Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXH 3.80%
2 XPH 3.71%
3 CSD 3.21%
4 MNA 2.68%
5 SDEI 2.64%
6 PILL 2.37%
7 MRGR 2.31%
8 FTXH 1.92%
9 INVN 1.90%
10 BSMC 1.89%
11 VTRN 1.84%
12 HAPS 1.77%
13 PSCH 1.76%
14 KVLE 1.53%
15 WBIY 1.42%
16 DIV 1.29%
17 HCOW 1.27%
18 COWS 1.26%
19 RNMC 1.19%
20 RZV 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.92M (14.14%) 987.98K
Increased by +2.68%
Dec 31, 25
2 BlackRock Inc 31.72M (12.15%) 751.01K
Increased by +2.37%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 21.85M (8.37%) 21.85M
Increased by +100.00%
Mar 31, 26
4 Mawer Investment Management Ltd 12.85M (4.92%) -345.92K
Decreased by -2.69%
Sep 30, 23
5 Vanguard Capital Management, LLC 11.74M (4.50%) 11.74M
Increased by +100.00%
Mar 31, 26
6 Pacer Advisors, INC. 11.15M (4.27%) 11.14M
Increased by +99.89%
Dec 31, 24
7 State Street Corp 9.96M (3.81%) 359.01K
Increased by +3.61%
Mar 31, 26
8 State Street Corporation 9.30M (3.56%) -147.42K
Decreased by -1.59%
Mar 31, 24
9 LSV Asset Management 7.26M (2.78%) -212.70K
Decreased by -2.93%
Mar 31, 26
10 Massachusetts Financial Services Company 6.88M (2.64%) -2.62M
Decreased by -38.07%
Dec 31, 25
11 Millennium Management LLC 6.78M (2.60%) 6.32M
Increased by +93.20%
Mar 31, 26
12 Kahn Brothers & CO Inc /DE/ 5.54M (2.12%) 1.91M
Increased by +34.45%
Mar 31, 26
13 Lord, Abbett & Co LLC 5.03M (1.93%) -202.69K
Decreased by -4.03%
Sep 30, 23
14 Canada Pension Plan Investment Board 5.01M (1.92%) 2.58M
Increased by +51.51%
Mar 31, 26
15 Sound Shore Management Inc 4.98M (1.91%) 8.42K
Increased by +0.17%
Mar 31, 25
16 Nordea Investment Mgmt Bank Demark A/s 4.90M (1.88%) 53.73K
Increased by +1.10%
Jun 30, 25
17 Geode Capital Management, LLC 4.76M (1.82%) 158.86K
Increased by +3.34%
Mar 31, 26
18 DePrince Race & Zollo Inc 4.65M (1.78%) -78.17K
Decreased by -1.68%
Mar 31, 25
19 Private Management Group Inc 4.37M (1.68%) 27.04K
Increased by +0.62%
Mar 31, 26
20 Think Investments LP 4.00M (1.53%) 4.00M
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 15.77M (6.04%) 5.68K
Increased by +0.04%
May 29, 26
2 Pacer US Cash Cows 100 ETF 11.17M (4.28%) 16.50K
Increased by +0.15%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 8.32M (3.19%) 25.06K
Increased by +0.30%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 8.11M (3.11%) 6.33K
Increased by +0.08%
Sep 30, 24
5 Vanguard Small Cap Index 6.00M (2.30%) -3.67K
Decreased by -0.06%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 3.85M (1.48%) 28.75K
Increased by +0.75%
Apr 30, 26
7 Vanguard Equity-Income Inv 3.84M (1.47%) -1.19M
Decreased by -31.07%
Mar 31, 26
8 MFS Mid Cap Value A 3.70M (1.42%) -103.40K
Decreased by -2.79%
Dec 31, 25
9 MFS Mid Cap Value Equity 3.70M (1.42%) -150.03K
Decreased by -4.05%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.93M (1.12%) 25.75K
Increased by +0.88%
Apr 30, 26
11 iShares S&P Small-Cap 600 Value ETF 2.49M (0.95%) 0.00
Increased by 0.00%
May 29, 26
12 First Trust Health Care AlphaDEX® ETF 2.48M (0.95%) 16.30K
Increased by +0.66%
May 31, 26
13 State Street SPDR Port S&P 600 Sm CpETF 2.39M (0.91%) 0.00
Increased by 0.00%
May 29, 26
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 2.29M (0.88%) 27.59K
Increased by +1.21%
Aug 29, 25
15 SPDR® Portfolio S&P 600 Sm Cap ETF 2.27M (0.87%) 0.00
Increased by 0.00%
Apr 30, 24
16 Vanguard Strategic Equity Inv 1.95M (0.75%) -145.93K
Decreased by -7.48%
Mar 31, 26
17 Russell Inv Tax-Managed US Large Cap S 1.75M (0.67%) 1.10M
Increased by +62.96%
Jul 31, 25
18 Fidelity® Equity Dividend Income 1.74M (0.67%) 498.30K
Increased by +28.66%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx SL Cl I 1.58M (0.61%) 9.00K
Increased by +0.57%
May 31, 26
20 Sound Shore Investor 1.49M (0.57%) 0.00
Increased by 0.00%
Mar 31, 25