Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 5.03%
2 EBIZ 4.38%
3 ONLN 4.24%
4 XMMO 4.23%
5 FCUS 4.13%
6 WBIC 4.00%
7 CLIX 3.76%
8 XHB 3.38%
9 ZIG 3.30%
10 PEZ 2.93%
11 FTDS 2.58%
12 VERS 2.58%
13 BUL 2.47%
14 RISN 2.42%
15 SMRI 2.34%
16 HCOW 2.34%
17 COWS 2.33%
18 CNAV 2.29%
19 TUSA 2.16%
20 VFLO 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.17M (12.92%) -433.13K
Decreased by -2.85%
Dec 31, 25
2 BlackRock Inc 11.73M (9.98%) -370.05K
Decreased by -3.16%
Sep 30, 25
3 Aristotle Capital Management LLC 9.13M (7.78%) -4.63K
Decreased by -0.05%
Dec 31, 25
4 Blackhill Capital Inc 7.69M (6.55%) -12.54K
Decreased by -0.16%
Dec 31, 25
5 State Street Corp 6.14M (5.23%) 147.78K
Increased by +2.41%
Sep 30, 25
6 FMR Inc 3.92M (3.34%) -20.38K
Decreased by -0.52%
Dec 31, 25
7 Geode Capital Management, LLC 3.50M (2.98%) -57.13K
Decreased by -1.63%
Dec 31, 25
8 LEONARD GREEN PARTNERS LP 3.22M (2.75%) 0.00
Increased by 0.00%
Jun 30, 25
9 State Street Corporation 2.60M (2.22%) 333.38K
Increased by +12.81%
Mar 31, 24
10 JPMorgan Chase & Co 2.44M (2.08%) 1.19M
Increased by +48.54%
Sep 30, 25
11 First Trust Advisors L.P. 2.44M (2.08%) 170.99K
Increased by +7.01%
Dec 31, 25
12 Pacer Advisors, INC. 2.11M (1.80%) 180.50K
Increased by +8.55%
Sep 30, 24
13 UBS Asset Mgmt Americas Inc 1.79M (1.52%) -159.67K
Decreased by -8.93%
Sep 30, 25
14 NORGES BANK 1.77M (1.51%) 476.25K
Increased by +26.84%
Dec 31, 25
15 Northern Trust Corp 1.75M (1.49%) -30.08K
Decreased by -1.72%
Sep 30, 25
16 Amvescap Plc. 1.57M (1.34%) -167.08K
Decreased by -10.61%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 1.46M (1.24%) -5.63K
Decreased by -0.39%
Dec 31, 25
18 D. E. Shaw & Co LP 1.40M (1.19%) -468.43K
Decreased by -33.43%
Dec 31, 25
19 Boston Partners Global Investors, Inc 1.28M (1.09%) -22.38K
Decreased by -1.75%
Dec 31, 25
20 Renaissance Technologies Corp 1.24M (1.06%) 254.50K
Increased by +20.45%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.11M (3.50%) 3.08K
Increased by +0.08%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 4.01M (3.41%) -72.32K
Decreased by -1.81%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.78M (3.21%) 16.95K
Increased by +0.45%
Feb 28, 26
4 Vanguard 500 Index Investor 3.13M (2.67%) 30.06K
Increased by +0.96%
Feb 28, 26
5 Vanguard Small Cap Index 2.71M (2.31%) 6.89K
Increased by +0.25%
Feb 28, 26
6 Fidelity® Contrafund® 2.14M (1.82%) 66.40K
Increased by +3.11%
Nov 30, 23
7 First Trust Rising Dividend Achiev ETF 2.02M (1.72%) 3.17K
Increased by +0.16%
Feb 26, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.92M (1.63%) 5.33K
Increased by +0.28%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 1.74M (1.48%) 4.96K
Increased by +0.28%
Feb 28, 26
10 iShares MSCI USA Quality Factor ETF 1.67M (1.42%) 602.22K
Increased by +36.11%
Feb 28, 26
11 iShares Core S&P 500 ETF 1.55M (1.32%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 1.55M (1.32%) 7.17K
Increased by +0.46%
Jan 31, 26
13 SPDR® S&P 500 ETF 1.53M (1.30%) 1.53M
Increased by +100.00%
Mar 31, 25
14 Invesco S&P MidCap Quality ETF 1.49M (1.27%) -246.00
Decreased by -0.02%
Feb 28, 25
15 SPDR® S&P 500® ETF Trust 1.49M (1.27%) -7.78K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.49M (1.27%) 18.22K
Increased by +1.22%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 1.43M (1.21%) -10.86K
Decreased by -0.76%
Feb 28, 26
18 Fidelity Contrafund Commingled Pl O 1.26M (1.07%) -158.57K
Decreased by -12.56%
Aug 31, 24
19 Schwab US Dividend Equity ETF™ 1.02M (0.87%) 592.00
Increased by +0.06%
Feb 29, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 1.02M (0.87%) 9.72K
Increased by +0.95%
Feb 28, 25