Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.33%
2 ERNZ 2.11%
3 EQWM 2.01%
4 XMHQ 2.01%
5 SMIG 1.91%
6 FTDS 1.87%
7 UPGD 1.64%
8 RYJ 1.63%
9 WBIF 1.59%
10 TMDV 1.58%
11 SBM 1.53%
12 SMN 1.53%
13 PAMC 1.49%
14 PYZ 1.49%
15 REGL 1.48%
16 XMLV 1.10%
17 VSDA 1.08%
18 TPHE 1.07%
19 DFRA 1.04%
20 FSCS 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.45M (10.69%) -184.99K
Decreased by -1.38%
Dec 31, 25
2 BlackRock Inc 12.64M (10.05%) 40.27K
Increased by +0.32%
Dec 31, 25
3 Aristotle Capital Management LLC 7.76M (6.17%) -341.43K
Decreased by -4.40%
Dec 31, 25
4 State Street Corp 6.63M (5.27%) 150.28K
Increased by +2.27%
Dec 31, 25
5 State Street Corporation 6.02M (4.79%) -382.49K
Decreased by -6.35%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 4.83M (3.84%) -286.41K
Decreased by -5.93%
Dec 31, 25
7 Victory Capital Management Inc. 3.47M (2.76%) 397.58K
Increased by +11.46%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 3.33M (2.64%) 161.56K
Increased by +4.86%
Dec 31, 25
9 Geode Capital Management, LLC 2.52M (2.00%) -409.75K
Decreased by -16.25%
Dec 31, 25
10 JPMorgan Chase & Co 2.20M (1.75%) 272.25K
Increased by +12.39%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 1.99M (1.58%) -61.31K
Decreased by -3.08%
Mar 31, 25
12 Pacer Advisors, INC. 1.95M (1.55%) 1.93M
Increased by +99.02%
Jun 30, 24
13 Allspring Global Investments Holdings, LLC 1.91M (1.52%) 193.93K
Increased by +10.16%
Dec 31, 25
14 Amvescap Plc. 1.37M (1.09%) -14.55K
Decreased by -1.06%
Sep 30, 25
15 Acadian Asset Management LLC 1.34M (1.07%) 209.31K
Increased by +15.56%
Mar 31, 24
16 Bank of America Corp 1.33M (1.06%) 37.42K
Increased by +2.81%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 1.30M (1.03%) 1.83K
Increased by +0.14%
Mar 31, 26
18 Northern Trust Corp 1.24M (0.99%) 10.06K
Increased by +0.81%
Mar 31, 26
19 Arnhold & S. Bleichroeder Advisers, LLC 1.17M (0.93%) -758.00
Decreased by -0.06%
Sep 30, 24
20 AllianceBernstein L.P. 1.17M (0.93%) 72.01K
Increased by +6.17%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.33M (3.44%) -2.18K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 4.08M (3.24%) 25.10K
Increased by +0.62%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.07M (3.24%) 2.90K
Increased by +0.07%
Sep 30, 24
4 Allspring Special Mid Cap Value Inst 3.04M (2.42%) 84.80K
Increased by +2.79%
Apr 30, 26
5 Vanguard Small Cap Index 2.96M (2.35%) 45.15K
Increased by +1.53%
Mar 31, 26
6 Allspring Mid Value SMA 2.95M (2.35%) 1.46M
Increased by +49.41%
Mar 31, 26
7 Allspring Special US Mid Cap Value Eq 2.95M (2.35%) 1.46M
Increased by +49.41%
Mar 31, 26
8 Victory Sycamore Established Value R 2.74M (2.17%) 315.35K
Increased by +11.53%
Mar 31, 26
9 Eaton Vance Atlanta Capital SMID-Cap I 2.36M (1.88%) -54.64K
Decreased by -2.31%
Mar 31, 26
10 Vanguard Windsor II Inv 2.35M (1.87%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Windsor™ II Inv 2.35M (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
12 Sycamore Mid Cap Value Comp 2.00M (1.59%) 1.93M
Increased by +96.76%
Mar 31, 25
13 Pacer US Cash Cows 100 ETF 1.98M (1.57%) 2.72K
Increased by +0.14%
Aug 30, 24
14 Vanguard Small Cap Value Index Inv 1.88M (1.50%) 11.71K
Increased by +0.62%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.43M (1.14%) 34.61K
Increased by +2.42%
Mar 31, 26
16 SPDR® S&P Dividend ETF 1.23M (0.98%) 0.00
Increased by 0.00%
Aug 31, 25
17 State Street® SPDR® S&P® Dividend ETF 1.22M (0.97%) 832.00
Increased by +0.07%
Apr 30, 26
18 JPM US Mid Cap Value-Composite 1.15M (0.91%) 146.95K
Increased by +12.77%
Mar 31, 26
19 JPMorgan Mid Cap Value L 1.15M (0.91%) 57.35K
Increased by +4.98%
Mar 31, 26
20 JPM US Mid Cap Value-MA 1.06M (0.84%) 19.91K
Increased by +1.89%
Mar 31, 25