Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBAT 3.06%
2 MVFD 3.04%
3 SRHQ 2.83%
4 UPGR 2.71%
5 QCLN 2.46%
6 LIT 2.40%
7 FIXT 2.30%
8 FEMA 2.30%
9 IBAT 2.20%
10 GEX 2.18%
11 PUW 2.18%
12 SHFT 2.04%
13 GRNJ 1.86%
14 EV 1.67%
15 JSML 1.48%
16 DFRA 1.41%
17 BATT 1.29%
18 SDVD 1.27%
19 SDVY 1.24%
20 DRIV 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.50M (12.25%) -208.49K
Decreased by -4.64%
Sep 30, 25
2 Vanguard Group Inc 4.31M (11.75%) -187.56K
Decreased by -4.35%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 1.63M (4.44%) 30.76K
Increased by +1.89%
Dec 31, 25
4 State Street Corp 1.47M (4.02%) -50.02K
Decreased by -3.39%
Sep 30, 25
5 State Street Corporation 1.44M (3.92%) 29.46K
Increased by +2.05%
Mar 31, 24
6 Amvescap Plc. 1.16M (3.16%) 64.50K
Increased by +5.57%
Sep 30, 25
7 Earnest Partners LLC 980.74K (2.67%) -55.88K
Decreased by -5.70%
Dec 31, 25
8 Geode Capital Management, LLC 944.94K (2.58%) -16.97K
Decreased by -1.80%
Dec 31, 25
9 First Trust Advisors L.P. 900.30K (2.45%) -64.72K
Decreased by -7.19%
Dec 31, 25
10 Newsouth Capital Management Inc 848.11K (2.31%) -9.49K
Decreased by -1.12%
Dec 31, 25
11 JPMorgan Chase & Co 798.84K (2.18%) 401.91K
Increased by +50.31%
Sep 30, 25
12 Mirae Asset Global Investments (Korea) Co Ltd 752.38K (2.05%) 1.42K
Increased by +0.19%
Mar 31, 24
13 Boston Partners Global Investors, Inc 634.24K (1.73%) -45.94K
Decreased by -7.24%
Dec 31, 25
14 Segall Bryant & Hamill 633.38K (1.73%) -13.14K
Decreased by -2.07%
Sep 30, 23
15 Morgan Stanley - Brokerage Accounts 625.84K (1.71%) -111.22K
Decreased by -17.77%
Jun 30, 24
16 HHG PLC 614.39K (1.67%) -395.47K
Decreased by -64.37%
Jun 30, 25
17 ACK Asset Management LLC 584.32K (1.59%) -40.00K
Decreased by -6.85%
Jun 30, 25
18 Frontier Capital Management CO Inc 562.51K (1.53%) -105.98K
Decreased by -18.84%
Sep 30, 23
19 LSV Asset Management 562.29K (1.53%) 421.34K
Increased by +74.93%
Dec 31, 25
20 Charles Schwab Investment Management Inc 560.52K (1.53%) -30.79K
Decreased by -5.49%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.29M (3.51%) 1.11K
Increased by +0.09%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 1.19M (3.25%) -88.34K
Decreased by -7.41%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.16M (3.17%) 15.14K
Increased by +1.30%
Feb 28, 26
4 iShares Russell 2000 ETF 909.63K (2.48%) 22.78K
Increased by +2.50%
Feb 28, 26
5 Vanguard Small Cap Index 838.38K (2.29%) 2.34K
Increased by +0.28%
Feb 28, 26
6 First Trust SMID Cp Rising Div Achv ETF 778.90K (2.12%) 459.00
Increased by +0.06%
Feb 26, 26
7 Invesco Small Cap Value A 681.77K (1.86%) 0.00
Increased by 0.00%
Jan 31, 26
8 Vanguard Small Cap Value Index Inv 538.32K (1.47%) 1.53K
Increased by +0.29%
Feb 28, 26
9 EARNEST Small Cap Value 504.83K (1.38%) 504.06K
Increased by +99.85%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 402.26K (1.10%) 3.71K
Increased by +0.92%
Feb 28, 26
11 Fidelity® Small Cap Index 397.19K (1.08%) 10.70K
Increased by +2.69%
Oct 31, 23
12 Vanguard Strategic Equity Inv 386.66K (1.05%) 0.00
Increased by 0.00%
Dec 31, 25
13 American Beacon Small Cp Val R5 386.34K (1.05%) 9.60K
Increased by +2.48%
Aug 31, 25
14 Fidelity Small Cap Index 365.79K (1.00%) -22.61K
Decreased by -6.18%
Dec 31, 25
15 Janus Henderson Triton D 355.73K (0.97%) -222.95K
Decreased by -62.67%
Jun 30, 25
16 Janus Henderson US SMID Cap Growth 355.73K (0.97%) -222.95K
Decreased by -62.67%
Jun 30, 25
17 Janus Henderson US SMID Cap Growth MA 355.73K (0.97%) 355.69K
Increased by +99.99%
Jun 30, 25
18 Harbor Small Cap Value Instl 328.13K (0.89%) -17.21K
Decreased by -5.25%
Dec 31, 25
19 Janus Henderson US Small Cap Growth MA 325.77K (0.89%) 325.74K
Increased by +99.99%
Dec 31, 24
20 iShares Russell 2000 Growth ETF 313.01K (0.85%) 0.00
Increased by 0.00%
May 31, 25