Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.74%
2 NEWZ 3.46%
3 PEZ 3.32%
4 BFIT 3.28%
5 LCLG 2.39%
6 EVNT 2.27%
7 QVAL 2.18%
8 MBOX 2.00%
9 RYJ 1.99%
10 UPGD 1.99%
11 DDIV 1.95%
12 DSMC 1.87%
13 FTDS 1.73%
14 GRNJ 1.68%
15 WBIG 1.61%
16 WBIF 1.60%
17 GDIV 1.59%
18 SWP 1.55%
19 XRT 1.52%
20 ERNZ 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 8.81M (14.32%) 319.95K
Increased by +3.63%
Mar 31, 26
2 Wealthfront Advisers LLC 8.27M (13.44%) 8.27M
Increased by +100.00%
Dec 31, 24
3 BlackRock Inc 6.61M (10.75%) 121.67K
Increased by +1.84%
Mar 31, 26
4 Vanguard Group Inc 6.58M (10.69%) -137.08K
Decreased by -2.08%
Dec 31, 25
5 FMR Inc 5.39M (8.76%) 128.64K
Increased by +2.39%
Mar 31, 26
6 Bank of America Corp 3.38M (5.50%) 184.73K
Increased by +5.46%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 3.32M (5.39%) 3.32M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 2.86M (4.64%) 2.86M
Increased by +100.00%
Mar 31, 26
9 State Street Corp 2.40M (3.91%) 22.01K
Increased by +0.92%
Mar 31, 26
10 State Street Corporation 2.11M (3.42%) 4.60K
Increased by +0.22%
Mar 31, 24
11 Charles Schwab Investment Management Inc 1.87M (3.03%) 77.36K
Increased by +4.15%
Dec 31, 24
12 Sachem Head Capital Management LP 1.60M (2.61%) 385.00K
Increased by +23.99%
Mar 31, 26
13 Darsana Capital Partners LP 1.38M (2.23%) 875.00K
Increased by +63.64%
Mar 31, 26
14 Viking Global Investors LP 1.26M (2.05%) -1.31M
Decreased by -103.53%
Mar 31, 26
15 Geode Capital Management, LLC 1.24M (2.02%) 17.02K
Increased by +1.37%
Mar 31, 26
16 Lone Pine Capital LLC 1.20M (1.95%) -1.72M
Decreased by -143.80%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 1.05M (1.71%) -44.59K
Decreased by -4.24%
Mar 31, 26
18 Maverick Capital Ltd 1.04M (1.70%) 210.65K
Increased by +20.16%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 981.86K (1.60%) -10.99K
Decreased by -1.12%
Mar 31, 26
20 NORGES BANK 973.07K (1.58%) 102.06K
Increased by +10.49%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 2.83M (4.60%) 513.71K
Increased by +18.13%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.25M (3.66%) 420.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.01M (3.26%) 10.45K
Increased by +0.52%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 1.75M (2.84%) 1.32K
Increased by +0.08%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 1.52M (2.47%) 1.23K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 1.45M (2.36%) -3.28K
Decreased by -0.23%
Apr 30, 26
7 Vanguard Wellesley® Income Inv 1.27M (2.07%) 240.47K
Increased by +18.90%
Mar 31, 26
8 Fidelity® Contrafund® 1.23M (2.00%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Windsor Investor Shares 1.20M (1.95%) -37.93K
Decreased by -3.16%
Mar 31, 26
10 Pacer US Cash Cows 100 ETF 976.64K (1.59%) 5.26K
Increased by +0.54%
May 31, 24
11 Vanguard Small Cap Value Index Inv 933.50K (1.52%) 6.74K
Increased by +0.72%
Apr 30, 26
12 Fidelity® Blue Chip Growth 806.23K (1.31%) 5.80K
Increased by +0.72%
Nov 30, 23
13 Strategic Advisers Fidelity US TtlStk 792.59K (1.29%) 103.11K
Increased by +13.01%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 749.53K (1.22%) 7.44K
Increased by +0.99%
Apr 30, 26
15 Fidelity Blue Chip Growth 741.64K (1.20%) -28.40K
Decreased by -3.83%
Sep 30, 24
16 Fidelity Growth Compy Commingled Pl S 702.85K (1.14%) 439.00
Increased by +0.06%
Apr 30, 26
17 Fidelity Growth Compy Commingled Pl O 673.68K (1.09%) 1.50K
Increased by +0.22%
Aug 31, 24
18 Victory Sycamore Established Value R 645.00K (1.05%) -985.00K
Decreased by -152.71%
Mar 31, 24
19 Select Retailing 596.60K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity® Low-Priced Stock 590.30K (0.96%) -615.00
Decreased by -0.10%
Oct 31, 23