Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TSCM 3.49%
2 NEWZ 3.47%
3 GLRY 2.28%
4 OSCV 2.03%
5 CPAI 1.93%
6 XHS 1.90%
7 FXH 1.86%
8 BGDV 1.72%
9 OUSM 1.69%
10 SCDV 1.61%
11 IHF 1.58%
12 DVOL 1.52%
13 XMHQ 1.32%
14 BOUT 1.29%
15 FTKI 1.26%
16 BUYO 1.22%
17 DVLU 1.14%
18 NSCS 1.07%
19 JPSV 1.05%
20 HSMV 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 10.31M (10.53%) 433.57K
Increased by +4.21%
Dec 31, 25
2 Vanguard Group Inc 10.13M (10.34%) -110.78K
Decreased by -1.09%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 4.81M (4.91%) 948.20K
Increased by +19.73%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 4.54M (4.63%) 2.39M
Increased by +52.80%
Dec 31, 25
5 Amvescap Plc. 3.39M (3.46%) -1.59M
Decreased by -46.86%
Mar 31, 26
6 Wellington Management Company LLP 3.38M (3.46%) 603.47K
Increased by +17.83%
Dec 31, 25
7 State Street Corp 3.09M (3.15%) 6.44K
Increased by +0.21%
Dec 31, 25
8 State Street Corporation 2.98M (3.04%) 53.10K
Increased by +1.78%
Mar 31, 24
9 Fuller & Thaler Asset Management Inc 2.23M (2.28%) -1.88M
Decreased by -84.19%
Mar 31, 26
10 Geode Capital Management, LLC 1.95M (1.99%) 137.89K
Increased by +7.09%
Dec 31, 25
11 AllianceBernstein L.P. 1.87M (1.91%) -649.11K
Decreased by -34.77%
Dec 31, 25
12 Point72 Asset Management, L.P. 1.75M (1.79%) -26.41K
Decreased by -1.51%
Sep 30, 23
13 FMR Inc 1.70M (1.73%) -227.93K
Decreased by -13.42%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 1.67M (1.71%) 50.65K
Increased by +3.02%
Mar 31, 26
15 Citadel Advisors Llc 1.54M (1.57%) -334.31K
Decreased by -21.76%
Jun 30, 24
16 Morgan Stanley - Brokerage Accounts 1.44M (1.47%) 83.14K
Increased by +5.78%
Jun 30, 24
17 Millennium Management LLC 1.44M (1.47%) 211.37K
Increased by +14.73%
Dec 31, 25
18 William Blair Investment Management, LLC 1.38M (1.41%) -379.70K
Decreased by -27.44%
Jun 30, 25
19 TD Asset Management Inc 1.34M (1.37%) -183.70K
Decreased by -13.72%
Mar 31, 25
20 Copeland Capital Management, LLC 1.26M (1.29%) -29.33K
Decreased by -2.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.40M (3.47%) -1.71K
Decreased by -0.05%
Apr 30, 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 (3.22%) -23.36K
Decreased by -0.74%
Mar 31, 26
4 Vanguard Small Cap Index 2.30M (2.34%) 10.26K
Increased by +0.45%
Mar 31, 26
5 FullerThaler Beh Small-Cap Equity SMA 1.96M (2.00%) 0.00
Increased by 0.00%
Dec 31, 25
6 FullerThaler Behavioral Sm-Cp Eq R6 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 Mid-Cap Growth 1.49M (1.52%) 225.00K
Increased by +15.14%
Mar 31, 26
10 T. Rowe Price US Mid-Cap Growth Equity 1.49M (1.52%) 224.00K
Increased by +15.07%
Mar 31, 26
11 Vanguard Small Cap Value Index Inv 1.46M (1.49%) -6.82K
Decreased by -0.47%
Mar 31, 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 Tr-E 1.14M (1.16%) -74.07K
Decreased by -6.50%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.15%) 28.50K
Increased by +2.53%
Mar 31, 26
15 T. Rowe Price US Large-Cap Core 1.08M (1.10%) 0.00
Increased by 0.00%
Mar 31, 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