Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HHH_old 4.33%
2 RDVY 2.06%
3 OUSM 1.94%
4 FTDS 1.87%
5 XSMO 1.41%
6 UDI 1.40%
7 JPSV 1.14%
8 PSCF 1.09%
9 SIXS 1.04%
10 KBE 1.04%
11 CGMM 1.04%
12 XSHQ 1.00%
13 SURE 0.99%
14 SMCP 0.98%
15 CVY 0.92%
16 MYLD 0.87%
17 XSLV 0.86%
18 HAPS 0.86%
19 HOMZ 0.79%
20 FLRG 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.95M (14.51%) -395.33K
Decreased by -2.09%
Mar 31, 26
2 Vanguard Group Inc 16.23M (12.43%) -45.82K
Decreased by -0.28%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 9.35M (7.16%) 9.35M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 6.79M (5.20%) -241.95K
Decreased by -3.56%
Mar 31, 24
5 LSV Asset Management 6.15M (4.71%) 165.84K
Increased by +2.70%
Mar 31, 26
6 Vanguard Capital Management, LLC 6.07M (4.65%) 6.07M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 5.95M (4.56%) 230.91K
Increased by +3.88%
Mar 31, 26
8 State Street Corp 5.75M (4.41%) 44.84K
Increased by +0.78%
Mar 31, 26
9 Donald Smith & Co Inc 4.61M (3.53%) 1.59M
Increased by +34.60%
Mar 31, 26
10 American Century Companies Inc 4.58M (3.51%) 386.92K
Increased by +8.44%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 4.00M (3.06%) -2.00M
Decreased by -50.13%
Dec 31, 23
12 Geode Capital Management, LLC 3.42M (2.62%) 199.09K
Increased by +5.83%
Mar 31, 26
13 Thrivent Financial For Lutherans 2.60M (1.99%) 811.92K
Increased by +31.25%
Jun 30, 25
14 Balyasny Asset Management LLC 2.19M (1.68%) 315.57K
Increased by +14.42%
Dec 31, 25
15 NORGES BANK 2.15M (1.65%) -231.98K
Decreased by -10.79%
Dec 31, 25
16 Citadel Advisors Llc 2.10M (1.61%) -888.55K
Decreased by -42.29%
Mar 31, 26
17 Fuller & Thaler Asset Management Inc 2.08M (1.59%) -2.23M
Decreased by -107.34%
Mar 31, 26
18 JPMorgan Chase & Co 2.05M (1.57%) -41.10K
Decreased by -2.01%
Sep 30, 25
19 Charles Schwab Investment Management Inc 1.95M (1.50%) -4.01M
Decreased by -205.19%
Mar 31, 26
20 Virginia Retirement Systems Et AL 1.94M (1.48%) 0.00
Increased by 0.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Trust Rising Dividend Achiev ETF 8.49M (6.50%) 15.12K
Increased by +0.18%
Feb 27, 25
2 iShares Core S&P Small-Cap ETF 8.23M (6.31%) 0.00
Increased by 0.00%
May 29, 26
3 Vanguard US Total Market Shares ETF 4.81M (3.68%) 3.60K
Increased by +0.07%
Sep 30, 24
4 Donald Smith & Co. All Eq Accounts Comp 4.56M (3.50%) 1.58M
Increased by +34.61%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 4.33M (3.32%) 11.73K
Increased by +0.27%
Apr 30, 26
6 Avantis US Small Cap Value ETF 4.26M (3.26%) 2.54K
Increased by +0.06%
May 30, 26
7 Schwab US Dividend Equity ETF™ 4.19M (3.21%) 19.76K
Increased by +0.47%
Feb 28, 26
8 iShares Russell 2000 ETF 3.24M (2.48%) 29.95K
Increased by +0.92%
May 29, 26
9 Vanguard Small Cap Index 3.14M (2.41%) -6.42K
Decreased by -0.20%
Apr 30, 26
10 Fidelity® Mid-Cap Stock 2.57M (1.97%) 0.00
Increased by 0.00%
Nov 30, 23
11 T. Rowe Price Small-Cap Value 2.40M (1.84%) -1.29M
Decreased by -53.73%
Dec 31, 23
12 Fuller & Thaler Behavrl Small-Cap Value 2.33M (1.78%) -8.45K
Decreased by -0.36%
Sep 30, 23
13 Vanguard Small Cap Value Index Inv 2.02M (1.55%) 14.94K
Increased by +0.74%
Apr 30, 26
14 FullerThaler Behavioral Small-Cap Value 1.80M (1.38%) 30.15K
Increased by +1.68%
Mar 31, 26
15 Vanguard Equity-Income Inv 1.79M (1.37%) -209.33K
Decreased by -11.68%
Sep 30, 23
16 T. Rowe Price U.S. SC Value Eq Tr-Z 1.67M (1.28%) 1.40K
Increased by +0.08%
Sep 30, 23
17 Undiscovered Managers Behavioral Val L 1.67M (1.28%) 0.00
Increased by 0.00%
Apr 30, 26
18 Thrivent Mid Cap Stock A 1.54M (1.18%) -95.79K
Decreased by -6.24%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.53M (1.17%) 14.79K
Increased by +0.97%
Apr 30, 26
20 Polar Capital Global Ins A Inc 1.50M (1.15%) 0.00
Increased by 0.00%
Apr 30, 26