Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.70%
2 PEY 2.54%
3 KBWD 1.83%
4 WDIV 1.50%
5 FGD 1.20%
6 CSB 1.03%
7 QABA 0.93%
8 XSLV 0.84%
9 HEJD 0.81%
10 SMHB 0.77%
11 KVLE 0.77%
12 XSVM 0.73%
13 PXSV 0.72%
14 ESSC 0.68%
15 MDIV 0.56%
16 WBIY 0.49%
17 PSCF 0.47%
18 FVD 0.45%
19 SMLV 0.42%
20 FESM 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.87M (14.44%) 319.60K
Increased by +1.53%
Mar 31, 26
2 Vanguard Group Inc 16.34M (11.30%) -168.45K
Decreased by -1.03%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 9.04M (6.25%) 427.13K
Increased by +4.73%
Mar 31, 26
4 State Street Corp 8.91M (6.16%) 589.65K
Increased by +6.62%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 8.86M (6.13%) 8.86M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 7.33M (5.07%) -40.38K
Decreased by -0.55%
Mar 31, 24
7 Vanguard Capital Management, LLC 6.50M (4.50%) 6.50M
Increased by +100.00%
Mar 31, 26
8 First Trust Advisors L.P. 4.24M (2.93%) 3.19M
Increased by +75.24%
Mar 31, 26
9 Geode Capital Management, LLC 3.77M (2.61%) 163.44K
Increased by +4.34%
Mar 31, 26
10 Victory Capital Management Inc. 2.25M (1.56%) -424.80K
Decreased by -18.84%
Mar 31, 26
11 Charles Schwab Investment Management Inc 1.92M (1.33%) -4.29M
Decreased by -222.85%
Mar 31, 26
12 Bank of New York Mellon Corp 1.55M (1.07%) -39.28K
Decreased by -2.54%
Mar 31, 26
13 Northern Trust Corp 1.52M (1.05%) -66.91K
Decreased by -4.41%
Mar 31, 26
14 FMR Inc 1.43M (0.99%) -45.10K
Decreased by -3.15%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 1.41M (0.98%) 28.94K
Increased by +2.05%
Mar 31, 26
16 Amvescap Plc. 1.38M (0.95%) 30.74K
Increased by +2.23%
Mar 31, 26
17 UBS Group AG 1.32M (0.91%) 251.37K
Increased by +19.09%
Mar 31, 26
18 American Century Companies Inc 1.16M (0.80%) -11.46K
Decreased by -0.99%
Mar 31, 26
19 The Goldman Sachs Group Inc 951.80K (0.66%) 174.07K
Increased by +18.29%
Mar 31, 26
20 Vanguard Fiduciary Trust Co 942.03K (0.65%) 942.03K
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.86M (6.13%) 3.37K
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.62M (3.19%) 0.00
Increased by 0.00%
Apr 30, 26
3 Schwab US Dividend Equity ETF™ 4.50M (3.11%) 8.30K
Increased by +0.18%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.99M (2.76%) 0.00
Increased by 0.00%
Sep 30, 24
5 iShares Russell 2000 ETF 3.44M (2.38%) 31.82K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 3.37M (2.33%) 1.37K
Increased by +0.04%
Apr 30, 26
7 Invesco High Yield Eq Div Achiev™ ETF 2.85M (1.97%) -21.57K
Decreased by -0.76%
Jan 31, 24
8 First Trust Value Line® Dividend ETF 2.32M (1.60%) -2.07K
Decreased by -0.09%
May 31, 26
9 Vanguard Small Cap Value Index Inv 2.16M (1.50%) 17.43K
Increased by +0.81%
Apr 30, 26
10 DFA US Small Cap Value I 1.99M (1.38%) 13.97K
Increased by +0.70%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.14%) 21.31K
Increased by +1.30%
Apr 30, 26
12 Stt Strt SPDR S&P Glbl DivAristETF 1.53M (1.06%) 92.98K
Increased by +6.08%
Apr 30, 26
13 Fidelity Small Cap Index 1.45M (1.00%) 1.24K
Increased by +0.09%
Mar 31, 26
14 iShares S&P Small-Cap 600 Value ETF 1.40M (0.97%) 0.00
Increased by 0.00%
May 29, 26
15 Fidelity Enhanced Small Cap Core ETF 1.36M (0.94%) 3.44K
Increased by +0.25%
May 29, 26
16 State Street SPDR Port S&P 600 Sm CpETF 1.35M (0.93%) 0.00
Increased by 0.00%
May 29, 26
17 Fidelity Enhanced Small Cap ETF 1.31M (0.90%) -15.17K
Decreased by -1.16%
Apr 30, 26
18 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.28M (0.88%) 15.31K
Increased by +1.20%
Aug 29, 25
19 iShares Russell 2000 Value ETF 1.26M (0.87%) 11.08K
Increased by +0.88%
May 29, 26
20 Fidelity® Small Cap Index 1.23M (0.85%) 34.52K
Increased by +2.80%
Oct 31, 23