Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.58%
2 UDI 3.54%
3 SCAP 3.43%
4 RISN 3.27%
5 PJFM 3.13%
6 FEVR 3.09%
7 IAT 2.88%
8 DDIV 2.64%
9 KRU 2.29%
10 DVLU 2.26%
11 GRPM 2.24%
12 FTDS 2.22%
13 AMID 2.09%
14 KBWB 2.05%
15 TUSA 1.97%
16 GRNJ 1.80%
17 BOUT 1.73%
18 EPMB 1.67%
19 KRE 1.63%
20 RDVI 1.61%

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 13.23M (9.75%) 414.70K
Increased by +3.13%
 Mar 31, 26
3 Amvescap Plc. 9.39M (6.92%) 140.79K
Increased by +1.50%
 Mar 31, 26
4 FMR Inc 7.68M (5.66%) 1.57K
Increased by +0.02%
 Mar 31, 26
5 Vanguard Portfolio Management, LLC 6.72M (4.96%) 6.72M
Increased by +100.00%
 Mar 31, 26
6 Vanguard Capital Management, LLC 6.16M (4.54%) 6.16M
Increased by +100.00%
 Mar 31, 26
7 State Street Corporation 5.47M (4.03%) -509.96K
Decreased by -9.33%
 Mar 31, 24
8 State Street Corp 4.96M (3.66%) -43.52K
Decreased by -0.88%
 Mar 31, 26
9 Charles Schwab Investment Management Inc 4.05M (2.98%) -931.23K
Decreased by -22.99%
 Mar 31, 26
10 First Trust Advisors L.P. 3.92M (2.89%) -702.26K
Decreased by -17.92%
 Mar 31, 26
11 Schroder Investment Management Group 3.86M (2.85%) 151.20K
Increased by +3.91%
 Mar 31, 26
12 Boston Partners Global Investors, Inc 3.44M (2.54%) -394.92K
Decreased by -11.47%
 Mar 31, 26
13 Geode Capital Management, LLC 2.93M (2.16%) 107.54K
Increased by +3.67%
 Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 2.83M (2.09%) -5.81M
Decreased by -205.05%
 Mar 31, 26
15 Citadel Advisors Llc 2.79M (2.05%) 450.93K
Increased by +16.18%
 Sep 30, 23
16 Himalaya Capital Management LLC 2.78M (2.05%) 0.00
Increased by 0.00%
 Mar 31, 26
17 Goldman Sachs Group Inc 2.47M (1.82%) 1.33M
Increased by +53.95%
 Dec 31, 23
18 T. Rowe Price Associates, Inc. 2.32M (1.71%) 714.49K
Increased by +30.77%
 Mar 31, 26
19 T. Rowe Price Investment Management,Inc. 1.99M (1.47%) -1.57M
Decreased by -78.94%
 Mar 31, 26
20 Fuller & Thaler Asset Management Inc 1.97M (1.45%) -15.41K
Decreased by -0.78%
 Sep 30, 23

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 4.67M (3.44%) 876.00
Increased by +0.02%
 May 29, 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 4.38M (3.23%) 9.22K
Increased by +0.21%
 Apr 30, 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™ 3.29M (2.42%) 6.38K
Increased by +0.19%
 May 30, 26
8 Vanguard Small Cap Index 3.17M (2.34%) -6.71K
Decreased by -0.21%
 Apr 30, 26
9 First Trust Rising Dividend Achiev ETF 2.86M (2.11%) 0.00
Increased by 0.00%
 May 31, 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 2.04M (1.50%) 14.50K
Increased by +0.71%
 Apr 30, 26
12 JHancock Disciplined Value Mid Cap I 1.83M (1.35%) 0.00
Increased by 0.00%
 Apr 30, 26
13 Schroder ISF US Large Cap A Dis $ AV 1.80M (1.33%) 0.00
Increased by 0.00%
 Apr 30, 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 Strategic Advisers Fidelity US TtlStk 1.58M (1.16%) 422.79K
Increased by +26.81%
 Apr 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.14%) 15.80K
Increased by +1.02%
 Apr 30, 26
18 Fuller & Thaler Behavrl Small-Cap Value 1.37M (1.01%) -183.96K
Decreased by -13.40%
 Nov 30, 23
19 Invesco Small Cap Value A 1.24M (0.91%) 47.07K
Increased by +3.81%
 Apr 30, 26
20 FullerThaler Behavioral Small-Cap Value 1.11M (0.81%) 106.73K
Increased by +9.66%
 Feb 29, 24