Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BUL 6.73%
2 SMCF 6.22%
3 OCFS 5.58%
4 LCLG 5.25%
5 EPSV 4.82%
6 EPMV 4.67%
7 BOUT 4.39%
8 BASV 4.23%
9 EPAI 4.14%
10 XMMO 4.05%
11 NEWZ 3.42%
12 CNAV 3.34%
13 FEMD 3.22%
14 MDYG 3.06%
15 IVOG 3.03%
16 QMOM 3.00%
17 BCUS 2.97%
18 LST 2.82%
19 RULE 2.81%
20 QQQJ 2.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 45.04M (12.40%) -5.11M
Decreased by -11.34%
Mar 31, 26
2 Vanguard Group Inc 38.75M (10.66%) 25.66M
Increased by +66.23%
Dec 31, 25
3 PRIMECAP Management Company 25.38M (6.99%) -1.32M
Decreased by -5.19%
Mar 31, 26
4 HHG PLC 20.62M (5.67%) -1.71M
Decreased by -8.30%
Mar 31, 26
5 Wellington Management Company LLP 20.24M (5.57%) 2.60M
Increased by +12.86%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 19.33M (5.32%) 19.33M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 16.50M (4.54%) 16.50M
Increased by +100.00%
Mar 31, 26
8 FMR Inc 16.38M (4.51%) -1.13M
Decreased by -6.87%
Mar 31, 26
9 State Street Corp 14.27M (3.93%) 217.29K
Increased by +1.52%
Mar 31, 26
10 Boston Partners Global Investors, Inc 12.99M (3.58%) 889.18K
Increased by +6.84%
Mar 31, 26
11 Sachem Head Capital Management LP 8.39M (2.31%) 6.42M
Increased by +76.46%
Dec 31, 23
12 Geode Capital Management, LLC 8.31M (2.29%) 702.77K
Increased by +8.46%
Mar 31, 26
13 AllianceBernstein L.P. 7.32M (2.02%) -1.51M
Decreased by -20.67%
Sep 30, 25
14 Amvescap Plc. 7.24M (1.99%) -1.05M
Decreased by -14.57%
Mar 31, 26
15 Lyrical Asset Management LP 6.96M (1.92%) -576.40K
Decreased by -8.28%
Mar 31, 26
16 Macquarie Group Ltd 6.35M (1.75%) -135.63K
Decreased by -2.13%
Sep 30, 23
17 ING Investment Management LLC 5.92M (1.63%) -6.96K
Decreased by -0.12%
Mar 31, 26
18 VOYA INVESTMENT MANAGEMENT LLC 5.92M (1.63%) -6.96K
Decreased by -0.12%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 5.58M (1.54%) -152.78K
Decreased by -2.74%
Mar 31, 26
20 Victory Capital Management Inc. 5.52M (1.52%) -496.13K
Decreased by -8.99%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 12.47M (3.43%) 2.34K
Increased by +0.02%
May 29, 26
2 Janus Henderson Enterprise D 11.77M (3.24%) -390.04K
Decreased by -3.31%
Mar 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 11.71M (3.22%) 29.02K
Increased by +0.25%
Apr 30, 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 (2.93%) -955.52K
Decreased by -8.99%
Mar 31, 26
7 Vanguard Small Cap Index 8.47M (2.33%) -18.30K
Decreased by -0.22%
Apr 30, 26
8 Vanguard PRIMECAP Core Inv 6.14M (1.69%) -110.00K
Decreased by -1.79%
Mar 31, 26
9 Fidelity Advisor Growth Opps M 5.92M (1.63%) -1.13M
Decreased by -19.18%
Apr 30, 26
10 Vanguard Small Cap Value Index Inv 5.44M (1.50%) 38.62K
Increased by +0.71%
Apr 30, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 4.15M (1.14%) 42.59K
Increased by +1.03%
Apr 30, 26
12 Victory Sycamore Established Value R 3.60M (0.99%) -343.00K
Decreased by -9.53%
Dec 31, 24
13 Polar Capital Global Tech Inc 3.52M (0.97%) 1.05M
Increased by +29.82%
Apr 30, 26
14 MFS Mid Cap Value Equity 3.45M (0.95%) -148.74K
Decreased by -4.31%
Mar 31, 26
15 Vanguard Information Technology ETF 3.42M (0.94%) -382.55K
Decreased by -11.19%
Apr 30, 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