Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUL 6.37%
2 SMCF 6.22%
3 EPMV 6.13%
4 OCFS 5.58%
5 LCLG 5.28%
6 BASV 4.89%
7 EPSV 4.62%
8 BOUT 4.39%
9 BCUS 4.29%
10 EPAI 3.94%
11 XMMO 3.60%
12 SEIV 3.52%
13 NEWZ 3.42%
14 CNAV 3.10%
15 MDYG 2.89%
16 LST 2.83%
17 QMOM 2.82%
18 CLCV 2.63%
19 SHPP 2.56%
20 CZA 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 50.15M (13.79%) 6.93M
Increased by +13.82%
Dec 31, 25
2 Vanguard Group Inc 38.75M (10.66%) 25.66M
Increased by +66.23%
Dec 31, 25
3 PRIMECAP Management Company 25.38M (6.98%) -1.32M
Decreased by -5.19%
Mar 31, 26
4 HHG PLC 22.33M (6.14%) -3.98M
Decreased by -17.82%
Dec 31, 25
5 Wellington Management Company LLP 17.64M (4.85%) 505.76K
Increased by +2.87%
Dec 31, 25
6 FMR Inc 17.51M (4.82%) -3.70M
Decreased by -21.15%
Dec 31, 25
7 State Street Corp 14.06M (3.87%) 2.13M
Increased by +15.13%
Dec 31, 25
8 Boston Partners Global Investors, Inc 12.99M (3.57%) 889.18K
Increased by +6.84%
Mar 31, 26
9 Sachem Head Capital Management LP 8.39M (2.31%) 6.42M
Increased by +76.46%
Dec 31, 23
10 Geode Capital Management, LLC 7.61M (2.09%) 181.27K
Increased by +2.38%
Dec 31, 25
11 AllianceBernstein L.P. 7.32M (2.01%) -1.51M
Decreased by -20.67%
Sep 30, 25
12 Amvescap Plc. 7.24M (1.99%) -1.05M
Decreased by -14.57%
Mar 31, 26
13 Lyrical Asset Management LP 6.96M (1.91%) -576.40K
Decreased by -8.28%
Mar 31, 26
14 Macquarie Group Ltd 6.35M (1.75%) -135.63K
Decreased by -2.13%
Sep 30, 23
15 ING Investment Management LLC 5.92M (1.63%) -6.96K
Decreased by -0.12%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 5.58M (1.54%) -152.78K
Decreased by -2.74%
Mar 31, 26
17 Victory Capital Management Inc. 5.52M (1.52%) -496.13K
Decreased by -8.99%
Dec 31, 24
18 Massachusetts Financial Services Company 5.42M (1.49%) -92.33K
Decreased by -1.70%
Mar 31, 26
19 NORGES BANK 5.29M (1.46%) -544.35K
Decreased by -10.29%
Dec 31, 25
20 JPMorgan Chase & Co 5.29M (1.46%) 3.83M
Increased by +72.37%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 12.42M (3.42%) -6.26K
Decreased by -0.05%
Apr 30, 26
2 Janus Henderson Enterprise D 12.16M (3.34%) -597.59K
Decreased by -4.92%
Jan 31, 26
3 Janus Inst Mid Cap Growth CF 11.77M (3.24%) -987.63K
Decreased by -8.39%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 11.68M (3.21%) -21.66K
Decreased by -0.19%
Mar 31, 26
5 Fidelity Advisor® Growth Opps M 11.63M (3.20%) -354.50K
Decreased by -3.05%
Nov 30, 23
6 Vanguard Capital Opportunity Inv 10.63M (2.92%) -955.52K
Decreased by -8.99%
Mar 31, 26
7 Vanguard Small Cap Index 8.49M (2.33%) 90.83K
Increased by +1.07%
Mar 31, 26
8 Fidelity Advisor Growth Opps M 7.05M (1.94%) -322.50K
Decreased by -4.57%
Mar 31, 26
9 Vanguard PRIMECAP Core Inv 6.14M (1.69%) -110.00K
Decreased by -1.79%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 5.40M (1.49%) 8.65K
Increased by +0.16%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 4.11M (1.13%) 80.52K
Increased by +1.96%
Mar 31, 26
12 Vanguard Information Technology ETF 3.80M (1.05%) -4.25K
Decreased by -0.11%
Mar 31, 26
13 Victory Sycamore Established Value R 3.60M (0.99%) -343.00K
Decreased by -9.53%
Dec 31, 24
14 MFS Mid Cap Value A 3.45M (0.95%) -53.09K
Decreased by -1.54%
Mar 31, 26
15 MFS Mid Cap Value Equity 3.45M (0.95%) -148.74K
Decreased by -4.31%
Mar 31, 26
16 EARNEST Small/Mid Cap Value 3.39M (0.93%) 3.38M
Increased by +99.84%
Dec 31, 23
17 JPM US Mid Cap Value-MA 3.19M (0.88%) 402.40K
Increased by +12.61%
Sep 30, 24
18 American Funds Growth Fund of Amer A 3.16M (0.87%) -5.27K
Decreased by -0.17%
Mar 31, 25
19 Capital Group Growth Fnd of Amer Comp 3.16M (0.87%) -5.27K
Decreased by -0.17%
Mar 31, 25
20 Franklin Mutual Shares Z 3.09M (0.85%) 0.00
Increased by 0.00%
Jun 30, 24