Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KIE 2.11%
2 FDIV 2.03%
3 SMCF 1.72%
4 WBIF 1.65%
5 KBWP 1.63%
6 JPSV 1.44%
7 TMVE 1.20%
8 WBIL 1.20%
9 DVOL 1.17%
10 MMID 1.14%
11 XMLV 1.05%
12 SMCP 1.01%
13 PXMV 1.01%
14 CVY 1.00%
15 WBIG 0.99%
16 PXMG 0.89%
17 XMMO 0.85%
18 FLQS 0.74%
19 RFV 0.70%
20 FNK 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.50M (13.54%) 26.00K
Increased by +0.35%
Mar 31, 26
2 Vanguard Group Inc 6.63M (11.97%) -85.41K
Decreased by -1.29%
Dec 31, 25
3 AQR Capital Management LLC 3.94M (7.11%) -122.89K
Decreased by -3.12%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.46M (6.25%) 3.46M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.68M (4.84%) 2.68M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 2.50M (4.52%) -2.43M
Decreased by -97.30%
Mar 31, 26
7 State Street Corp 2.33M (4.20%) -24.80K
Decreased by -1.07%
Mar 31, 26
8 State Street Corporation 2.31M (4.16%) 43.13K
Increased by +1.87%
Mar 31, 24
9 Geode Capital Management, LLC 1.71M (3.09%) 48.06K
Increased by +2.81%
Mar 31, 26
10 First Trust Advisors L.P. 1.38M (2.49%) 345.35K
Increased by +24.99%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 1.36M (2.45%) 44.53K
Increased by +3.28%
Mar 31, 26
12 Macquarie Group Ltd 1.32M (2.39%) -275.69K
Decreased by -20.81%
Sep 30, 25
13 American Century Companies Inc 1.27M (2.29%) 657.30K
Increased by +51.87%
Mar 31, 26
14 Wellington Management Company LLP 1.20M (2.17%) -245.98K
Decreased by -20.51%
Jun 30, 24
15 Delaware Management Holdings Inc 1.20M (2.16%) -153.43K
Decreased by -12.81%
Mar 31, 26
16 AllianceBernstein L.P. 1.14M (2.05%) -180.80K
Decreased by -15.93%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.12M (2.03%) -23.11K
Decreased by -2.06%
Mar 31, 26
18 BTIM Corp 1.11M (2.00%) 63.26K
Increased by +5.70%
Jun 30, 25
19 Vaughan Nelson Scarbrgh & Mccullough LP 1.08M (1.94%) -12.71K
Decreased by -1.18%
Dec 31, 25
20 T. Rowe Price Investment Management,Inc. 939.44K (1.70%) -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 (3.68%) 384.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.92M (3.47%) 1.64K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.91M (3.45%) 5.74K
Increased by +0.30%
Apr 30, 26
4 iShares Russell 2000 ETF 1.44M (2.60%) 13.31K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.38M (2.50%) -2.50K
Decreased by -0.18%
Apr 30, 26
6 Avantis US Small Cap Value ETF 1.31M (2.37%) 2.02K
Increased by +0.15%
May 30, 26
7 Fidelity® Low-Priced Stock 1.04M (1.87%) -1.08K
Decreased by -0.10%
Oct 31, 23
8 Delaware Small Cap Core I 892.75K (1.61%) -5.53K
Decreased by -0.62%
Sep 30, 24
9 Vanguard Small Cap Value Index Inv 889.64K (1.61%) 6.91K
Increased by +0.78%
Apr 30, 26
10 First Trust SMID Cp Rising Div Achv ETF 850.28K (1.54%) -2.12K
Decreased by -0.25%
May 31, 26
11 T. Rowe Price Small-Cap Stock 791.31K (1.43%) -119.03K
Decreased by -15.04%
Jun 30, 24
12 T. Rowe Price US Small-Cap Core Equity 791.31K (1.43%) -119.03K
Decreased by -15.04%
Jun 30, 24
13 Delaware US Small Cap Core Equity (SMA) 783.25K (1.41%) -4.93K
Decreased by -0.63%
Mar 31, 24
14 Macquarie US Small Cap Core Equity 783.25K (1.41%) -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 Victory Small Cap Value CIT (Net 75) 680.00K (1.23%) -115.00K
Decreased by -16.91%
Jun 30, 24
20 Victory Sycamore Small Company Opp R 680.00K (1.23%) -115.00K
Decreased by -16.91%
Jun 30, 24