Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLT 0.13%
2 IWO 0.12%
3 ISCG 0.07%
4 JKK 0.07%
5 IWMW 0.07%
6 IWM 0.06%
7 JKJ 0.04%
8 ISCB 0.04%
9 IEDI 0.03%
10 SMMD 0.03%
11 HDV 0.03%
12 WSML 0.02%
13 DGRO 0.01%
14 DIVB 0.01%
15 IUSV 0.00%
16 IYY 0.00%
17 ITOT 0.00%
18 IWV 0.00%
19 IUSG 0.00%
20 ITDI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.62M (13.36%) 71.13K
Increased by +2.71%
 Mar 31, 26
2 Vanguard Group Inc 2.24M (11.39%) 4.10K
Increased by +0.18%
 Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.31M (6.66%) 1.31M
Increased by +100.00%
 Mar 31, 26
4 State Street Corp 987.28K (5.03%) 9.77K
Increased by +0.99%
 Mar 31, 26
5 Vanguard Capital Management, LLC 876.16K (4.46%) 876.16K
Increased by +100.00%
 Mar 31, 26
6 AQR Capital Management LLC 829.76K (4.22%) 449.97K
Increased by +54.23%
 Mar 31, 26
7 First Trust Advisors L.P. 803.71K (4.09%) 123.88K
Increased by +15.41%
 Mar 31, 26
8 Charles Schwab Investment Management Inc 753.62K (3.84%) 462.65K
Increased by +61.39%
 Mar 31, 26
9 Geode Capital Management, LLC 663.14K (3.38%) 32.63K
Increased by +4.92%
 Mar 31, 26
10 Dimensional Fund Advisors, Inc. 555.70K (2.83%) 7.67K
Increased by +1.38%
 Mar 31, 26
11 William Blair Investment Management, LLC 547.63K (2.79%) -132.61K
Decreased by -24.22%
 Dec 31, 25
12 Renaissance Technologies Corp 370.78K (1.89%) 14.40K
Increased by +3.88%
 Mar 31, 26
13 London Company of Virginia 360.42K (1.83%) -4.58K
Decreased by -1.27%
 Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 256.80K (1.31%) 43.68K
Increased by +17.01%
 Mar 31, 26
15 The Goldman Sachs Group Inc 251.66K (1.28%) 149.82K
Increased by +59.53%
 Mar 31, 26
16 Northern Trust Corp 251.26K (1.28%) 4.17K
Increased by +1.66%
 Mar 31, 26
17 BTIM Corp 232.60K (1.18%) -31.09K
Decreased by -13.37%
 Mar 31, 26
18 Principal Financial Group Inc 231.33K (1.18%) -13.13K
Decreased by -5.67%
 Mar 31, 26
19 GW&K Investment Management, LLC 228.88K (1.17%) -9.12K
Decreased by -3.99%
 Mar 31, 26
20 Silvercrest Asset Management Group LLC 201.41K (1.03%) -73.37K
Decreased by -36.43%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 688.72K (3.51%) 132.00
Increased by +0.02%
 May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 617.48K (3.14%) 2.04K
Increased by +0.33%
 Apr 30, 26
3 First Trust SMID Cp Rising Div Achv ETF 520.93K (2.65%) -1.30K
Decreased by -0.25%
 May 31, 26
4 Schwab US Dividend Equity ETF™ 484.95K (2.47%) 912.00
Increased by +0.19%
 May 30, 26
5 iShares Russell 2000 ETF 482.18K (2.45%) 4.47K
Increased by +0.93%
 May 29, 26
6 Vanguard Small Cap Index 442.65K (2.25%) -551.00
Decreased by -0.12%
 Apr 30, 26
7 First Trust Value Line® Dividend ETF 286.31K (1.46%) -255.00
Decreased by -0.09%
 May 31, 26
8 Vanguard Small Cap Growth Index Inv 247.42K (1.26%) -190.00
Decreased by -0.08%
 Apr 30, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 228.71K (1.16%) 1.94K
Increased by +0.85%
 Apr 30, 26
10 State Street® SPDR® S&P® Dividend ETF 228.23K (1.16%) -162.00
Decreased by -0.07%
 May 29, 26
11 ProShares S&P MidCap 400 Dividend Arst 207.26K (1.05%) 0.00
Increased by 0.00%
 May 29, 26
12 Fidelity Small Cap Index 197.29K (1.00%) 441.00
Increased by +0.22%
 Mar 31, 26
13 iShares Russell 2000 Growth ETF 164.43K (0.84%) -1.07K
Decreased by -0.65%
 May 29, 26
14 Vanguard Consumer Staples ETF 155.04K (0.79%) 148.00
Increased by +0.10%
 Apr 30, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 153.53K (0.78%) 575.00
Increased by +0.37%
 Apr 30, 26
16 GMO Small Cap Quality Fund Class VI 144.22K (0.73%) 0.00
Increased by 0.00%
 Apr 30, 26
17 Thrivent Small Cap Stock A 131.80K (0.67%) -340.00
Decreased by -0.26%
 Apr 30, 26
18 State St Russell Sm/Mid Cp® Indx SL Cl I 125.42K (0.64%) 0.00
Increased by 0.00%
 Apr 30, 26
19 Russell 2000 Equity Index Fund B 123.98K (0.63%) -4.76K
Decreased by -3.84%
 Dec 31, 25
20 Invesco S&P MidCap Quality ETF 123.19K (0.63%) 0.00
Increased by 0.00%
 Apr 30, 26