Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THCX 5.53%
2 GCIG 4.93%
3 BUDX 4.60%
4 WBIC 4.07%
5 SAEF 2.64%
6 FOVL 2.52%
7 BOUT 2.28%
8 HCOW 1.88%
9 COWS 1.84%
10 KIE 1.80%
11 WBIE 1.61%
12 FXO 1.59%
13 GURU 1.50%
14 REGL 1.50%
15 WBIF 1.46%
16 CSB 1.46%
17 TPMN 1.43%
18 PXMV 1.30%
19 XMVM 1.30%
20 HAPY 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.19M (10.34%) -81.41K
Decreased by -0.80%
Dec 31, 25
2 BlackRock Inc 9.23M (9.36%) 70.74K
Increased by +0.77%
Mar 31, 26
3 FMR Inc 9.16M (9.29%) -40.00
Decreased by -0.00%
Mar 31, 26
4 Boston Partners Global Investors, Inc 5.75M (5.83%) -167.51K
Decreased by -2.91%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.22M (5.29%) 5.22M
Increased by +100.00%
Mar 31, 26
6 Fidelity Management and Research Company 5.00M (5.08%) -4.24M
Decreased by -84.78%
Sep 30, 24
7 Dimensional Fund Advisors, Inc. 4.64M (4.70%) 245.28K
Increased by +5.29%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.39M (4.45%) 4.39M
Increased by +100.00%
Mar 31, 26
9 Ariel Investments, LLC 3.84M (3.90%) -78.15K
Decreased by -2.04%
Mar 31, 26
10 State Street Corporation 3.33M (3.38%) 76.74K
Increased by +2.30%
Mar 31, 24
11 State Street Corp 3.27M (3.31%) 4.10K
Increased by +0.13%
Mar 31, 26
12 Wellington Management Company LLP 1.96M (1.99%) 485.25K
Increased by +24.75%
Mar 31, 26
13 Capital World Investors 1.87M (1.90%) 1.87M
Increased by +100.00%
Mar 31, 26
14 Geode Capital Management, LLC 1.86M (1.88%) 61.96K
Increased by +3.34%
Mar 31, 26
15 CI Private Wealth LLC 1.83M (1.86%) 994.03K
Increased by +54.19%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 1.68M (1.71%) 101.91K
Increased by +6.05%
Mar 31, 26
17 Vaughan Nelson Scarbrgh & Mccullough LP 1.63M (1.65%) 95.17K
Increased by +5.85%
Mar 31, 25
18 Victory Capital Management Inc. 1.62M (1.64%) -744.93K
Decreased by -46.00%
Jun 30, 25
19 Capital Research Global Investors 1.55M (1.57%) -1.87M
Decreased by -120.97%
Mar 31, 26
20 Reinhart Mahoney Capital Management Inc 1.52M (1.55%) 10.26K
Increased by +0.67%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.46M (3.51%) 648.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 3.10M (3.14%) 2.60K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.09M (3.13%) 7.73K
Increased by +0.25%
Apr 30, 26
4 American Funds SMALLCAP World A 3.04M (3.08%) 0.00
Increased by 0.00%
Mar 31, 26
5 JHancock Disciplined Value Mid Cap I 2.26M (2.30%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Small Cap Index 2.23M (2.26%) -3.78K
Decreased by -0.17%
Apr 30, 26
7 Vanguard Explorer Inv 1.67M (1.69%) -35.41K
Decreased by -2.12%
Mar 31, 26
8 Schwab US Dividend Equity ETF™ 1.63M (1.65%) -944.00
Decreased by -0.06%
Jan 31, 24
9 Vanguard Small Cap Value Index Inv 1.43M (1.45%) 10.41K
Increased by +0.73%
Apr 30, 26
10 Victory Small Cap Value CIT (Net 75) 1.40M (1.42%) -65.00K
Decreased by -4.66%
Sep 30, 24
11 Fidelity® Small Cap Value 1.39M (1.41%) 5.63K
Increased by +0.41%
Oct 31, 23
12 Fidelity® Small Cap Discovery 1.27M (1.29%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Mid-Cap Stock 1.21M (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.17%) 11.55K
Increased by +1.00%
Apr 30, 26
15 Fidelity Low-Priced Stock 1.15M (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
16 Avantis US Small Cap Value ETF 1.06M (1.08%) 0.00
Increased by 0.00%
May 30, 26
17 Fidelity Small Cap Value Fund 978.60K (0.99%) -528.00K
Decreased by -53.95%
Aug 31, 24
18 Robeco BP US Premium Equities IH € 942.22K (0.96%) -12.39K
Decreased by -1.31%
Apr 30, 26
19 Fidelity Mid-Cap Stock 855.70K (0.87%) 0.00
Increased by 0.00%
Apr 30, 26
20 Fidelity Equity Dividend Income 852.10K (0.86%) 0.00
Increased by 0.00%
Apr 30, 26