Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.51%
2 MVFD 3.24%
3 VLLU 2.95%
4 GLRY 2.46%
5 RAYD 2.19%
6 BOUT 2.08%
7 OUSM 2.02%
8 RSMC 2.01%
9 HCOW 1.91%
10 COWS 1.88%
11 FXO 1.66%
12 REGL 1.64%
13 KCE 1.61%
14 EQWM 1.45%
15 BSMC 1.42%
16 XMHQ 1.38%
17 VSDA 1.27%
18 PAMC 1.23%
19 XMLV 1.16%
20 FSCS 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.07M (11.11%) -189.23K
Decreased by -1.71%
Dec 31, 25
2 BlackRock Inc 10.11M (10.14%) 472.50K
Increased by +4.67%
Mar 31, 26
3 Loomis, Sayles & Company LP 8.63M (8.66%) -115.75K
Decreased by -1.34%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.13M (6.15%) 6.13M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 5.82M (5.84%) -129.80K
Decreased by -2.23%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 4.79M (4.81%) -282.90K
Decreased by -5.90%
Mar 31, 26
7 Vanguard Capital Management, LLC 4.74M (4.76%) 4.74M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 4.19M (4.20%) -97.89K
Decreased by -2.34%
Mar 31, 26
9 Bank of America Corp 2.92M (2.93%) -1.82K
Decreased by -0.06%
Mar 31, 26
10 Geode Capital Management, LLC 2.83M (2.84%) -63.98K
Decreased by -2.26%
Mar 31, 26
11 Lord, Abbett & Co LLC 2.20M (2.21%) 287.01K
Increased by +13.02%
Mar 31, 26
12 FMR Inc 2.09M (2.10%) 749.33K
Increased by +35.81%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 1.87M (1.88%) 20.05K
Increased by +1.07%
Mar 31, 26
14 First Trust Advisors L.P. 1.82M (1.83%) 21.73K
Increased by +1.19%
Mar 31, 26
15 Beutel, Goodman & Company Ltd. 1.77M (1.78%) -109.27K
Decreased by -6.16%
Mar 31, 26
16 Boston Partners Global Investors, Inc 1.77M (1.78%) 1.77M
Increased by +100.00%
Mar 31, 26
17 Caisse De Depot Et Placement Du Quebec 1.20M (1.20%) -182.91K
Decreased by -15.27%
Mar 31, 26
18 Amvescap Plc. 1.15M (1.15%) -586.98K
Decreased by -51.25%
Mar 31, 26
19 BTIM Corp 1.04M (1.04%) -45.06K
Decreased by -4.33%
Mar 31, 26
20 Legal & General Group PLC 1.01M (1.02%) -13.20K
Decreased by -1.30%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.72M (3.74%) 2.15K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.51M (3.53%) 7.79K
Increased by +0.22%
Apr 30, 26
3 iShares Core S&P Mid-Cap ETF 3.15M (3.16%) 594.00
Increased by +0.02%
May 29, 26
4 Eaton Vance Atlanta Capital SMID-Cap I 2.68M (2.69%) -745.75K
Decreased by -27.82%
Apr 30, 26
5 Vanguard Small Cap Index 2.53M (2.54%) -5.04K
Decreased by -0.20%
Apr 30, 26
6 Loomis Sayles Growth Y 2.24M (2.25%) -3.42K
Decreased by -0.15%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 1.63M (1.63%) 11.52K
Increased by +0.71%
Apr 30, 26
8 JHancock Disciplined Value Mid Cap I 1.54M (1.55%) 292.68K
Increased by +18.99%
Apr 30, 26
9 Invesco Global Multi Cap Growth 1.22M (1.22%) 76.40K
Increased by +6.28%
Jun 30, 24
10 First Trust SMID Cp Rising Div Achv ETF 1.06M (1.06%) -2.63K
Decreased by -0.25%
May 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.05%) 11.36K
Increased by +1.08%
Apr 30, 26
12 Loomis Sayles Large Cap Growth Trust C 1.03M (1.04%) -2.07K
Decreased by -0.20%
Feb 28, 25
13 SPDR® S&P Dividend ETF 1.02M (1.02%) 0.00
Increased by 0.00%
Aug 31, 25
14 Loomis Sayles Large Cap Growth Trust B 1.01M (1.02%) -11.74K
Decreased by -1.16%
Mar 31, 26
15 Beutel Goodman American Equity Class F 939.67K (0.94%) 12.39K
Increased by +1.32%
Mar 31, 24
16 State Street® SPDR® S&P® Dividend ETF 906.97K (0.91%) 0.00
Increased by 0.00%
May 31, 26
17 Invesco S&P MidCap Quality ETF 838.39K (0.84%) 0.00
Increased by 0.00%
May 29, 26
18 Invesco Global Opportunities A 817.43K (0.82%) -116.41K
Decreased by -14.24%
Feb 28, 25
19 Loomis Sayles US Growth Eq I/A USD 778.71K (0.78%) -73.98K
Decreased by -9.50%
Apr 30, 26
20 Lord Abbett Affiliated A 758.50K (0.76%) -85.77K
Decreased by -11.31%
Apr 30, 26