Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THCX 5.53%
2 GCIG 4.93%
3 BUDX 4.60%
4 WBIC 4.07%
5 SAEF 2.70%
6 FOVL 2.52%
7 BOUT 2.28%
8 HCOW 1.88%
9 KIE 1.85%
10 COWS 1.84%
11 FXO 1.74%
12 WBIE 1.61%
13 GURU 1.50%
14 WBIF 1.46%
15 CSB 1.46%
16 REGL 1.43%
17 TPMN 1.43%
18 XMVM 1.28%
19 PXMV 1.28%
20 HAPY 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.19M (10.38%) -81.41K
Decreased by -0.80%
Dec 31, 25
2 BlackRock Inc 9.24M (9.42%) -245.76K
Decreased by -2.66%
Sep 30, 25
3 FMR Inc 9.16M (9.34%) 9.04K
Increased by +0.10%
Dec 31, 25
4 Boston Partners Global Investors, Inc 5.92M (6.03%) -216.86K
Decreased by -3.67%
Dec 31, 25
5 Fidelity Management and Research Company 5.00M (5.10%) -4.24M
Decreased by -84.78%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 4.39M (4.47%) 97.61K
Increased by +2.22%
Dec 31, 25
7 Ariel Investments, LLC 3.92M (3.99%) 191.97K
Increased by +4.90%
Dec 31, 25
8 Capital Research Global Investors 3.42M (3.48%) 109.24K
Increased by +3.20%
Dec 31, 25
9 State Street Corp 3.34M (3.41%) -112.90K
Decreased by -3.38%
Sep 30, 25
10 State Street Corporation 3.33M (3.39%) 76.74K
Increased by +2.30%
Mar 31, 24
11 CI Private Wealth LLC 1.83M (1.87%) 994.03K
Increased by +54.19%
Dec 31, 25
12 Geode Capital Management, LLC 1.79M (1.83%) 19.75K
Increased by +1.10%
Dec 31, 25
13 Vaughan Nelson Scarbrgh & Mccullough LP 1.63M (1.66%) 95.17K
Increased by +5.85%
Mar 31, 25
14 Victory Capital Management Inc. 1.62M (1.65%) -744.93K
Decreased by -46.00%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 1.59M (1.62%) -297.64K
Decreased by -18.76%
Sep 30, 25
16 Reinhart Mahoney Capital Management Inc 1.51M (1.54%) -83.56K
Decreased by -5.52%
Dec 31, 25
17 Channing Capital Management, LLC 1.51M (1.54%) -33.45K
Decreased by -2.21%
Dec 31, 25
18 Davis Asset Management, L.P. 1.50M (1.53%) 400.00K
Increased by +26.67%
Dec 31, 25
19 Wellington Management Company LLP 1.48M (1.50%) 56.69K
Increased by +3.84%
Dec 31, 25
20 Citadel Advisors Llc 1.41M (1.44%) 478.40K
Increased by +33.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.29M (3.36%) 4.59K
Increased by +0.14%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 3.10M (3.16%) 2.60K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.06M (3.12%) 5.46K
Increased by +0.18%
Feb 28, 26
4 American Funds SMALLCAP World A 3.04M (3.09%) 109.24K
Increased by +3.60%
Dec 31, 25
5 JHancock Disciplined Value Mid Cap I 2.45M (2.49%) 19.19K
Increased by +0.78%
Jan 31, 26
6 Vanguard Small Cap Index 2.20M (2.24%) 5.97K
Increased by +0.27%
Feb 28, 26
7 Vanguard Explorer Inv 1.70M (1.74%) -12.06K
Decreased by -0.71%
Dec 31, 25
8 Schwab US Dividend Equity ETF™ 1.63M (1.66%) -944.00
Decreased by -0.06%
Jan 31, 24
9 Vanguard Small Cap Value Index Inv 1.41M (1.44%) 4.03K
Increased by +0.29%
Feb 28, 26
10 Victory Small Cap Value CIT (Net 75) 1.40M (1.42%) -65.00K
Decreased by -4.66%
Sep 30, 24
11 Fidelity® Small Cap Value 1.39M (1.41%) 5.63K
Increased by +0.41%
Oct 31, 23
12 Fidelity® Small Cap Discovery 1.27M (1.29%) 0.00
Increased by 0.00%
Oct 31, 23
13 Fidelity® Mid-Cap Stock 1.21M (1.24%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Low-Priced Stock 1.15M (1.17%) 0.00
Increased by 0.00%
Dec 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.11M (1.13%) 9.87K
Increased by +0.89%
Feb 28, 26
16 Robeco BP US Premium Equities IH € 1.01M (1.03%) 1.01M
Increased by +100.00%
Jan 31, 26
17 Fidelity Small Cap Value Fund 978.60K (1.00%) -528.00K
Decreased by -53.95%
Aug 31, 24
18 Avantis US Small Cap Value ETF 879.90K (0.90%) 11.34K
Increased by +1.29%
Feb 28, 26
19 Fidelity Mid-Cap Stock 855.70K (0.87%) 0.00
Increased by 0.00%
Jan 31, 26
20 Fidelity Equity Dividend Income 852.10K (0.87%) 0.00
Increased by 0.00%
Jan 31, 26