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 KIE 2.03%
9 HCOW 1.88%
10 COWS 1.84%
11 FXO 1.77%
12 REGL 1.62%
13 WBIE 1.61%
14 GURU 1.50%
15 WBIF 1.46%
16 CSB 1.46%
17 PXMV 1.45%
18 XMVM 1.45%
19 TPMN 1.43%
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 FMR Inc 9.16M (9.29%) 9.04K
Increased by +0.10%
Dec 31, 25
3 BlackRock Inc 9.16M (9.29%) -88.56K
Decreased by -0.97%
Dec 31, 25
4 Boston Partners Global Investors, Inc 5.92M (6.00%) -216.86K
Decreased by -3.67%
Dec 31, 25
5 Fidelity Management and Research Company 5.00M (5.08%) -4.24M
Decreased by -84.78%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 4.39M (4.46%) 97.61K
Increased by +2.22%
Dec 31, 25
7 Ariel Investments, LLC 3.92M (3.97%) 191.97K
Increased by +4.90%
Dec 31, 25
8 Capital Research Global Investors 3.42M (3.47%) 109.24K
Increased by +3.20%
Dec 31, 25
9 State Street Corporation 3.33M (3.38%) 76.74K
Increased by +2.30%
Mar 31, 24
10 State Street Corp 3.26M (3.31%) -82.42K
Decreased by -2.53%
Dec 31, 25
11 CI Private Wealth LLC 1.83M (1.86%) 994.03K
Increased by +54.19%
Dec 31, 25
12 Geode Capital Management, LLC 1.79M (1.82%) 19.75K
Increased by +1.10%
Dec 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 1.63M (1.65%) 95.17K
Increased by +5.85%
Mar 31, 25
14 Victory Capital Management Inc. 1.62M (1.64%) -744.93K
Decreased by -46.00%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.58M (1.61%) -3.84K
Decreased by -0.24%
Dec 31, 25
16 Reinhart Mahoney Capital Management Inc 1.52M (1.55%) 10.26K
Increased by +0.67%
Mar 31, 26
17 Channing Capital Management, LLC 1.51M (1.54%) -33.45K
Decreased by -2.21%
Dec 31, 25
18 Davis Asset Management, L.P. 1.50M (1.52%) 400.00K
Increased by +26.67%
Dec 31, 25
19 Wellington Management Company LLP 1.48M (1.50%) 56.69K
Increased by +3.84%
Dec 31, 25
20 Citadel Advisors Llc 1.41M (1.43%) 478.40K
Increased by +33.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.44M (3.49%) 8.52K
Increased by +0.25%
Apr 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 3.08M (3.12%) 15.46K
Increased by +0.50%
Mar 31, 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 2.45M (2.48%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Small Cap Index 2.24M (2.27%) 36.31K
Increased by +1.62%
Mar 31, 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 1.42M (1.44%) 10.38K
Increased by +0.73%
Mar 31, 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 Fidelity Low-Priced Stock 1.15M (1.16%) -925.00
Decreased by -0.08%
Feb 28, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.15%) 27.84K
Increased by +2.45%
Mar 31, 26
16 Avantis US Small Cap Value ETF 1.07M (1.08%) 0.00
Increased by 0.00%
Apr 29, 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 € 954.61K (0.97%) -58.60K
Decreased by -6.14%
Mar 31, 26
19 Fidelity Mid-Cap Stock 855.70K (0.87%) 0.00
Increased by 0.00%
Mar 31, 26
20 Fidelity Equity Dividend Income 852.10K (0.86%) 0.00
Increased by 0.00%
Mar 31, 26