Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OIH 6.20%
2 PXJ 5.14%
3 IEZ 5.08%
4 EQWM 4.60%
5 XMHQ 4.48%
6 XES 4.10%
7 BCUS 4.05%
8 FMTM 3.47%
9 BUL 3.40%
10 ONG 3.37%
11 ADPV 3.36%
12 OFOS 3.35%
13 FCPI 3.29%
14 XMMO 3.21%
15 PJFM 3.09%
16 IVENC 2.96%
17 GRPM 2.81%
18 CBLS 2.77%
19 CBSE 2.76%
20 SSMG 2.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 41.29M (10.45%) 1.33M
Increased by +3.22%
Mar 31, 26
2 Vanguard Group Inc 39.00M (9.87%) -803.49K
Decreased by -2.06%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 31.25M (7.91%) -5.05M
Decreased by -16.16%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 18.72M (4.74%) 18.72M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 18.01M (4.56%) 18.01M
Increased by +100.00%
Mar 31, 26
6 AQR Capital Management LLC 17.81M (4.51%) 942.81K
Increased by +5.29%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 16.73M (4.24%) -19.24M
Decreased by -114.96%
Mar 31, 26
8 FMR Inc 15.65M (3.96%) 1.15M
Increased by +7.35%
Mar 31, 26
9 Amvescap Plc. 14.50M (3.67%) 3.22M
Increased by +22.24%
Mar 31, 26
10 Capital World Investors 14.35M (3.63%) 27.31K
Increased by +0.19%
Mar 31, 26
11 State Street Corp 12.95M (3.28%) 152.53K
Increased by +1.18%
Mar 31, 26
12 Geode Capital Management, LLC 8.79M (2.22%) 1.21M
Increased by +13.79%
Mar 31, 26
13 Boston Partners Global Investors, Inc 8.28M (2.10%) -1.45M
Decreased by -17.54%
Mar 31, 26
14 State Street Corporation 8.22M (2.08%) -22.22K
Decreased by -0.27%
Mar 31, 24
15 Ameriprise Financial Inc 7.71M (1.95%) -4.30M
Decreased by -55.79%
Mar 31, 26
16 Massachusetts Financial Services Company 7.71M (1.95%) -1.53M
Decreased by -19.86%
Mar 31, 26
17 JPMorgan Chase & Co 7.30M (1.85%) -1.68M
Decreased by -23.05%
Mar 31, 26
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.77M (1.71%) -1.51M
Decreased by -22.33%
Sep 30, 23
19 William Blair Investment Management, LLC 6.04M (1.53%) -1.06M
Decreased by -17.58%
Dec 31, 23
20 Franklin Resources Inc 5.42M (1.37%) -4.51M
Decreased by -83.09%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 13.72M (3.47%) 2.57K
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 12.90M (3.27%) 10.06K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.73M (3.22%) 30.01K
Increased by +0.24%
Apr 30, 26
4 American Funds Growth Fund of Amer A 12.00M (3.04%) 0.00
Increased by 0.00%
Mar 31, 26
5 Capital Group Growth Fnd of Amer Comp 12.00M (3.04%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Small Cap Index 9.22M (2.33%) -18.39K
Decreased by -0.20%
Apr 30, 26
7 T. Rowe Price U.S. Value Equity Tr-D 6.77M (1.71%) 100.15K
Increased by +1.48%
Mar 31, 26
8 Pacer US Cash Cows 100 ETF 6.45M (1.63%) 9.53K
Increased by +0.15%
Feb 28, 25
9 T. Rowe Price U.S. Value Equity Tr-Z 5.80M (1.47%) 2.96M
Increased by +51.06%
Mar 31, 25
10 JHancock Disciplined Value Mid Cap I 5.52M (1.40%) 0.00
Increased by 0.00%
Apr 30, 26
11 JPM US Mid Cap Growth-MA 5.49M (1.39%) 3.82M
Increased by +69.65%
Sep 30, 23
12 T. Rowe Price US Mid-Cap Growth Equity 5.48M (1.39%) -2.50M
Decreased by -45.59%
Mar 31, 26
13 T. Rowe Price Mid-Cap Growth 5.48M (1.39%) -2.38K
Decreased by -0.04%
Apr 30, 26
14 Franklin Small Cap Value SMA Composite 5.29M (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
15 Franklin US Small Cap Value Equity 5.29M (1.34%) 0.00
Increased by 0.00%
Sep 30, 23
16 Vanguard Small Cap Growth Index Inv 5.17M (1.31%) 1.82K
Increased by +0.04%
Apr 30, 26
17 T. Rowe Price U.S. Large-Cap Core Tr-C 5.12M (1.30%) 23.31K
Increased by +0.46%
Jun 30, 25
18 T. Rowe Price U.S. Large-Cap Core Tr-B 5.10M (1.29%) -2.90K
Decreased by -0.06%
Mar 31, 25
19 T. Rowe Price US Value Equity Composite 5.10M (1.29%) -18.98K
Decreased by -0.37%
Mar 31, 26
20 T. Rowe Price New Horizons Tr-Z 5.03M (1.27%) 1.19M
Increased by +23.57%
Sep 30, 24