Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 3.62%
2 TPMN 2.65%
3 DIV 2.21%
4 QABA 2.05%
5 DES 1.15%
6 SDIV 1.14%
7 NIXT 0.80%
8 ESSC 0.63%
9 SMLV 0.46%
10 HIDV 0.39%
11 KRE 0.23%
12 ISMD 0.23%
13 DHS 0.20%
14 IAT 0.12%
15 DPST 0.08%
16 SFYX 0.08%
17 QUSA 0.07%
18 EQAL 0.06%
19 VFMV 0.06%
20 DEW 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.00M (9.96%) -96.00K
Decreased by -1.92%
Dec 31, 25
2 BlackRock Inc 3.75M (7.46%) -281.07K
Decreased by -7.50%
Mar 31, 26
3 Dimensional Fund Advisors, Inc. 3.08M (6.14%) 152.04K
Increased by +4.93%
Mar 31, 26
4 Lakewood Capital Management, LP 2.84M (5.64%) 85.00K
Increased by +3.00%
Mar 31, 26
5 Renaissance Technologies Corp 2.55M (5.07%) -107.30K
Decreased by -4.21%
Mar 31, 26
6 State Street Corp 2.36M (4.70%) 396.08K
Increased by +16.77%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.36M (4.69%) 2.36M
Increased by +100.00%
Mar 31, 26
8 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.32M (4.61%) -56.33K
Decreased by -2.43%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 2.29M (4.55%) 2.29M
Increased by +100.00%
Mar 31, 26
10 Bank of New York Mellon Corp 1.87M (3.72%) -682.00
Decreased by -0.04%
Mar 31, 26
11 State Street Corporation 1.42M (2.82%) -67.15K
Decreased by -4.74%
Mar 31, 24
12 Cramer Rosenthal McGlynn LLC 1.18M (2.34%) 2.95K
Increased by +0.25%
Mar 31, 26
13 Geode Capital Management, LLC 1.17M (2.33%) 30.88K
Increased by +2.63%
Mar 31, 26
14 Bank of America Corp 1.01M (2.01%) 215.49K
Increased by +21.35%
Mar 31, 26
15 Mirae Asset Global Investments (Korea) Co Ltd 933.46K (1.86%) -14.19K
Decreased by -1.52%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 796.57K (1.59%) 86.07K
Increased by +10.81%
Mar 31, 26
17 Gator Capital Management, LLC 687.80K (1.37%) 217.68K
Increased by +31.65%
Mar 31, 26
18 UBS Group AG 685.77K (1.36%) 185.88K
Increased by +27.10%
Mar 31, 26
19 Citadel Advisors Llc 513.24K (1.02%) -127.43K
Decreased by -24.83%
Dec 31, 25
20 Brandywine Global Investment Mgmt LLC 501.52K (1.00%) 6.05K
Increased by +1.21%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.74M (3.45%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.71M (3.40%) 0.00
Increased by 0.00%
Apr 30, 26
3 WisdomTree US SmallCap Dividend ETF 1.46M (2.91%) 6.68K
Increased by +0.46%
May 29, 26
4 Vanguard Small Cap Index 1.29M (2.58%) -5.56K
Decreased by -0.43%
Apr 30, 26
5 Global X SuperDividend™ US ETF 991.22K (1.97%) 0.00
Increased by 0.00%
May 29, 26
6 State Street® SPDR® S&PRgnllBkgETF 897.23K (1.79%) 7.34K
Increased by +0.82%
May 31, 26
7 Global X SuperDividend™ ETF 831.91K (1.66%) 0.00
Increased by 0.00%
May 29, 26
8 Vanguard Small Cap Growth Index Inv 729.68K (1.45%) -568.00
Decreased by -0.08%
Apr 30, 26
9 Global X SuperDividend ETF USD Cap 609.58K (1.21%) 0.00
Increased by 0.00%
May 29, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 565.20K (1.12%) 3.37K
Increased by +0.60%
Apr 30, 26
11 DFA US Small Cap I 510.73K (1.02%) 0.00
Increased by 0.00%
Apr 30, 26
12 Dimensional US Small Cap ETF 493.43K (0.98%) 113.00
Increased by +0.02%
May 29, 26
13 SPDR® S&P Regional Banking ETF 448.64K (0.89%) 0.00
Increased by 0.00%
Aug 31, 25
14 Adaptiv™ Select ETF 392.74K (0.78%) 0.00
Increased by 0.00%
May 29, 26
15 State St Russell Sm/Mid Cp® Indx SL Cl I 391.32K (0.78%) 0.00
Increased by 0.00%
May 31, 26
16 iShares U.S. Small-Cap Eq Fac ETF 389.53K (0.78%) 6.38K
Increased by +1.64%
May 29, 26
17 Dimensional US Core Equity 2 ETF 363.61K (0.72%) 0.00
Increased by 0.00%
May 29, 26
18 State St Russell Sm/Mid Cp® Indx NL Cl C 330.50K (0.66%) 1.46K
Increased by +0.44%
Apr 30, 25
19 CRM Small/Mid Cap Value Inv 294.96K (0.59%) 6.57K
Increased by +2.23%
Mar 31, 26
20 Fidelity Extended Market Index 290.40K (0.58%) -1.06K
Decreased by -0.37%
Apr 30, 26