Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 3.76%
2 ZIG 3.38%
3 FOVL 2.91%
4 PKB 2.70%
5 RISN 2.64%
6 FCUS 2.58%
7 RDVY 2.15%
8 SWIN_old 2.02%
9 FTIF 1.97%
10 FEMD 1.82%
11 GINX 1.68%
12 MGNR 1.68%
13 ECML 1.58%
14 PYZ 1.34%
15 CLAW 1.23%
16 SDVY 1.12%
17 SURE 1.04%
18 ITB 0.95%
19 LSAF 0.91%
20 ROE 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.23M (9.85%) 345.07K
Increased by +5.54%
Mar 31, 26
2 Vanguard Group Inc 6.16M (9.73%) -258.09K
Decreased by -4.19%
Dec 31, 25
3 Berkshire Hathaway Inc 5.66M (8.95%) 0.00
Increased by 0.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 4.33M (6.84%) 2.60M
Increased by +60.16%
Mar 31, 26
5 59 North Capital Management, LP 3.26M (5.16%) -273.07K
Decreased by -8.37%
Mar 31, 26
6 First Trust Advisors L.P. 3.18M (5.03%) -211.37K
Decreased by -6.64%
Dec 31, 23
7 Vanguard Portfolio Management, LLC 3.06M (4.84%) 3.06M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.82M (4.46%) 2.82M
Increased by +100.00%
Mar 31, 26
9 FMR Inc 2.69M (4.26%) 438.87K
Increased by +16.30%
Mar 31, 26
10 Valeo Financial Advisors, LLC 2.59M (4.09%) 2.58M
Increased by +99.70%
Jun 30, 25
11 Eminence Capital LLC 2.53M (4.00%) -1.51M
Decreased by -59.79%
Mar 31, 26
12 State Street Corp 2.21M (3.50%) 42.61K
Increased by +1.92%
Mar 31, 26
13 State Street Corporation 1.99M (3.14%) 57.97K
Increased by +2.92%
Mar 31, 24
14 D1 Capital Partners L.P. 1.81M (2.86%) 1.81M
Increased by +100.00%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.64M (2.59%) 15.23K
Increased by +0.93%
Mar 31, 26
16 American Century Companies Inc 1.35M (2.14%) 17.10K
Increased by +1.27%
Mar 31, 26
17 Boston Partners Global Investors, Inc 1.32M (2.08%) 185.97K
Increased by +14.12%
Mar 31, 26
18 Capital Research Global Investors 1.27M (2.01%) 960.00K
Increased by +75.38%
Dec 31, 25
19 Fiduciary Management, Inc. of Milwaukee 1.27M (2.00%) 167.26K
Increased by +13.22%
Mar 31, 26
20 Geode Capital Management, LLC 1.17M (1.84%) 4.85K
Increased by +0.42%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 2.76M (4.36%) 3.79K
Increased by +0.14%
Jan 31, 24
2 iShares Core S&P Mid-Cap ETF 2.15M (3.40%) 402.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 2.00M (3.16%) -52.51K
Decreased by -2.62%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.00M (3.16%) 4.96K
Increased by +0.25%
Apr 30, 26
5 Vanguard Small Cap Index 1.45M (2.29%) -4.93K
Decreased by -0.34%
Apr 30, 26
6 American Funds SMALLCAP World A 1.31M (2.08%) 150.00K
Increased by +11.42%
Mar 31, 26
7 Pacer US Cash Cows 100 ETF 1.11M (1.76%) 1.38K
Increased by +0.12%
Nov 27, 24
8 Vanguard Small Cap Value Index Inv 930.65K (1.47%) 7.29K
Increased by +0.78%
Apr 30, 26
9 Avantis US Small Cap Value ETF 924.61K (1.46%) 0.00
Increased by 0.00%
May 30, 26
10 Fidelity® Value 843.40K (1.33%) 13.90K
Increased by +1.65%
Nov 30, 23
11 Franklin Small Cap Value A 771.32K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
12 Franklin Small Cap Value SMA Composite 771.32K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
13 Franklin US Small Cap Value Equity 771.32K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
14 JHancock Disciplined Value Mid Cap I 741.64K (1.17%) 0.00
Increased by 0.00%
Apr 30, 26
15 T. Rowe Price New Horizons 730.65K (1.15%) -2.30K
Decreased by -0.32%
Sep 30, 24
16 US Small-Cap Growth II Equity Comp 730.65K (1.15%) -2.60K
Decreased by -0.36%
Sep 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 715.07K (1.13%) 6.35K
Increased by +0.89%
Apr 30, 26
18 Baron Real Estate Institutional 667.65K (1.06%) -25.00K
Decreased by -3.74%
Dec 31, 25
19 Baron Real Estate Strategy 667.65K (1.06%) -25.00K
Decreased by -3.74%
Dec 31, 25
20 FMI Common Stock Investor 598.00K (0.95%) 48.00K
Increased by +8.03%
Mar 31, 26