Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LUX 4.76%
2 FINE 3.80%
3 PJIO 2.86%
4 FITS 2.69%
5 HCOW 2.37%
6 COWS 2.35%
7 EWMC 1.70%
8 KLXY 1.60%
9 KDVD 1.51%
10 HEJD 1.31%
11 TXUG 1.25%
12 PJBF 1.02%
13 ASCI 0.94%
14 CSB 0.88%
15 NIXT 0.88%
16 FXR 0.79%
17 SYLD 0.78%
18 XMVM 0.74%
19 WTV 0.70%
20 CALF 0.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.76M (11.00%) -138.14K
Decreased by -2.04%
Dec 30, 25
2 BlackRock Inc 6.17M (10.05%) 265.56K
Increased by +4.30%
Mar 30, 26
3 Massachusetts Financial Services Company 3.95M (6.44%) 381.92K
Increased by +9.66%
Mar 30, 26
4 Vanguard Portfolio Management, LLC 3.42M (5.56%) 3.42M
Increased by +100.00%
Mar 30, 26
5 American Century Companies Inc 3.05M (4.96%) 497.20K
Increased by +16.32%
Mar 30, 26
6 Dimensional Fund Advisors, Inc. 2.93M (4.77%) 82.69K
Increased by +2.82%
Mar 30, 26
7 Vanguard Capital Management, LLC 2.92M (4.75%) 2.92M
Increased by +100.00%
Mar 30, 26
8 Baillie Gifford & Co Limited. 2.89M (4.70%) 1.21M
Increased by +41.94%
Mar 30, 26
9 Cantillon Capital Management LLC 2.40M (3.90%) -2.00M
Decreased by -83.34%
Dec 30, 23
10 Harris Associates L.P. 2.23M (3.63%) -202.19K
Decreased by -9.05%
Mar 30, 26
11 State Street Corporation 2.12M (3.45%) 47.25K
Increased by +2.23%
Mar 30, 24
12 State Street Corp 2.07M (3.37%) 58.96K
Increased by +2.84%
Mar 30, 26
13 JPMorgan Chase & Co 2.02M (3.28%) 697.19K
Increased by +34.54%
Sep 29, 25
14 AQR Capital Management LLC 2.00M (3.26%) 808.19K
Increased by +40.36%
Mar 30, 26
15 Kensico Capital Management Corp 1.79M (2.91%) -157.80K
Decreased by -8.82%
Mar 30, 24
16 DePrince Race & Zollo Inc 1.64M (2.67%) -227.69K
Decreased by -13.89%
Mar 30, 26
17 Marshall Wace Asset Management Ltd 1.49M (2.43%) -427.95K
Decreased by -28.65%
Mar 30, 26
18 Bank of New York Mellon Corp 1.38M (2.24%) -32.23K
Decreased by -2.34%
Mar 30, 26
19 FMR Inc 1.26M (2.05%) -1.37M
Decreased by -108.64%
Dec 30, 25
20 Geode Capital Management, LLC 1.20M (1.96%) 38.90K
Increased by +3.23%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Lord Abbett Ultra Short Bond R6 12.35M (20.10%) 12.35M
Increased by +100.00%
Mar 30, 26
2 Lord Abbett Credit Opportunities Instl 5.00M (8.14%) 5.00M
Increased by +100.00%
Mar 30, 26
3 UBS: Global Equity 3.53M (5.74%) 0.00
Increased by 0.00%
Sep 29, 24
4 iShares Core S&P Mid-Cap ETF 2.22M (3.62%) 621.00
Increased by +0.03%
Jul 27, 26
5 Vanguard US Total Market Shares ETF 2.12M (3.46%) 1.76K
Increased by +0.08%
Sep 29, 24
6 Vanguard Morn Total Stk Mkt Idx Investor 2.06M (3.36%) -2.52K
Decreased by -0.12%
Jun 29, 26
7 Vanguard Total Stock Mkt Idx Inv 2.06M (3.36%) -2.52K
Decreased by -0.12%
Jun 29, 26
8 Avantis US Small Cap Value ETF 1.81M (2.94%) 24.45K
Increased by +1.35%
Jul 28, 26
9 Vanguard Small Cap Index 1.49M (2.43%) -1.74K
Decreased by -0.12%
Jun 29, 26
10 MFS Mid Cap Value Equity 1.46M (2.38%) -365.08K
Decreased by -24.99%
Mar 30, 26
11 MFS Mid Cap Value A 1.45M (2.36%) 9.74K
Increased by +0.67%
Jun 29, 26
12 Fidelity® Small Cap Value 1.08M (1.77%) 80.00K
Increased by +7.37%
Oct 30, 23
13 Vanguard Morn Small Cap Value Index 946.23K (1.54%) -15.17K
Decreased by -1.60%
Jun 29, 26
14 Vanguard Small Cap Value Index Inv 946.23K (1.54%) -15.17K
Decreased by -1.60%
Jun 29, 26
15 Van Berkom Sm-Cap Eq 896.38K (1.46%) -108.66K
Decreased by -12.12%
Jun 29, 24
16 Invesco Small Cap Value A 824.77K (1.34%) 236.71K
Increased by +28.70%
Feb 27, 26
17 FullerThaler Behavioral Small-Cap Growth 755.54K (1.23%) 755.54K
Increased by +100.00%
Mar 30, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 745.68K (1.21%) 10.45K
Increased by +1.40%
Jun 29, 26
19 Scout Mid Cap Equity 701.56K (1.14%) 65.17K
Increased by +9.29%
Jun 29, 26
20 Carillon Scout Mid Cap I 692.52K (1.13%) 64.62K
Increased by +9.33%
Jun 29, 26