Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 KMID 2.76%
3 BASV 2.25%
4 POWA 2.16%
5 BMED 2.10%
6 QQQN 2.04%
7 USRD 1.99%
8 MDEV 1.97%
9 EQTY 1.97%
10 TMFM 1.74%
11 RYH 1.56%
12 XHE 1.55%
13 RSPH 1.51%
14 QQJG 1.36%
15 FXH 1.20%
16 VUSV 1.18%
17 CSMD 1.16%
18 PEXL 1.15%
19 BSMC 1.10%
20 ULVM 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.55M (12.16%) -425.90K
Decreased by -1.81%
Dec 31, 25
2 BlackRock Inc 16.62M (8.58%) 131.07K
Increased by +0.79%
Mar 31, 26
3 Vanguard Capital Management, LLC 12.72M (6.57%) 12.72M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Investment Management,Inc. 9.06M (4.68%) -5.89M
Decreased by -64.97%
Mar 31, 26
5 State Street Corp 8.77M (4.53%) -25.33K
Decreased by -0.29%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 8.72M (4.50%) 8.72M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 8.41M (4.34%) -55.95K
Decreased by -0.67%
Mar 31, 24
8 Capital World Investors 7.41M (3.83%) -2.79M
Decreased by -37.67%
Mar 31, 26
9 Browning West LP 6.98M (3.60%) 3.29M
Increased by +47.12%
Mar 31, 26
10 Kayne Anderson Rudnick Investment Management LLC 6.62M (3.42%) -582.22K
Decreased by -8.80%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 5.39M (2.79%) -634.94K
Decreased by -11.77%
Mar 31, 26
12 Geode Capital Management, LLC 5.31M (2.74%) 36.84K
Increased by +0.69%
Mar 31, 26
13 Franklin Resources Inc 4.87M (2.51%) 845.25K
Increased by +17.37%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 4.64M (2.39%) 837.93K
Increased by +18.07%
Jun 30, 24
15 Generation Investment Management LLP 4.60M (2.37%) 1.75M
Increased by +38.05%
Mar 31, 26
16 Goldman Sachs Group Inc 3.86M (1.99%) -873.89K
Decreased by -22.64%
Jun 30, 25
17 Veritas Asset Management LLP 3.85M (1.99%) -207.12K
Decreased by -5.38%
Mar 31, 25
18 Longview Partners (Guernsey) Limited 3.82M (1.97%) 3.82M
Increased by +100.00%
Mar 31, 26
19 AQR Capital Management LLC 3.73M (1.92%) 2.07M
Increased by +55.63%
Mar 31, 26
20 Amvescap Plc. 3.66M (1.89%) 491.88K
Increased by +13.45%
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 6.21M (3.21%) 14.97K
Increased by +0.24%
Apr 30, 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 5.08M (2.62%) 90.63K
Increased by +1.78%
Apr 30, 26
5 Vanguard Small Cap Index 4.50M (2.32%) -9.94K
Decreased by -0.22%
Apr 30, 26
6 T. Rowe Price US Mid-Cap Growth Equity 4.27M (2.20%) -3.60K
Decreased by -0.08%
Mar 31, 26
7 T. Rowe Price Mid-Cap Growth 4.27M (2.20%) -1.85K
Decreased by -0.04%
Apr 30, 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 (1.68%) 3.14M
Increased by +96.79%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 2.89M (1.49%) 20.71K
Increased by +0.72%
Apr 30, 26
12 T. Rowe Price US Mid-Cap Value Equity 2.86M (1.47%) -322.14K
Decreased by -11.28%
Mar 31, 26
13 T. Rowe Price Mid-Cap Value 2.85M (1.47%) -1.86K
Decreased by -0.07%
Apr 30, 26
14 Bridge Builder Large Cap Growth 2.59M (1.34%) 0.00
Increased by 0.00%
Aug 31, 25
15 iShares Core S&P 500 ETF 2.58M (1.33%) 7.87K
Increased by +0.30%
May 29, 26
16 Fidelity 500 Index 2.51M (1.30%) 8.62K
Increased by +0.34%
Apr 30, 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