Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACES 5.60%
2 EVX 4.85%
3 BBHM 4.70%
4 FXG 4.21%
5 FCUS 3.68%
6 MGNR 3.46%
7 PSL 3.31%
8 PBJ 3.17%
9 PAGG 2.95%
10 SYNB 2.71%
11 MOO 2.56%
12 WDNA 2.43%
13 HELS 2.34%
14 PWER 2.21%
15 MDCP 2.19%
16 MOTO 2.11%
17 VEGI 1.76%
18 EPSV 1.76%
19 PZD 1.69%
20 GSFP 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.39M (9.82%) 512.22K
Increased by +3.33%
Dec 31, 25
2 BlackRock Inc 14.57M (9.30%) -158.65K
Decreased by -1.09%
Dec 31, 25
3 Dimensional Fund Advisors, Inc. 8.07M (5.15%) 47.56K
Increased by +0.59%
Mar 31, 26
4 Lombard Odier Asset Management (Europe) Ltd 6.47M (4.13%) 6.40M
Increased by +98.86%
Sep 30, 25
5 Millennium Management LLC 6.18M (3.94%) 5.07M
Increased by +82.11%
Dec 31, 25
6 State Street Corporation 5.85M (3.73%) -525.00
Decreased by -0.01%
Mar 31, 24
7 FMR Inc 5.64M (3.60%) -364.04K
Decreased by -6.45%
Dec 31, 25
8 State Street Corp 5.36M (3.42%) -91.66K
Decreased by -1.71%
Dec 31, 25
9 Earnest Partners LLC 4.35M (2.77%) -175.14K
Decreased by -4.03%
Dec 31, 25
10 Handelsbanken Fonder AB 3.83M (2.44%) -139.71K
Decreased by -3.65%
Dec 31, 23
11 Bank of America Corp 3.78M (2.41%) 31.98K
Increased by +0.85%
Dec 31, 25
12 Grantham, Mayo, Van Otterloo & Co., LLC 3.72M (2.37%) 84.28K
Increased by +2.27%
Dec 31, 25
13 T. Rowe Price Associates, Inc. 3.38M (2.16%) 335.66K
Increased by +9.93%
Sep 30, 23
14 Merewether Investment Management, LP 3.32M (2.12%) 2.45M
Increased by +73.59%
Mar 31, 26
15 Ilex Capital Partners (Uk) LLP 3.25M (2.07%) 3.25M
Increased by +100.00%
Sep 30, 25
16 Deutsche Bank AG 2.91M (1.85%) -59.57K
Decreased by -2.05%
Mar 31, 26
17 UBS Group AG 2.85M (1.82%) -2.24M
Decreased by -78.72%
Mar 31, 26
18 Davis Selected Advisers 2.84M (1.81%) 388.37K
Increased by +13.66%
Dec 31, 25
19 Geode Capital Management, LLC 2.84M (1.81%) 76.15K
Increased by +2.68%
Dec 31, 25
20 Impax Asset Management Group PLC 2.77M (1.77%) -217.02K
Decreased by -7.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.34M (3.41%) -2.69K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 5.04M (3.22%) 3.96K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.04M (3.22%) 38.80K
Increased by +0.77%
Mar 31, 26
4 Vanguard Small Cap Index 3.65M (2.33%) 59.79K
Increased by +1.64%
Mar 31, 26
5 Vanguard Small Cap Growth Index Inv 2.04M (1.30%) 49.55K
Increased by +2.42%
Mar 31, 26
6 DFA US Small Cap Value I 2.00M (1.27%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.13%) 43.68K
Increased by +2.47%
Mar 31, 26
8 Invesco Small Cap Value A 1.62M (1.03%) 1.62M
Increased by +100.00%
Mar 31, 26
9 Fidelity® Value 1.41M (0.90%) 68.50K
Increased by +4.84%
Nov 30, 23
10 Barrow Hanley Global Value Equity 1.39M (0.88%) 256.52K
Increased by +18.51%
Jun 30, 25
11 BGF Sustainable Energy A2 1.32M (0.84%) -41.20K
Decreased by -3.12%
Mar 31, 24
12 GMO Resources III 1.25M (0.80%) -92.10K
Decreased by -7.35%
Dec 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.21M (0.77%) -30.30K
Decreased by -2.50%
Jul 31, 25
14 State Street® SPDR® S&P MIDCAP 400® ETF 1.19M (0.76%) 32.48K
Increased by +2.72%
Mar 31, 26
15 Newton Global Natural Resources Eq Comp 1.19M (0.76%) -196.92K
Decreased by -16.55%
Jun 30, 25
16 Handelsbanken Hållbar Energi A1 SEK 1.17M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
17 DFA US Targeted Value I 1.16M (0.74%) 0.00
Increased by 0.00%
Mar 31, 26
18 Avantis US Small Cap Value ETF 1.15M (0.73%) -63.55K
Decreased by -5.52%
May 31, 25
19 Ninety One GSF Glb Ntrl Res I Acc USD 1.12M (0.71%) 270.94K
Increased by +24.29%
Mar 31, 26
20 Ninety One Global Natural Resources 1.12M (0.71%) 644.53K
Increased by +57.78%
Mar 31, 26