Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.42%
2 FOVL 3.21%
3 SMAP 2.99%
4 MVFD 2.98%
5 SMCF 2.39%
6 EPMV 2.36%
7 FTDS 2.15%
8 TUSA 2.11%
9 EPSV 1.97%
10 DVLU 1.95%
11 EPMB 1.79%
12 DDIV 1.65%
13 KCE 1.62%
14 PFI 1.54%
15 WBIF 1.50%
16 IAI 1.28%
17 PXMV 1.24%
18 LSAF 1.11%
19 XMLV 1.11%
20 SDVY 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.59M (6.42%) -406.00K
Decreased by -4.23%
Dec 31, 25
2 BlackRock Inc 9.37M (6.27%) -26.00K
Decreased by -0.28%
Sep 30, 25
3 FMR Inc 5.52M (3.69%) -346.46K
Decreased by -6.28%
Dec 31, 25
4 Wellington Management Company LLP 3.33M (2.23%) -122.77K
Decreased by -3.69%
Dec 31, 25
5 State Street Corp 3.15M (2.11%) -9.81K
Decreased by -0.31%
Sep 30, 25
6 State Street Corporation 3.11M (2.08%) 83.47K
Increased by +2.69%
Mar 31, 24
7 AQR Capital Management LLC 2.89M (1.94%) 1.41M
Increased by +48.67%
Dec 31, 25
8 Earnest Partners LLC 2.54M (1.70%) -287.99K
Decreased by -11.35%
Dec 31, 25
9 Stifel Financial Corp 2.33M (1.56%) 22.90K
Increased by +0.98%
Sep 30, 25
10 Boston Partners Global Investors, Inc 2.32M (1.55%) -48.62K
Decreased by -2.09%
Dec 31, 25
11 Capital Research Global Investors 2.21M (1.48%) -3.50K
Decreased by -0.16%
Dec 31, 25
12 AllianceBernstein L.P. 2.04M (1.37%) -14.73K
Decreased by -0.72%
Sep 30, 25
13 Geode Capital Management, LLC 1.84M (1.23%) 17.01K
Increased by +0.92%
Dec 31, 25
14 Goldman Sachs Group Inc 1.81M (1.21%) 727.50K
Increased by +40.14%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.73M (1.16%) 99.48K
Increased by +5.76%
Dec 31, 25
16 LSV Asset Management 1.50M (1.00%) -244.90K
Decreased by -16.33%
Sep 30, 24
17 Millennium Management LLC 1.44M (0.96%) -560.18K
Decreased by -38.96%
Sep 30, 25
18 Morgan Stanley - Brokerage Accounts 1.41M (0.94%) -122.86K
Decreased by -8.74%
Sep 30, 25
19 NORGES BANK 1.38M (0.92%) -4.40K
Decreased by -0.32%
Dec 31, 25
20 Amvescap Plc. 1.36M (0.91%) -5.17K
Decreased by -0.38%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.93M (3.30%) 61.75K
Increased by +1.25%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 4.58M (3.06%) 35.90K
Increased by +0.78%
Feb 28, 26
3 Vanguard Small Cap Index 3.30M (2.21%) 8.18K
Increased by +0.25%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.10M (2.07%) 2.12K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Value Index Inv 2.12M (1.42%) 6.01K
Increased by +0.28%
Feb 28, 26
6 VA CollegeAmerica Amcap 529A 1.69M (1.13%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.66M (1.11%) 14.34K
Increased by +0.86%
Feb 28, 26
8 JHancock Disciplined Value Mid Cap I 1.65M (1.10%) 12.94K
Increased by +0.78%
Jan 31, 26
9 Fuller & Thaler Behavioral Sm-Cp Eq R6 1.56M (1.05%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Behavioral Small-Cap Eq 1.56M (1.05%) 0.00
Increased by 0.00%
Nov 30, 23
11 American Funds SMALLCAP World A 1.42M (0.95%) 0.00
Increased by 0.00%
Dec 31, 25
12 Fidelity Low-Priced Stock 1.24M (0.83%) 0.00
Increased by 0.00%
Dec 31, 25
13 State Street® SPDR® S&P MIDCAP 400® ETF 1.12M (0.75%) 11.94K
Increased by +1.07%
Feb 28, 26
14 Fidelity® Low-Priced Stock 1.01M (0.68%) 128.28K
Increased by +12.64%
Oct 31, 23
15 State St Russell Sm/Mid Cp® Indx SL Cl I 861.90K (0.58%) 1.20K
Increased by +0.14%
Feb 28, 26
16 Delaware Small Cap Value A 831.80K (0.56%) 0.00
Increased by 0.00%
Oct 31, 24
17 Invesco S&P MidCap Momentum ETF 804.15K (0.54%) 0.00
Increased by 0.00%
Feb 28, 26
18 SPDR® S&P MIDCAP 400 ETF Trust 786.89K (0.53%) -19.68K
Decreased by -2.50%
Jul 31, 25
19 State Street SPDR Port S&P 400 Md CpETF 732.15K (0.49%) 0.00
Increased by 0.00%
Feb 28, 26
20 EARNEST Small/Mid Cap Value 717.35K (0.48%) 716.18K
Increased by +99.84%
Dec 31, 23