Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERNZ 3.31%
2 TPMN 2.68%
3 CNRG 2.37%
4 KSCD 2.12%
5 XKCP 2.04%
6 PUI 1.76%
7 CSB 1.75%
8 OSCV 1.71%
9 FPWR 1.63%
10 ECLN 1.63%
11 XMLV 1.53%
12 REGL 1.53%
13 TPYP 1.50%
14 EMLP 1.21%
15 XMVM 1.15%
16 PXMV 1.15%
17 VRAI 1.07%
18 SNPD 1.01%
19 SMDV 1.01%
20 HSMV 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.38M (17.33%) -452.97K
Decreased by -2.61%
Mar 31, 26
2 Vanguard Group Inc 10.91M (10.88%) -106.94K
Decreased by -0.98%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 5.87M (5.86%) 5.87M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 5.45M (5.44%) 149.83K
Increased by +2.75%
Mar 31, 24
5 State Street Corp 5.08M (5.06%) 167.76K
Increased by +3.31%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.50M (4.49%) 4.50M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 4.14M (4.13%) 207.16K
Increased by +5.00%
Mar 31, 26
8 Geode Capital Management, LLC 2.60M (2.59%) -27.87K
Decreased by -1.07%
Mar 31, 26
9 Wells Fargo & Co 2.47M (2.46%) -215.74K
Decreased by -8.74%
Mar 31, 26
10 Neuberger Berman Group LLC 1.51M (1.51%) 30.51K
Increased by +2.02%
Mar 31, 26
11 Energy Income Partners, LLC 1.42M (1.41%) -430.22K
Decreased by -30.38%
Mar 31, 26
12 JPMorgan Chase & Co 1.37M (1.37%) 704.16K
Increased by +51.24%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 1.30M (1.30%) 21.36K
Increased by +1.64%
Mar 31, 26
14 NORGES BANK 1.30M (1.30%) 127.41K
Increased by +9.78%
Dec 31, 25
15 Northern Trust Corp 1.30M (1.29%) 46.13K
Increased by +3.56%
Mar 31, 26
16 Charles Schwab Investment Management Inc 1.20M (1.19%) -14.19K
Decreased by -1.19%
Mar 31, 26
17 AQR Capital Management LLC 1.16M (1.16%) 376.79K
Increased by +32.36%
Mar 31, 26
18 Delaware Management Holdings Inc 1.11M (1.11%) 324.72K
Increased by +29.23%
Mar 31, 26
19 Millennium Management LLC 1.06M (1.06%) -299.90K
Decreased by -28.20%
Mar 31, 25
20 Bank of New York Mellon Corp 1.06M (1.06%) -17.82K
Decreased by -1.68%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.42M (3.41%) 642.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.21M (3.20%) 10.32K
Increased by +0.32%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.12M (3.11%) 2.50K
Increased by +0.08%
Sep 30, 24
4 iShares Russell 2000 ETF 2.42M (2.41%) 22.31K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 2.32M (2.32%) -4.96K
Decreased by -0.21%
Apr 30, 26
6 iShares Select Dividend ETF 1.92M (1.92%) 0.00
Increased by 0.00%
May 29, 26
7 Vanguard Small Cap Value Index Inv 1.49M (1.49%) 10.16K
Increased by +0.68%
Apr 30, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.13%) 10.54K
Increased by +0.93%
Apr 30, 26
9 SPDR® S&P Dividend ETF 1.05M (1.05%) 0.00
Increased by 0.00%
Aug 31, 25
10 State Street® SPDR® S&P® Dividend ETF 1.04M (1.04%) 0.00
Increased by 0.00%
May 31, 26
11 Fidelity Small Cap Index 991.49K (0.99%) 1.79K
Increased by +0.18%
Mar 31, 26
12 Fidelity® Small Cap Index 936.82K (0.93%) 24.89K
Increased by +2.66%
Oct 31, 23
13 First Trust North Amer Engy InfrasETF 880.67K (0.88%) 0.00
Increased by 0.00%
May 31, 26
14 DNP Select Income 875.59K (0.87%) 0.00
Increased by 0.00%
Jul 31, 24
15 iShares Russell 2000 Value ETF 874.28K (0.87%) 0.00
Increased by 0.00%
May 29, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 768.86K (0.77%) -19.24K
Decreased by -2.50%
Jul 31, 25
17 State Street® SPDR® S&P MIDCAP 400® ETF 762.95K (0.76%) 2.87K
Increased by +0.38%
Apr 30, 26
18 ProShares S&P MidCap 400 Dividend Arst 760.79K (0.76%) 0.00
Increased by 0.00%
Aug 29, 25
19 DFA US Small Cap Value I 738.35K (0.74%) 0.00
Increased by 0.00%
Apr 30, 26
20 Delaware Sm-Cap Val Eq 729.23K (0.73%) 205.30K
Increased by +28.15%
Mar 31, 26