Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.58%
2 TPMN 2.65%
3 MVFD 2.21%
4 SCAP 1.85%
5 KCE 1.53%
6 SAEF 1.48%
7 JMID 1.18%
8 PSCF 1.01%
9 HEJD 0.94%
10 FFND 0.88%
11 FXO 0.88%
12 JSMD 0.86%
13 HIDV 0.69%
14 DVYL 0.66%
15 CSB 0.64%
16 FFSM 0.60%
17 PMOM 0.52%
18 OUSM 0.49%
19 LST 0.45%
20 TMSL 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.15M (11.54%) -31.17K
Decreased by -0.28%
Dec 31, 25
2 FMR Inc 10.61M (10.99%) -647.55K
Decreased by -6.10%
Mar 31, 26
3 T. Rowe Price Associates, Inc. 9.60M (9.94%) 794.58K
Increased by +8.28%
Mar 31, 26
4 BlackRock Inc 7.58M (7.85%) 153.81K
Increased by +2.03%
Mar 31, 26
5 Ariel Investments, LLC 5.83M (6.03%) 529.47K
Increased by +9.09%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.96M (5.14%) 4.96M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 4.95M (5.13%) 4.95M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 2.46M (2.55%) 107.82K
Increased by +4.37%
Mar 31, 26
9 Capital Research Global Investors 2.46M (2.54%) 0.00
Increased by 0.00%
Mar 31, 26
10 Amundi 2.26M (2.34%) 1.33M
Increased by +58.61%
Mar 31, 25
11 Fisher Asset Management, LLC 2.17M (2.25%) 410.21K
Increased by +18.90%
Mar 31, 26
12 Ameriprise Financial Inc 2.15M (2.23%) 323.21K
Increased by +15.01%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 1.90M (1.97%) 174.20K
Increased by +9.17%
Mar 31, 26
14 State Street Corp 1.88M (1.95%) -295.00
Decreased by -0.02%
Mar 31, 26
15 Victory Capital Management Inc. 1.79M (1.86%) -136.00K
Decreased by -7.58%
Mar 31, 26
16 State Street Corporation 1.77M (1.84%) 1.77M
Increased by +100.00%
Mar 31, 24
17 NORGES BANK 1.65M (1.71%) 263.95K
Increased by +15.99%
Dec 31, 25
18 Alyeska Investment Group, L.P. 1.54M (1.59%) 451.06K
Increased by +29.34%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 1.50M (1.56%) -44.23K
Decreased by -2.94%
Mar 31, 26
20 HHG PLC 1.43M (1.48%) 48.61K
Increased by +3.40%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.71M (6.94%) 0.00
Increased by 0.00%
Jun 30, 26
2 T. Rowe Price US Mid-Cap Value Equity 4.79M (4.96%) 367.91K
Increased by +7.68%
Mar 31, 26
3 T. Rowe Price Mid-Cap Value 4.53M (4.69%) -41.89K
Decreased by -0.93%
Jun 30, 26
4 Vanguard Total Stock Mkt Idx Inv 3.55M (3.68%) 2.19K
Increased by +0.06%
Jun 30, 26
5 Vanguard US Total Market Shares ETF 3.38M (3.50%) 2.95K
Increased by +0.09%
Sep 30, 24
6 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.91M (3.01%) -86.90K
Decreased by -2.99%
Jun 30, 26
7 Fidelity Low-Priced Stock 2.88M (2.99%) -12.64K
Decreased by -0.44%
Apr 30, 26
8 Fidelity® Low-Priced Stock 2.69M (2.78%) 0.00
Increased by 0.00%
Sep 30, 23
9 Vanguard Small Cap Index 2.56M (2.65%) -7.97K
Decreased by -0.31%
Jun 30, 26
10 iShares Select Dividend ETF 2.37M (2.46%) 0.00
Increased by 0.00%
Jun 30, 26
11 Ariel Fund Investor 2.37M (2.45%) 200.24K
Increased by +8.45%
Jun 30, 26
12 American Funds SMALLCAP World A 2.18M (2.26%) 0.00
Increased by 0.00%
Mar 31, 26
13 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 1.79M (1.85%) 1.79M
Increased by +100.00%
Mar 31, 25
14 Schwab US Dividend Equity ETF™ 1.78M (1.84%) -1.03K
Decreased by -0.06%
Jan 31, 24
15 Vanguard Small Cap Value Index Inv 1.63M (1.68%) -29.54K
Decreased by -1.82%
Jun 30, 26
16 Victory Small Cap Value CIT (Net 75) 1.39M (1.44%) 1.35M
Increased by +97.47%
Dec 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 1.28M (1.33%) 5.87K
Increased by +0.46%
Jun 30, 26
18 Invesco Small Cap Value A 1.26M (1.31%) 0.00
Increased by 0.00%
May 31, 26
19 Fidelity Global Value Growth Eq MF 1.15M (1.19%) 226.99K
Increased by +19.82%
Aug 20, 25
20 Victory Sycamore Small Company Opp R 1.11M (1.15%) -150.00K
Decreased by -13.45%
Jun 30, 26