Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEF 5.69%
2 BOUT 5.23%
3 SCOW 4.94%
4 BCUS 4.30%
5 PSCT 4.17%
6 DAT 4.07%
7 XSMO 4.01%
8 PXSG 3.79%
9 XSHQ 3.25%
10 FFTY 2.80%
11 FCUS 2.67%
12 GLRY 2.65%
13 WBIF 2.63%
14 RSMC 2.48%
15 WBIG 2.35%
16 MVFD 2.33%
17 XKII 2.12%
18 CAFG 1.99%
19 SPIT 1.94%
20 MCOW 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.61M (14.25%) -657.50K
Decreased by -18.21%
Mar 31, 26
2 Vanguard Group Inc 3.17M (12.49%) -160.84K
Decreased by -5.08%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 2.27M (8.97%) 50.47K
Increased by +2.22%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.59M (6.28%) 1.59M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.15M (4.53%) 1.15M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 1.06M (4.17%) 18.64K
Increased by +1.77%
Mar 31, 24
7 Boston Partners Global Investors, Inc 977.20K (3.86%) 114.07K
Increased by +11.67%
Mar 31, 26
8 State Street Corp 957.75K (3.78%) -22.56K
Decreased by -2.36%
Mar 31, 26
9 Geode Capital Management, LLC 852.46K (3.36%) 64.92K
Increased by +7.62%
Mar 31, 26
10 Barclays PLC 676.19K (2.67%) 608.42K
Increased by +89.98%
Sep 30, 25
11 Dimensional Fund Advisors, Inc. 668.61K (2.64%) -20.03K
Decreased by -3.00%
Mar 31, 26
12 Pacer Advisors, INC. 631.46K (2.49%) -111.81K
Decreased by -17.71%
Sep 30, 24
13 D. E. Shaw & Co LP 609.62K (2.41%) 16.21K
Increased by +2.66%
Sep 30, 23
14 Disciplined Growth Investors Inc 556.79K (2.20%) -52.37K
Decreased by -9.40%
Mar 31, 26
15 T. Rowe Price Investment Management,Inc. 534.88K (2.11%) 358.89K
Increased by +67.10%
Mar 31, 26
16 Ameriprise Financial Inc 527.07K (2.08%) 100.01K
Increased by +18.97%
Mar 31, 26
17 JPMorgan Chase & Co 510.77K (2.02%) 296.13K
Increased by +57.98%
Sep 30, 25
18 Amvescap Plc. 450.86K (1.78%) 89.65K
Increased by +19.88%
Dec 31, 25
19 Reinhart Mahoney Capital Management Inc 422.29K (1.67%) 4.65K
Increased by +1.10%
Mar 31, 26
20 Renaissance Technologies Corp 419.17K (1.65%) -126.60K
Decreased by -30.20%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.56M (6.15%) -159.30K
Decreased by -10.22%
Feb 28, 26
2 iShares Core S&P Mid-Cap ETF 871.40K (3.44%) 162.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 817.68K (3.23%) 4.57K
Increased by +0.56%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 802.15K (3.17%) 484.00
Increased by +0.06%
Sep 30, 24
5 iShares Russell 2000 ETF 620.38K (2.45%) 5.72K
Increased by +0.92%
May 29, 26
6 Pacer US Small Cap Cash Cows 100 ETF 609.99K (2.41%) -2.08K
Decreased by -0.34%
Nov 29, 24
7 Vanguard Small Cap Index 591.79K (2.34%) -1.25K
Decreased by -0.21%
Apr 30, 26
8 JHancock Disciplined Value Mid Cap I 561.09K (2.21%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Information Technology ETF 410.35K (1.62%) -12.28K
Decreased by -2.99%
Apr 30, 26
10 T. Rowe Price All-Cap Opportunities Fund 391.73K (1.55%) 0.00
Increased by 0.00%
Apr 30, 26
11 T. Rowe Price US All-Cap Opp Eq Comp 391.73K (1.55%) 42.20K
Increased by +10.77%
Mar 31, 26
12 T. Rowe Price U.S. Value Equity Tr-D 363.04K (1.43%) 17.45K
Increased by +4.81%
Mar 31, 26
13 Vanguard Small Cap Growth Index Inv 332.27K (1.31%) 446.00
Increased by +0.13%
Apr 30, 26
14 Disciplined Growth - Mid Cap Growth 327.02K (1.29%) 8.29K
Increased by +2.54%
Dec 31, 24
15 T. Rowe Price Integrated US Sm Gr Eq 317.58K (1.25%) 0.00
Increased by 0.00%
Apr 30, 26
16 T. Rowe Price Integrated US SmCapGrEq 317.58K (1.25%) -9.04K
Decreased by -2.85%
Mar 31, 26
17 T. Rowe Price Comm & Tech Investor 312.85K (1.23%) 74.04K
Increased by +23.67%
Apr 30, 26
18 First Trust SMID Cp Rising Div Achv ETF 302.02K (1.19%) -754.00
Decreased by -0.25%
May 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 290.07K (1.14%) 2.97K
Increased by +1.02%
Apr 30, 26
20 T. Rowe Price US Value Equity Composite 274.18K (1.08%) -1.02K
Decreased by -0.37%
Mar 31, 26