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 NEWZ 3.33%
6 FRTY 3.23%
7 IHF 3.14%
8 HELS 3.07%
9 COWS 2.55%
10 HCOW 2.50%
11 SATO 2.31%
12 MNRS 2.31%
13 UPGD 2.19%
14 RYJ 2.19%
15 DIVL 2.17%
16 FTDS 1.98%
17 SMIG 1.94%
18 JDVL 1.93%
19 TUSA 1.84%
20 BMVP 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.39M (13.07%) 140.45K
Increased by +0.98%
Dec 31, 25
2 BlackRock Inc 9.46M (8.59%) -542.82K
Decreased by -5.74%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 6.30M (5.72%) -708.83K
Decreased by -11.26%
Dec 31, 25
4 State Street Corp 5.38M (4.89%) 158.62K
Increased by +2.95%
Dec 31, 25
5 State Street Corporation 5.20M (4.72%) -130.92K
Decreased by -2.52%
Mar 31, 24
6 JPMorgan Chase & Co 4.15M (3.77%) -4.49M
Decreased by -108.27%
Dec 31, 25
7 Boston Partners Global Investors, Inc 3.91M (3.55%) -123.56K
Decreased by -3.16%
Dec 31, 25
8 Geode Capital Management, LLC 3.03M (2.75%) -8.28K
Decreased by -0.27%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 2.69M (2.45%) 406.66K
Increased by +15.10%
Dec 31, 25
10 Victory Capital Management Inc. 2.13M (1.93%) -217.55K
Decreased by -10.23%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 1.93M (1.75%) 24.04K
Increased by +1.24%
Dec 31, 25
12 Grantham, Mayo, Van Otterloo & Co., LLC 1.82M (1.65%) 69.66K
Increased by +3.84%
Dec 31, 25
13 Wells Fargo & Co 1.77M (1.61%) -36.20K
Decreased by -2.05%
Dec 31, 25
14 The Goldman Sachs Group Inc 1.71M (1.55%) 645.21K
Increased by +37.76%
Dec 31, 25
15 Amvescap Plc. 1.67M (1.51%) -21.79K
Decreased by -1.31%
Dec 31, 25
16 EdgePoint Investment 1.66M (1.51%) 811.32K
Increased by +48.84%
Dec 31, 25
17 Bank of America Corp 1.62M (1.47%) -12.14K
Decreased by -0.75%
Dec 31, 25
18 Wellington Management Company LLP 1.60M (1.45%) -159.05K
Decreased by -9.95%
Jun 30, 25
19 Davis Selected Advisers 1.59M (1.44%) 228.27K
Increased by +14.36%
Dec 31, 25
20 Goldman Sachs Group Inc 1.33M (1.21%) -409.39K
Decreased by -30.76%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.51M (3.19%) 2.60K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.49M (3.17%) -26.87K
Decreased by -0.77%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 3.16M (2.87%) 19.87K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.80M (2.54%) -61.98K
Decreased by -2.21%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 2.37M (2.16%) -44.39K
Decreased by -1.87%
Mar 31, 26
6 Sycamore Mid Cap Value Comp 2.18M (1.98%) 2.10M
Increased by +96.56%
Mar 31, 25
7 T. Rowe Price U.S. Large-Cap Core Tr-B 1.57M (1.42%) 47.37K
Increased by +3.02%
Mar 31, 25
8 iShares Core S&P 500 ETF 1.42M (1.29%) 2.28K
Increased by +0.16%
Apr 29, 26
9 Fidelity 500 Index 1.42M (1.29%) 2.34K
Increased by +0.17%
Feb 28, 26
10 SPDR® S&P 500 ETF 1.38M (1.25%) -29.12K
Decreased by -2.11%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.35M (1.23%) 16.70K
Increased by +1.24%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 1.34M (1.22%) -10.43K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 1.34M (1.22%) -7.02K
Decreased by -0.52%
Mar 31, 25
14 Fidelity® 500 Index 1.31M (1.19%) 8.32K
Increased by +0.64%
Nov 30, 23
15 State Street® SPDR® S&P 500® ETF 1.30M (1.18%) 7.87K
Increased by +0.60%
Apr 29, 26
16 Victory Sycamore Established Value R 1.29M (1.17%) -173.00K
Decreased by -13.44%
Mar 31, 26
17 JPM US Equity Income-MA 1.24M (1.13%) -48.94K
Decreased by -3.93%
Dec 31, 25
18 T. Rowe Price U.S. Value Equity Tr-D 1.24M (1.12%) 23.00K
Increased by +1.86%
Mar 31, 26
19 JPMorgan Equity Income I 1.21M (1.10%) -27.00K
Decreased by -2.24%
Feb 28, 26
20 JPM US Equity Income-Composite 1.19M (1.08%) -51.47K
Decreased by -4.32%
Mar 31, 26