Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 10.68%
2 NDIV 4.70%
3 FXZ 4.31%
4 WBIG 4.09%
5 UTRN 3.92%
6 RSPM 3.55%
7 RTM 3.48%
8 TPMN 3.03%
9 ERNZ 2.82%
10 PYZ 2.81%
11 TMFS 2.45%
12 LYLD 2.16%
13 TOGA 2.12%
14 UDI 2.06%
15 TOGA_old 1.98%
16 FTIF 1.89%
17 WBIY 1.84%
18 XSHD 1.80%
19 QVAL 1.76%
20 FTDS 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.70M (12.10%) 5.75M
Increased by +41.94%
Dec 31, 25
2 Vanguard Group Inc 13.27M (11.72%) -1.07M
Decreased by -8.02%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 4.94M (4.36%) 338.91K
Increased by +6.87%
Mar 31, 26
4 Capital Research Global Investors 4.84M (4.28%) 988.58K
Increased by +20.41%
Mar 31, 26
5 State Street Corporation 4.83M (4.27%) -13.96K
Decreased by -0.29%
Mar 31, 24
6 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.85%) 168.04K
Increased by +3.86%
Dec 31, 23
7 Putnam Investments LLC 4.19M (3.70%) 519.00
Increased by +0.01%
Sep 30, 23
8 Franklin Resources Inc 3.91M (3.45%) 185.14K
Increased by +4.74%
Mar 31, 26
9 State Street Corp 3.87M (3.42%) -1.82M
Decreased by -47.07%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 3.34M (2.95%) -491.14K
Decreased by -14.73%
Dec 31, 25
11 Amvescap Plc. 2.94M (2.59%) -56.04K
Decreased by -1.91%
Sep 30, 25
12 Massachusetts Financial Services Company 2.61M (2.31%) -46.11K
Decreased by -1.77%
Mar 31, 26
13 Earnest Partners LLC 2.41M (2.12%) 170.68K
Increased by +7.09%
Dec 31, 25
14 Geode Capital Management, LLC 1.98M (1.75%) -1.10M
Decreased by -55.66%
Dec 31, 25
15 Bank of America Corp 1.98M (1.75%) 124.47K
Increased by +6.29%
Dec 31, 25
16 Allspring Global Investments Holdings, LLC 1.86M (1.64%) 916.02K
Increased by +49.25%
Dec 31, 25
17 Capital World Investors 1.86M (1.64%) 0.00
Increased by 0.00%
Sep 30, 25
18 HighTower Advisors, LLC 1.70M (1.50%) 1.65M
Increased by +97.18%
Dec 31, 25
19 Millennium Management LLC 1.55M (1.37%) -495.43K
Decreased by -31.86%
Mar 31, 24
20 NORGES BANK 1.50M (1.32%) -123.42K
Decreased by -8.24%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.95M (6.14%) 1.45K
Increased by +0.02%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.72M (3.28%) 2.50K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.62M (3.20%) 32.78K
Increased by +0.91%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 3.27M (2.89%) 20.53K
Increased by +0.63%
May 31, 25
5 American Funds American Mutual A 3.05M (2.69%) 2.18M
Increased by +71.41%
Mar 31, 26
6 Capital Group American Mutual Comp 3.05M (2.69%) 2.18M
Increased by +71.41%
Mar 31, 26
7 Vanguard 500 Index Investor 2.86M (2.53%) -418.99K
Decreased by -14.65%
Jul 31, 25
8 Vanguard Small Cap Index 2.63M (2.33%) 43.76K
Increased by +1.66%
Mar 31, 26
9 American Funds Income Fund of Amer A 2.47M (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
10 iShares Select Dividend ETF 2.45M (2.16%) 0.00
Increased by 0.00%
Apr 30, 26
11 Putnam Large Cap Value A 2.37M (2.10%) 49.16K
Increased by +2.07%
Mar 31, 26
12 Putnam US Large Cap Value Equity 2.25M (1.99%) 0.00
Increased by 0.00%
Dec 31, 25
13 Allspring Mid Value SMA 1.99M (1.76%) 507.10K
Increased by +25.44%
Mar 31, 26
14 Allspring Special US Mid Cap Value Eq 1.99M (1.76%) 507.10K
Increased by +25.44%
Mar 31, 26
15 Invesco S&P 500® Equal Weight ETF 1.77M (1.56%) 2.61K
Increased by +0.15%
Aug 29, 25
16 Allspring Special Mid Cap Value Inst 1.71M (1.51%) -284.60K
Decreased by -16.66%
Apr 30, 26
17 Vanguard Small Cap Value Index Inv 1.68M (1.48%) 12.67K
Increased by +0.76%
Mar 31, 26
18 MFS Mid Cap Value A 1.58M (1.39%) -24.27K
Decreased by -1.54%
Mar 31, 26
19 MFS Mid Cap Value Equity 1.58M (1.39%) -67.99K
Decreased by -4.31%
Mar 31, 26
20 JPM US Equity-MA 1.47M (1.30%) 1.47M
Increased by +99.84%
Dec 31, 23