Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CID 100.00%
2 SCDV 4.09%
3 AZTD 3.95%
4 WBIE 3.86%
5 SMIG 3.40%
6 TSCM 3.31%
7 PFI 3.25%
8 MVFD 2.83%
9 TOGA 2.77%
10 FMTM 2.66%
11 TOGA_old 2.50%
12 SMCF 2.30%
13 HAPS 2.21%
14 COWS 2.09%
15 FCUS 2.06%
16 HCOW 2.03%
17 XMHQ 1.93%
18 EQWM 1.92%
19 FRTY 1.80%
20 KCE 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.84M (10.48%) -62.04K
Decreased by -1.62%
Dec 31, 25
2 BlackRock Inc 3.65M (9.96%) 189.81K
Increased by +5.20%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 1.97M (5.39%) 1.97M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.69M (4.63%) 1.69M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 1.67M (4.56%) 413.42K
Increased by +24.76%
Mar 31, 26
6 Amvescap Plc. 1.42M (3.89%) 80.86K
Increased by +5.68%
Mar 31, 26
7 AQR Capital Management LLC 1.32M (3.59%) 458.89K
Increased by +34.85%
Mar 31, 26
8 State Street Corp 1.18M (3.22%) 19.28K
Increased by +1.64%
Mar 31, 26
9 State Street Corporation 1.09M (2.98%) 35.94K
Increased by +3.29%
Mar 31, 24
10 Geode Capital Management, LLC 1.04M (2.85%) 118.44K
Increased by +11.35%
Mar 31, 26
11 TD Asset Management Inc 958.47K (2.62%) -256.25K
Decreased by -26.74%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 917.80K (2.51%) 231.20K
Increased by +25.19%
Mar 31, 26
13 Massachusetts Financial Services Company 691.00K (1.89%) -83.47K
Decreased by -12.08%
Mar 31, 25
14 Wellington Management Company LLP 623.26K (1.70%) -1.31M
Decreased by -209.88%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 617.33K (1.68%) 5.51K
Increased by +0.89%
Dec 31, 25
16 Capital Research & Mgmt Co - Division 3 604.77K (1.65%) 3.72K
Increased by +0.61%
Sep 30, 25
17 Boston Partners Global Investors, Inc 580.17K (1.58%) -244.19K
Decreased by -42.09%
Mar 31, 26
18 Fuller & Thaler Asset Management Inc 552.15K (1.51%) 243.75K
Increased by +44.15%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 548.53K (1.50%) 16.55K
Increased by +3.02%
Mar 31, 26
20 American Century Companies Inc 542.27K (1.48%) 38.26K
Increased by +7.06%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.31M (3.58%) 246.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.20M (3.27%) 2.79K
Increased by +0.23%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.15M (3.15%) 51.84K
Increased by +4.50%
Sep 30, 24
4 Vanguard Small Cap Index 866.77K (2.37%) -1.88K
Decreased by -0.22%
Apr 30, 26
5 Fuller & Thaler Behavioral Sm-Cp Eq R6 681.44K (1.86%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fuller & Thaler Behavioral Small-Cap Eq 681.44K (1.86%) 0.00
Increased by 0.00%
Nov 30, 23
7 TD U.S. Dividend Growth Fund-F 541.12K (1.48%) 22.59K
Increased by +4.18%
Dec 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 436.70K (1.19%) 4.45K
Increased by +1.02%
Apr 30, 26
9 American Funds AMCAP A 419.25K (1.14%) 419.25K
Increased by +100.00%
Jun 30, 25
10 Capital Group AMCAP Composite 419.25K (1.14%) 419.25K
Increased by +100.00%
Jun 30, 25
11 T. Rowe Price US All-Cap Opp Eq Comp 383.34K (1.05%) 26.50K
Increased by +6.91%
Dec 31, 25
12 MFS Mid Cap Value A 375.52K (1.02%) 0.00
Increased by 0.00%
Apr 30, 25
13 MFS Mid Cap Value Equity 375.52K (1.02%) -63.26K
Decreased by -16.85%
Mar 31, 25
14 T. Rowe Price All-Cap Opportunities Fund 372.81K (1.02%) -10.53K
Decreased by -2.82%
Jan 31, 26
15 TD North American Dividend - I 350.02K (0.96%) 37.36K
Increased by +10.67%
Dec 31, 25
16 JHancock Disciplined Value Mid Cap I 349.50K (0.95%) 0.00
Increased by 0.00%
Apr 30, 26
17 FullerThaler Behavioral Sm-Cp Eq R6 329.55K (0.90%) 13.90K
Increased by +4.22%
Apr 30, 26
18 Invesco Discovery A 320.05K (0.87%) 34.41K
Increased by +10.75%
Apr 30, 26
19 Invesco Discovery Mid Cap Growth Y 309.32K (0.84%) 11.73K
Increased by +3.79%
Apr 30, 26
20 Invesco S&P MidCap Momentum ETF 308.73K (0.84%) 891.00
Increased by +0.29%
Feb 28, 25