Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 3.81%
2 ERNZ 2.11%
3 EQWM 2.01%
4 XMHQ 2.01%
5 SMIG 2.01%
6 FTDS 1.73%
7 UPGD 1.64%
8 RYJ 1.63%
9 SMN 1.53%
10 SBM 1.53%
11 TMDV 1.52%
12 WBIF 1.51%
13 PYZ 1.50%
14 PAMC 1.49%
15 REGL 1.42%
16 XMLV 1.10%
17 TPHE 1.07%
18 DFRA 1.04%
19 FSCS 1.02%
20 RNMC 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.45M (10.65%) -184.99K
Decreased by -1.38%
Dec 31, 25
2 BlackRock Inc 12.60M (9.98%) -217.80K
Decreased by -1.73%
Sep 30, 25
3 Aristotle Capital Management LLC 7.76M (6.15%) -341.43K
Decreased by -4.40%
Dec 31, 25
4 State Street Corp 6.48M (5.13%) -60.80K
Decreased by -0.94%
Sep 30, 25
5 State Street Corporation 6.02M (4.77%) -382.49K
Decreased by -6.35%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 5.12M (4.05%) -88.02K
Decreased by -1.72%
Sep 30, 25
7 JPMorgan Chase & Co 3.79M (3.00%) 1.57M
Increased by +41.54%
Sep 30, 25
8 Victory Capital Management Inc. 3.47M (2.75%) 397.58K
Increased by +11.46%
Dec 31, 25
9 T. Rowe Price Associates, Inc. 3.17M (2.51%) 168.34K
Increased by +5.32%
Sep 30, 25
10 Geode Capital Management, LLC 2.52M (2.00%) -409.75K
Decreased by -16.25%
Dec 31, 25
11 T. Rowe Price Investment Management,Inc. 1.99M (1.58%) -61.31K
Decreased by -3.08%
Mar 31, 25
12 Pacer Advisors, INC. 1.95M (1.54%) 1.93M
Increased by +99.02%
Jun 30, 24
13 Allspring Global Investments Holdings, LLC 1.91M (1.51%) 193.93K
Increased by +10.16%
Dec 31, 25
14 Citadel Advisors Llc 1.55M (1.22%) -130.74K
Decreased by -8.46%
Sep 30, 25
15 Amvescap Plc. 1.37M (1.08%) -14.55K
Decreased by -1.06%
Sep 30, 25
16 Acadian Asset Management LLC 1.34M (1.06%) 209.31K
Increased by +15.56%
Mar 31, 24
17 Northern Trust Corp 1.32M (1.04%) -18.80K
Decreased by -1.43%
Sep 30, 25
18 Dimensional Fund Advisors, Inc. 1.30M (1.03%) -91.57K
Decreased by -7.07%
Dec 31, 25
19 Bank of America Corp 1.29M (1.02%) -15.91K
Decreased by -1.23%
Sep 30, 25
20 Bank of New York Mellon Corp 1.29M (1.02%) -43.85K
Decreased by -3.39%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.14M (3.28%) 59.81K
Increased by +1.44%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.07M (3.22%) 2.90K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.05M (3.21%) 6.01K
Increased by +0.15%
Feb 28, 26
4 Vanguard Small Cap Index 2.91M (2.31%) 7.37K
Increased by +0.25%
Feb 28, 26
5 Allspring Special Mid Cap Value Inst 2.64M (2.09%) 401.30K
Increased by +15.21%
Feb 28, 26
6 Victory Sycamore Established Value R 2.42M (1.92%) 248.00K
Increased by +10.25%
Dec 31, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 2.42M (1.91%) -182.16K
Decreased by -7.54%
Jan 31, 26
8 Vanguard Windsor II Inv 2.35M (1.86%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Windsor™ II Inv 2.35M (1.86%) 0.00
Increased by 0.00%
Jun 30, 25
10 Sycamore Mid Cap Value Comp 2.00M (1.58%) 1.93M
Increased by +96.76%
Mar 31, 25
11 Pacer US Cash Cows 100 ETF 1.98M (1.57%) 2.72K
Increased by +0.14%
Aug 30, 24
12 Vanguard Small Cap Value Index Inv 1.87M (1.48%) 5.30K
Increased by +0.28%
Feb 28, 26
13 Allspring Mid Value SMA 1.49M (1.18%) 113.80K
Increased by +7.61%
Dec 31, 25
14 Allspring Special US Mid Cap Value Eq 1.49M (1.18%) 113.80K
Increased by +7.61%
Dec 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.40M (1.11%) 11.82K
Increased by +0.85%
Feb 28, 26
16 SPDR® S&P Dividend ETF 1.23M (0.98%) 0.00
Increased by 0.00%
Aug 31, 25
17 State Street® SPDR® S&P® Dividend ETF 1.18M (0.93%) 0.00
Increased by 0.00%
Feb 28, 26
18 JPM US Mid Cap Value-MA 1.06M (0.84%) 19.91K
Increased by +1.89%
Mar 31, 25
19 JPMorgan Mid Cap Value L 1.02M (0.81%) 15.50K
Increased by +1.52%
Jan 31, 26
20 JPM US Mid Cap Value-Composite 1.00M (0.80%) 85.11K
Increased by +8.48%
Dec 31, 25