Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 10.31%
2 FXZ 4.67%
3 NDIV 4.23%
4 WBIG 4.09%
5 UTRN 3.92%
6 RSPM 3.55%
7 RTM 3.48%
8 TPMN 3.03%
9 ERNZ 2.82%
10 PYZ 2.81%
11 TMFS 2.52%
12 LYLD 2.20%
13 TOGA 2.12%
14 UDI 2.09%
15 TOGA_old 1.98%
16 FTIF 1.85%
17 XSHD 1.81%
18 WBIY 1.78%
19 QVAL 1.76%
20 FTDS 1.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.27M (11.75%) -1.07M
Decreased by -8.02%
Dec 31, 25
2 BlackRock Inc 7.96M (7.04%) 75.00K
Increased by +0.94%
Sep 30, 25
3 State Street Corp 5.69M (5.03%) 1.11M
Increased by +19.56%
Sep 30, 25
4 State Street Corporation 4.83M (4.28%) -13.96K
Decreased by -0.29%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 4.60M (4.07%) 545.22K
Increased by +11.86%
Dec 31, 25
6 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.86%) 168.04K
Increased by +3.86%
Dec 31, 23
7 Putnam Investments LLC 4.19M (3.71%) 519.00
Increased by +0.01%
Sep 30, 23
8 Capital Research Global Investors 3.86M (3.41%) -349.07K
Decreased by -9.05%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 3.83M (3.39%) -439.61K
Decreased by -11.49%
Sep 30, 25
10 Franklin Resources Inc 3.70M (3.28%) -790.68K
Decreased by -21.36%
Sep 30, 25
11 Amvescap Plc. 2.94M (2.60%) -56.04K
Decreased by -1.91%
Sep 30, 25
12 Massachusetts Financial Services Company 2.66M (2.35%) -113.09K
Decreased by -4.25%
Dec 31, 25
13 Earnest Partners LLC 2.41M (2.13%) 170.68K
Increased by +7.09%
Dec 31, 25
14 Geode Capital Management, LLC 1.98M (1.76%) -1.10M
Decreased by -55.66%
Dec 31, 25
15 Allspring Global Investments Holdings, LLC 1.86M (1.65%) 916.02K
Increased by +49.25%
Dec 31, 25
16 Capital World Investors 1.86M (1.64%) 0.00
Increased by 0.00%
Sep 30, 25
17 Bank of America Corp 1.85M (1.64%) -623.80K
Decreased by -33.67%
Sep 30, 25
18 HighTower Advisors, LLC 1.70M (1.50%) 1.65M
Increased by +97.18%
Dec 31, 25
19 Millennium Management LLC 1.55M (1.38%) -495.43K
Decreased by -31.86%
Mar 31, 24
20 NORGES BANK 1.50M (1.33%) -123.42K
Decreased by -8.24%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 6.91M (6.12%) 6.91M
Increased by +100.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 3.72M (3.29%) 2.50K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.59M (3.18%) 32.33K
Increased by +0.90%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 3.27M (2.90%) 20.53K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 2.86M (2.53%) -418.99K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Small Cap Index 2.59M (2.29%) 6.71K
Increased by +0.26%
Feb 28, 26
7 American Funds Income Fund of Amer A 2.47M (2.19%) 0.00
Increased by 0.00%
Jun 30, 25
8 Putnam Large Cap Value A 2.33M (2.06%) 76.70K
Increased by +3.30%
Feb 28, 26
9 Putnam US Large Cap Value Equity 2.25M (1.99%) 0.00
Increased by 0.00%
Dec 31, 25
10 Allspring Special Mid Cap Value Inst 1.99M (1.76%) 381.90K
Increased by +19.16%
Feb 28, 26
11 Invesco S&P 500® Equal Weight ETF 1.77M (1.56%) 2.61K
Increased by +0.15%
Aug 29, 25
12 Vanguard Small Cap Value Index Inv 1.66M (1.47%) 4.73K
Increased by +0.28%
Feb 28, 26
13 MFS Mid Cap Value Equity 1.64M (1.46%) -66.58K
Decreased by -4.05%
Dec 31, 25
14 MFS Mid Cap Value A 1.62M (1.43%) 175.57K
Increased by +10.83%
Jan 31, 26
15 Allspring Mid Value SMA 1.49M (1.32%) 705.60K
Increased by +47.48%
Dec 31, 25
16 Allspring Special US Mid Cap Value Eq 1.49M (1.32%) 705.60K
Increased by +47.48%
Dec 31, 25
17 JPM US Equity-MA 1.47M (1.30%) 1.47M
Increased by +99.84%
Dec 31, 23
18 JPMorgan US Equity L 1.47M (1.30%) -58.49K
Decreased by -3.98%
Dec 31, 23
19 Fidelity 500 Index 1.46M (1.30%) 641.00
Increased by +0.04%
Jul 31, 25
20 SPDR® S&P 500 ETF 1.44M (1.28%) -21.08K
Decreased by -1.46%
Mar 31, 25