Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 3.69%
2 FMTM 3.36%
3 NRSH 3.24%
4 IVEG 3.18%
5 CTEX 2.83%
6 PHO 2.78%
7 YUMY 2.72%
8 PKB 2.66%
9 LOPP 2.65%
10 FIW 2.49%
11 NBSM 2.42%
12 EPSB 2.36%
13 MVFD 2.33%
14 CNRG 2.28%
15 SHFT 2.13%
16 HELS 1.88%
17 WBIF 1.80%
18 TEMP 1.75%
19 GRNJ 1.69%
20 XKCP 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.91M (10.14%) -26.81K
Decreased by -1.40%
Dec 31, 25
2 BlackRock Inc 1.89M (10.03%) 19.02K
Increased by +1.01%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 863.27K (4.58%) 863.27K
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 845.43K (4.48%) 845.43K
Increased by +100.00%
Mar 31, 26
5 Neuberger Berman Group LLC 655.80K (3.48%) -18.80K
Decreased by -2.87%
Mar 31, 26
6 State Street Corporation 654.22K (3.47%) 7.35K
Increased by +1.12%
Mar 31, 24
7 State Street Corp 645.59K (3.42%) 6.77K
Increased by +1.05%
Mar 31, 26
8 Geode Capital Management, LLC 435.40K (2.31%) 66.34K
Increased by +15.24%
Mar 31, 26
9 Amvescap Plc. 431.14K (2.29%) 64.51K
Increased by +14.96%
Mar 31, 26
10 Franklin Resources Inc 399.65K (2.12%) 660.00
Increased by +0.17%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 389.50K (2.07%) -10.04K
Decreased by -2.58%
Mar 31, 26
12 Earnest Partners LLC 388.69K (2.06%) -9.66K
Decreased by -2.49%
Mar 31, 26
13 King Luther Capital Management Corp 362.55K (1.92%) -10.74K
Decreased by -2.96%
Mar 31, 26
14 JPMorgan Chase & Co 357.04K (1.89%) 131.90K
Increased by +36.94%
Sep 30, 25
15 T. Rowe Price Investment Management,Inc. 325.33K (1.72%) 106.49K
Increased by +32.73%
Dec 31, 25
16 Amundi 311.31K (1.65%) -117.99K
Decreased by -37.90%
Sep 30, 24
17 SEI Investments Co 289.06K (1.53%) -5.40K
Decreased by -1.87%
Mar 31, 26
18 D. E. Shaw & Co LP 284.70K (1.51%) -54.54K
Decreased by -19.16%
Jun 30, 24
19 AQR Capital Management LLC 274.48K (1.46%) -8.13K
Decreased by -2.96%
Dec 31, 25
20 Bank of America Corp 273.73K (1.45%) -11.75K
Decreased by -4.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 668.33K (3.54%) 126.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 639.32K (3.39%) 440.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 591.42K (3.14%) 1.25K
Increased by +0.21%
Apr 30, 26
4 Neuberger Berman Genesis Inv 549.03K (2.91%) -21.02K
Decreased by -3.83%
Jun 30, 25
5 Vanguard Small Cap Index 427.60K (2.27%) -837.00
Decreased by -0.20%
Apr 30, 26
6 Neuberger Genesis Inv 358.60K (1.90%) -20.84K
Decreased by -5.81%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 274.56K (1.46%) 1.89K
Increased by +0.69%
Apr 30, 26
8 Impax Climate Strategy 253.28K (1.34%) 28.94K
Increased by +11.43%
Feb 29, 24
9 EARNEST Partners Smid Cap Core Founders 247.13K (1.31%) 3.79K
Increased by +1.53%
Apr 30, 26
10 EARNEST Partners Smid Cap Core Fdrs 245.99K (1.30%) -1.14K
Decreased by -0.46%
May 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 222.42K (1.18%) 2.29K
Increased by +1.03%
Apr 30, 26
12 Franklin Small Cap Value SMA Composite 204.44K (1.08%) 204.43K
Increased by +100.00%
Mar 31, 26
13 Franklin US Small Cap Value Equity 204.44K (1.08%) -4.19K
Decreased by -2.05%
Mar 31, 26
14 Franklin Small Cap Value A 204.38K (1.08%) -55.00
Decreased by -0.03%
Apr 30, 26
15 BNP Paribas Climate Impact Privl C 203.56K (1.08%) -16.53K
Decreased by -8.12%
Mar 31, 24
16 Impax Water Strategy Composite 192.67K (1.02%) 277.00
Increased by +0.14%
Mar 31, 26
17 T. Rowe Price Small-Cap Value 167.62K (0.89%) -700.00
Decreased by -0.42%
Dec 31, 23
18 iShares Global Water ETF USD Dist 164.02K (0.87%) 0.00
Increased by 0.00%
Dec 29, 23
19 T. Rowe Price Integrated US Sm Gr Eq 161.68K (0.86%) 0.00
Increased by 0.00%
Jul 31, 25
20 SPDR® S&P MIDCAP 400 ETF Trust 153.74K (0.82%) -3.85K
Decreased by -2.51%
Jul 31, 25