Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.82%
2 FDIQ 3.62%
3 KBWR 3.53%
4 BOUT 3.15%
5 SMCF 3.00%
6 TADS 2.94%
7 TSCV 2.49%
8 CSMD 2.01%
9 NBSM 1.98%
10 GRPM 1.83%
11 REGL 1.67%
12 IAT 1.65%
13 KRE 1.57%
14 SVAL 1.40%
15 EPSV 1.37%
16 XMVM 1.28%
17 PXMV 1.28%
18 FTXO 1.22%
19 ACSV 1.09%
20 KBE 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.34M (12.93%) 228.11K
Increased by +2.44%
Mar 31, 26
2 Vanguard Group Inc 7.68M (10.63%) -84.06K
Decreased by -1.09%
Dec 31, 25
3 UMB Bank NA 4.72M (6.54%) -86.25K
Decreased by -1.83%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.14M (5.72%) 4.14M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 3.98M (5.51%) -200.92K
Decreased by -5.05%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.10M (4.29%) 3.10M
Increased by +100.00%
Mar 31, 26
7 Dimensional Fund Advisors, Inc. 2.91M (4.03%) 55.01K
Increased by +1.89%
Mar 31, 26
8 State Street Corporation 2.73M (3.78%) -234.01K
Decreased by -8.56%
Mar 31, 24
9 Wellington Management Company LLP 2.71M (3.75%) 116.34K
Increased by +4.30%
Mar 31, 26
10 FMR Inc 2.42M (3.35%) -213.07K
Decreased by -8.80%
Mar 31, 26
11 Geode Capital Management, LLC 1.95M (2.69%) 39.47K
Increased by +2.03%
Mar 31, 26
12 Neuberger Berman Group LLC 1.70M (2.35%) -44.26K
Decreased by -2.60%
Mar 31, 26
13 Allspring Global Investments Holdings, LLC 1.36M (1.88%) -292.90K
Decreased by -21.58%
Mar 31, 26
14 American Century Companies Inc 1.35M (1.86%) -165.40K
Decreased by -12.29%
Mar 31, 26
15 Earnest Partners LLC 1.28M (1.77%) -28.75K
Decreased by -2.25%
Mar 31, 26
16 AllianceBernstein L.P. 1.22M (1.69%) -222.90K
Decreased by -18.27%
Mar 31, 26
17 Citadel Advisors Llc 1.07M (1.48%) -172.58K
Decreased by -16.15%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.01M (1.39%) 190.54K
Increased by +18.92%
Mar 31, 26
19 Victory Capital Management Inc. 979.05K (1.35%) -124.03K
Decreased by -12.67%
Mar 31, 26
20 Charles Schwab Investment Management Inc 966.74K (1.34%) 5.91K
Increased by +0.61%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.42M (3.35%) 456.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.17M (3.01%) 4.63K
Increased by +0.21%
Apr 30, 26
3 iShares Russell 2000 ETF 1.74M (2.40%) 16.02K
Increased by +0.92%
May 29, 26
4 Vanguard Small Cap Index 1.58M (2.18%) -2.99K
Decreased by -0.19%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.30M (1.80%) 69.88K
Increased by +5.38%
Sep 30, 24
6 Vanguard Explorer Inv 1.19M (1.64%) -31.45K
Decreased by -2.65%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 1.01M (1.40%) 7.26K
Increased by +0.72%
Apr 30, 26
8 Neuberger Genesis Inv 968.03K (1.34%) -56.25K
Decreased by -5.81%
Mar 31, 26
9 Neuberger Berman Genesis Inv 854.53K (1.18%) 351.18K
Increased by +41.10%
Jun 30, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 806.27K (1.12%) 8.34K
Increased by +1.03%
Apr 30, 26
11 First Trust SMID Cp Rising Div Achv ETF 784.36K (1.09%) -1.95K
Decreased by -0.25%
May 31, 26
12 SPDR® S&P Dividend ETF 745.44K (1.03%) 0.00
Increased by 0.00%
Aug 31, 25
13 Allspring Special Small Cap Value A 722.70K (1.00%) -87.40K
Decreased by -12.09%
May 31, 26
14 Fidelity Small Cap Index 711.95K (0.99%) 1.43K
Increased by +0.20%
Mar 31, 26
15 SPDR® S&P Regional Banking ETF 683.63K (0.95%) 0.00
Increased by 0.00%
Aug 31, 25
16 State Street® SPDR® S&P® Dividend ETF 677.08K (0.94%) 0.00
Increased by 0.00%
May 31, 26
17 Fidelity Small Cap Value Fund 665.78K (0.92%) -69.20K
Decreased by -10.39%
Mar 31, 26
18 American Century Small Cap Value Inv 620.00K (0.86%) -110.00K
Decreased by -17.74%
Mar 31, 26
19 American Century U.S. Small Cap Value 620.00K (0.86%) -110.00K
Decreased by -17.74%
Mar 31, 26
20 Victory Small Cap Value CIT (Net 75) 600.00K (0.83%) 583.63K
Increased by +97.27%
Dec 31, 25