Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEF 5.69%
2 BOUT 5.23%
3 DAT 5.16%
4 BCUS 5.02%
5 SCOW 4.94%
6 PSCT 4.17%
7 XSMO 4.01%
8 PXSG 3.79%
9 XSHQ 3.25%
10 RSMC 3.20%
11 GRPM 2.81%
12 FFTY 2.80%
13 FCUS 2.67%
14 GLRY 2.65%
15 WBIF 2.63%
16 SPIT 2.46%
17 BCGS 2.35%
18 WBIG 2.35%
19 MVFD 2.33%
20 XKII 2.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.61M (14.42%) -657.50K
Decreased by -18.21%
 Mar 30, 26
2 Vanguard Group Inc 3.17M (12.65%) -160.84K
Decreased by -5.08%
 Dec 30, 25
3 T. Rowe Price Associates, Inc. 2.27M (9.08%) 50.47K
Increased by +2.22%
 Mar 30, 26
4 Vanguard Portfolio Management, LLC 1.59M (6.35%) 1.59M
Increased by +100.00%
 Mar 30, 26
5 Vanguard Capital Management, LLC 1.15M (4.58%) 1.15M
Increased by +100.00%
 Mar 30, 26
6 State Street Corporation 1.06M (4.22%) 18.64K
Increased by +1.77%
 Mar 30, 24
7 Boston Partners Global Investors, Inc 977.20K (3.90%) 114.07K
Increased by +11.67%
 Mar 30, 26
8 State Street Corp 957.75K (3.83%) -22.56K
Decreased by -2.36%
 Mar 30, 26
9 Geode Capital Management, LLC 852.46K (3.41%) 64.92K
Increased by +7.62%
 Mar 30, 26
10 Barclays PLC 676.19K (2.70%) 608.42K
Increased by +89.98%
 Sep 29, 25
11 Dimensional Fund Advisors, Inc. 668.61K (2.67%) -20.03K
Decreased by -3.00%
 Mar 30, 26
12 Pacer Advisors, INC. 631.46K (2.52%) -111.81K
Decreased by -17.71%
 Sep 29, 24
13 D. E. Shaw & Co LP 609.62K (2.44%) 16.21K
Increased by +2.66%
 Sep 29, 23
14 Disciplined Growth Investors Inc 556.79K (2.22%) -52.37K
Decreased by -9.40%
 Mar 30, 26
15 T. Rowe Price Investment Management,Inc. 534.88K (2.14%) 358.89K
Increased by +67.10%
 Mar 30, 26
16 Ameriprise Financial Inc 527.07K (2.11%) 100.01K
Increased by +18.97%
 Mar 30, 26
17 JPMorgan Chase & Co 510.77K (2.04%) 296.13K
Increased by +57.98%
 Sep 29, 25
18 Reinhart Mahoney Capital Management Inc 460.40K (1.84%) 38.12K
Increased by +8.28%
 Jun 29, 26
19 Amvescap Plc. 450.86K (1.80%) 89.65K
Increased by +19.88%
 Dec 30, 25
20 Congress Asset Management Company, LLP 421.43K (1.68%) 35.42K
Increased by +8.40%
 Jun 29, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.56M (6.23%) -159.30K
Decreased by -10.22%
 Feb 27, 26
2 iShares Core S&P Mid-Cap ETF 884.29K (3.53%) 2.03K
Increased by +0.23%
 Jul 27, 26
3 Vanguard Morn Total Stk Mkt Idx Investor 819.63K (3.27%) 977.00
Increased by +0.12%
 Jun 29, 26
4 Vanguard Total Stock Mkt Idx Inv 819.63K (3.27%) 977.00
Increased by +0.12%
 Jun 29, 26
5 Vanguard US Total Market Shares ETF 802.15K (3.20%) 484.00
Increased by +0.06%
 Sep 29, 24
6 iShares Russell 2000 ETF 676.91K (2.70%) 7.32K
Increased by +1.08%
 Jul 27, 26
7 Pacer US Small Cap Cash Cows 100 ETF 609.99K (2.44%) -2.08K
Decreased by -0.34%
 Nov 28, 24
8 Vanguard Small Cap Index 592.92K (2.37%) 1.94K
Increased by +0.33%
 Jun 29, 26
9 JHancock Disciplined Value Mid Cap I 562.33K (2.25%) 1.24K
Increased by +0.22%
 May 30, 26
10 T. Rowe Price All-Cap Opportunities Fund 444.73K (1.78%) 53.00K
Increased by +11.92%
 Jun 29, 26
11 T. Rowe Price US All-Cap Opp Eq Comp 444.73K (1.78%) 53.00K
Increased by +11.92%
 Jun 29, 26
12 Vanguard Information Technology ETF 416.36K (1.66%) 3.17K
Increased by +0.76%
 Jun 29, 26
13 T. Rowe Price U.S. Value Equity Tr-D 373.85K (1.49%) 10.81K
Increased by +2.89%
 Jun 29, 26
14 T. Rowe Price Integrated US Sm Gr Eq 353.90K (1.41%) 36.32K
Increased by +10.26%
 Jun 29, 26
15 T. Rowe Price Integrated US SmCapGrEq 353.90K (1.41%) 36.32K
Increased by +10.26%
 Jun 29, 26
16 Vanguard Morn Small Cap Growth Index Inv 342.55K (1.37%) 10.27K
Increased by +3.00%
 Jun 29, 26
17 Vanguard Small Cap Growth Index Inv 342.55K (1.37%) 10.27K
Increased by +3.00%
 Jun 29, 26
18 T. Rowe Price Small-Cap Stock 332.48K (1.33%) 82.52K
Increased by +24.82%
 Jun 29, 26
19 T. Rowe Price US Small-Cap Core Equity 332.48K (1.33%) 94.46K
Increased by +28.41%
 Jun 29, 26
20 Disciplined Growth - Mid Cap Growth 327.02K (1.31%) 8.29K
Increased by +2.54%
 Dec 30, 24