Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 3.19%
2 WBAT 3.06%
3 SRHQ 2.97%
4 QCLN 2.49%
5 UPGR 2.42%
6 LIT 2.37%
7 FIXT 2.30%
8 FEMA 2.30%
9 IBAT 2.24%
10 PUW 2.18%
11 GEX 2.18%
12 SHFT 2.04%
13 DFRA 1.78%
14 ABLD 1.78%
15 EV 1.67%
16 GRNJ 1.60%
17 SDVY 1.57%
18 SDVD 1.57%
19 JSML 1.47%
20 BATT 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.08M (13.98%) -52.34K
Decreased by -1.03%
Mar 31, 26
2 Vanguard Group Inc 4.31M (11.87%) -187.56K
Decreased by -4.35%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.38M (6.54%) 2.38M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.65M (4.55%) 1.65M
Increased by +100.00%
Mar 31, 26
5 Dimensional Fund Advisors, Inc. 1.51M (4.16%) -116.40K
Decreased by -7.70%
Mar 31, 26
6 State Street Corp 1.47M (4.05%) 6.86K
Increased by +0.47%
Mar 31, 26
7 State Street Corporation 1.44M (3.96%) 29.46K
Increased by +2.05%
Mar 31, 24
8 Amvescap Plc. 1.16M (3.19%) 370.75K
Increased by +32.00%
Mar 31, 26
9 Geode Capital Management, LLC 962.59K (2.65%) 17.64K
Increased by +1.83%
Mar 31, 26
10 Earnest Partners LLC 945.57K (2.60%) -35.17K
Decreased by -3.72%
Mar 31, 26
11 AQR Capital Management LLC 891.85K (2.46%) 332.95K
Increased by +37.33%
Mar 31, 26
12 First Trust Advisors L.P. 887.41K (2.44%) -12.90K
Decreased by -1.45%
Mar 31, 26
13 JPMorgan Chase & Co 798.84K (2.20%) 401.91K
Increased by +50.31%
Sep 30, 25
14 Newsouth Capital Management Inc 785.16K (2.16%) -62.95K
Decreased by -8.02%
Mar 31, 26
15 Mirae Asset Global Investments (Korea) Co Ltd 752.38K (2.07%) 1.42K
Increased by +0.19%
Mar 31, 24
16 LSV Asset Management 719.15K (1.98%) 156.86K
Increased by +21.81%
Mar 31, 26
17 Segall Bryant & Hamill 633.38K (1.74%) -13.14K
Decreased by -2.07%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 625.84K (1.72%) -111.22K
Decreased by -17.77%
Jun 30, 24
19 HHG PLC 614.39K (1.69%) -395.47K
Decreased by -64.37%
Jun 30, 25
20 ACK Asset Management LLC 584.32K (1.61%) -40.00K
Decreased by -6.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.29M (3.55%) 1.11K
Increased by +0.09%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.25M (3.44%) 234.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 1.18M (3.25%) 3.07K
Increased by +0.26%
Apr 30, 26
4 iShares Russell 2000 ETF 880.90K (2.43%) 8.16K
Increased by +0.93%
May 29, 26
5 Vanguard Small Cap Index 849.06K (2.34%) -1.66K
Decreased by -0.20%
Apr 30, 26
6 First Trust SMID Cp Rising Div Achv ETF 756.66K (2.08%) -1.89K
Decreased by -0.25%
May 31, 26
7 Invesco Small Cap Value A 576.96K (1.59%) -16.78K
Decreased by -2.91%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 545.22K (1.50%) 3.79K
Increased by +0.69%
Apr 30, 26
9 EARNEST Small Cap Value 504.83K (1.39%) 504.06K
Increased by +99.85%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 416.02K (1.15%) 4.49K
Increased by +1.08%
Apr 30, 26
11 Fidelity® Small Cap Index 397.19K (1.09%) 10.70K
Increased by +2.69%
Oct 31, 23
12 American Beacon Small Cp Val R5 386.34K (1.06%) 9.60K
Increased by +2.48%
Aug 31, 25
13 Franklin Small Cap Value A 369.20K (1.02%) 65.73K
Increased by +17.80%
Apr 30, 26
14 Vanguard Strategic Equity Inv 361.38K (1.00%) -25.29K
Decreased by -7.00%
Mar 31, 26
15 Fidelity Small Cap Index 360.61K (0.99%) -4.74K
Decreased by -1.32%
Mar 31, 26
16 Janus Henderson Triton D 355.73K (0.98%) -222.95K
Decreased by -62.67%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth 355.73K (0.98%) -222.95K
Decreased by -62.67%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth MA 355.73K (0.98%) 355.69K
Increased by +99.99%
Jun 30, 25
19 Invesco S&P MidCap Momentum ETF 347.16K (0.96%) 468.00
Increased by +0.13%
May 29, 26
20 Janus Henderson US Small Cap Growth MA 325.77K (0.90%) 325.74K
Increased by +99.99%
Dec 31, 24