Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 10.45%
2 NDIV 4.78%
3 FXZ 4.19%
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 2.37%
12 LYLD 2.13%
13 TOGA 2.12%
14 UDI 2.01%
15 TOGA_old 1.98%
16 FTIF 1.88%
17 WBIY 1.84%
18 QVAL 1.76%
19 FTDS 1.75%
20 XSHD 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.49M (14.57%) 2.79M
Increased by +16.91%
Mar 31, 26
2 Vanguard Group Inc 13.27M (11.72%) -1.07M
Decreased by -8.02%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 7.63M (6.74%) 7.63M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 5.11M (4.51%) 5.11M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 4.94M (4.36%) 338.91K
Increased by +6.87%
Mar 31, 26
6 Capital Research Global Investors 4.84M (4.28%) 988.58K
Increased by +20.41%
Mar 31, 26
7 State Street Corporation 4.83M (4.27%) -13.96K
Decreased by -0.29%
Mar 31, 24
8 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.85%) 168.04K
Increased by +3.86%
Dec 31, 23
9 Putnam Investments LLC 4.19M (3.70%) 519.00
Increased by +0.01%
Sep 30, 23
10 State Street Corp 4.14M (3.66%) 273.27K
Increased by +6.60%
Mar 31, 26
11 Franklin Resources Inc 3.91M (3.45%) 185.14K
Increased by +4.74%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 3.08M (2.72%) -257.53K
Decreased by -8.37%
Mar 31, 26
13 Amvescap Plc. 2.94M (2.59%) -56.04K
Decreased by -1.91%
Sep 30, 25
14 Massachusetts Financial Services Company 2.61M (2.31%) -46.11K
Decreased by -1.77%
Mar 31, 26
15 Allspring Global Investments Holdings, LLC 2.59M (2.29%) 732.69K
Increased by +28.26%
Mar 31, 26
16 Earnest Partners LLC 2.45M (2.16%) 40.59K
Increased by +1.66%
Mar 31, 26
17 Bank of America Corp 2.24M (1.98%) 266.72K
Increased by +11.89%
Mar 31, 26
18 Geode Capital Management, LLC 2.05M (1.81%) 60.85K
Increased by +2.98%
Mar 31, 26
19 Capital World Investors 1.86M (1.64%) 0.00
Increased by 0.00%
Sep 30, 25
20 HighTower Advisors, LLC 1.70M (1.50%) 1.65M
Increased by +97.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.92M (6.11%) 2.39K
Increased by +0.03%
May 29, 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 3.63M (3.21%) 8.82K
Increased by +0.24%
Apr 30, 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 (2.32%) -6.20K
Decreased by -0.24%
Apr 30, 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 2.42M (2.14%) 3.27K
Increased by +0.14%
May 29, 26
11 Putnam Large Cap Value A 2.37M (2.10%) 0.00
Increased by 0.00%
Apr 30, 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 1.69M (1.49%) 13.66K
Increased by +0.81%
Apr 30, 26
18 MFS Mid Cap Value A 1.58M (1.39%) 0.00
Increased by 0.00%
Apr 30, 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