Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUD 9.78%
2 UTRN 4.05%
3 GRNR 3.79%
4 MDCP 3.76%
5 DRES 3.69%
6 XHB 3.16%
7 MCSE 3.05%
8 LSAT 2.99%
9 EWA 2.92%
10 DFRA 2.67%
11 ABLD 2.67%
12 EQWM 2.55%
13 XMHQ 2.55%
14 COWS 2.50%
15 HCOW 2.43%
16 PKB 2.41%
17 FLAU 2.25%
18 PRN 2.25%
19 SDG 2.21%
20 GAID 2.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.24M (10.65%) 14.08K
Increased by +0.33%
Mar 31, 26
2 Vanguard Group Inc 4.16M (10.43%) -144.92K
Decreased by -3.49%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 2.75M (6.89%) -476.25K
Decreased by -17.35%
Mar 31, 26
4 State Street Corporation 2.25M (5.64%) -173.96K
Decreased by -7.74%
Mar 31, 24
5 State Street Corp 2.04M (5.12%) -48.04K
Decreased by -2.35%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.00M (5.01%) 2.00M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.83M (4.60%) 1.83M
Increased by +100.00%
Mar 31, 26
8 Bank of New York Mellon Corp 1.19M (2.99%) 251.61K
Increased by +21.11%
Mar 31, 26
9 FMR Inc 1.13M (2.83%) 157.00K
Increased by +13.91%
Jun 30, 25
10 Harris Associates L.P. 970.55K (2.44%) -146.38K
Decreased by -15.08%
Sep 30, 23
11 Sands Capital Management, LLC 919.61K (2.31%) -48.03K
Decreased by -5.22%
Mar 31, 26
12 CI Private Wealth LLC 865.65K (2.17%) 443.85K
Increased by +51.27%
Dec 31, 25
13 Franklin Resources Inc 845.12K (2.12%) -174.09K
Decreased by -20.60%
Mar 31, 26
14 Arnhold & S. Bleichroeder Advisers, LLC 793.16K (1.99%) 147.00K
Increased by +18.53%
Mar 31, 26
15 Geode Capital Management, LLC 774.78K (1.94%) 12.17K
Increased by +1.57%
Mar 31, 26
16 Generation Investment Management LLP 718.92K (1.80%) -125.97K
Decreased by -17.52%
Jun 30, 24
17 Barclays PLC 668.91K (1.68%) 183.11K
Increased by +27.37%
Mar 31, 26
18 Allspring Global Investments Holdings, LLC 646.41K (1.62%) -121.81K
Decreased by -18.84%
Dec 31, 25
19 Bessemer Group Inc 620.70K (1.56%) 17.85K
Increased by +2.88%
Mar 31, 26
20 Wells Fargo & Co 603.65K (1.51%) 14.15K
Increased by +2.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.47M (3.68%) -39.66K
Decreased by -2.70%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.38M (3.47%) 258.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.30M (3.27%) 5.02K
Increased by +0.39%
Apr 30, 26
4 Eaton Vance Atlanta Capital SMID-Cap I 1.16M (2.91%) -78.54K
Decreased by -6.77%
Apr 30, 26
5 Vanguard Small Cap Index 941.87K (2.36%) -2.14K
Decreased by -0.23%
Apr 30, 26
6 Sands Capital Global Growth Equity 824.64K (2.07%) -36.42K
Decreased by -4.42%
Mar 31, 26
7 First Eagle Global A 790.42K (1.98%) 155.03K
Increased by +19.61%
May 31, 26
8 Franklin Rising Dividends A 665.00K (1.67%) 0.00
Increased by 0.00%
Apr 30, 26
9 Franklin Rising Dividends Fund A 665.00K (1.67%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 605.15K (1.52%) 4.47K
Increased by +0.74%
Apr 30, 26
11 Pacer US Cash Cows 100 ETF 502.24K (1.26%) 896.00
Increased by +0.18%
Mar 28, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 460.57K (1.16%) 4.68K
Increased by +1.02%
Apr 30, 26
13 Invesco S&P MidCap Quality ETF 399.13K (1.00%) 0.00
Increased by 0.00%
May 29, 26
14 RobecoSAM Smart Energy Eqs F EUR 380.00K (0.95%) 0.00
Increased by 0.00%
Feb 29, 24
15 Harris Assoc. Oakmark Eq & Inc CIT 377.95K (0.95%) -141.60K
Decreased by -37.46%
Sep 30, 23
16 Oakmark Equity And Income Investor 377.95K (0.95%) -141.60K
Decreased by -37.46%
Sep 30, 23
17 JPM US Mid Cap Value-Composite 374.95K (0.94%) 18.94K
Increased by +5.05%
Jun 30, 25
18 JPM US Mid Cap Value-MA 356.02K (0.89%) -54.81K
Decreased by -15.40%
Mar 31, 25
19 First Trust Rising Dividend Achiev ETF 348.44K (0.87%) 490.00
Increased by +0.14%
Aug 28, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 330.56K (0.83%) -8.27K
Decreased by -2.50%
Jul 31, 25