Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 KMID 2.56%
3 BMED 2.10%
4 BASV 2.06%
5 QQQN 2.04%
6 USRD 1.99%
7 EQTY 1.83%
8 MDEV 1.80%
9 TMFM 1.65%
10 POWA 1.58%
11 RYH 1.56%
12 RSPH 1.45%
13 XHE 1.44%
14 QQJG 1.36%
15 VUSV 1.18%
16 CSMD 1.16%
17 PEXL 1.15%
18 FXH 1.12%
19 BSMC 1.02%
20 ULVM 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.55M (12.15%) -425.90K
Decreased by -1.81%
Dec 31, 25
2 BlackRock Inc 16.49M (8.51%) 1.16M
Increased by +7.05%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 14.95M (7.71%) 5.12M
Increased by +34.25%
Dec 31, 25
4 State Street Corp 8.79M (4.54%) 207.19K
Increased by +2.36%
Dec 31, 25
5 State Street Corporation 8.41M (4.34%) -55.95K
Decreased by -0.67%
Mar 31, 24
6 Capital World Investors 7.41M (3.83%) -2.79M
Decreased by -37.67%
Mar 31, 26
7 Kayne Anderson Rudnick Investment Management LLC 7.20M (3.72%) -351.35K
Decreased by -4.88%
Dec 31, 25
8 Browning West LP 6.98M (3.60%) 3.29M
Increased by +47.12%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 6.03M (3.11%) 2.23M
Increased by +37.01%
Dec 31, 25
10 Geode Capital Management, LLC 5.27M (2.72%) -28.03K
Decreased by -0.53%
Dec 31, 25
11 Franklin Resources Inc 4.87M (2.51%) 845.25K
Increased by +17.37%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 4.64M (2.39%) 837.93K
Increased by +18.07%
Jun 30, 24
13 Generation Investment Management LLP 4.60M (2.37%) 1.75M
Increased by +38.05%
Mar 31, 26
14 Wellington Management Company LLP 4.18M (2.16%) -2.01M
Decreased by -47.98%
Dec 31, 25
15 Goldman Sachs Group Inc 3.86M (1.99%) -873.89K
Decreased by -22.64%
Jun 30, 25
16 Veritas Asset Management LLP 3.85M (1.99%) -207.12K
Decreased by -5.38%
Mar 31, 25
17 Amvescap Plc. 3.66M (1.89%) 491.88K
Increased by +13.45%
Mar 31, 26
18 Jana Partners Management LP 3.57M (1.84%) 45.54K
Increased by +1.28%
Mar 31, 26
19 UBS Group AG 3.44M (1.77%) 1.67M
Increased by +48.75%
Mar 31, 26
20 Diamond Hill Capital Management, LLC 3.40M (1.75%) 110.42K
Increased by +3.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.29M (3.25%) 4.45K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.19M (3.20%) -87.21K
Decreased by -1.41%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 5.68M (2.93%) 41.76K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 4.99M (2.57%) -121.74K
Decreased by -2.44%
Mar 31, 26
5 Vanguard Small Cap Index 4.51M (2.33%) -9.94K
Decreased by -0.22%
Mar 31, 26
6 T. Rowe Price Mid-Cap Growth 4.27M (2.20%) 0.00
Increased by 0.00%
Mar 31, 26
7 T. Rowe Price US Mid-Cap Growth Equity 4.27M (2.20%) -3.60K
Decreased by -0.08%
Mar 31, 26
8 American Funds New Perspective A 3.61M (1.86%) 0.00
Increased by 0.00%
Mar 31, 26
9 Capital Group New Perspective Comp 3.61M (1.86%) 0.00
Increased by 0.00%
Mar 31, 26
10 Sycamore Mid Cap Value Comp 3.25M (1.67%) 3.14M
Increased by +96.79%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 2.87M (1.48%) -32.96K
Decreased by -1.15%
Mar 31, 26
12 T. Rowe Price Mid-Cap Value 2.86M (1.47%) -310.80K
Decreased by -10.89%
Mar 31, 26
13 T. Rowe Price US Mid-Cap Value Equity 2.86M (1.47%) -322.14K
Decreased by -11.28%
Mar 31, 26
14 Bridge Builder Large Cap Growth 2.59M (1.33%) 0.00
Increased by 0.00%
Aug 31, 25
15 iShares Core S&P 500 ETF 2.54M (1.31%) 7.41K
Increased by +0.29%
Apr 30, 26
16 Fidelity 500 Index 2.50M (1.29%) -27.31K
Decreased by -1.09%
Mar 31, 26
17 SPDR® S&P 500 ETF 2.47M (1.28%) -36.27K
Decreased by -1.47%
Mar 31, 25
18 Victory Sycamore Established Value R 2.41M (1.24%) -837.00K
Decreased by -34.76%
Jun 30, 25
19 SPDR® S&P 500® ETF Trust 2.41M (1.24%) -12.64K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 2.40M (1.24%) 29.60K
Increased by +1.23%
Aug 31, 25