Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 6.72%
2 EDOC 4.54%
3 HEAL 4.54%
4 UTRN 4.11%
5 IHF 3.38%
6 NEWZ 3.33%
7 FRTY 3.23%
8 HCOW 2.66%
9 COWS 2.63%
10 MNRS 2.58%
11 JDVL 2.26%
12 RYJ 2.19%
13 UPGD 2.19%
14 DIVL 2.17%
15 FTDS 2.10%
16 SMIG 1.94%
17 TUSA 1.84%
18 BMVP 1.80%
19 WGMI 1.73%
20 XHS 1.70%

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 9.17M (8.33%) -286.93K
Decreased by -3.13%
Mar 31, 26
3 Vanguard Capital Management, LLC 7.15M (6.49%) 7.15M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 6.30M (5.72%) 830.00
Increased by +0.01%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 6.08M (5.52%) 6.08M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 5.38M (4.89%) -1.73K
Decreased by -0.03%
Mar 31, 26
7 State Street Corporation 5.20M (4.72%) -130.92K
Decreased by -2.52%
Mar 31, 24
8 Boston Partners Global Investors, Inc 4.01M (3.64%) 98.91K
Increased by +2.47%
Mar 31, 26
9 JPMorgan Chase & Co 3.85M (3.49%) -299.44K
Decreased by -7.78%
Mar 31, 26
10 Geode Capital Management, LLC 3.09M (2.80%) 58.10K
Increased by +1.88%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 2.48M (2.25%) -213.85K
Decreased by -8.62%
Mar 31, 26
12 EdgePoint Investment 2.24M (2.04%) 582.80K
Increased by +25.97%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 1.95M (1.77%) 17.99K
Increased by +0.92%
Mar 31, 26
14 Grantham, Mayo, Van Otterloo & Co., LLC 1.88M (1.71%) 66.96K
Increased by +3.56%
Mar 31, 26
15 Victory Capital Management Inc. 1.85M (1.68%) -280.09K
Decreased by -15.17%
Mar 31, 26
16 Wells Fargo & Co 1.76M (1.60%) -6.32K
Decreased by -0.36%
Mar 31, 26
17 Bank of America Corp 1.75M (1.59%) 129.96K
Increased by +7.41%
Mar 31, 26
18 Amvescap Plc. 1.64M (1.49%) -28.49K
Decreased by -1.74%
Mar 31, 26
19 Davis Selected Advisers 1.62M (1.47%) 27.93K
Increased by +1.73%
Mar 31, 26
20 Wellington Management Company LLP 1.60M (1.45%) -159.05K
Decreased by -9.95%
Jun 30, 25

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 3.50M (3.18%) 8.38K
Increased by +0.24%
Apr 30, 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 2.85M (2.59%) 50.61K
Increased by +1.78%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 2.38M (2.16%) 5.26K
Increased by +0.22%
Apr 30, 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 1.45M (1.32%) 4.42K
Increased by +0.30%
May 29, 26
9 Fidelity 500 Index 1.41M (1.28%) 4.86K
Increased by +0.34%
Apr 30, 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 State Street® SPDR® S&P 500® ETF 1.32M (1.20%) 1.41K
Increased by +0.11%
May 31, 26
15 Fidelity® 500 Index 1.31M (1.19%) 8.32K
Increased by +0.64%
Nov 30, 23
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 JPM US Equity Income-Composite 1.19M (1.08%) -51.47K
Decreased by -4.32%
Mar 31, 26
20 EdgePoint Global 1.18M (1.07%) 1.18M
Increased by +100.00%
Mar 31, 26