Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.56%
2 ERNZ 3.39%
3 PSCC 3.11%
4 XVOL 2.63%
5 TOKE 2.30%
6 PEY 2.27%
7 MJX 2.23%
8 DIV 2.06%
9 ACT_old 2.00%
10 CSB 1.91%
11 XSHD 1.86%
12 TMDV 1.54%
13 WDIV 1.20%
14 SIXS 1.11%
15 FGD 1.02%
16 XSVM 1.01%
17 PXSV 1.01%
18 SMDV 0.99%
19 HSMV 0.98%
20 XSLV 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.81M (15.52%) 28.64K
Increased by +0.75%
Mar 31, 26
2 Vanguard Group Inc 2.98M (12.16%) 35.51K
Increased by +1.19%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 1.77M (7.23%) -7.24K
Decreased by -0.41%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.74M (7.10%) 1.74M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 1.40M (5.70%) -45.19K
Decreased by -3.23%
Mar 31, 26
6 State Street Corporation 1.18M (4.79%) -301.51K
Decreased by -25.64%
Mar 31, 24
7 Vanguard Capital Management, LLC 1.07M (4.35%) 1.07M
Increased by +100.00%
Mar 31, 26
8 Amvescap Plc. 827.38K (3.37%) -26.34K
Decreased by -3.18%
Mar 31, 26
9 Geode Capital Management, LLC 603.69K (2.46%) -20.69K
Decreased by -3.43%
Mar 31, 26
10 Barclays PLC 586.30K (2.39%) -24.22K
Decreased by -4.13%
Mar 31, 26
11 Charles Schwab Investment Management Inc 478.02K (1.95%) -46.92K
Decreased by -9.81%
Mar 31, 26
12 Two Sigma Investments LLC 433.45K (1.77%) 175.05K
Increased by +40.38%
Mar 31, 26
13 Prudential Financial Inc 409.96K (1.67%) 64.36K
Increased by +15.70%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 364.40K (1.49%) -2.50K
Decreased by -0.69%
Mar 31, 26
15 UBS Group AG 354.93K (1.45%) 1.51K
Increased by +0.43%
Mar 31, 25
16 First Trust Advisors L.P. 353.65K (1.44%) 92.62K
Increased by +26.19%
Mar 31, 26
17 Goldman Sachs Group Inc 342.31K (1.40%) -176.66K
Decreased by -51.61%
Mar 31, 25
18 Boston Partners Global Investors, Inc 340.28K (1.39%) 55.17K
Increased by +16.21%
Mar 31, 25
19 Bank of New York Mellon Corp 333.42K (1.36%) -22.12K
Decreased by -6.64%
Mar 31, 26
20 Pzena Investment Management, LLC 329.49K (1.34%) 1.81K
Increased by +0.55%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.51M (6.16%) 615.00
Increased by +0.04%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 754.10K (3.07%) 4.61K
Increased by +0.61%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 742.26K (3.03%) 1.20K
Increased by +0.16%
Sep 30, 24
4 First Trust Value Line® Dividend ETF 633.74K (2.58%) 0.00
Increased by 0.00%
Jun 30, 25
5 iShares Russell 2000 ETF 582.11K (2.37%) 5.36K
Increased by +0.92%
May 29, 26
6 Vanguard Small Cap Index 547.14K (2.23%) 393.00
Increased by +0.07%
Apr 30, 26
7 DFA US Small Cap Value I 530.14K (2.16%) 0.00
Increased by 0.00%
Apr 30, 26
8 Invesco High Yield Eq Div Achiev™ ETF 461.35K (1.88%) 0.00
Increased by 0.00%
May 29, 26
9 SPDR S&P Global Div Aristocrats ETF 431.93K (1.76%) 14.43K
Increased by +3.34%
Aug 31, 25
10 Stt Strt SPDR S&P Glbl DivAristETF 389.35K (1.59%) 19.39K
Increased by +4.98%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 352.10K (1.43%) 4.14K
Increased by +1.18%
Apr 30, 26
12 BlackRock Global Equity Mkt Netrl Instl 319.77K (1.30%) -67.66K
Decreased by -21.16%
Apr 30, 26
13 SPDR® S&P Global Div Aristocrats ETF 305.34K (1.24%) -11.15K
Decreased by -3.65%
Jan 31, 25
14 Vanguard Consumer Staples ETF 291.75K (1.19%) 455.00
Increased by +0.16%
Apr 30, 26
15 Global X SuperDividend™ US ETF 281.85K (1.15%) 0.00
Increased by 0.00%
May 29, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 279.98K (1.14%) 1.48K
Increased by +0.53%
Apr 30, 26
17 First Trust Dow Jones Global Sel Div ETF 274.99K (1.12%) 0.00
Increased by 0.00%
May 31, 26
18 Victory Market Neutral Income I 246.38K (1.00%) 44.10K
Increased by +17.90%
Dec 31, 23
19 Schwab Fundamental US Small Company ETF 245.05K (1.00%) 0.00
Increased by 0.00%
Apr 30, 24
20 iShares S&P Small-Cap 600 Value ETF 239.46K (0.98%) 0.00
Increased by 0.00%
May 29, 26