Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 5.25%
2 MDCP 4.21%
3 NEWZ 3.50%
4 WBIF 1.70%
5 PYZ 1.43%
6 RNIN 1.39%
7 DFRA 1.37%
8 GRNJ 1.29%
9 IBRN 1.18%
10 LSAF 1.13%
11 FSGS 1.05%
12 RNSC 1.05%
13 RNMC 1.04%
14 FSCS 1.04%
15 GFLW 1.01%
16 SMLV 1.00%
17 FMKT 0.97%
18 XMLV 0.97%
19 EQWM 0.92%
20 NIXT 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of America Corp 968.89K (13.05%) -28.22K
Decreased by -2.91%
Dec 31, 25
2 Vanguard Group Inc 828.80K (11.17%) 15.81K
Increased by +1.91%
Dec 31, 25
3 BlackRock Inc 660.09K (8.89%) -1.97K
Decreased by -0.30%
Dec 31, 25
4 London Company of Virginia 492.82K (6.64%) -36.51K
Decreased by -7.41%
Dec 31, 25
5 LSV Asset Management 266.39K (3.59%) -1.45K
Decreased by -0.54%
Mar 31, 26
6 Boston Partners Global Investors, Inc 251.12K (3.38%) 251.12K
Increased by +100.00%
Mar 31, 26
7 State Street Corp 230.96K (3.11%) -4.76K
Decreased by -2.06%
Dec 31, 25
8 State Street Corporation 222.36K (3.00%) 4.99K
Increased by +2.24%
Mar 31, 24
9 Dimensional Fund Advisors, Inc. 194.51K (2.62%) 12.17K
Increased by +6.26%
Mar 31, 26
10 Geode Capital Management, LLC 175.65K (2.37%) 8.98K
Increased by +5.11%
Dec 31, 25
11 BB&T Corp. 153.50K (2.07%) 23.00
Increased by +0.01%
Sep 30, 23
12 Caisse De Depot Et Placement Du Quebec 133.97K (1.81%) 17.97K
Increased by +13.41%
Mar 31, 26
13 American Century Companies Inc 127.37K (1.72%) -1.56K
Decreased by -1.23%
Dec 31, 25
14 AQR Capital Management LLC 126.93K (1.71%) -11.01K
Decreased by -8.68%
Dec 31, 25
15 JPMorgan Chase & Co 110.15K (1.48%) 56.19K
Increased by +51.02%
Sep 30, 25
16 GAMMA Investing LLC 103.09K (1.39%) 102.90K
Increased by +99.82%
Mar 31, 25
17 UBS Group AG 98.85K (1.33%) 87.10K
Increased by +88.11%
Mar 31, 26
18 Charles Schwab Investment Management Inc 95.83K (1.29%) -4.00K
Decreased by -4.18%
Dec 31, 25
19 NORGES BANK 94.08K (1.27%) 19.51K
Increased by +20.74%
Dec 31, 25
20 Allspring Global Investments Holdings, LLC 84.02K (1.13%) -93.99K
Decreased by -111.86%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 263.46K (3.55%) -128.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 253.88K (3.42%) 1.19K
Increased by +0.47%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 227.20K (3.06%) 73.00
Increased by +0.03%
Sep 30, 24
4 Pacer US Cash Cows 100 ETF 195.57K (2.64%) 286.00
Increased by +0.15%
Feb 28, 25
5 Touchstone Mid Cap Y 190.12K (2.56%) -21.75K
Decreased by -11.44%
Mar 31, 26
6 Vanguard Small Cap Index 184.45K (2.49%) 2.95K
Increased by +1.60%
Mar 31, 26
7 JHancock Disciplined Value Mid Cap I 151.41K (2.04%) 39.17K
Increased by +25.87%
Mar 31, 26
8 Avantis US Small Cap Value ETF 122.49K (1.65%) 0.00
Increased by 0.00%
Apr 30, 26
9 Allspring Special Small Cap Value A 110.40K (1.49%) -17.30K
Decreased by -15.67%
Jul 31, 25
10 Vanguard Small Cap Growth Index Inv 103.29K (1.39%) 2.55K
Increased by +2.47%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 87.17K (1.17%) 2.13K
Increased by +2.44%
Mar 31, 26
12 Vanguard Equity-Income Inv 76.63K (1.03%) 32.80K
Increased by +42.80%
Mar 31, 26
13 Invesco S&P MidCap Quality ETF 61.19K (0.82%) 0.00
Increased by 0.00%
May 30, 25
14 First Trust Value Line® Dividend ETF 61.00K (0.82%) -90.00
Decreased by -0.15%
Feb 26, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 58.79K (0.79%) 1.60K
Increased by +2.73%
Mar 31, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 57.81K (0.78%) -1.45K
Decreased by -2.51%
Jul 31, 25
17 Dorsey Wright Sys Reltv Strength Agg 47.48K (0.64%) 0.00
Increased by 0.00%
Apr 30, 24
18 iShares S&P Mid-Cap 400 Growth ETF 47.34K (0.64%) 24.00
Increased by +0.05%
Apr 30, 26
19 Invesco S&P MidCap Momentum ETF 45.09K (0.61%) 110.00
Increased by +0.24%
Apr 30, 26
20 Invesco Global Opportunities A 44.79K (0.60%) -8.48K
Decreased by -18.93%
Feb 28, 25