Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 5.13%
2 XME 5.01%
3 SLX 4.69%
4 FXZ 3.83%
5 KONG 3.54%
6 MNM 3.46%
7 BCUS 3.45%
8 COWS 3.17%
9 FMTM 3.16%
10 HCOW 3.13%
11 METL 3.05%
12 RISN 2.71%
13 WBIE 2.45%
14 FTDS 2.29%
15 UPGR 2.21%
16 IYM 2.14%
17 XMHQ 2.12%
18 FTIF 2.11%
19 SMRI 2.05%
20 LYLD 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.06M (11.92%) -79.29K
Decreased by -1.31%
Dec 31, 25
2 BlackRock Inc 5.66M (11.13%) -41.38K
Decreased by -0.73%
Dec 31, 25
3 State Street Corp 2.72M (5.35%) 118.01K
Increased by +4.35%
Dec 31, 25
4 State Street Corporation 2.57M (5.05%) -43.60K
Decreased by -1.70%
Mar 31, 24
5 Boston Partners Global Investors, Inc 2.11M (4.16%) -77.01K
Decreased by -3.65%
Mar 31, 26
6 Wellington Management Company LLP 1.61M (3.17%) -100.32K
Decreased by -6.24%
Dec 31, 25
7 First Trust Advisors L.P. 1.38M (2.72%) 185.87K
Increased by +13.44%
Dec 31, 24
8 Acadian Asset Management LLC 1.07M (2.11%) 184.51K
Increased by +17.21%
Mar 31, 24
9 Franklin Resources Inc 1.06M (2.09%) -48.60K
Decreased by -4.59%
Mar 31, 26
10 Geode Capital Management, LLC 938.60K (1.85%) 2.55K
Increased by +0.27%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 934.67K (1.84%) -27.74K
Decreased by -2.97%
Dec 31, 25
12 Pacer Advisors, INC. 816.47K (1.61%) 803.73K
Increased by +98.44%
Dec 31, 24
13 Amvescap Plc. 781.29K (1.54%) -186.96K
Decreased by -23.93%
Sep 30, 24
14 AllianceBernstein L.P. 758.19K (1.49%) 24.66K
Increased by +3.25%
Dec 31, 25
15 FMR Inc 749.72K (1.48%) 40.85K
Increased by +5.45%
Dec 31, 25
16 Principal Financial Group Inc 720.70K (1.42%) -4.15K
Decreased by -0.58%
Mar 31, 26
17 NORGES BANK 718.98K (1.42%) 57.17K
Increased by +7.95%
Dec 31, 25
18 Yacktman Asset Management Co 693.13K (1.36%) 1.50K
Increased by +0.22%
Mar 31, 26
19 American Century Companies Inc 690.42K (1.36%) 15.31K
Increased by +2.22%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 685.91K (1.35%) -49.30K
Decreased by -7.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.77M (3.48%) -896.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.74M (3.43%) -79.02K
Decreased by -4.53%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.64M (3.23%) -7.84K
Decreased by -0.48%
Mar 31, 26
4 Vanguard Small Cap Index 1.19M (2.35%) 6.89K
Increased by +0.58%
Mar 31, 26
5 US Small-Cap Growth II Equity Comp 1.03M (2.03%) -18.84K
Decreased by -1.83%
Jun 30, 25
6 First Trust Rising Dividend Achiev ETF 1.01M (1.99%) 1.80K
Increased by +0.18%
Feb 27, 25
7 T. Rowe Price New Horizons 947.02K (1.86%) -83.91K
Decreased by -8.86%
Jul 31, 25
8 Pacer US Cash Cows 100 ETF 809.44K (1.59%) 1.20K
Increased by +0.15%
Feb 28, 25
9 Vanguard Windsor Investor Shares 762.44K (1.50%) -24.11K
Decreased by -3.16%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 760.08K (1.50%) -2.52K
Decreased by -0.33%
Mar 31, 26
11 JHancock Disciplined Value Mid Cap I 746.77K (1.47%) -61.37K
Decreased by -8.22%
Mar 31, 26
12 Stt Strt®SPDR®S&P®Mtls &MngETF 712.28K (1.40%) -8.81K
Decreased by -1.24%
Apr 30, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 584.15K (1.15%) 14.45K
Increased by +2.47%
Mar 31, 26
14 AMG Yacktman I 500.00K (0.98%) 0.00
Increased by 0.00%
Mar 31, 26
15 Invesco S&P MidCap Quality ETF 471.13K (0.93%) 1.52K
Increased by +0.32%
Nov 29, 24
16 Franklin Mutual Shares Z 459.80K (0.91%) -22.46K
Decreased by -4.89%
Mar 31, 26
17 Vanguard Equity-Income Inv 426.52K (0.84%) 0.00
Increased by 0.00%
Mar 31, 26
18 T. Rowe Price Real Assets Tr I-D 417.85K (0.82%) 90.75K
Increased by +21.72%
Mar 31, 26
19 JHancock Disciplined Value I 414.27K (0.82%) -24.27K
Decreased by -5.86%
Mar 31, 26
20 SPDR® S&P MIDCAP 400 ETF Trust 402.82K (0.79%) -10.08K
Decreased by -2.50%
Jul 31, 25