Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YUMY 7.18%
2 MDCP 4.08%
3 EATV 3.99%
4 FXG 3.80%
5 TPMN 3.66%
6 PAGG 3.57%
7 MDPL 3.20%
8 PLGI 2.85%
9 DVLU 2.57%
10 DFRA 2.15%
11 FTXG 2.14%
12 QVAL 1.95%
13 HSMV 1.67%
14 XMLV 1.49%
15 REGL 1.48%
16 MBOX 1.43%
17 DDIV 1.40%
18 ECML 1.36%
19 VFMV 1.29%
20 HCOW 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.49M (11.96%) 208.61K
Increased by +2.79%
Dec 31, 25
2 BlackRock Inc 6.35M (10.14%) 228.12K
Increased by +3.59%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 4.65M (7.43%) 4.65M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 3.12M (4.97%) 175.60K
Increased by +5.64%
Mar 31, 26
5 First Trust Advisors L.P. 3.05M (4.88%) 1.06M
Increased by +34.68%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.81M (4.49%) 2.81M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 2.39M (3.81%) 22.26K
Increased by +0.93%
Mar 31, 24
8 AQR Capital Management LLC 2.21M (3.52%) 379.96K
Increased by +17.22%
Mar 31, 26
9 State Street Corp 2.16M (3.45%) 23.00K
Increased by +1.06%
Mar 31, 26
10 LSV Asset Management 2.14M (3.41%) 143.29K
Increased by +6.71%
Mar 31, 26
11 Pacer Advisors, INC. 1.89M (3.02%) 268.39K
Increased by +14.20%
Dec 31, 24
12 FMR Inc 1.53M (2.44%) 429.96K
Increased by +28.19%
Mar 31, 26
13 Yacktman Asset Management Co 1.44M (2.30%) 16.60K
Increased by +1.15%
Mar 31, 26
14 Massachusetts Financial Services Company 1.32M (2.10%) -18.42K
Decreased by -1.40%
Mar 31, 26
15 Geode Capital Management, LLC 1.29M (2.05%) 71.57K
Increased by +5.57%
Mar 31, 26
16 Snyder Capital Management LP 1.28M (2.04%) -105.84K
Decreased by -8.30%
Mar 31, 26
17 Cooke & Bieler LP 1.14M (1.83%) -63.80K
Decreased by -5.58%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.00M (1.60%) 23.95K
Increased by +2.39%
Mar 31, 26
19 Quantinno Capital Management LP 930.77K (1.49%) 297.01K
Increased by +31.91%
Mar 31, 26
20 Allianz Asset Management AG 906.84K (1.45%) -174.97K
Decreased by -19.29%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.14M (3.41%) 402.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 2.07M (3.31%) 1.24K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.00M (3.20%) 10.63K
Increased by +0.53%
Apr 30, 26
4 First Trust Rising Dividend Achiev ETF 1.87M (2.99%) 0.00
Increased by 0.00%
May 31, 26
5 Pacer US Cash Cows 100 ETF 1.87M (2.98%) 2.76K
Increased by +0.15%
Feb 28, 25
6 Vanguard Small Cap Index 1.45M (2.32%) -3.33K
Decreased by -0.23%
Apr 30, 26
7 Vanguard Equity-Income Inv 981.05K (1.57%) 348.30K
Increased by +35.50%
Mar 31, 26
8 Vanguard Small Cap Value Index Inv 932.04K (1.49%) 7.22K
Increased by +0.77%
Apr 30, 26
9 AMG Yacktman I 900.00K (1.44%) 0.00
Increased by 0.00%
Mar 31, 26
10 MFS Mid Cap Value A 795.91K (1.27%) 0.00
Increased by 0.00%
Apr 30, 26
11 MFS Mid Cap Value Equity 795.91K (1.27%) -34.33K
Decreased by -4.31%
Mar 31, 26
12 First Trust SMID Cp Rising Div Achv ETF 726.52K (1.16%) -1.81K
Decreased by -0.25%
May 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 711.59K (1.14%) 8.01K
Increased by +1.13%
Apr 30, 26
14 Victory Small Cap Value CIT (Net 75) 585.00K (0.93%) -5.00K
Decreased by -0.85%
Dec 31, 23
15 Victory Sycamore Small Company Opp R 585.00K (0.93%) -5.00K
Decreased by -0.85%
Dec 31, 23
16 DFA US Small Cap Value I 542.55K (0.87%) 37.21K
Increased by +6.86%
Apr 30, 26
17 DFA US Targeted Value I 520.03K (0.83%) 15.52K
Increased by +2.98%
Apr 30, 26
18 Fidelity Low-Priced Stock 517.16K (0.83%) 145.50K
Increased by +28.13%
Mar 31, 26
19 SPDR® S&P MIDCAP 400 ETF Trust 492.62K (0.79%) -12.33K
Decreased by -2.50%
Jul 31, 25
20 Deka-Globale Aktien LowRisk I (A) 489.61K (0.78%) 48.09K
Increased by +9.82%
Nov 30, 25