Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDIV 2.03%
2 SMCF 1.73%
3 KIE 1.72%
4 WBIF 1.58%
5 JPSV 1.50%
6 GRPM 1.42%
7 KBWP 1.38%
8 TMVE 1.23%
9 WBIL 1.20%
10 DVOL 1.17%
11 MMID 1.11%
12 XMLV 1.05%
13 SMCP 1.01%
14 PXMV 1.01%
15 CVY 1.00%
16 WBIG 0.99%
17 SDVD 0.94%
18 SDVY 0.92%
19 PXMG 0.89%
20 XMMO 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.50M (13.61%) 26.00K
Increased by +0.35%
Mar 31, 26
2 Vanguard Group Inc 6.63M (12.04%) -85.41K
Decreased by -1.29%
Dec 31, 25
3 AQR Capital Management LLC 3.94M (7.15%) -122.89K
Decreased by -3.12%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.46M (6.28%) 3.46M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.68M (4.87%) 2.68M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 2.50M (4.54%) -2.43M
Decreased by -97.30%
Mar 31, 26
7 State Street Corp 2.33M (4.22%) -24.80K
Decreased by -1.07%
Mar 31, 26
8 State Street Corporation 2.31M (4.19%) 43.13K
Increased by +1.87%
Mar 31, 24
9 Geode Capital Management, LLC 1.71M (3.10%) 48.06K
Increased by +2.81%
Mar 31, 26
10 First Trust Advisors L.P. 1.38M (2.51%) 345.35K
Increased by +24.99%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 1.36M (2.47%) 44.53K
Increased by +3.28%
Mar 31, 26
12 Macquarie Group Ltd 1.32M (2.40%) -275.69K
Decreased by -20.81%
Sep 30, 25
13 American Century Companies Inc 1.27M (2.30%) 657.30K
Increased by +51.87%
Mar 31, 26
14 Wellington Management Company LLP 1.20M (2.18%) -245.98K
Decreased by -20.51%
Jun 30, 24
15 Delaware Management Holdings Inc 1.20M (2.17%) -153.43K
Decreased by -12.81%
Mar 31, 26
16 AllianceBernstein L.P. 1.14M (2.06%) -180.80K
Decreased by -15.93%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.12M (2.04%) -23.11K
Decreased by -2.06%
Mar 31, 26
18 BTIM Corp 1.11M (2.01%) 63.26K
Increased by +5.70%
Jun 30, 25
19 Vaughan Nelson Scarbrgh & Mccullough LP 1.08M (1.95%) -12.71K
Decreased by -1.18%
Dec 31, 25
20 T. Rowe Price Investment Management,Inc. 939.44K (1.71%) -241.91K
Decreased by -25.75%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.04M (3.70%) -11.86K
Decreased by -0.58%
Jun 30, 26
2 Vanguard US Total Market Shares ETF 1.92M (3.49%) 1.64K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.90M (3.46%) -10.71K
Decreased by -0.56%
Jun 30, 26
4 iShares Russell 2000 ETF 1.58M (2.86%) 9.34K
Increased by +0.59%
Jun 30, 26
5 Avantis US Small Cap Value ETF 1.43M (2.60%) 1.49K
Increased by +0.10%
Jun 30, 26
6 Vanguard Small Cap Index 1.37M (2.49%) -9.12K
Decreased by -0.66%
Jun 30, 26
7 First Trust SMID Cp Rising Div Achv ETF 1.13M (2.05%) 0.00
Increased by 0.00%
Jun 30, 26
8 Fidelity® Low-Priced Stock 1.04M (1.88%) -1.08K
Decreased by -0.10%
Oct 31, 23
9 Delaware Small Cap Core I 892.75K (1.62%) -5.53K
Decreased by -0.62%
Sep 30, 24
10 Vanguard Small Cap Value Index Inv 871.76K (1.58%) -18.94K
Decreased by -2.17%
Jun 30, 26
11 T. Rowe Price Small-Cap Stock 791.31K (1.44%) -119.03K
Decreased by -15.04%
Jun 30, 24
12 T. Rowe Price US Small-Cap Core Equity 791.31K (1.44%) -119.03K
Decreased by -15.04%
Jun 30, 24
13 Delaware US Small Cap Core Equity (SMA) 783.25K (1.42%) -4.93K
Decreased by -0.63%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 783.25K (1.42%) -4.93K
Decreased by -0.63%
Mar 31, 24
15 Fidelity Low-Priced Stock 757.10K (1.37%) -283.94K
Decreased by -37.50%
Feb 28, 26
16 Vanguard Explorer Inv 751.20K (1.36%) -108.81K
Decreased by -14.48%
Jun 30, 24
17 Champlain Small Company Fund, LLC 740.05K (1.34%) -1.89K
Decreased by -0.26%
Jun 30, 24
18 Macquarie Small Cap Core I 707.76K (1.28%) -180.94K
Decreased by -25.57%
Jul 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 687.00K (1.25%) 7.75K
Increased by +1.13%
Jun 30, 26
20 Victory Small Cap Value CIT (Net 75) 680.00K (1.23%) -115.00K
Decreased by -16.91%
Jun 30, 24