Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXG 3.24%
2 PBJ 2.96%
3 FCUS 2.72%
4 FTXG 2.37%
5 SCAP 2.34%
6 BRIF 2.29%
7 FTDS 2.23%
8 PSL 2.22%
9 BCUS 2.21%
10 ECML 2.17%
11 QVAL 1.95%
12 EWMC 1.82%
13 JMID 1.71%
14 BUL 1.66%
15 GRPM 1.53%
16 DVOL 1.42%
17 NVQ 1.29%
18 NVQ_old 1.29%
19 RNMC 1.28%
20 JSML 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.69M (71.51%) 341.37K
Increased by +6.00%
 Dec 31, 25
2 BlackRock Inc 5.25M (65.97%) 156.37K
Increased by +2.98%
 Mar 31, 26
3 Vanguard Portfolio Management, LLC 2.96M (37.22%) 2.96M
Increased by +100.00%
 Mar 31, 26
4 Vanguard Capital Management, LLC 2.54M (31.96%) 2.54M
Increased by +100.00%
 Mar 31, 26
5 First Trust Advisors L.P. 2.02M (25.37%) -19.71K
Decreased by -0.98%
 Mar 31, 26
6 Boston Partners Global Investors, Inc 2.01M (25.28%) -319.53K
Decreased by -15.90%
 Mar 31, 26
7 State Street Corp 1.74M (21.94%) 49.24K
Increased by +2.82%
 Mar 31, 26
8 Geode Capital Management, LLC 1.61M (20.22%) 199.54K
Increased by +12.41%
 Mar 31, 26
9 Diversified Trust Co 1.46M (18.41%) 1.30K
Increased by +0.09%
 Mar 31, 26
10 NORGES BANK 1.45M (18.25%) -1.06M
Decreased by -73.27%
 Dec 31, 25
11 AQR Capital Management LLC 1.29M (16.20%) -161.91K
Decreased by -12.57%
 Mar 31, 26
12 Dimensional Fund Advisors, Inc. 972.18K (12.23%) -143.32K
Decreased by -14.74%
 Mar 31, 26
13 Amvescap Plc. 550.49K (6.92%) -569.09K
Decreased by -103.38%
 Jun 30, 25
14 JONES FINANCIAL COMPANIES LLLP 502.06K (6.31%) 501.87K
Increased by +99.96%
 Mar 31, 25
15 JPMorgan Chase & Co 489.61K (6.16%) 269.08K
Increased by +54.96%
 Sep 30, 25
16 Morgan Stanley - Brokerage Accounts 485.30K (6.10%) 84.57K
Increased by +17.43%
 Mar 31, 26
17 Northern Trust Investments N A 479.61K (6.03%) -20.90K
Decreased by -4.36%
 Jun 30, 25
18 Northern Trust Corp 474.51K (5.97%) 14.23K
Increased by +3.00%
 Mar 31, 26
19 Charles Schwab Investment Management Inc 466.73K (5.87%) -3.01K
Decreased by -0.65%
 Mar 31, 26
20 Vaughan Nelson Scarbrgh & Mccullough LP 443.62K (5.58%) -130.55K
Decreased by -29.43%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.92M (24.19%) -10.40K
Decreased by -0.54%
 Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.79M (22.55%) -5.02K
Decreased by -0.28%
 Jun 30, 26
3 First Trust Rising Dividend Achiev ETF 1.48M (18.64%) 735.00
Increased by +0.05%
 Jun 30, 26
4 JHancock Disciplined Value Mid Cap I 1.48M (18.56%) 135.50K
Increased by +9.18%
 May 31, 26
5 Vanguard Small Cap Index 1.30M (16.30%) -4.01K
Decreased by -0.31%
 Jun 30, 26
6 Vanguard Small Cap Growth Index Inv 748.86K (9.42%) 16.32K
Increased by +2.18%
 Jun 30, 26
7 Macquarie Income Opportunities 726.60K (9.14%) 3.78K
Increased by +0.52%
 Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 648.52K (8.16%) 8.89K
Increased by +1.37%
 Jun 30, 26
9 Victory Sycamore Established Value R 570.00K (7.17%) 570.00K
Increased by +100.00%
 Jun 30, 26
10 Invesco S&P MidCap Quality ETF 481.85K (6.06%) 0.00
Increased by 0.00%
 May 30, 25
11 SPDR® S&P MIDCAP 400 ETF Trust 449.03K (5.65%) -11.22K
Decreased by -2.50%
 Jul 31, 25
12 State Street® SPDR® S&P MIDCAP 400® ETF 423.78K (5.33%) -4.18K
Decreased by -0.99%
 May 31, 26
13 State St Russell Sm/Mid Cp® Indx SL Cl I 337.14K (4.24%) -7.40K
Decreased by -2.19%
 Jun 30, 26
14 iShares S&P Mid-Cap 400 Growth ETF 336.06K (4.23%) -2.05K
Decreased by -0.61%
 Jun 30, 26
15 First Trust SMID Cp Rising Div Achv ETF 324.99K (4.09%) 0.00
Increased by 0.00%
 Jun 30, 26
16 BlackRock Systematic Multi-Strat Instl 303.27K (3.81%) 255.37K
Increased by +84.21%
 Jun 30, 25
17 Fidelity Extended Market Index 292.04K (3.67%) -9.27K
Decreased by -3.17%
 May 31, 26
18 Invesco S&P MidCap Momentum ETF 289.32K (3.64%) 1.41K
Increased by +0.49%
 Aug 29, 25
19 State Street SPDR Port S&P 400 Md CpETF 286.09K (3.60%) 212.00
Increased by +0.07%
 Jun 30, 26
20 SPDR® Portfolio S&P 400™ Mid Cap ETF 271.13K (3.41%) 0.00
Increased by 0.00%
 Aug 31, 25