Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 3.21%
2 MDPL 3.16%
3 MVFD 2.98%
4 SMAP 2.77%
5 SMCF 2.39%
6 FTDS 2.15%
7 TUSA 2.11%
8 EPMV 2.10%
9 DVLU 2.02%
10 EPSV 1.70%
11 DDIV 1.70%
12 EPMB 1.64%
13 WBIF 1.62%
14 PFI 1.45%
15 KCE 1.44%
16 PXMV 1.24%
17 LSAF 1.11%
18 XMLV 1.11%
19 SDVY 1.09%
20 EVSTC 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.59M (6.87%) -406.00K
Decreased by -4.23%
Dec 31, 25
2 BlackRock Inc 9.33M (6.69%) -37.56K
Decreased by -0.40%
Dec 31, 25
3 FMR Inc 5.52M (3.95%) -346.46K
Decreased by -6.28%
Dec 31, 25
4 Boston Partners Global Investors, Inc 4.24M (3.04%) 755.49K
Increased by +17.82%
Mar 31, 26
5 Wellington Management Company LLP 3.33M (2.38%) -122.77K
Decreased by -3.69%
Dec 31, 25
6 State Street Corporation 3.11M (2.23%) 83.47K
Increased by +2.69%
Mar 31, 24
7 State Street Corp 3.06M (2.19%) -84.56K
Decreased by -2.76%
Dec 31, 25
8 AQR Capital Management LLC 2.89M (2.07%) 1.41M
Increased by +48.67%
Dec 31, 25
9 Capital Research Global Investors 2.80M (2.00%) -514.78K
Decreased by -18.40%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 2.62M (1.87%) 27.91K
Increased by +1.07%
Mar 31, 26
11 Earnest Partners LLC 2.54M (1.82%) -287.99K
Decreased by -11.35%
Dec 31, 25
12 Stifel Financial Corp 2.29M (1.64%) -47.81K
Decreased by -2.09%
Dec 31, 25
13 AllianceBernstein L.P. 2.12M (1.52%) 82.56K
Increased by +3.89%
Dec 31, 25
14 Geode Capital Management, LLC 1.84M (1.32%) 17.01K
Increased by +0.92%
Dec 31, 25
15 Goldman Sachs Group Inc 1.81M (1.30%) 727.50K
Increased by +40.14%
Dec 31, 23
16 Fisher Asset Management, LLC 1.69M (1.21%) -109.24K
Decreased by -6.47%
Mar 31, 26
17 Northern Trust Corp 1.53M (1.10%) 26.44K
Increased by +1.73%
Mar 31, 26
18 LSV Asset Management 1.50M (1.07%) -244.90K
Decreased by -16.33%
Sep 30, 24
19 Millennium Management LLC 1.44M (1.03%) -560.18K
Decreased by -38.96%
Sep 30, 25
20 Amvescap Plc. 1.43M (1.02%) 64.96K
Increased by +4.55%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.15M (3.69%) -2.59K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 4.67M (3.34%) 91.13K
Increased by +1.95%
Mar 31, 26
3 Vanguard Small Cap Index 3.40M (2.43%) 100.18K
Increased by +2.95%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.10M (2.22%) 2.12K
Increased by +0.07%
Sep 30, 24
5 JHancock Disciplined Value Mid Cap I 2.89M (2.07%) 105.39K
Increased by +3.65%
Mar 31, 26
6 Vanguard Small Cap Value Index Inv 2.16M (1.55%) 44.15K
Increased by +2.04%
Mar 31, 26
7 American Funds SMALLCAP World A 2.13M (1.53%) 0.00
Increased by 0.00%
Mar 31, 26
8 Fidelity Low-Priced Stock 1.94M (1.39%) 88.66K
Increased by +4.56%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.22%) 40.27K
Increased by +2.36%
Mar 31, 26
10 VA CollegeAmerica Amcap 529A 1.69M (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
11 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.56M (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
12 Fuller & Thaler Behavioral Small-Cap Eq 1.56M (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
13 State Street® SPDR® S&P MIDCAP 400® ETF 1.15M (0.82%) 29.51K
Increased by +2.57%
Mar 31, 26
14 Fidelity® Low-Priced Stock 1.01M (0.73%) 128.28K
Increased by +12.64%
Oct 31, 23
15 AQR Long-Short Equity I 977.44K (0.70%) 515.30K
Increased by +52.72%
Mar 31, 26
16 State St Russell Sm/Mid Cp® Indx SL Cl I 906.60K (0.65%) 31.80K
Increased by +3.51%
Apr 30, 26
17 Delaware Small Cap Value A 831.80K (0.60%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity Extended Market Index 808.00K (0.58%) 9.82K
Increased by +1.22%
Mar 31, 26
19 Invesco S&P MidCap Momentum ETF 804.15K (0.58%) 0.00
Increased by 0.00%
Feb 28, 26
20 Fidelity Mid-Cap Stock 799.02K (0.57%) -44.20K
Decreased by -5.53%
Mar 31, 26