Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GOP 8.60%
2 KRUZ 8.60%
3 CWS 7.90%
4 HVAC 6.99%
5 STRN 6.21%
6 CTEF 5.50%
7 EQWM 5.44%
8 XMHQ 5.44%
9 PKB 4.77%
10 PRN 4.70%
11 MCOW 4.55%
12 AIRR 4.27%
13 CNAV 4.26%
14 AMID 4.11%
15 RFG 3.97%
16 CSMD 3.97%
17 ULTY 3.92%
18 NUMG 3.83%
19 SGRT 3.83%
20 BEEZ 3.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.31M (11.99%) 625.57K
Increased by +14.51%
Dec 31, 25
2 BlackRock Inc 3.51M (9.78%) 64.29K
Increased by +1.83%
Mar 31, 26
3 Vanguard Capital Management, LLC 2.29M (6.36%) 2.29M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.88M (5.24%) 1.88M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 1.47M (4.10%) 43.20K
Increased by +2.94%
Mar 31, 26
6 FMR Inc 1.45M (4.03%) -221.19K
Decreased by -15.26%
Mar 31, 26
7 State Street Corporation 1.26M (3.50%) 41.93K
Increased by +3.33%
Mar 31, 24
8 Geode Capital Management, LLC 1.24M (3.45%) 52.71K
Increased by +4.26%
Mar 31, 26
9 AQR Capital Management LLC 1.12M (3.11%) 96.31K
Increased by +8.63%
Mar 31, 26
10 JPMorgan Chase & Co 889.89K (2.48%) 182.90K
Increased by +20.55%
Mar 31, 26
11 Capital World Investors 865.78K (2.41%) -774.75K
Decreased by -89.49%
Mar 31, 26
12 JONES FINANCIAL COMPANIES LLLP 833.03K (2.32%) 833.00K
Increased by +100.00%
Mar 31, 25
13 Westfield Capital Management Company, LP 708.18K (1.97%) -156.69K
Decreased by -22.13%
Sep 30, 24
14 Westfield Capital Management Company, L.P. 620.91K (1.73%) -47.92K
Decreased by -7.72%
Mar 31, 26
15 Amvescap Plc. 606.58K (1.69%) -46.40K
Decreased by -7.65%
Mar 31, 26
16 Fuller & Thaler Asset Management Inc 578.08K (1.61%) 207.46K
Increased by +35.89%
Dec 31, 25
17 NORGES BANK 503.17K (1.40%) 23.89K
Increased by +4.75%
Dec 31, 25
18 Nuveen Asset Management, LLC 487.72K (1.36%) -46.02K
Decreased by -9.44%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 460.13K (1.28%) 28.46K
Increased by +6.19%
Mar 31, 26
20 ING Investment Management LLC 457.94K (1.27%) 224.39K
Increased by +49.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.15M (3.19%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 1.13M (3.14%) 870.00
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.12M (3.12%) 3.37K
Increased by +0.30%
Apr 30, 26
4 Vanguard 500 Index Investor 913.12K (2.54%) 15.80K
Increased by +1.73%
Apr 30, 26
5 American Funds SMALLCAP World A 861.67K (2.40%) -297.53K
Decreased by -34.53%
Mar 31, 26
6 iShares Russell 2000 ETF 826.58K (2.30%) -6.58K
Decreased by -0.80%
Apr 30, 24
7 Fuller & Thaler Behavioral Sm-Cp Eq R6 608.63K (1.69%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fuller & Thaler Behavioral Small-Cap Eq 608.63K (1.69%) 0.00
Increased by 0.00%
Nov 30, 23
9 iShares Core S&P 500 ETF 464.02K (1.29%) 1.45K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 450.99K (1.26%) 1.55K
Increased by +0.34%
Apr 30, 26
11 State Street® SPDR® S&P 500® ETF 425.16K (1.18%) 440.00
Increased by +0.10%
May 31, 26
12 Vanguard Small Cap Index 405.20K (1.13%) -766.00
Decreased by -0.19%
Apr 30, 26
13 T. Rowe Price Integrated US SmCapGrEq 382.40K (1.06%) 382.40K
Increased by +100.00%
Mar 31, 24
14 Vanguard Mid Cap Index Institutional 380.72K (1.06%) 779.00
Increased by +0.20%
Apr 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 378.02K (1.05%) -164.55K
Decreased by -43.53%
Jul 31, 25
16 BlackRock Mid-Cap Growth Equity Instl 356.01K (0.99%) -167.04K
Decreased by -46.92%
Feb 28, 25
17 Fidelity Small Cap Index 351.45K (0.98%) -1.94K
Decreased by -0.55%
Apr 30, 24
18 Fidelity® Small Cap Index 341.18K (0.95%) 9.25K
Increased by +2.71%
Oct 31, 23
19 Neumeier Poma Small Cap Value 321.68K (0.90%) -19.88K
Decreased by -6.18%
Sep 30, 23
20 Vanguard Small Cap Value Index Inv 312.07K (0.87%) -1.30K
Decreased by -0.42%
Jan 31, 24