Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLIA 4.71%
2 DRES 3.40%
3 HVAC 3.21%
4 RSHO 3.09%
5 TEXX 3.05%
6 PKB 2.79%
7 FEMA 2.62%
8 FIXT 2.62%
9 TCV 1.96%
10 ECML 1.63%
11 DOZR 1.57%
12 KDVD 1.50%
13 RFV 1.46%
14 DVLU 1.42%
15 BOUT 1.40%
16 ECLN 1.39%
17 NVIR 1.38%
18 XMHQ 1.36%
19 TMVE 1.36%
20 EQWM 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.06M (15.32%) 573.80K
Increased by +2.72%
Mar 31, 26
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 Vanguard Portfolio Management, LLC 7.04M (5.12%) 7.04M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.73M (4.90%) 6.73M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 6.18M (4.50%) 280.71K
Increased by +4.54%
Mar 31, 26
7 State Street Corporation 5.57M (4.05%) 128.99K
Increased by +2.31%
Mar 31, 24
8 Geode Capital Management, LLC 5.00M (3.64%) 815.48K
Increased by +16.31%
Mar 31, 26
9 Rubric Capital Management LP 4.14M (3.01%) -356.19K
Decreased by -8.60%
Dec 31, 25
10 Hotchkis & Wiley Capital Management LLC 4.02M (2.93%) 433.77K
Increased by +10.79%
Mar 31, 26
11 Dimensional Fund Advisors, Inc. 3.75M (2.73%) -762.26K
Decreased by -20.31%
Mar 31, 26
12 AllianceBernstein L.P. 3.28M (2.39%) 704.78K
Increased by +21.48%
Sep 30, 25
13 Amvescap Plc. 3.22M (2.34%) 1.05M
Increased by +32.68%
Mar 31, 26
14 Starboard Value LP 2.89M (2.10%) -2.31M
Decreased by -79.86%
Mar 31, 26
15 D. E. Shaw & Co LP 2.87M (2.09%) -803.49K
Decreased by -27.99%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.78M (2.02%) -621.85K
Decreased by -22.34%
Mar 31, 26
17 AQR Capital Management LLC 2.71M (1.97%) -2.45M
Decreased by -90.41%
Mar 31, 26
18 Bank of New York Mellon Corp 2.54M (1.85%) 266.50K
Increased by +10.48%
Mar 31, 26
19 Greenhouse Funds LLLP 2.47M (1.79%) 29.40K
Increased by +1.19%
Mar 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 5.47M (3.98%) 1.03K
Increased by +0.02%
May 29, 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 4.67M (3.40%) 11.49K
Increased by +0.25%
Apr 30, 26
4 iShares Russell 2000 ETF 3.85M (2.80%) 35.62K
Increased by +0.92%
May 29, 26
5 Vanguard Small Cap Index 3.38M (2.46%) -7.24K
Decreased by -0.21%
Apr 30, 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 2.17M (1.58%) 15.26K
Increased by +0.70%
Apr 30, 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 1.82M (1.32%) 18.12K
Increased by +1.00%
Apr 30, 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%) 2.02K
Increased by +0.13%
Mar 31, 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 1.45M (1.06%) 0.00
Increased by 0.00%
May 29, 26
17 Vanguard Windsor™ II Inv 1.40M (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
18 iShares Russell 2000 Value ETF 1.40M (1.02%) 4.40K
Increased by +0.31%
May 29, 26
19 Fidelity® Small Cap Index 1.38M (1.00%) 39.17K
Increased by +2.85%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 1.36M (0.99%) 0.00
Increased by 0.00%
May 31, 25