Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.36%
2 UDI 3.38%
3 SCAP 3.33%
4 RISN 3.27%
5 FEVR 3.09%
6 PJFM 3.00%
7 IAT 3.00%
8 DDIV 2.64%
9 KRU 2.29%
10 DVLU 2.26%
11 GRPM 2.18%
12 FTDS 2.12%
13 KBWB 2.04%
14 AMID 2.02%
15 TUSA 1.97%
16 BOUT 1.73%
17 EPMB 1.62%
18 KRE 1.61%
19 RDVY 1.58%
20 RDVI 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.63M (10.05%) -207.57K
Decreased by -1.52%
Dec 31, 25
2 BlackRock Inc 12.82M (9.45%) 13.64K
Increased by +0.11%
Dec 31, 25
3 Amvescap Plc. 9.39M (6.92%) 140.79K
Increased by +1.50%
Mar 31, 26
4 FMR Inc 7.68M (5.66%) 302.69K
Increased by +3.94%
Dec 31, 25
5 State Street Corporation 5.47M (4.03%) -509.96K
Decreased by -9.33%
Mar 31, 24
6 State Street Corp 5.01M (3.69%) -95.85K
Decreased by -1.91%
Dec 31, 25
7 Charles Schwab Investment Management Inc 4.98M (3.67%) 107.00K
Increased by +2.15%
Dec 31, 25
8 First Trust Advisors L.P. 4.62M (3.41%) 306.92K
Increased by +6.64%
Dec 31, 25
9 Schroder Investment Management Group 3.86M (2.85%) 151.20K
Increased by +3.91%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 3.57M (2.63%) 448.89K
Increased by +12.59%
Dec 31, 25
11 Boston Partners Global Investors, Inc 3.44M (2.54%) -394.92K
Decreased by -11.47%
Mar 31, 26
12 Capital Research & Mgmt Co - Division 3 2.83M (2.09%) -5.81M
Decreased by -205.05%
Mar 31, 26
13 Geode Capital Management, LLC 2.83M (2.08%) 27.40K
Increased by +0.97%
Dec 31, 25
14 Citadel Advisors Llc 2.79M (2.05%) 450.93K
Increased by +16.18%
Sep 30, 23
15 Himalaya Capital Management LLC 2.78M (2.05%) 0.00
Increased by 0.00%
Mar 31, 26
16 Goldman Sachs Group Inc 2.47M (1.82%) 1.33M
Increased by +53.95%
Dec 31, 23
17 Fuller & Thaler Asset Management Inc 1.97M (1.45%) -15.41K
Decreased by -0.78%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 1.92M (1.41%) 168.03K
Increased by +8.77%
Mar 31, 26
19 Lord, Abbett & Co LLC 1.88M (1.38%) 324.41K
Increased by +17.29%
Dec 31, 24
20 Capital Research Global Investors 1.85M (1.37%) 1.56M
Increased by +84.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco World Dev Countries Eq Mother 5.60M (4.13%) 500.76K
Increased by +8.95%
Jul 23, 25
2 iShares Core S&P Mid-Cap ETF 4.65M (3.43%) -2.34K
Decreased by -0.05%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 4.39M (3.24%) 2.86K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.37M (3.22%) 28.20K
Increased by +0.65%
Mar 31, 26
5 American Funds Growth Fund of Amer A 4.21M (3.10%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group Growth Fnd of Amer Comp 4.21M (3.10%) 0.00
Increased by 0.00%
Dec 31, 24
7 Schwab US Dividend Equity ETF™ 3.18M (2.34%) 2.74K
Increased by +0.09%
Apr 30, 26
8 Vanguard Small Cap Index 3.18M (2.34%) 51.84K
Increased by +1.63%
Mar 31, 26
9 First Trust Rising Dividend Achiev ETF 2.83M (2.09%) 1.92K
Increased by +0.07%
Apr 30, 26
10 American Funds American Balanced A 2.65M (1.95%) 0.00
Increased by 0.00%
Dec 31, 25
11 Vanguard Small Cap Value Index Inv 2.02M (1.49%) 14.80K
Increased by +0.73%
Mar 31, 26
12 JHancock Disciplined Value Mid Cap I 1.83M (1.35%) -376.45K
Decreased by -20.62%
Mar 31, 26
13 Schroder ISF US Large Cap A Dis $ AV 1.80M (1.33%) -86.61K
Decreased by -4.81%
Mar 31, 26
14 American Funds American Mutual A 1.76M (1.30%) -719.69K
Decreased by -40.85%
Mar 31, 26
15 Capital Group American Mutual Comp 1.76M (1.30%) -719.69K
Decreased by -40.85%
Mar 31, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 1.54M (1.13%) 38.09K
Increased by +2.48%
Mar 31, 26
17 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.01%) -183.96K
Decreased by -13.40%
Nov 30, 23
18 Invesco Small Cap Value A 1.19M (0.88%) -176.25K
Decreased by -14.83%
Mar 31, 26
19 Strategic Advisers Fidelity US TtlStk 1.15M (0.85%) 54.98K
Increased by +4.76%
Mar 31, 26
20 FullerThaler Behavioral Small-Cap Value 1.11M (0.81%) 106.73K
Increased by +9.66%
Feb 29, 24