Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 2.74%
2 SDEI 2.26%
3 WBIY 1.81%
4 SMLL 1.56%
5 FOVL 1.26%
6 MPAY 1.14%
7 CVY 1.12%
8 XSHD 1.12%
9 DVP 1.03%
10 DEEP 1.02%
11 DIV 0.97%
12 FXD 0.97%
13 CNTR 0.92%
14 RISN 0.88%
15 MYLD 0.85%
16 DGRS 0.84%
17 SDVY 0.82%
18 RZV 0.78%
19 LSAF 0.75%
20 DSMC 0.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.48M (15.68%) -5.86K
Decreased by -0.11%
Mar 31, 26
2 Vanguard Group Inc 4.12M (11.81%) -102.46K
Decreased by -2.48%
Dec 31, 25
3 JPMorgan Chase & Co 2.88M (8.25%) 22.66K
Increased by +0.79%
Mar 31, 25
4 Pacer Advisors, INC. 2.85M (8.16%) 1.73M
Increased by +60.78%
Dec 31, 24
5 Vanguard Portfolio Management, LLC 2.55M (7.31%) 2.55M
Increased by +100.00%
Mar 31, 26
6 RWWM Inc 2.34M (6.71%) -2.17M
Decreased by -92.81%
Mar 31, 26
7 First Trust Advisors L.P. 1.92M (5.50%) 479.96K
Increased by +25.00%
Dec 31, 24
8 Allianz Asset Management AG 1.82M (5.21%) 277.50K
Increased by +15.24%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 1.77M (5.05%) 472.79K
Increased by +26.78%
Mar 31, 26
10 Charles Schwab Investment Management Inc 1.60M (4.58%) 82.50K
Increased by +5.16%
Dec 31, 25
11 Vanguard Capital Management, LLC 1.53M (4.39%) 1.53M
Increased by +100.00%
Mar 31, 26
12 State Street Corp 1.51M (4.32%) -3.98K
Decreased by -0.26%
Mar 31, 26
13 American Century Companies Inc 1.38M (3.95%) 15.58K
Increased by +1.13%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.23M (3.52%) -531.43K
Decreased by -43.18%
Mar 31, 26
15 State Street Corporation 1.12M (3.21%) 11.70K
Increased by +1.04%
Mar 31, 24
16 UBS Group AG 1.07M (3.06%) -279.94K
Decreased by -26.17%
Mar 31, 26
17 Balyasny Asset Management LLC 1.07M (3.06%) 652.87K
Increased by +61.15%
Mar 31, 26
18 Marshall Wace Asset Management Ltd 1.06M (3.04%) 701.29K
Increased by +66.07%
Mar 31, 26
19 Rubric Capital Management LP 1.02M (2.92%) 558.85K
Increased by +54.85%
Mar 31, 26
20 The Goldman Sachs Group Inc 941.16K (2.69%) 203.10K
Increased by +21.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.21M (6.33%) 880.00
Increased by +0.04%
May 29, 26
2 JPM US Mid Cap Value-Composite 1.77M (5.07%) 0.00
Increased by 0.00%
Mar 31, 25
3 JPM US Mid Cap Value-MA 1.77M (5.07%) 0.00
Increased by 0.00%
Mar 31, 25
4 JPMorgan Mid Cap Value L 1.77M (5.07%) 0.00
Increased by 0.00%
Apr 30, 25
5 First Trust SMID Cp Rising Div Achv ETF 1.58M (4.53%) 3.39K
Increased by +0.21%
Feb 27, 25
6 PIMCO RAE US Small Instl 1.27M (3.65%) 107.46K
Increased by +8.43%
Mar 31, 26
7 Pacer US Cash Cows 100 ETF 1.19M (3.40%) 1.74K
Increased by +0.15%
Feb 28, 25
8 PIMCO RAE US Small 1.17M (3.34%) 258.84K
Increased by +22.18%
Dec 31, 25
9 iShares Core S&P Mid-Cap ETF 1.16M (3.32%) 0.00
Increased by 0.00%
Nov 30, 24
10 Schwab US Dividend Equity ETF™ 1.12M (3.21%) 2.00K
Increased by +0.18%
Feb 28, 26
11 Vanguard US Total Market Shares ETF 1.12M (3.20%) 829.00
Increased by +0.07%
Sep 30, 24
12 Vanguard Total Stock Mkt Idx Inv 1.09M (3.11%) 0.00
Increased by 0.00%
Apr 30, 26
13 Avantis US Small Cap Value ETF 1.05M (3.02%) 1.24K
Increased by +0.12%
May 30, 26
14 Fuller & Thaler Behavrl Small-Cap Value 937.86K (2.69%) -8.38K
Decreased by -0.89%
Nov 30, 23
15 Vanguard Explorer Inv 876.63K (2.51%) 0.00
Increased by 0.00%
Sep 30, 24
16 iShares Russell 2000 ETF 853.20K (2.44%) 7.90K
Increased by +0.93%
May 29, 26
17 JPMorgan Value Advantage L 800.25K (2.29%) -9.12K
Decreased by -1.14%
Sep 30, 24
18 Vanguard Small Cap Index 795.98K (2.28%) -3.31K
Decreased by -0.42%
Apr 30, 26
19 UWS BNY Mellon Global Higher Inc B 594.38K (1.70%) -170.35K
Decreased by -28.66%
Mar 31, 24
20 PIMCO RAE US Small CIT Class 0TS 519.49K (1.49%) 127.60K
Increased by +24.56%
Mar 31, 26