Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 3.82%
2 FCUS 2.51%
3 FFOX 2.10%
4 FXH 2.09%
5 TMFS 2.06%
6 SFLO 2.06%
7 MDEV 1.92%
8 HTEC 1.70%
9 GURU 1.69%
10 XHE 1.67%
11 TSCV 1.53%
12 ENTR 1.50%
13 XOVR 1.48%
14 IHI 1.40%
15 BUL 1.39%
16 LFSC 1.35%
17 ROBO 1.24%
18 EQWM 1.19%
19 XMHQ 1.19%
20 SHRT 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.55M (9.44%) -56.29K
Decreased by -0.53%
Dec 31, 25
2 BlackRock Inc 10.28M (9.21%) -249.23K
Decreased by -2.42%
Dec 31, 25
3 HHG PLC 7.29M (6.53%) -257.76K
Decreased by -3.53%
Dec 31, 25
4 Amvescap Plc. 4.32M (3.86%) 430.25K
Increased by +9.97%
Mar 31, 26
5 Mariner Value Strategies, LLC 3.62M (3.24%) 763.93K
Increased by +21.10%
Sep 30, 23
6 State Street Corporation 3.58M (3.20%) 38.60K
Increased by +1.08%
Mar 31, 24
7 State Street Corp 3.46M (3.10%) 2.23K
Increased by +0.06%
Dec 31, 25
8 Burgundy Asset Management Ltd 3.46M (3.10%) -20.45K
Decreased by -0.59%
Sep 30, 25
9 OZ Management LLC 3.00M (2.69%) -500.00K
Decreased by -16.67%
Dec 31, 25
10 Madison Avenue Partners, LP 2.62M (2.35%) 76.59K
Increased by +2.92%
Dec 31, 25
11 JPMorgan Chase & Co 2.60M (2.32%) -503.46K
Decreased by -19.40%
Mar 31, 26
12 Citadel Advisors Llc 2.54M (2.27%) 2.43M
Increased by +95.59%
Dec 31, 25
13 William Blair Investment Management, LLC 2.52M (2.26%) -299.38K
Decreased by -11.88%
Dec 31, 25
14 BMO Capital Markets Corp. 2.31M (2.07%) -1.07M
Decreased by -46.21%
Mar 31, 26
15 Bank of Montreal 2.31M (2.07%) -1.07M
Decreased by -46.21%
Mar 31, 26
16 Hawk Ridge Management LLC 2.12M (1.90%) 443.14K
Increased by +20.87%
Jun 30, 25
17 Fuller & Thaler Asset Management Inc 2.07M (1.85%) 2.07M
Increased by +100.00%
Dec 31, 25
18 Geode Capital Management, LLC 2.06M (1.84%) -6.20K
Decreased by -0.30%
Dec 31, 25
19 Wellington Management Company LLP 1.97M (1.76%) 86.16K
Increased by +4.38%
Jun 30, 25
20 AllianceBernstein L.P. 1.84M (1.65%) -210.22K
Decreased by -11.39%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.76M (3.37%) -1.89K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 3.58M (3.20%) 17.83K
Increased by +0.50%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.56M (3.19%) 2.64K
Increased by +0.07%
Sep 30, 24
4 Vanguard Small Cap Index 2.60M (2.33%) 52.95K
Increased by +2.04%
Mar 31, 26
5 Nuance Mid Cap Value Separate Account 2.39M (2.14%) 339.31K
Increased by +14.21%
Sep 30, 23
6 Janus Henderson Enterprise D 2.21M (1.98%) 0.00
Increased by 0.00%
Jan 31, 26
7 Janus Henderson Mid Cap Growth MA 2.21M (1.98%) 2.21M
Increased by +100.00%
Sep 30, 25
8 Janus Inst Mid Cap Growth CF 2.21M (1.98%) 0.00
Increased by 0.00%
Mar 31, 26
9 Invesco Small Cap Value A 1.71M (1.53%) 321.31K
Increased by +18.74%
Mar 31, 26
10 Nuance Mid Cap Value Institutional 1.65M (1.48%) 174.03K
Increased by +10.55%
Oct 31, 23
11 JPM US Mid Cap Value-MA 1.51M (1.35%) -157.52K
Decreased by -10.44%
Mar 31, 25
12 Vanguard Small Cap Growth Index Inv 1.46M (1.30%) 42.37K
Increased by +2.91%
Mar 31, 26
13 Janus Henderson Contrarian D 1.42M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
14 Janus Henderson US Opportunistic Alpha 1.42M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
15 Invesco Value Opportunities A 1.40M (1.26%) 0.00
Increased by 0.00%
Mar 31, 26
16 JPM US Mid Cap Value-Composite 1.39M (1.24%) -369.66K
Decreased by -26.59%
Mar 31, 26
17 JPMorgan Mid Cap Value L 1.39M (1.24%) 69.26K
Increased by +4.98%
Mar 31, 26
18 Janus Henderson Opportunistic Alpha MA 1.35M (1.21%) 1.35M
Increased by +99.99%
Jun 30, 24
19 Van Berkom Sm-Cap Eq 1.30M (1.16%) -147.54K
Decreased by -11.37%
Sep 30, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.11%) 31.29K
Increased by +2.51%
Mar 31, 26