Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VICE 4.76%
2 BETZ 4.32%
3 BJK 3.84%
4 LSAT 3.08%
5 GOLS 2.82%
6 PEJ 2.41%
7 RSMC 2.01%
8 REGL 1.49%
9 JMID 1.38%
10 OOTO 1.29%
11 AMID 1.25%
12 PAMC 1.24%
13 JSMD 1.02%
14 TSME 1.00%
15 SURE 0.98%
16 JRNY 0.96%
17 PJFM 0.95%
18 EQWM 0.91%
19 XMLV 0.87%
20 FXD 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.45M (9.81%) 250.10K
Increased by +3.88%
Mar 31, 26
2 Vanguard Group Inc 6.04M (9.18%) -323.38K
Decreased by -5.36%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 2.96M (4.49%) 2.96M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.75M (4.17%) 2.75M
Increased by +100.00%
Mar 31, 26
5 London Company of Virginia 2.59M (3.94%) -26.90K
Decreased by -1.04%
Mar 31, 26
6 State Street Corporation 2.00M (3.04%) 71.70K
Increased by +3.58%
Mar 31, 24
7 State Street Corp 2.00M (3.04%) 45.79K
Increased by +2.29%
Mar 31, 26
8 FMR Inc 1.71M (2.60%) -10.64K
Decreased by -0.62%
Mar 31, 26
9 Geode Capital Management, LLC 1.41M (2.14%) 82.44K
Increased by +5.85%
Mar 31, 26
10 Arrowstreet Capital Limited Partnership 1.38M (2.09%) -7.40K
Decreased by -0.54%
Mar 31, 26
11 Capital Research Global Investors 1.31M (1.99%) -1.81M
Decreased by -138.31%
Sep 30, 24
12 Citadel Advisors Llc 1.27M (1.93%) 329.16K
Increased by +25.89%
Mar 31, 26
13 Boston Partners Global Investors, Inc 1.14M (1.73%) -98.32K
Decreased by -8.64%
Mar 31, 26
14 Jennison Associates LLC 1.13M (1.73%) -98.78K
Decreased by -8.70%
Mar 31, 26
15 William Blair Investment Management, LLC 1.09M (1.66%) -52.02K
Decreased by -4.76%
Mar 31, 26
16 Balyasny Asset Management LLC 1.02M (1.55%) 494.55K
Increased by +48.47%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 981.81K (1.49%) -2.12M
Decreased by -215.69%
Mar 31, 26
18 Westfield Capital Management Company, L.P. 894.21K (1.36%) 130.65K
Increased by +14.61%
Dec 31, 24
19 Hudson Way Capital Management LLC 870.36K (1.32%) -167.46K
Decreased by -19.24%
Mar 31, 26
20 Schroder Investment Management Group 838.49K (1.27%) 143.39K
Increased by +17.10%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Growth Fnd of Amer Comp 2.40M (3.64%) 0.00
Increased by 0.00%
Mar 31, 24
2 iShares Core S&P Mid-Cap ETF 2.25M (3.42%) 420.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 2.10M (3.20%) 1.64K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.89M (2.88%) 4.68K
Increased by +0.25%
Apr 30, 26
5 Touchstone Mid Cap Y 1.84M (2.79%) -204.22K
Decreased by -11.13%
Mar 31, 26
6 American Funds AMCAP A 1.50M (2.29%) -104.27K
Decreased by -6.93%
Dec 31, 25
7 Capital Group AMCAP Composite 1.50M (2.29%) -104.27K
Decreased by -6.93%
Dec 31, 25
8 Vanguard Small Cap Index 1.37M (2.08%) -2.82K
Decreased by -0.21%
Apr 30, 26
9 Fidelity® OTC 1.32M (2.00%) -20.90K
Decreased by -1.59%
Nov 30, 23
10 American Funds Growth Fund of Amer A 1.23M (1.87%) -1.17M
Decreased by -94.93%
Jun 30, 24
11 Capital Group Core Equity Composite 1.12M (1.70%) 0.00
Increased by 0.00%
Mar 31, 24
12 American Funds IS® Growth-Income 1 939.33K (1.43%) -179.46K
Decreased by -19.11%
Jun 30, 24
13 VA CollegeAmerica Amcap 529A 782.14K (1.19%) -956.84K
Decreased by -122.34%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 765.51K (1.16%) -696.00
Decreased by -0.09%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 747.54K (1.14%) 7.72K
Increased by +1.03%
Apr 30, 26
16 Vanguard Explorer Inv 679.36K (1.03%) 85.52K
Increased by +12.59%
Mar 31, 26
17 BlackRock Mid-Cap Growth Equity Instl 639.53K (0.97%) -151.79K
Decreased by -23.74%
Mar 31, 25
18 American Funds SMALLCAP World A 588.07K (0.89%) -535.01K
Decreased by -90.98%
Mar 31, 26
19 JHancock Disciplined Value Mid Cap I 576.03K (0.88%) -324.40K
Decreased by -56.32%
Mar 31, 26
20 Fidelity® Mid-Cap Stock 568.11K (0.86%) 0.00
Increased by 0.00%
Nov 30, 23