Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 3.21%
2 MDPL 3.16%
3 MVFD 2.98%
4 SMAP 2.68%
5 SMCF 2.39%
6 FTDS 2.15%
7 TUSA 2.11%
8 EPMV 2.03%
9 DVLU 2.02%
10 DDIV 1.70%
11 EPSV 1.66%
12 EPMB 1.60%
13 WBIF 1.55%
14 KCE 1.43%
15 PFI 1.42%
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 BlackRock Inc 14.49M (10.38%) 485.21K
Increased by +3.35%
Mar 31, 26
2 Vanguard Group Inc 9.59M (6.87%) -406.00K
Decreased by -4.23%
Dec 31, 25
3 AQR Capital Management LLC 8.47M (6.07%) 4.13M
Increased by +48.75%
Mar 31, 26
4 FMR Inc 8.14M (5.83%) -140.16K
Decreased by -1.72%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 7.12M (5.10%) 7.12M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 6.65M (4.76%) 6.65M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 4.65M (3.33%) 57.34K
Increased by +1.23%
Mar 31, 26
8 Boston Partners Global Investors, Inc 4.24M (3.04%) 755.49K
Increased by +17.82%
Mar 31, 26
9 Stifel Financial Corp 3.78M (2.70%) 347.21K
Increased by +9.20%
Mar 31, 26
10 Wellington Management Company LLP 3.70M (2.65%) -1.30M
Decreased by -35.03%
Mar 31, 26
11 Earnest Partners LLC 3.69M (2.64%) -116.85K
Decreased by -3.17%
Mar 31, 26
12 State Street Corporation 3.11M (2.23%) 83.47K
Increased by +2.69%
Mar 31, 24
13 Geode Capital Management, LLC 2.85M (2.04%) 84.51K
Increased by +2.96%
Mar 31, 26
14 Capital Research Global Investors 2.80M (2.00%) -514.78K
Decreased by -18.40%
Mar 31, 26
15 AllianceBernstein L.P. 2.71M (1.94%) -477.05K
Decreased by -17.62%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 2.62M (1.87%) 27.91K
Increased by +1.07%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.97M (1.41%) -133.18K
Decreased by -6.74%
Mar 31, 26
18 Bank of America Corp 1.88M (1.34%) 102.41K
Increased by +5.46%
Mar 31, 26
19 Goldman Sachs Group Inc 1.81M (1.30%) 727.50K
Increased by +40.14%
Dec 31, 23
20 Fisher Asset Management, LLC 1.69M (1.21%) -109.24K
Decreased by -6.47%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.17M (3.71%) 972.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 4.68M (3.35%) 10.64K
Increased by +0.23%
Apr 30, 26
3 Vanguard Small Cap Index 3.39M (2.43%) -7.92K
Decreased by -0.23%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 2.18M (1.56%) 15.31K
Increased by +0.70%
Apr 30, 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%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.23%) 17.66K
Increased by +1.03%
Apr 30, 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 FullerThaler Behavioral Sm-Cp Eq R6 1.16M (0.83%) 1.80K
Increased by +0.15%
Apr 30, 26
14 State Street® SPDR® S&P MIDCAP 400® ETF 1.15M (0.83%) 4.34K
Increased by +0.38%
Apr 30, 26
15 Fidelity® Low-Priced Stock 1.01M (0.73%) 128.28K
Increased by +12.64%
Oct 31, 23
16 AQR Long-Short Equity I 977.44K (0.70%) 515.30K
Increased by +52.72%
Mar 31, 26
17 State St Russell Sm/Mid Cp® Indx SL Cl I 910.00K (0.65%) 3.40K
Increased by +0.37%
May 31, 26
18 Delaware Small Cap Value A 831.80K (0.60%) 0.00
Increased by 0.00%
Oct 31, 24
19 Fidelity Extended Market Index 814.02K (0.58%) 6.02K
Increased by +0.74%
Apr 30, 26
20 Fidelity Mid-Cap Stock 812.92K (0.58%) 13.90K
Increased by +1.71%
Apr 30, 26