Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDNA 4.24%
2 FBT 3.54%
3 SAWG 3.34%
4 PBE 3.04%
5 ENTR 3.02%
6 CANC 2.75%
7 ADPV 2.74%
8 NEWZ 2.65%
9 FXH 2.49%
10 ASCE 2.47%
11 MCOW 2.38%
12 EQWM 2.38%
13 XMHQ 2.38%
14 LYLD 2.25%
15 INVN 2.22%
16 QVAL 2.19%
17 AZTD 2.12%
18 GLRY 2.08%
19 FCUS 2.00%
20 BBP 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.20M (14.77%) 834.90K
Increased by +2.76%
Dec 31, 25
2 Vanguard Group Inc 25.49M (12.46%) -574.12K
Decreased by -2.25%
Dec 31, 25
3 Farallon Capital Management, L.L.C. 15.71M (7.68%) -3.79M
Decreased by -24.14%
Dec 31, 25
4 Renaissance Technologies Corp 13.73M (6.71%) -187.05K
Decreased by -1.36%
Mar 31, 26
5 AQR Capital Management LLC 13.66M (6.68%) 4.48M
Increased by +32.78%
Dec 31, 25
6 State Street Corporation 13.08M (6.40%) 48.59K
Increased by +0.37%
Mar 31, 24
7 State Street Corp 10.49M (5.13%) -623.47K
Decreased by -5.94%
Dec 31, 25
8 Fuller & Thaler Asset Management Inc 8.54M (4.18%) -7.38M
Decreased by -86.39%
Mar 31, 26
9 LSV Asset Management 7.75M (3.79%) -217.00
Decreased by -0.00%
Mar 31, 26
10 Geode Capital Management, LLC 7.53M (3.68%) -141.80K
Decreased by -1.88%
Dec 31, 25
11 Arrowstreet Capital Limited Partnership 5.28M (2.58%) 9.32K
Increased by +0.18%
Dec 31, 25
12 Amvescap Plc. 4.31M (2.11%) -1.74M
Decreased by -40.34%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 4.30M (2.10%) 39.92K
Increased by +0.93%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 4.21M (2.06%) 995.95K
Increased by +23.68%
Dec 31, 25
15 Nuveen Asset Management, LLC 3.50M (1.71%) -221.14K
Decreased by -6.32%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 3.34M (1.63%) -311.44K
Decreased by -9.33%
Mar 31, 24
17 Genworth Financial Wealth Mgmt Inc 3.33M (1.63%) 134.80K
Increased by +4.05%
Dec 31, 25
18 JPMorgan Chase & Co 3.31M (1.62%) -5.55M
Decreased by -167.34%
Dec 31, 24
19 Qube Research & Technologies 3.05M (1.49%) 1.67M
Increased by +54.64%
Jun 30, 25
20 FMR Inc 2.70M (1.32%) 307.80K
Increased by +11.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.77M (4.29%) -4.42K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 8.63M (4.22%) -217.53K
Decreased by -2.52%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 7.86M (3.84%) -231.30K
Decreased by -2.94%
Mar 31, 26
4 FullerThaler Beh Small-Cap Equity SMA 6.78M (3.31%) 126.70K
Increased by +1.87%
Dec 31, 25
5 FullerThaler Behavioral Sm-Cp Eq R6 6.78M (3.31%) -505.00K
Decreased by -7.45%
Dec 31, 25
6 FullerThaler Behavioral Small-Cap Equity 6.78M (3.31%) -505.00K
Decreased by -7.45%
Dec 31, 25
7 Vanguard Small Cap Index 5.70M (2.79%) -88.40K
Decreased by -1.55%
Mar 31, 26
8 Vanguard Small Cap Growth Index Inv 3.19M (1.56%) -20.30K
Decreased by -0.64%
Mar 31, 26
9 JPM US Mid Cap Growth-MA 3.16M (1.55%) 2.00M
Increased by +63.18%
Sep 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 2.90M (1.42%) -18.20K
Decreased by -0.63%
Mar 31, 26
11 SPDR® S&P Biotech ETF 2.83M (1.38%) 6.32K
Increased by +0.22%
Aug 31, 25
12 T. Rowe Price Integrated US SmCapGrEq 2.50M (1.22%) 1.15M
Increased by +45.95%
Dec 31, 24
13 Invesco S&P MidCap Quality ETF 2.49M (1.22%) 0.00
Increased by 0.00%
Apr 30, 26
14 State Street® SPDR® S&P® Biotech ETF 2.27M (1.11%) -16.11K
Decreased by -0.71%
Apr 30, 26
15 SPDR® S&P MIDCAP 400 ETF Trust 2.09M (1.02%) -52.26K
Decreased by -2.50%
Jul 31, 25
16 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.05M (1.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 Fuller & Thaler Behavioral Small-Cap Eq 2.05M (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
18 State Street® SPDR® S&P MIDCAP 400® ETF 1.96M (0.96%) -8.28K
Decreased by -0.42%
Mar 31, 26
19 iShares Biotechnology ETF 1.86M (0.91%) 26.04K
Increased by +1.40%
Apr 30, 26
20 Invesco S&P MidCap Momentum ETF 1.74M (0.85%) 0.00
Increased by 0.00%
Feb 28, 26