Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TDV 2.10%
2 MVFD 1.96%
3 IPDP 1.86%
4 INVN 1.61%
5 HAPY 1.61%
6 OUSM 1.55%
7 VFMV 1.42%
8 XMLV 1.40%
9 RNIN 1.26%
10 THMZ 1.20%
11 USMF 1.08%
12 PAMC 1.04%
13 CSB 1.03%
14 HSMV 0.93%
15 RNMC 0.92%
16 FXL 0.91%
17 LQPE 0.90%
18 BKDV 0.77%
19 VALQ 0.75%
20 XSW 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.72M (12.94%) -36.38K
Decreased by -0.47%
Dec 31, 25
2 Morgan Stanley - Brokerage Accounts 6.17M (10.34%) -679.90K
Decreased by -11.02%
Dec 31, 25
3 BlackRock Inc 6.10M (10.22%) 144.72K
Increased by +2.37%
Dec 31, 25
4 Bank of New York Mellon Corp 4.50M (7.54%) -732.53K
Decreased by -16.28%
Mar 31, 26
5 Kayne Anderson Rudnick Investment Management LLC 3.08M (5.16%) -1.56M
Decreased by -50.72%
Jun 30, 24
6 State Street Corp 2.24M (3.76%) 7.68K
Increased by +0.34%
Dec 31, 25
7 State Street Corporation 1.89M (3.17%) 38.49K
Increased by +2.04%
Mar 31, 24
8 Geode Capital Management, LLC 1.89M (3.16%) 254.25K
Increased by +13.49%
Dec 31, 25
9 First Trust Advisors L.P. 1.88M (3.15%) 361.87K
Increased by +19.24%
Dec 31, 25
10 Acadian Asset Management LLC 1.57M (2.63%) 1.51M
Increased by +95.79%
Mar 31, 26
11 Snyder Capital Management LP 1.36M (2.28%) -65.64K
Decreased by -4.82%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.32M (2.21%) 83.83K
Increased by +6.34%
Mar 31, 26
13 Disciplined Growth Investors Inc 1.27M (2.12%) -74.71K
Decreased by -5.89%
Mar 31, 26
14 Frontier Capital Management CO Inc 1.24M (2.07%) 28.24K
Increased by +2.28%
Jun 30, 25
15 ClearBridge Advisors, LLC 1.17M (1.95%) -510.61K
Decreased by -43.79%
Dec 31, 24
16 Mackenzie Investments 1.16M (1.95%) 14.57K
Increased by +1.25%
Dec 31, 25
17 The Goldman Sachs Group Inc 1.01M (1.69%) 69.82K
Increased by +6.91%
Dec 31, 25
18 Wells Fargo & Co 977.63K (1.64%) -95.89K
Decreased by -9.81%
Jun 30, 24
19 BTIM Corp 885.23K (1.48%) -202.95K
Decreased by -22.93%
Dec 31, 25
20 NORGES BANK 855.90K (1.43%) 114.86K
Increased by +13.42%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.91M (4.87%) -527.84K
Decreased by -18.17%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.05M (3.44%) -1.04K
Decreased by -0.05%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.94M (3.25%) 8.78K
Increased by +0.45%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 1.89M (3.16%) 1.05K
Increased by +0.06%
Sep 30, 24
5 Vanguard Information Technology ETF 1.51M (2.53%) -1.55K
Decreased by -0.10%
Mar 31, 26
6 Vanguard Small Cap Index 1.41M (2.36%) 23.91K
Increased by +1.70%
Mar 31, 26
7 BNY Mellon Dynamic Value Fund A 1.29M (2.16%) -31.82K
Decreased by -2.47%
Mar 31, 26
8 First Trust SMID Cp Rising Div Achv ETF 1.26M (2.11%) 1.69K
Increased by +0.13%
Apr 30, 26
9 Vanguard Small Cap Growth Index Inv 787.90K (1.32%) 20.32K
Increased by +2.58%
Mar 31, 26
10 ClearBridge Aggressive Growth 762.62K (1.28%) 0.00
Increased by 0.00%
Mar 31, 24
11 ClearBridge Aggressive Growth A 762.62K (1.28%) 0.00
Increased by 0.00%
Mar 31, 24
12 Virtus KAR Mid-Cap Core I 696.73K (1.17%) 66.20K
Increased by +9.50%
Dec 31, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 681.14K (1.14%) 14.96K
Increased by +2.20%
Mar 31, 26
14 Virtus KAR Small-Mid Cap Core R6 625.91K (1.05%) 45.21K
Increased by +7.22%
Mar 31, 24
15 Fidelity Series Stk Selec Lg Cp Val 623.90K (1.05%) 111.50K
Increased by +17.87%
Mar 31, 26
16 First Trust Value Line® Dividend ETF 535.47K (0.90%) -471.00
Decreased by -0.09%
Apr 30, 26
17 Canada Life US Small-Mid Cap Growth A 494.19K (0.83%) 49.60K
Increased by +10.04%
Jan 31, 25
18 Canada Life US Small-Mid Cap Growth F 494.19K (0.83%) 0.00
Increased by 0.00%
Feb 28, 26
19 SPDR® S&P MIDCAP 400 ETF Trust 470.37K (0.79%) -11.77K
Decreased by -2.50%
Jul 31, 25
20 Disciplined Growth - Mid Cap Growth 465.56K (0.78%) -37.07K
Decreased by -7.96%
Mar 31, 26