Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 4.05%
2 ZIG 3.72%
3 GASX 2.90%
4 PXE 2.57%
5 BUYN 2.35%
6 FCG 2.34%
7 FCPI 2.25%
8 SRHQ 2.20%
9 ACTX_old 2.15%
10 XOP 2.10%
11 LNGX 1.92%
12 FTIF 1.87%
13 SHRT 1.70%
14 SAMM 1.64%
15 NBSM 1.63%
16 GUSH 1.58%
17 GRPM 1.53%
18 PXI 1.36%
19 XMVM 1.14%
20 SMCP 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.01M (13.09%) 1.19M
Increased by +6.63%
Mar 31, 26
2 Vanguard Group Inc 13.50M (9.81%) -957.11K
Decreased by -7.09%
Dec 31, 25
3 State Street Corporation 10.11M (7.35%) 586.25K
Increased by +5.80%
Mar 31, 24
4 Dimensional Fund Advisors, Inc. 8.77M (6.38%) 28.85K
Increased by +0.33%
Mar 31, 26
5 MFN Partners Management, LP 8.35M (6.07%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Portfolio Management, LLC 7.23M (5.26%) 7.23M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 7.12M (5.17%) 1.06M
Increased by +14.88%
Mar 31, 26
8 Neuberger Berman Group LLC 6.91M (5.02%) -206.27K
Decreased by -2.99%
Mar 31, 26
9 Vanguard Capital Management, LLC 6.13M (4.46%) 6.13M
Increased by +100.00%
Mar 31, 26
10 D. E. Shaw & Co LP 5.55M (4.03%) -852.87K
Decreased by -15.38%
Mar 31, 26
11 Capital Research Global Investors 4.77M (3.46%) 815.04K
Increased by +17.10%
Dec 31, 25
12 American Century Companies Inc 4.52M (3.28%) 901.96K
Increased by +19.97%
Mar 31, 26
13 Geode Capital Management, LLC 4.22M (3.07%) 630.03K
Increased by +14.93%
Mar 31, 26
14 Bank of America Corp 4.05M (2.94%) -372.57K
Decreased by -9.21%
Mar 31, 26
15 Southeastern Asset Management Inc 4.01M (2.92%) -721.71K
Decreased by -17.98%
Mar 31, 26
16 MIZUHO MARKETS AMERICAS LLC 4.00M (2.91%) 0.00
Increased by 0.00%
Sep 30, 24
17 Mercuria Capital Strategies, LLC 4.00M (2.91%) 4.00M
Increased by +100.00%
Dec 31, 24
18 Capital World Investors 3.95M (2.87%) 3.95M
Increased by +100.00%
Mar 31, 26
19 Arrowstreet Capital Limited Partnership 3.84M (2.79%) 3.78M
Increased by +98.38%
Mar 31, 26
20 FMR Inc 2.72M (1.97%) 18.13K
Increased by +0.67%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.83M (3.51%) 906.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.48M (3.26%) -174.48K
Decreased by -3.90%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.31M (3.13%) 11.17K
Increased by +0.26%
Apr 30, 26
4 American Funds SMALLCAP World A 4.24M (3.08%) 0.00
Increased by 0.00%
Mar 31, 26
5 Neuberger Berman Genesis Inv 4.08M (2.96%) -156.08K
Decreased by -3.83%
Jun 30, 25
6 Avantis US Small Cap Value ETF 3.67M (2.67%) 4.63K
Increased by +0.13%
May 30, 26
7 iShares Russell 2000 ETF 3.30M (2.40%) 30.52K
Increased by +0.92%
May 29, 26
8 Vanguard Small Cap Index 3.12M (2.27%) -6.12K
Decreased by -0.20%
Apr 30, 26
9 Neuberger Genesis Inv 2.99M (2.18%) -173.90K
Decreased by -5.81%
Mar 31, 26
10 SttStrtSPDRS&POil&GasExplor&ProdtnETF 2.20M (1.60%) 0.00
Increased by 0.00%
May 31, 26
11 DFA US Small Cap Value I 2.03M (1.47%) 0.00
Increased by 0.00%
Apr 30, 26
12 Vanguard Small Cap Value Index Inv 2.00M (1.46%) 14.29K
Increased by +0.71%
Apr 30, 26
13 Invesco S&P MidCap Quality ETF 1.85M (1.35%) 5.48K
Increased by +0.30%
Mar 28, 24
14 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.69M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
15 MFS New Discovery Value I 1.69M (1.23%) -45.74K
Decreased by -2.71%
Dec 31, 23
16 Fidelity® Low-Priced Stock 1.62M (1.18%) -1.68K
Decreased by -0.10%
Oct 31, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.17%) 15.53K
Increased by +0.97%
Apr 30, 26
18 Fidelity Low-Priced Stock 1.54M (1.12%) -14.49K
Decreased by -0.94%
Oct 31, 24
19 Longleaf Partners 1.53M (1.11%) -272.77K
Decreased by -17.82%
Mar 31, 26
20 Fidelity® Small Cap Index 1.53M (1.11%) 41.18K
Increased by +2.69%
Oct 31, 23