Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 5.71%
2 MDCP 4.21%
3 NEWZ 4.12%
4 WBIF 1.70%
5 PYZ 1.58%
6 RNIN 1.50%
7 DFRA 1.37%
8 GRNJ 1.29%
9 IBRN 1.20%
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 HSMV 0.95%
20 BUL 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of America Corp 968.89K (12.73%) -28.22K
Decreased by -2.91%
Dec 31, 25
2 Vanguard Group Inc 828.80K (10.89%) 15.81K
Increased by +1.91%
Dec 31, 25
3 BlackRock Inc 716.68K (9.41%) 56.59K
Increased by +7.90%
Mar 31, 26
4 London Company of Virginia 461.03K (6.06%) -31.79K
Decreased by -6.90%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 450.48K (5.92%) 450.48K
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 354.29K (4.65%) 354.29K
Increased by +100.00%
Mar 31, 26
7 LSV Asset Management 266.39K (3.50%) -1.45K
Decreased by -0.54%
Mar 31, 26
8 Boston Partners Global Investors, Inc 251.12K (3.30%) 251.12K
Increased by +100.00%
Mar 31, 26
9 State Street Corp 233.64K (3.07%) 2.69K
Increased by +1.15%
Mar 31, 26
10 State Street Corporation 222.36K (2.92%) 4.99K
Increased by +2.24%
Mar 31, 24
11 Dimensional Fund Advisors, Inc. 194.51K (2.55%) 12.17K
Increased by +6.26%
Mar 31, 26
12 Geode Capital Management, LLC 184.73K (2.43%) 9.08K
Increased by +4.92%
Mar 31, 26
13 American Century Companies Inc 168.64K (2.22%) 41.27K
Increased by +24.47%
Mar 31, 26
14 BB&T Corp. 153.50K (2.02%) 23.00
Increased by +0.01%
Sep 30, 23
15 Caisse De Depot Et Placement Du Quebec 133.97K (1.76%) 17.97K
Increased by +13.41%
Mar 31, 26
16 AQR Capital Management LLC 118.34K (1.55%) -8.59K
Decreased by -7.26%
Mar 31, 26
17 JPMorgan Chase & Co 110.15K (1.45%) 56.19K
Increased by +51.02%
Sep 30, 25
18 GAMMA Investing LLC 103.09K (1.35%) 102.90K
Increased by +99.82%
Mar 31, 25
19 Charles Schwab Investment Management Inc 102.84K (1.35%) 7.02K
Increased by +6.82%
Mar 31, 26
20 UBS Group AG 98.85K (1.30%) 87.10K
Increased by +88.11%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 264.60K (3.48%) 48.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 254.47K (3.34%) 588.00
Increased by +0.23%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 227.20K (2.98%) 73.00
Increased by +0.03%
Sep 30, 24
4 Pacer US Cash Cows 100 ETF 195.57K (2.57%) 286.00
Increased by +0.15%
Feb 28, 25
5 JHancock Disciplined Value Mid Cap I 194.48K (2.55%) 43.08K
Increased by +22.15%
Apr 30, 26
6 Touchstone Mid Cap Y 190.12K (2.50%) -21.75K
Decreased by -11.44%
Mar 31, 26
7 Vanguard Small Cap Index 184.05K (2.42%) -399.00
Decreased by -0.22%
Apr 30, 26
8 Avantis US Small Cap Value ETF 146.72K (1.93%) 132.00
Increased by +0.09%
May 30, 26
9 Allspring Special Small Cap Value A 110.40K (1.45%) -17.30K
Decreased by -15.67%
Jul 31, 25
10 Vanguard Small Cap Growth Index Inv 103.21K (1.36%) -80.00
Decreased by -0.08%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 88.05K (1.16%) 874.00
Increased by +0.99%
Apr 30, 26
12 Vanguard Equity-Income Inv 76.63K (1.01%) 32.80K
Increased by +42.80%
Mar 31, 26
13 Invesco S&P MidCap Quality ETF 61.19K (0.80%) 0.00
Increased by 0.00%
May 30, 25
14 First Trust Value Line® Dividend ETF 61.00K (0.80%) -90.00
Decreased by -0.15%
Feb 26, 26
15 State Street® SPDR® S&P MIDCAP 400® ETF 59.01K (0.78%) 218.00
Increased by +0.37%
Apr 30, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 57.81K (0.76%) -1.45K
Decreased by -2.51%
Jul 31, 25
17 Dorsey Wright Sys Reltv Strength Agg 47.48K (0.62%) 0.00
Increased by 0.00%
Apr 30, 24
18 Invesco S&P MidCap Momentum ETF 47.25K (0.62%) 66.00
Increased by +0.14%
May 29, 26
19 iShares S&P Mid-Cap 400 Growth ETF 46.83K (0.62%) 0.00
Increased by 0.00%
May 29, 26
20 Invesco Global Opportunities A 44.79K (0.59%) -8.48K
Decreased by -18.93%
Feb 28, 25