Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.65%
2 CTIF 4.51%
3 ERNZ 2.11%
4 XMHQ 2.01%
5 EQWM 2.01%
6 SMIG 2.00%
7 FTDS 1.97%
8 WBIF 1.68%
9 UPGD 1.64%
10 RYJ 1.63%
11 TMDV 1.61%
12 REGL 1.55%
13 PYZ 1.54%
14 SMN 1.53%
15 SBM 1.53%
16 PAMC 1.49%
17 VSDA 1.13%
18 XMLV 1.10%
19 TPHE 1.07%
20 DFRA 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.45M (10.68%) -184.99K
Decreased by -1.38%
Dec 31, 25
2 BlackRock Inc 12.84M (10.19%) 192.44K
Increased by +1.50%
Mar 31, 26
3 Aristotle Capital Management LLC 7.36M (5.85%) -398.88K
Decreased by -5.42%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 7.16M (5.69%) 7.16M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.56M (5.21%) -73.70K
Decreased by -1.12%
Mar 31, 26
6 State Street Corporation 6.02M (4.78%) -382.49K
Decreased by -6.35%
Mar 31, 24
7 Vanguard Capital Management, LLC 5.75M (4.57%) 5.75M
Increased by +100.00%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 4.53M (3.60%) -307.44K
Decreased by -6.79%
Mar 31, 26
9 Victory Capital Management Inc. 3.89M (3.09%) 419.13K
Increased by +10.78%
Mar 31, 26
10 Allspring Global Investments Holdings, LLC 3.85M (3.06%) 1.95M
Increased by +50.49%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 3.50M (2.78%) 176.09K
Increased by +5.03%
Mar 31, 26
12 Geode Capital Management, LLC 2.61M (2.07%) 89.74K
Increased by +3.44%
Mar 31, 26
13 JPMorgan Chase & Co 2.20M (1.74%) 272.25K
Increased by +12.39%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 1.99M (1.58%) -61.31K
Decreased by -3.08%
Mar 31, 25
15 Pacer Advisors, INC. 1.95M (1.55%) 1.93M
Increased by +99.02%
Jun 30, 24
16 Amvescap Plc. 1.37M (1.09%) -14.55K
Decreased by -1.06%
Sep 30, 25
17 Acadian Asset Management LLC 1.34M (1.07%) 209.31K
Increased by +15.56%
Mar 31, 24
18 Dimensional Fund Advisors, Inc. 1.30M (1.03%) 1.83K
Increased by +0.14%
Mar 31, 26
19 Bank of America Corp 1.28M (1.02%) -52.45K
Decreased by -4.10%
Mar 31, 26
20 Northern Trust Corp 1.24M (0.99%) 10.06K
Increased by +0.81%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.34M (3.45%) 816.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.08M (3.24%) 8.98K
Increased by +0.22%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 4.07M (3.23%) 2.90K
Increased by +0.07%
Sep 30, 24
4 Allspring Special Mid Cap Value Inst 3.14M (2.49%) 99.60K
Increased by +3.17%
May 31, 26
5 Allspring Mid Value SMA 2.95M (2.35%) 1.46M
Increased by +49.41%
Mar 31, 26
6 Allspring Special US Mid Cap Value Eq 2.95M (2.35%) 1.46M
Increased by +49.41%
Mar 31, 26
7 Vanguard Small Cap Index 2.95M (2.34%) -6.47K
Decreased by -0.22%
Apr 30, 26
8 Victory Sycamore Established Value R 2.74M (2.17%) 315.35K
Increased by +11.53%
Mar 31, 26
9 Vanguard Windsor II Inv 2.35M (1.87%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Windsor™ II Inv 2.35M (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
11 Eaton Vance Atlanta Capital SMID-Cap I 2.22M (1.76%) -144.67K
Decreased by -6.53%
Apr 30, 26
12 Sycamore Mid Cap Value Comp 2.00M (1.58%) 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 1.90M (1.51%) 14.00K
Increased by +0.74%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (1.15%) 14.82K
Increased by +1.02%
Apr 30, 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 1.23M (0.97%) 0.00
Increased by 0.00%
May 31, 26
18 JPM US Mid Cap Value-Composite 1.15M (0.91%) 146.95K
Increased by +12.77%
Mar 31, 26
19 JPM US Mid Cap Value-MA 1.06M (0.84%) 19.91K
Increased by +1.89%
Mar 31, 25
20 JPMorgan Mid Cap Value L 1.05M (0.83%) -105.76K
Decreased by -10.12%
Apr 30, 26