Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MVFD 3.19%
2 WBAT 3.06%
3 SRHQ 2.97%
4 QCLN 2.51%
5 FEMA 2.30%
6 FIXT 2.30%
7 LIT 2.29%
8 GEX 2.18%
9 PUW 2.18%
10 UPGR 2.18%
11 SHFT 2.04%
12 JSML 1.70%
13 EV 1.67%
14 IBAT 1.59%
15 GRNJ 1.42%
16 ABLD 1.41%
17 DFRA 1.41%
18 BATT 1.33%
19 BOUT 1.24%
20 DRIV 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.08M (13.96%) -52.34K
Decreased by -1.03%
Mar 31, 26
2 Vanguard Group Inc 4.31M (11.86%) -187.56K
Decreased by -4.35%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.38M (6.53%) 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 (2.45%) 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 (3.54%) 1.11K
Increased by +0.09%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.25M (3.45%) -6.79K
Decreased by -0.54%
Jun 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.16M (3.19%) -13.83K
Decreased by -1.19%
Jun 30, 26
4 iShares Russell 2000 ETF 961.64K (2.65%) 5.71K
Increased by +0.59%
Jun 30, 26
5 Vanguard Small Cap Index 837.44K (2.30%) -10.93K
Decreased by -1.30%
Jun 30, 26
6 First Trust SMID Cp Rising Div Achv ETF 622.37K (1.71%) 0.00
Increased by 0.00%
Jun 30, 26
7 Vanguard Small Cap Value Index Inv 531.47K (1.46%) -14.84K
Decreased by -2.79%
Jun 30, 26
8 EARNEST Small Cap Value 504.83K (1.39%) 504.06K
Increased by +99.85%
Dec 31, 23
9 Invesco Small Cap Value A 469.57K (1.29%) -107.40K
Decreased by -22.87%
May 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 422.69K (1.16%) 6.06K
Increased by +1.43%
Jun 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 Invesco S&P MidCap Momentum ETF 378.54K (1.04%) 1.78K
Increased by +0.47%
Jun 30, 26
14 Franklin Small Cap Value A 369.20K (1.02%) 65.73K
Increased by +17.80%
Apr 30, 26
15 Fidelity Small Cap Index 363.72K (1.00%) 3.11K
Increased by +0.86%
Apr 30, 26
16 Vanguard Strategic Equity Inv 361.38K (0.99%) -25.29K
Decreased by -7.00%
Mar 31, 26
17 Janus Henderson Triton D 355.73K (0.98%) -222.95K
Decreased by -62.67%
Jun 30, 25
18 Janus Henderson US SMID Cap Growth 355.73K (0.98%) -222.95K
Decreased by -62.67%
Jun 30, 25
19 Janus Henderson US SMID Cap Growth MA 355.73K (0.98%) 355.69K
Increased by +99.99%
Jun 30, 25
20 Janus Henderson US Small Cap Growth MA 325.77K (0.90%) 325.74K
Increased by +99.99%
Dec 31, 24