Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.10%
2 LSAT 3.84%
3 ADPV 3.75%
4 LBAY 3.48%
5 SMCF 2.91%
6 NEWZ 2.90%
7 BOUT 2.72%
8 DVLU 2.51%
9 DVOL 2.47%
10 FOVL 2.38%
11 DDIV 2.38%
12 FTDS 2.31%
13 CPAI 2.06%
14 GLRY 2.03%
15 TSCV 1.83%
16 UDI 1.78%
17 RNDM 1.76%
18 BEDY 1.74%
19 BVNSC 1.73%
20 KIE 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.31M (10.88%) -870.04K
Decreased by -3.31%
Mar 31, 26
2 Vanguard Group Inc 24.21M (10.01%) -1.26M
Decreased by -5.22%
Dec 31, 25
3 State Street Corporation 12.88M (5.32%) -279.08K
Decreased by -2.17%
Mar 31, 24
4 Bank of New York Mellon Corp 12.24M (5.06%) 388.87K
Increased by +3.18%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 12.02M (4.97%) 12.02M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 10.08M (4.17%) 31.56K
Increased by +0.31%
Mar 31, 26
7 Vanguard Capital Management, LLC 9.95M (4.12%) 9.95M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 7.69M (3.18%) 3.50M
Increased by +45.60%
Mar 31, 26
9 Victory Capital Management Inc. 6.93M (2.87%) -1.08M
Decreased by -15.59%
Mar 31, 26
10 Charles Schwab Investment Management Inc 6.90M (2.85%) 5.19M
Increased by +75.14%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 6.72M (2.78%) 60.40K
Increased by +0.90%
Mar 31, 26
12 AQR Capital Management LLC 5.78M (2.39%) -1.63M
Decreased by -28.11%
Mar 31, 26
13 Hamlin Capital Management, LLC 4.74M (1.96%) -46.83K
Decreased by -0.99%
Mar 31, 26
14 Thrivent Financial For Lutherans 3.88M (1.60%) -73.86K
Decreased by -1.91%
Mar 31, 26
15 GQG Partners LLC 3.53M (1.46%) 115.04K
Increased by +3.26%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 3.09M (1.28%) 474.20K
Increased by +15.35%
Mar 31, 26
17 NORGES BANK 2.95M (1.22%) -43.62K
Decreased by -1.48%
Dec 31, 25
18 FMR Inc 2.90M (1.20%) -1.06M
Decreased by -36.41%
Jun 30, 25
19 CapTrust Financial Advisors 2.83M (1.17%) -426.73K
Decreased by -15.08%
Mar 31, 26
20 First Trust Advisors L.P. 2.82M (1.17%) 441.09K
Increased by +15.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.72M (3.19%) 1.45K
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 7.40M (3.06%) -304.18K
Decreased by -4.11%
Sep 30, 24
3 Sycamore Mid Cap Value Comp 7.10M (2.94%) 6.87M
Increased by +96.78%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 7.02M (2.90%) 17.62K
Increased by +0.25%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 5.44M (2.25%) 10.49K
Increased by +0.19%
May 30, 26
6 Vanguard Small Cap Index 5.10M (2.11%) -10.59K
Decreased by -0.21%
Apr 30, 26
7 Victory Sycamore Established Value R 4.63M (1.91%) -750.00K
Decreased by -16.22%
Mar 31, 26
8 iShares Select Dividend ETF 4.38M (1.81%) 0.00
Increased by 0.00%
May 29, 26
9 Vanguard Small Cap Value Index Inv 3.27M (1.35%) 24.58K
Increased by +0.75%
Apr 30, 26
10 Fidelity® Small Cap Value 3.03M (1.25%) 0.00
Increased by 0.00%
Oct 31, 23
11 Fidelity High Dividend ETF 2.97M (1.23%) 0.00
Increased by 0.00%
May 29, 26
12 Hamlin Equity Income Strategy 2.77M (1.14%) -392.25K
Decreased by -14.18%
Dec 31, 25
13 SPDR® S&P Dividend ETF 2.62M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.57M (1.06%) 24.00K
Increased by +0.93%
Apr 30, 26
15 State Street® SPDR® S&P® Dividend ETF 2.19M (0.91%) 0.00
Increased by 0.00%
May 31, 26
16 UWS BNY Mellon Global Higher Inc B 1.89M (0.78%) 0.00
Increased by 0.00%
Feb 28, 26
17 Utmost Newton Global Income 1.85M (0.77%) -11.52K
Decreased by -0.62%
Apr 30, 26
18 Fidelity Small Cap Value Fund 1.84M (0.76%) 115.00K
Increased by +6.26%
Jun 30, 25
19 Hamlin High Dividend Equity Instl 1.83M (0.76%) 0.00
Increased by 0.00%
Mar 31, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 1.74M (0.72%) -43.57K
Decreased by -2.50%
Jul 31, 25