Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOVL 2.89%
2 BOUT 2.82%
3 XHB 2.82%
4 CCFE 2.68%
5 SMCF 2.67%
6 NVQ_old 2.57%
7 NVQ 2.57%
8 ZIG 2.54%
9 PRN 2.34%
10 BMVP 2.29%
11 PWC 2.29%
12 MVPA 2.24%
13 BUL 2.22%
14 MGNR 2.15%
15 SMRI 2.05%
16 VNMC 1.82%
17 GVIP 1.78%
18 AMID 1.76%
19 CDIG 1.76%
20 ECML 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.38M (11.86%) -47.15K
Decreased by -0.38%
Dec 31, 25
2 BlackRock Inc 8.76M (8.39%) -115.14K
Decreased by -1.31%
Mar 31, 26
3 Vanguard Capital Management, LLC 7.03M (6.73%) 7.03M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 5.64M (5.40%) -164.91K
Decreased by -2.92%
Mar 31, 24
5 State Street Corp 5.12M (4.90%) 11.97K
Increased by +0.23%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 4.32M (4.14%) 4.32M
Increased by +100.00%
Mar 31, 26
7 Wellington Management Company LLP 3.68M (3.52%) 362.66K
Increased by +9.86%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 2.97M (2.84%) 325.94K
Increased by +10.98%
Mar 31, 26
9 Capital Research & Mgmt Co - Division 3 2.94M (2.82%) 416.45K
Increased by +14.15%
Mar 31, 26
10 Geode Capital Management, LLC 2.88M (2.76%) 66.56K
Increased by +2.31%
Mar 31, 26
11 Sands Capital Management, LLC 2.62M (2.51%) -136.88K
Decreased by -5.22%
Mar 31, 26
12 Amvescap Plc. 2.60M (2.49%) 502.24K
Increased by +19.28%
Mar 31, 26
13 Brave Warrior Advisors LLC 2.37M (2.27%) -6.85K
Decreased by -0.29%
Mar 31, 26
14 Pacer Advisors, INC. 2.33M (2.23%) 277.02K
Increased by +11.90%
Dec 31, 24
15 Coliseum Capital Management LLC 2.09M (2.00%) 1.31M
Increased by +62.71%
Mar 31, 26
16 Victory Capital Management Inc. 2.03M (1.94%) 134.11K
Increased by +6.61%
Dec 31, 25
17 Diamond Hill Capital Management Inc 1.87M (1.79%) 221.64K
Increased by +11.84%
Dec 31, 25
18 Franklin Resources Inc 1.84M (1.76%) -17.91K
Decreased by -0.98%
Dec 31, 25
19 Diamond Hill Capital Management, LLC 1.76M (1.69%) -108.77K
Decreased by -6.17%
Mar 31, 26
20 ING Investment Management LLC 1.76M (1.68%) -1.92M
Decreased by -109.35%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.70M (3.55%) -154.58K
Decreased by -4.17%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.36M (3.22%) 8.25K
Increased by +0.25%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 3.27M (3.13%) 20.53K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.87M (2.75%) 52.06K
Increased by +1.82%
Apr 30, 26
5 Vanguard Small Cap Index 2.42M (2.32%) -4.57K
Decreased by -0.19%
Apr 30, 26
6 Sands Capital Global Growth Equity 2.35M (2.25%) -103.80K
Decreased by -4.42%
Mar 31, 26
7 Invesco S&P 500® Equal Weight ETF 1.84M (1.77%) 3.53K
Increased by +0.19%
May 29, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.73%) 35.84K
Increased by +1.98%
Nov 30, 23
9 Pictet-Clean Energy Transition I USD 1.79M (1.71%) 986.19K
Increased by +55.23%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 1.56M (1.49%) 11.68K
Increased by +0.75%
Apr 30, 26
11 iShares Core S&P 500 ETF 1.46M (1.40%) 4.49K
Increased by +0.31%
May 29, 26
12 SPDR® S&P 500 ETF Trust 1.45M (1.39%) -3.14K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500 ETF 1.43M (1.37%) -21.08K
Decreased by -1.47%
Mar 31, 25
14 Fidelity 500 Index 1.42M (1.36%) 4.86K
Increased by +0.34%
Apr 30, 26
15 SPDR® S&P 500® ETF Trust 1.39M (1.34%) -7.34K
Decreased by -0.53%
Mar 31, 25
16 Templeton Growth Inc A 1.35M (1.29%) 675.70K
Increased by +50.00%
Jan 31, 26
17 State Street® SPDR® S&P 500® ETF 1.35M (1.29%) 1.41K
Increased by +0.10%
May 31, 26
18 SPDR® S&P 500® ETF 1.34M (1.28%) 16.45K
Increased by +1.23%
Aug 31, 25
19 American Funds Fundamental Invs A 1.30M (1.24%) 121.00K
Increased by +9.32%
Mar 31, 26
20 Capital Group Fundamental Invtrs Comp 1.30M (1.24%) 121.00K
Increased by +9.32%
Mar 31, 26