Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.47%
2 TSCM 3.24%
3 GLRY 2.06%
4 OSCV 2.04%
5 CPAI 1.93%
6 FXH 1.79%
7 XHS 1.71%
8 BGDV 1.67%
9 OUSM 1.59%
10 IHF 1.58%
11 SCDV 1.55%
12 DVOL 1.52%
13 XMHQ 1.32%
14 BOUT 1.29%
15 FTKI 1.25%
16 BUYO 1.23%
17 NSCS 1.07%
18 DVLU 1.05%
19 JPSV 0.97%
20 HSMV 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.77M (11.00%) 459.86K
Increased by +4.27%
Mar 31, 26
2 Vanguard Group Inc 10.13M (10.34%) -110.78K
Decreased by -1.09%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 4.96M (5.06%) 4.96M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 4.60M (4.70%) -204.86K
Decreased by -4.45%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.47M (4.56%) 4.47M
Increased by +100.00%
Mar 31, 26
6 Wellington Management Company LLP 3.85M (3.93%) 463.98K
Increased by +12.05%
Mar 31, 26
7 Amvescap Plc. 3.39M (3.46%) -1.59M
Decreased by -46.86%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 3.23M (3.30%) -1.31M
Decreased by -40.51%
Mar 31, 26
9 State Street Corp 3.14M (3.21%) 57.08K
Increased by +1.82%
Mar 31, 26
10 State Street Corporation 2.98M (3.04%) 53.10K
Increased by +1.78%
Mar 31, 24
11 AllianceBernstein L.P. 2.62M (2.68%) 754.48K
Increased by +28.78%
Mar 31, 26
12 Fuller & Thaler Asset Management Inc 2.23M (2.28%) -1.88M
Decreased by -84.19%
Mar 31, 26
13 Two Sigma Investments LLC 2.22M (2.27%) 1.42M
Increased by +63.78%
Mar 31, 26
14 Geode Capital Management, LLC 1.90M (1.94%) -47.47K
Decreased by -2.50%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.81M (1.84%) 1.35M
Increased by +74.98%
Mar 31, 26
16 Point72 Asset Management, L.P. 1.75M (1.79%) -26.41K
Decreased by -1.51%
Sep 30, 23
17 FMR Inc 1.70M (1.73%) -227.93K
Decreased by -13.42%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 1.67M (1.71%) 50.65K
Increased by +3.02%
Mar 31, 26
19 Citadel Advisors Llc 1.54M (1.57%) -334.31K
Decreased by -21.76%
Jun 30, 24
20 Millennium Management LLC 1.44M (1.47%) 211.37K
Increased by +14.73%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.41M (3.49%) 642.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 3.18M (3.24%) 2.48K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.16M (3.23%) 7.50K
Increased by +0.24%
Apr 30, 26
4 Vanguard Small Cap Index 2.29M (2.34%) -4.88K
Decreased by -0.21%
Apr 30, 26
5 FullerThaler Behavioral Sm-Cp Eq R6 2.12M (2.17%) 0.00
Increased by 0.00%
Apr 30, 26
6 FullerThaler Beh Small-Cap Equity SMA 1.96M (2.00%) 0.00
Increased by 0.00%
Dec 31, 25
7 FullerThaler Behavioral Small-Cap Equity 1.96M (2.00%) 0.00
Increased by 0.00%
Dec 31, 25
8 Vanguard Health Care Inv 1.60M (1.63%) 0.00
Increased by 0.00%
Mar 31, 26
9 T. Rowe Price US Mid-Cap Growth Equity 1.49M (1.52%) 224.00K
Increased by +15.07%
Mar 31, 26
10 T. Rowe Price Mid-Cap Growth 1.49M (1.52%) -645.00
Decreased by -0.04%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 1.47M (1.50%) 10.66K
Increased by +0.72%
Apr 30, 26
12 Vanguard Windsor Investor Shares 1.26M (1.29%) -119.83K
Decreased by -9.48%
Jun 30, 24
13 T. Rowe Price US Large-Cap Core 1.16M (1.19%) 85.19K
Increased by +7.34%
Apr 30, 26
14 T. Rowe Price US Large-Cap Core Tr-E 1.14M (1.16%) -74.07K
Decreased by -6.50%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.16%) 11.85K
Increased by +1.04%
Apr 30, 26
16 T. Rowe Price US Large-Cap Core Eq Comp 1.08M (1.10%) 47.51K
Increased by +4.41%
Mar 31, 26
17 Vanguard Explorer Inv 1.01M (1.03%) 155.44K
Increased by +15.44%
Mar 31, 26
18 Invesco Mid Cap Growth 900.22K (0.92%) -63.22K
Decreased by -7.02%
Dec 31, 25
19 T. Rowe Price Integrated US Sm Gr Eq 802.34K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
20 T. Rowe Price Integrated US SmCapGrEq 802.34K (0.82%) -802.34K
Decreased by -100.00%
Mar 31, 25