Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 6.72%
2 HEAL 4.54%
3 EDOC 4.54%
4 WBIF 4.22%
5 UTRN 4.11%
6 IHF 3.95%
7 NEWZ 3.33%
8 FRTY 3.23%
9 XHS 2.33%
10 JDVL 2.24%
11 UPGD 2.19%
12 RYJ 2.19%
13 DIVL 2.17%
14 FTDS 2.09%
15 SMIG 1.94%
16 RSPH 1.92%
17 TUSA 1.84%
18 BMVP 1.80%
19 RYH 1.67%
20 FXH 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.39M (13.17%) 140.45K
Increased by +0.98%
Dec 31, 25
2 BlackRock Inc 10.00M (9.15%) -310.94K
Decreased by -3.11%
Sep 30, 25
3 JPMorgan Chase & Co 8.63M (7.90%) 4.30M
Increased by +49.83%
Sep 30, 25
4 T. Rowe Price Associates, Inc. 7.01M (6.41%) -188.71K
Decreased by -2.69%
Sep 30, 25
5 State Street Corp 5.22M (4.78%) 38.93K
Increased by +0.75%
Sep 30, 25
6 State Street Corporation 5.20M (4.76%) -130.92K
Decreased by -2.52%
Mar 31, 24
7 Boston Partners Global Investors, Inc 4.04M (3.69%) 997.03K
Increased by +24.70%
Sep 30, 25
8 Geode Capital Management, LLC 3.04M (2.78%) 54.07K
Increased by +1.78%
Sep 30, 25
9 Victory Capital Management Inc. 2.34M (2.15%) -465.25K
Decreased by -19.85%
Sep 30, 25
10 Morgan Stanley - Brokerage Accounts 2.29M (2.09%) 141.81K
Increased by +6.20%
Sep 30, 25
11 Dimensional Fund Advisors, Inc. 1.93M (1.77%) 24.04K
Increased by +1.24%
Dec 31, 25
12 Grantham, Mayo, Van Otterloo & Co., LLC 1.82M (1.66%) 69.66K
Increased by +3.84%
Dec 31, 25
13 Wells Fargo & Co 1.81M (1.65%) -31.15K
Decreased by -1.73%
Sep 30, 25
14 Amvescap Plc. 1.69M (1.55%) 30.42K
Increased by +1.80%
Sep 30, 25
15 EdgePoint Investment 1.66M (1.52%) 811.32K
Increased by +48.84%
Dec 31, 25
16 Bank of America Corp 1.64M (1.50%) 35.47K
Increased by +2.17%
Sep 30, 25
17 Wellington Management Company LLP 1.60M (1.46%) -159.05K
Decreased by -9.95%
Jun 30, 25
18 Davis Selected Advisers 1.59M (1.46%) 228.27K
Increased by +14.36%
Dec 31, 25
19 Goldman Sachs Group Inc 1.33M (1.22%) -409.39K
Decreased by -30.76%
Sep 30, 24
20 NORGES BANK 1.32M (1.21%) -2.96K
Decreased by -0.22%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.51M (3.22%) 2.60K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.50M (3.20%) 7.34K
Increased by +0.21%
Jan 31, 26
3 Vanguard Institutional 500 Index Trust 3.16M (2.89%) 19.87K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.83M (2.59%) 17.76K
Increased by +0.63%
Jan 31, 26
5 Vanguard Mid Cap Index Institutional 2.41M (2.21%) -12.37K
Decreased by -0.51%
Jan 31, 26
6 Sycamore Mid Cap Value Comp 2.18M (2.00%) 2.10M
Increased by +96.56%
Mar 31, 25
7 T. Rowe Price U.S. Large-Cap Core Tr-B 1.57M (1.43%) 47.37K
Increased by +3.02%
Mar 31, 25
8 Victory Sycamore Established Value R 1.46M (1.34%) -155.00K
Decreased by -10.62%
Dec 31, 25
9 iShares Core S&P 500 ETF 1.42M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity 500 Index 1.41M (1.29%) 6.55K
Increased by +0.46%
Jan 31, 26
11 SPDR® S&P 500 ETF 1.38M (1.26%) -29.12K
Decreased by -2.11%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.35M (1.24%) 16.70K
Increased by +1.24%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 1.34M (1.23%) -10.43K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 1.34M (1.23%) -7.02K
Decreased by -0.52%
Mar 31, 25
15 State Street® SPDR® S&P 500® ETF 1.32M (1.21%) 5.53K
Increased by +0.42%
Feb 27, 26
16 Fidelity® 500 Index 1.31M (1.20%) 8.32K
Increased by +0.64%
Nov 30, 23
17 JPM US Equity Income-Composite 1.24M (1.14%) -48.94K
Decreased by -3.93%
Dec 31, 25
18 JPM US Equity Income-MA 1.24M (1.14%) -48.94K
Decreased by -3.93%
Dec 31, 25
19 JPMorgan Equity Income I 1.23M (1.13%) -11.02K
Decreased by -0.89%
Jan 31, 26
20 T. Rowe Price U.S. Value Equity Tr-D 1.21M (1.11%) 49.34K
Increased by +4.07%
Dec 31, 25