Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 1.86%
2 OSCV 1.81%
3 FTDS 1.75%
4 REGL 1.70%
5 NSCS 1.46%
6 KRE 1.42%
7 XMLV 1.26%
8 ACSV 1.15%
9 PXMV 1.10%
10 XMVM 1.10%
11 SMDV 1.06%
12 KBE 1.03%
13 DPST 0.96%
14 IAT 0.92%
15 SDVD 0.90%
16 SDVY 0.90%
17 FLQS 0.77%
18 KRU 0.68%
19 FTXO 0.67%
20 FNY 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.87M (12.73%) 431.99K
Increased by +1.81%
Mar 31, 26
2 Vanguard Group Inc 20.42M (10.89%) 621.75K
Increased by +3.04%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 10.94M (5.84%) 10.94M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 9.11M (4.86%) 466.63K
Increased by +5.12%
Mar 31, 26
5 State Street Corporation 8.82M (4.70%) -100.20K
Decreased by -1.14%
Mar 31, 24
6 Vanguard Capital Management, LLC 8.31M (4.43%) 8.31M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 8.05M (4.29%) -2.08M
Decreased by -25.89%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 6.72M (3.58%) 559.60K
Increased by +8.33%
Mar 31, 26
9 Capital Research Global Investors 5.69M (3.03%) 100.25K
Increased by +1.76%
Mar 31, 26
10 Geode Capital Management, LLC 4.76M (2.54%) 159.23K
Increased by +3.34%
Mar 31, 26
11 American Century Companies Inc 4.66M (2.48%) 83.00K
Increased by +1.78%
Mar 31, 26
12 First Trust Advisors L.P. 3.47M (1.85%) 410.72K
Increased by +11.83%
Mar 31, 26
13 Copeland Capital Management, LLC 2.56M (1.37%) -60.25K
Decreased by -2.35%
Mar 31, 26
14 Nuveen, LLC 2.51M (1.34%) -264.58K
Decreased by -10.53%
Mar 31, 26
15 Barr E S & Co 2.45M (1.30%) 32.50K
Increased by +1.33%
Mar 31, 26
16 NORGES BANK 2.40M (1.28%) 132.12K
Increased by +5.50%
Dec 31, 25
17 Northern Trust Corp 2.39M (1.27%) 34.87K
Increased by +1.46%
Mar 31, 26
18 Charles Schwab Investment Management Inc 2.21M (1.18%) 55.98K
Increased by +2.53%
Mar 31, 26
19 Wellington Management Company LLP 1.88M (1.00%) -475.89K
Decreased by -25.30%
Dec 31, 25
20 FMR Inc 1.85M (0.98%) 14.26K
Increased by +0.77%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 6.38M (3.40%) -37.53K
Decreased by -0.59%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 6.07M (3.24%) 190.33K
Increased by +3.14%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 5.68M (3.03%) 3.62K
Increased by +0.06%
Sep 30, 24
4 American Funds SMALLCAP World A 5.24M (2.79%) 100.25K
Increased by +1.91%
Mar 31, 26
5 iShares Russell 2000 ETF 4.88M (2.60%) 28.97K
Increased by +0.59%
Jun 30, 26
6 Vanguard Small Cap Index 4.39M (2.34%) 95.14K
Increased by +2.17%
Jun 30, 26
7 First Trust SMID Cp Rising Div Achv ETF 3.31M (1.77%) 0.00
Increased by 0.00%
Jun 30, 26
8 T. Rowe Price Small-Cap Value 2.96M (1.58%) 277.24K
Increased by +9.37%
Jun 30, 26
9 Vanguard Small Cap Value Index Inv 2.79M (1.49%) 18.15K
Increased by +0.65%
Jun 30, 26
10 American Century Small Cap Value Inv 2.29M (1.22%) -270.00K
Decreased by -11.76%
Jun 30, 26
11 American Century U.S. Small Cap Value 2.29M (1.22%) -270.00K
Decreased by -11.76%
Jun 30, 26
12 State Street® SPDR® S&PRgnllBkgETF 2.17M (1.16%) 44.62K
Increased by +2.06%
Jun 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 2.15M (1.15%) 80.26K
Increased by +3.73%
Jun 30, 26
14 T. Rowe Price U.S. SC Value Eq Tr-D 1.97M (1.05%) 181.97K
Increased by +9.22%
Jun 30, 26
15 Fidelity Small Cap Index 1.86M (0.99%) 17.58K
Increased by +0.94%
Apr 30, 26
16 Fidelity® Small Cap Index 1.84M (0.98%) 51.01K
Increased by +2.78%
Oct 31, 23
17 iShares Russell 2000 Value ETF 1.77M (0.95%) -12.24K
Decreased by -0.69%
Jun 30, 26
18 T. Rowe Price U.S. SC Value Eq Tr-Z 1.66M (0.88%) 78.97K
Increased by +4.77%
Mar 31, 25
19 SPDR® S&P MIDCAP 400 ETF Trust 1.41M (0.75%) -35.19K
Decreased by -2.50%
Jul 31, 25
20 State Street® SPDR® S&P MIDCAP 400® ETF 1.37M (0.73%) -13.51K
Decreased by -0.99%
May 31, 26