Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 6.72%
2 HEAL 4.54%
3 EDOC 4.54%
4 UTRN 4.11%
5 IHF 3.84%
6 WGMI 3.68%
7 NEWZ 3.33%
8 PINK 3.26%
9 FRTY 3.23%
10 HCOW 2.66%
11 COWS 2.63%
12 MNRS 2.61%
13 JDVL 2.51%
14 RW 2.48%
15 FTDS 2.19%
16 RYJ 2.19%
17 UPGD 2.19%
18 GK 2.18%
19 DIVL 2.17%
20 SMIG 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.39M (13.64%) 140.45K
Increased by +0.98%
Dec 30, 25
2 BlackRock Inc 9.17M (8.70%) -286.93K
Decreased by -3.13%
Mar 30, 26
3 Vanguard Capital Management, LLC 7.15M (6.77%) 7.15M
Increased by +100.00%
Mar 30, 26
4 T. Rowe Price Associates, Inc. 6.30M (5.97%) 830.00
Increased by +0.01%
Mar 30, 26
5 Vanguard Portfolio Management, LLC 6.08M (5.77%) 6.08M
Increased by +100.00%
Mar 30, 26
6 State Street Corp 5.38M (5.10%) -1.73K
Decreased by -0.03%
Mar 30, 26
7 State Street Corporation 5.20M (4.93%) -130.92K
Decreased by -2.52%
Mar 30, 24
8 Boston Partners Global Investors, Inc 4.01M (3.80%) 98.91K
Increased by +2.47%
Mar 30, 26
9 JPMorgan Chase & Co 3.85M (3.65%) -299.44K
Decreased by -7.78%
Mar 30, 26
10 Geode Capital Management, LLC 3.09M (2.93%) 58.10K
Increased by +1.88%
Mar 30, 26
11 Morgan Stanley - Brokerage Accounts 2.48M (2.35%) -213.85K
Decreased by -8.62%
Mar 30, 26
12 EdgePoint Investment 2.24M (2.13%) 582.80K
Increased by +25.97%
Mar 30, 26
13 Dimensional Fund Advisors, Inc. 1.95M (1.85%) 17.99K
Increased by +0.92%
Mar 30, 26
14 Grantham, Mayo, Van Otterloo & Co., LLC 1.88M (1.79%) 66.96K
Increased by +3.56%
Mar 30, 26
15 Victory Capital Management Inc. 1.85M (1.75%) -280.09K
Decreased by -15.17%
Mar 30, 26
16 Wells Fargo & Co 1.76M (1.67%) -6.32K
Decreased by -0.36%
Mar 30, 26
17 Bank of America Corp 1.75M (1.66%) 129.96K
Increased by +7.41%
Mar 30, 26
18 Amvescap Plc. 1.64M (1.55%) -28.49K
Decreased by -1.74%
Mar 30, 26
19 Davis Selected Advisers 1.62M (1.53%) 27.93K
Increased by +1.73%
Mar 30, 26
20 Wellington Management Company LLP 1.60M (1.52%) -159.05K
Decreased by -9.95%
Jun 29, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 3.52M (3.33%) 18.76K
Increased by +0.53%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.52M (3.33%) 18.76K
Increased by +0.53%
Jun 29, 26
3 Vanguard US Total Market Shares ETF 3.51M (3.33%) 2.60K
Increased by +0.07%
Sep 29, 24
4 Vanguard Institutional 500 Index Trust 3.16M (2.99%) 19.87K
Increased by +0.63%
May 30, 25
5 Vanguard 500 Index Investor 2.88M (2.73%) -2.14K
Decreased by -0.07%
Jun 29, 26
6 Vanguard Mid Cap Index Institutional 2.40M (2.27%) 15.31K
Increased by +0.64%
Jun 29, 26
7 Vanguard Morn Mid Cap Index Instl 2.40M (2.27%) 15.31K
Increased by +0.64%
Jun 29, 26
8 Sycamore Mid Cap Value Comp 2.18M (2.07%) 2.10M
Increased by +96.56%
Mar 30, 25
9 T. Rowe Price U.S. Large-Cap Core Tr-B 1.57M (1.48%) 47.37K
Increased by +3.02%
Mar 30, 25
10 iShares Core S&P 500 ETF 1.49M (1.42%) -3.46K
Decreased by -0.23%
Jul 27, 26
11 Fidelity 500 Index 1.42M (1.35%) 12.37K
Increased by +0.87%
Jun 29, 26
12 SPDR® S&P 500 ETF 1.38M (1.31%) -29.12K
Decreased by -2.11%
Mar 30, 25
13 State Street® SPDR® S&P 500® ETF 1.37M (1.30%) 3.90K
Increased by +0.29%
Jul 27, 26
14 SPDR® S&P 500® ETF 1.35M (1.28%) 16.70K
Increased by +1.24%
Aug 30, 25
15 SPDR® S&P 500 ETF Trust 1.34M (1.27%) -10.43K
Decreased by -0.78%
Mar 30, 24
16 SPDR® S&P 500® ETF Trust 1.34M (1.27%) -7.02K
Decreased by -0.52%
Mar 30, 25
17 Fidelity® 500 Index 1.31M (1.24%) 8.32K
Increased by +0.64%
Nov 29, 23
18 JPM US Equity Income-MA 1.24M (1.18%) -48.94K
Decreased by -3.93%
Dec 30, 25
19 JHancock Disciplined Value Mid Cap I 1.22M (1.16%) 120.06K
Increased by +9.82%
May 30, 26
20 EdgePoint Global 1.18M (1.12%) 316.06K
Increased by +26.87%
Mar 30, 26