Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 3.50%
2 COWS 2.66%
3 ALIL 2.54%
4 DVLU 2.22%
5 FTIF 1.96%
6 SMCF 1.70%
7 EWMC 1.54%
8 OSCV 1.37%
9 PRN 1.34%
10 DGLO 1.14%
11 SDVY 1.07%
12 RNMC 1.03%
13 FSCS 1.03%
14 DBLV 1.02%
15 FTRI 0.98%
16 ITB 0.97%
17 RFG 0.94%
18 SMCP 0.93%
19 JPSV 0.93%
20 CLAW 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.70M (13.90%) 148.01K
Increased by +1.92%
Mar 31, 26
2 Vanguard Group Inc 6.12M (11.04%) 17.02K
Increased by +0.28%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.30M (5.95%) 3.30M
Increased by +100.00%
Mar 31, 26
4 Kayne Anderson Rudnick Investment Management LLC 3.19M (5.75%) 16.14K
Increased by +0.51%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.54M (4.59%) 2.54M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 2.22M (4.00%) 66.59K
Increased by +3.00%
Mar 31, 24
7 State Street Corp 2.15M (3.89%) 30.53K
Increased by +1.42%
Mar 31, 26
8 Wasatch Advisors LP 2.04M (3.68%) 504.61K
Increased by +24.76%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 1.91M (3.45%) 3.48K
Increased by +0.18%
Mar 31, 26
10 Boston Partners Global Investors, Inc 1.80M (3.25%) -49.63K
Decreased by -2.75%
Mar 31, 26
11 Geode Capital Management, LLC 1.54M (2.79%) 18.67K
Increased by +1.21%
Mar 31, 26
12 FMR Inc 1.34M (2.41%) 80.48K
Increased by +6.03%
Mar 31, 26
13 Goldman Sachs Group Inc 1.15M (2.07%) 497.34K
Increased by +43.37%
Dec 31, 23
14 Franklin Resources Inc 1.14M (2.05%) 642.15K
Increased by +56.44%
Mar 31, 26
15 Northern Trust Corp 1.08M (1.95%) 8.11K
Increased by +0.75%
Mar 31, 26
16 Allspring Global Investments Holdings, LLC 1.06M (1.91%) -187.19K
Decreased by -17.66%
Mar 31, 26
17 JPMorgan Chase & Co 989.44K (1.79%) 485.04K
Increased by +49.02%
Sep 30, 25
18 River Road Asset Management, LLC 889.84K (1.61%) 9.91K
Increased by +1.11%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 856.40K (1.55%) -94.07K
Decreased by -10.98%
Jun 30, 24
20 T. Rowe Price Investment Management,Inc. 842.21K (1.52%) -318.68K
Decreased by -37.84%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.98M (3.57%) 372.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.85M (3.34%) 1.45K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.80M (3.24%) 4.55K
Increased by +0.25%
Apr 30, 26
4 iShares Russell 2000 ETF 1.39M (2.51%) 12.84K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 1.30M (2.35%) -3.24K
Decreased by -0.25%
Apr 30, 26
6 JHancock Disciplined Value Mid Cap I 1.23M (2.22%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 838.24K (1.51%) 6.75K
Increased by +0.80%
Apr 30, 26
8 First Trust SMID Cp Rising Div Achv ETF 775.33K (1.40%) 1.66K
Increased by +0.21%
Feb 27, 25
9 Allspring Special Small Cap Value A 699.41K (1.26%) -12.70K
Decreased by -1.82%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 657.75K (1.19%) 6.37K
Increased by +0.97%
Apr 30, 26
11 Franklin Small Cap Value SMA Composite 621.68K (1.12%) 621.66K
Increased by +100.00%
Mar 31, 26
12 Franklin US Small Cap Value Equity 621.68K (1.12%) 372.82K
Increased by +59.97%
Mar 31, 26
13 Wasatch Core Growth 602.66K (1.09%) 133.38K
Increased by +22.13%
Mar 31, 26
14 Virtus KAR Small-Cap Core I 586.75K (1.06%) -36.00K
Decreased by -6.14%
Mar 31, 26
15 Fidelity® Small Cap Index 578.77K (1.04%) 15.51K
Increased by +2.68%
Oct 31, 23
16 Fidelity Small Cap Index 570.87K (1.03%) 976.00
Increased by +0.17%
Mar 31, 26
17 T. Rowe Price U.S. SC Value Eq Tr-Z 509.03K (0.92%) -19.87K
Decreased by -3.90%
Sep 30, 23
18 Fidelity Value 499.49K (0.90%) 76.29K
Increased by +15.27%
Apr 30, 26
19 iShares Russell 2000 Value ETF 478.98K (0.86%) 3.24K
Increased by +0.68%
May 29, 26
20 Franklin Small Cap Value A 472.87K (0.85%) -148.82K
Decreased by -31.47%
Apr 30, 26