Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.00%
2 BCUS 3.98%
3 PSCI 3.95%
4 SMCF 3.75%
5 PHO 3.64%
6 GDIV 3.64%
7 XSMO 3.63%
8 FIW 3.60%
9 ZIG 3.32%
10 AIRR 3.17%
11 FXZ 3.16%
12 FMTM 2.88%
13 RISN 2.87%
14 MVFD 2.62%
15 ECML 2.52%
16 MCOW 2.43%
17 CPAI 2.39%
18 VLLU 2.36%
19 BDIV 2.35%
20 SAWS 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.62M (11.65%) 1.83M
Increased by +14.51%
Sep 30, 25
2 Vanguard Group Inc 10.52M (9.71%) 260.31K
Increased by +2.48%
Dec 31, 25
3 First Trust Advisors L.P. 5.56M (5.13%) -78.19K
Decreased by -1.41%
Dec 31, 25
4 State Street Corporation 4.35M (4.01%) 54.53K
Increased by +1.25%
Mar 31, 24
5 AQR Capital Management LLC 4.05M (3.74%) 1.47M
Increased by +36.23%
Dec 31, 25
6 State Street Corp 3.41M (3.15%) -64.34K
Decreased by -1.89%
Sep 30, 25
7 Dimensional Fund Advisors, Inc. 2.85M (2.63%) -128.80K
Decreased by -4.52%
Dec 31, 25
8 Geode Capital Management, LLC 2.64M (2.44%) 624.21K
Increased by +23.63%
Dec 31, 25
9 Pacer Advisors, INC. 2.52M (2.33%) -766.32K
Decreased by -30.37%
Sep 30, 24
10 Allspring Global Investments Holdings, LLC 2.43M (2.24%) 96.44K
Increased by +3.97%
Dec 31, 25
11 Gates Capital Management Inc 1.90M (1.75%) -497.28K
Decreased by -26.23%
Dec 31, 23
12 Gamco Investors, Inc. Et Al 1.87M (1.72%) -326.67K
Decreased by -17.49%
Dec 31, 25
13 The Goldman Sachs Group Inc 1.85M (1.71%) 775.84K
Increased by +41.98%
Sep 30, 25
14 William Blair Investment Management, LLC 1.78M (1.64%) -214.97K
Decreased by -12.08%
Dec 31, 25
15 Fuller & Thaler Asset Management Inc 1.71M (1.58%) -627.63K
Decreased by -36.74%
Dec 31, 24
16 Amvescap Plc. 1.61M (1.49%) -402.24K
Decreased by -24.98%
Sep 30, 25
17 LSV Asset Management 1.57M (1.45%) -321.35K
Decreased by -20.49%
Dec 31, 25
18 Arrowstreet Capital Limited Partnership 1.56M (1.44%) 420.64K
Increased by +26.91%
Dec 31, 25
19 Northern Trust Corp 1.52M (1.40%) -16.26K
Decreased by -1.07%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.51M (1.40%) 230.29K
Increased by +15.22%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.22M (6.66%) 6.08K
Increased by +0.08%
Oct 31, 24
2 First Trust Rising Dividend Achiev ETF 4.06M (3.75%) 6.37K
Increased by +0.16%
Feb 26, 26
3 iShares Core S&P Mid-Cap ETF 3.59M (3.31%) 3.59M
Increased by +100.00%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.57M (3.29%) 159.84K
Increased by +4.48%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.51M (3.24%) 35.58K
Increased by +1.01%
Feb 28, 26
6 iShares Russell 2000 ETF 2.81M (2.59%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Small Cap Index 2.52M (2.33%) 6.46K
Increased by +0.26%
Feb 28, 26
8 Pacer US Small Cap Cash Cows 100 ETF 2.45M (2.26%) -8.33K
Decreased by -0.34%
Nov 29, 24
9 Vanguard Small Cap Value Index Inv 1.62M (1.49%) 4.61K
Increased by +0.28%
Feb 28, 26
10 First Trust RBA Amer Indl RenaisTM ETF 1.36M (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.12%) 10.14K
Increased by +0.84%
Feb 28, 26
12 Victory Small Cap Value CIT (Net 75) 1.16M (1.07%) -25.00K
Decreased by -2.16%
Dec 31, 23
13 Fidelity Small Cap Index 1.13M (1.05%) 3.46K
Increased by +0.31%
May 31, 25
14 1290 VT GAMCO Small Company Value IB 1.11M (1.02%) -71.00K
Decreased by -6.40%
Jan 31, 26
15 Avantis US Small Cap Value ETF 1.10M (1.01%) 0.00
Increased by 0.00%
Aug 30, 25
16 iShares S&P Small-Cap 600 Growth ETF 1.10M (1.01%) 0.00
Increased by 0.00%
Oct 31, 24
17 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.09M (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fuller & Thaler Behavioral Small-Cap Eq 1.09M (1.01%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fidelity® Small Cap Index 1.08M (1.00%) 28.81K
Increased by +2.67%
Oct 31, 23
20 Allspring Mid Value SMA 1.02M (0.94%) 420.10K
Increased by +41.17%
Dec 31, 25