Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 6.10%
2 SGRT 4.64%
3 LNGX 4.47%
4 BESF 4.17%
5 ZIG 3.82%
6 SMCF 3.45%
7 SAMM 3.39%
8 TNGY 3.32%
9 NBET 3.28%
10 NBCT 3.28%
11 FCG 3.28%
12 FXN 3.24%
13 GRPM 2.95%
14 MGNR 2.81%
15 PXE 2.65%
16 FRAK 2.52%
17 ENTR 2.50%
18 FCUS 2.47%
19 XOVR 2.41%
20 XOP 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.63M (9.59%) -868.11K
Decreased by -3.03%
Dec 31, 25
2 BlackRock Inc 27.43M (9.19%) 1.34M
Increased by +4.87%
Mar 31, 26
3 FMR Inc 22.78M (7.63%) -881.16K
Decreased by -3.87%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 14.03M (4.70%) 14.03M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 13.20M (4.42%) 13.20M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 11.93M (4.00%) -143.15K
Decreased by -1.20%
Mar 31, 24
7 State Street Corp 10.80M (3.62%) 917.43K
Increased by +8.49%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 10.24M (3.43%) 1.15M
Increased by +11.26%
Mar 31, 26
9 Amvescap Plc. 8.97M (3.00%) 3.97M
Increased by +44.25%
Mar 31, 26
10 Sourcerock Group LLC 8.31M (2.78%) -858.24K
Decreased by -10.33%
Mar 31, 26
11 Geode Capital Management, LLC 5.63M (1.89%) 284.54K
Increased by +5.05%
Mar 31, 26
12 AQR Capital Management LLC 5.48M (1.83%) 781.53K
Increased by +14.27%
Mar 31, 26
13 Orbis Allan Gray Ltd 4.87M (1.63%) 4.13M
Increased by +84.73%
Mar 31, 26
14 Wellington Management Company LLP 4.76M (1.60%) -6.54M
Decreased by -137.35%
Mar 31, 26
15 The Goldman Sachs Group Inc 4.75M (1.59%) 742.96K
Increased by +15.64%
Mar 31, 26
16 Vaughan Nelson Scarbrgh & Mccullough LP 4.38M (1.47%) 411.55K
Increased by +9.40%
Sep 30, 24
17 Massachusetts Financial Services Company 4.23M (1.42%) 239.63K
Increased by +5.67%
Mar 31, 26
18 Neuberger Berman Group LLC 3.83M (1.28%) 19.28K
Increased by +0.50%
Mar 31, 26
19 Citadel Advisors Llc 3.83M (1.28%) -545.11K
Decreased by -14.22%
Mar 31, 25
20 Balyasny Asset Management LLC 3.81M (1.28%) 3.68M
Increased by +96.38%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 9.94M (3.33%) 1.87K
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 9.37M (3.14%) 7.48K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.36M (3.14%) 23.39K
Increased by +0.25%
Apr 30, 26
4 Vanguard Small Cap Index 6.75M (2.26%) -15.15K
Decreased by -0.22%
Apr 30, 26
5 Fidelity® Low-Priced Stock 5.95M (1.99%) -6.20K
Decreased by -0.10%
Oct 31, 23
6 Invesco Small Cap Value A 4.05M (1.36%) 0.00
Increased by 0.00%
Apr 30, 26
7 Fidelity® Value 3.76M (1.26%) 122.50K
Increased by +3.26%
Nov 30, 23
8 Strategic Advisers Fidelity US TtlStk 3.44M (1.15%) -1.97M
Decreased by -57.29%
Apr 30, 26
9 Fidelity Low-Priced Stock 3.35M (1.12%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 3.31M (1.11%) 31.09K
Increased by +0.94%
Apr 30, 26
11 Vanguard Explorer Inv 3.23M (1.08%) -1.01M
Decreased by -31.20%
Dec 31, 25
12 Invesco Value Opportunities A 2.96M (0.99%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity Advisor Growth Opps M 2.64M (0.88%) 0.00
Increased by 0.00%
Dec 31, 23
14 Fidelity Advisor® Growth Opps M 2.64M (0.88%) 0.00
Increased by 0.00%
Nov 30, 23
15 Dynamic Premium Yield PLUS F 2.54M (0.85%) 204.90K
Increased by +8.08%
Oct 31, 24
16 Strategic Advisers® Fidelity US TtlStk 2.40M (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
17 CREF Global Equities R1 2.37M (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity VIP Mid Cap Initial 2.34M (0.78%) 144.40K
Increased by +6.17%
Apr 30, 26
19 BNY Mellon Natural Resources I 2.33M (0.78%) 93.85K
Increased by +4.02%
Oct 31, 24
20 Fidelity® Small Cap Value 2.29M (0.77%) 200.00K
Increased by +8.75%
Oct 31, 23