Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.71%
2 DRES 3.34%
3 HVAC 3.21%
4 RSHO 3.09%
5 FEMA 2.62%
6 FIXT 2.62%
7 PKB 2.53%
8 TCV 1.96%
9 ECML 1.63%
10 DOZR 1.57%
11 DVLU 1.42%
12 BOUT 1.40%
13 RFV 1.40%
14 ECLN 1.39%
15 NVIR 1.26%
16 XMHQ 1.25%
17 EQWM 1.25%
18 SMCP 1.15%
19 TMVE 1.06%
20 TXSS 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.49M (14.91%) 12.22K
Increased by +0.06%
Dec 31, 25
2 Vanguard Group Inc 15.82M (11.51%) -194.67K
Decreased by -1.23%
Dec 31, 25
3 Wellington Management Company LLP 12.28M (8.94%) -907.00K
Decreased by -7.38%
Jun 30, 25
4 State Street Corp 5.90M (4.29%) -158.92K
Decreased by -2.69%
Dec 31, 25
5 State Street Corporation 5.57M (4.05%) 128.99K
Increased by +2.31%
Mar 31, 24
6 Starboard Value LP 5.19M (3.78%) 5.19M
Increased by +100.00%
Dec 31, 25
7 AQR Capital Management LLC 5.17M (3.76%) 3.20M
Increased by +62.00%
Dec 31, 25
8 Geode Capital Management, LLC 4.18M (3.04%) -23.96K
Decreased by -0.57%
Dec 31, 25
9 Rubric Capital Management LP 4.14M (3.01%) -356.19K
Decreased by -8.60%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 3.75M (2.73%) -762.26K
Decreased by -20.31%
Mar 31, 26
11 D. E. Shaw & Co LP 3.67M (2.67%) 404.62K
Increased by +11.01%
Dec 31, 25
12 Hotchkis & Wiley Capital Management LLC 3.59M (2.61%) 113.35K
Increased by +3.16%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 3.41M (2.48%) 20.21K
Increased by +0.59%
Dec 31, 25
14 AllianceBernstein L.P. 3.28M (2.39%) 704.78K
Increased by +21.48%
Sep 30, 25
15 Amvescap Plc. 3.22M (2.34%) 1.05M
Increased by +32.68%
Mar 31, 26
16 Citadel Advisors Llc 3.14M (2.28%) 1.69M
Increased by +53.98%
Dec 31, 24
17 Bank of New York Mellon Corp 2.54M (1.85%) 266.50K
Increased by +10.48%
Mar 31, 26
18 Greenhouse Funds LLLP 2.47M (1.79%) 29.40K
Increased by +1.19%
Mar 31, 25
19 FMR Inc 2.44M (1.77%) -1.17M
Decreased by -48.13%
Dec 31, 25
20 UBS Group AG 2.15M (1.56%) 1.07M
Increased by +49.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.44M (3.96%) -2.74K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 5.42M (3.94%) 3.89K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.66M (3.39%) -450.83K
Decreased by -9.68%
Mar 31, 26
4 iShares Russell 2000 ETF 3.79M (2.76%) 31.96K
Increased by +0.84%
Apr 30, 26
5 Vanguard Small Cap Index 3.38M (2.46%) -276.71K
Decreased by -8.18%
Mar 31, 26
6 Fidelity® Series Stk Selec Lg Cp Val 2.52M (1.83%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Series Stk Selec Lg Cp Val 2.49M (1.81%) -1.27M
Decreased by -50.89%
Jan 31, 25
8 Vanguard Explorer Inv 2.19M (1.59%) -18.36K
Decreased by -0.84%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 2.15M (1.57%) -197.46K
Decreased by -9.17%
Mar 31, 26
10 Fidelity Growth Compy Commingled Pl O 1.89M (1.38%) 0.00
Increased by 0.00%
Aug 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.80M (1.31%) 44.55K
Increased by +2.47%
Mar 31, 26
12 Fidelity® Puritan® 1.71M (1.25%) 545.50K
Increased by +31.85%
Oct 31, 23
13 Vanguard Windsor II Inv 1.59M (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
14 Fidelity Small Cap Index 1.58M (1.15%) 16.24K
Increased by +1.03%
Feb 28, 26
15 Fidelity Growth Compy Commingled Pl S 1.51M (1.10%) 2.11K
Increased by +0.14%
Jul 31, 25
16 Invesco S&P MidCap Quality ETF 1.46M (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
17 Vanguard Windsor™ II Inv 1.40M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
18 Fidelity® Small Cap Index 1.38M (1.00%) 39.17K
Increased by +2.85%
Oct 31, 23
19 iShares Russell 2000 Value ETF 1.37M (1.00%) 7.38K
Increased by +0.54%
Apr 30, 26
20 iShares Russell 2000 Growth ETF 1.36M (0.99%) 0.00
Increased by 0.00%
May 31, 25