99%) 0.00
Increased by 0.00%
Jul 31, 25
13 iShares Select Dividend ETF 1.04M (1.98%) 0.00
Increased by 0.00%
May 29, 26
14 Fuller & Thaler Behavioral Sm-Cp Eq R6 983.45K (1.86%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fuller & Thaler Behavioral Small-Cap Eq 983.45K (1.86%) 0.00
Increased by 0.00%
Aug 31, 23
16 iShares Russell 2000 ETF 976.28K (1.85%) -7.80K
Decreased by -0.80%
Apr 30, 24
17 Vanguard Explorer Inv 925.09K (1.75%) 925.09K
Increased by +100.00%
Mar 31, 26
18 Avantis US Small Cap Value ETF 846.21K (1.60%) 0.00
Increased by 0.00%
May 30, 26
19 Vanguard Small Cap Value Index Inv 841.41K (1.59%) 6.27K
Increased by +0.74%
Apr 30, 26
20 SttStrtSPDRS&POil&GasExplor&ProdtnETF 719.30K (1.36%) 3.51K
Increased by +0.49%
May 29, 26