Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 3.70%
2 PEY 2.54%
3 KBWD 1.64%
4 WDIV 1.57%
5 FGD 1.28%
6 CSB 1.03%
7 KBE 0.99%
8 QABA 0.91%
9 XSLV 0.90%
10 HEJD 0.81%
11 SMHB 0.77%
12 KVLE 0.77%
13 XSVM 0.73%
14 PXSV 0.72%
15 ESSC 0.72%
16 MDIV 0.56%
17 WBIY 0.49%
18 PSCF 0.47%
19 FVD 0.45%
20 SMLV 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.87M (14.43%) 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 (6.12%) 8.86M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 7.33M (5.06%) -40.38K
Decreased by -0.55%
Mar 31, 24
7 Vanguard Capital Management, LLC 6.50M (4.49%) 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 8.84M (6.11%) 0.00
Increased by 0.00%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 4.66M (3.22%) 38.60K
Increased by +0.83%
Jun 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 3.78M (2.61%) 0.00
Increased by 0.00%
Jun 30, 26
6 Vanguard Small Cap Index 3.36M (2.32%) -11.86K
Decreased by -0.35%
Jun 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 2.15M (1.49%) -3.50K
Decreased by -0.16%
Jun 30, 26
9 Vanguard Small Cap Value Index Inv 2.13M (1.47%) -34.31K
Decreased by -1.61%
Jun 30, 26
10 DFA US Small Cap Value I 1.99M (1.38%) 0.00
Increased by 0.00%
May 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.68M (1.16%) 25.27K
Increased by +1.51%
Jun 30, 26
12 State Street® SPDR® S&PRgnllBkgETF 1.65M (1.14%) 33.85K
Increased by +2.06%
Jun 30, 26
13 Stt Strt SPDR S&P Glbl DivAristETF 1.57M (1.09%) 25.11K
Increased by +1.59%
Jun 30, 26
14 Fidelity Small Cap Index 1.46M (1.01%) 10.95K
Increased by +0.75%
Apr 30, 26
15 Fidelity Enhanced Small Cap Core ETF 1.40M (0.97%) 0.00
Increased by 0.00%
Jun 30, 26
16 State Street SPDR Port S&P 600 Sm CpETF 1.35M (0.93%) -920.00
Decreased by -0.07%
Jun 30, 26
17 Fidelity Enhanced Small Cap ETF 1.31M (0.90%) -15.17K
Decreased by -1.16%
Apr 30, 26
18 iShares Russell 2000 Value ETF 1.28M (0.88%) 0.00
Increased by 0.00%
Jun 30, 26
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.28M (0.88%) 15.31K
Increased by +1.20%
Aug 29, 25
20 iShares S&P Small-Cap 600 Value ETF 1.26M (0.87%) 0.00
Increased by 0.00%
Jun 30, 26