Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.06%
2 FOVL 2.48%
3 RDIV 1.93%
4 PEY 1.86%
5 XSHD 1.69%
6 PXMV 1.62%
7 WBIY 1.60%
8 RFV 1.45%
9 RZV 1.30%
10 RWJ 1.29%
11 SYLD 1.12%
12 DGRS 1.02%
13 MYLD 0.99%
14 XMLV 0.92%
15 EQWM 0.90%
16 FXR 0.86%
17 LQPE 0.78%
18 HEJD 0.73%
19 CSB 0.71%
20 DSMC 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.39M (15.23%) -145.62K
Decreased by -2.28%
Mar 31, 26
2 Vanguard Group Inc 6.02M (14.36%) -191.05K
Decreased by -3.17%
Dec 31, 25
3 Victory Capital Management Inc. 4.04M (9.62%) -90.52K
Decreased by -2.24%
Sep 30, 24
4 AQR Capital Management LLC 3.74M (8.92%) 2.07M
Increased by +55.25%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.16M (7.53%) 3.16M
Increased by +100.00%
Mar 31, 26
6 Schroder Investment Management Group 2.28M (5.44%) 32.32K
Increased by +1.42%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.11M (5.02%) 2.11M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 1.99M (4.75%) 53.07K
Increased by +2.66%
Mar 31, 24
9 Quantinno Capital Management LP 1.79M (4.28%) 1.26M
Increased by +70.22%
Mar 31, 26
10 State Street Corp 1.62M (3.86%) 1.89K
Increased by +0.12%
Mar 31, 26
11 Millennium Management LLC 1.53M (3.64%) 665.13K
Increased by +43.59%
Dec 31, 25
12 Two Sigma Investments LLC 1.52M (3.62%) 851.49K
Increased by +56.07%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 1.49M (3.56%) -300.22K
Decreased by -20.12%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.38M (3.30%) 66.33K
Increased by +4.80%
Mar 31, 26
15 Alberta Investment Management Corp 1.26M (2.99%) 196.90K
Increased by +15.68%
Mar 31, 26
16 UBS Group AG 1.19M (2.83%) 513.58K
Increased by +43.21%
Sep 30, 25
17 LSV Asset Management 1.06M (2.53%) -47.60K
Decreased by -4.49%
Mar 31, 26
18 Amvescap Plc. 1.04M (2.48%) -694.73K
Decreased by -66.73%
Mar 31, 26
19 Vaughan Nelson Scarbrgh & Mccullough LP 1.03M (2.45%) 434.48K
Increased by +42.31%
Mar 31, 25
20 Wellington Management Company LLP 1.00M (2.39%) -203.66K
Decreased by -20.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 2.81M (6.69%) 1.12K
Increased by +0.04%
May 29, 26
2 Victory Sycamore Established Value R 2.54M (6.06%) 30.00K
Increased by +1.18%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.51M (3.59%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.50M (3.57%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.48M (3.53%) 1.71K
Increased by +0.12%
Sep 30, 24
6 Vanguard Small Cap Index 1.07M (2.56%) 842.00
Increased by +0.08%
Apr 30, 26
7 Templeton Foreign Fund A 980.89K (2.34%) 78.03K
Increased by +7.95%
Feb 28, 26
8 Pacer US Cash Cows 100 ETF 902.63K (2.15%) 1.11K
Increased by +0.12%
Nov 29, 24
9 Fidelity Series Stk Selec Lg Cp Val 835.20K (1.99%) 72.80K
Increased by +8.72%
Feb 29, 24
10 Templeton Foreign A 810.77K (1.93%) -44.67K
Decreased by -5.51%
Apr 30, 26
11 Invesco Small Cap Value A 769.38K (1.83%) 0.00
Increased by 0.00%
Jan 31, 26
12 Fidelity® Series Stk Selec Lg Cp Val 762.40K (1.82%) 0.00
Increased by 0.00%
Nov 30, 23
13 ProShares S&P MidCap 400 Dividend Arst 760.57K (1.81%) 0.00
Increased by 0.00%
May 30, 25
14 Invesco S&P SmallCap 600 Revenue ETF 731.71K (1.74%) 0.00
Increased by 0.00%
May 29, 26
15 Schroder Global Recovery L Acc GBP 722.39K (1.72%) 20.27K
Increased by +2.81%
Apr 30, 26
16 SEI World Equity Ex-US A (SIIT) 694.60K (1.66%) 0.00
Increased by 0.00%
Aug 31, 25
17 Vanguard Small Cap Value Index Inv 688.02K (1.64%) 5.85K
Increased by +0.85%
Apr 30, 26
18 American Funds SMALLCAP World A 665.70K (1.59%) -295.32K
Decreased by -44.36%
Sep 30, 24
19 Schroder ISF Glbl Rcvy E Acc USD 641.14K (1.53%) 0.00
Increased by 0.00%
Apr 30, 26
20 American Funds Income Fund of Amer A 636.49K (1.52%) -466.35K
Decreased by -73.27%
Dec 31, 24