Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MAVF 5.65%
2 SIMS 4.58%
3 CTEX 4.47%
4 HVAC 4.09%
5 UTRN 3.89%
6 PWER 3.69%
7 CNRG 3.61%
8 FORH 3.41%
9 AZTD 2.86%
10 PJFM 2.84%
11 SAEF 2.84%
12 SCAP 2.64%
13 FEMA 2.62%
14 FIXT 2.51%
15 RVER 2.44%
16 TEMP 2.07%
17 POWR 2.02%
18 FILL 2.02%
19 BOBP 1.78%
20 NBCT 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.59M (11.40%) -44.41K
Decreased by -0.67%
Dec 31, 25
2 BlackRock Inc 3.79M (6.56%) 182.70K
Increased by +4.82%
Dec 31, 25
3 Amvescap Plc. 2.29M (3.96%) -132.99K
Decreased by -5.80%
Mar 31, 26
4 State Street Corporation 2.21M (3.82%) 11.87K
Increased by +0.54%
Mar 31, 24
5 State Street Corp 2.18M (3.77%) 5.01K
Increased by +0.23%
Dec 31, 25
6 Boston Partners Global Investors, Inc 1.54M (2.66%) -78.39K
Decreased by -5.10%
Mar 31, 26
7 Geode Capital Management, LLC 1.49M (2.58%) 6.33K
Increased by +0.42%
Dec 31, 25
8 Ariel Investments, LLC 1.42M (2.46%) -43.28K
Decreased by -3.04%
Dec 31, 25
9 FMR Inc 1.42M (2.46%) -321.77K
Decreased by -22.61%
Dec 31, 24
10 Victory Capital Management Inc. 1.35M (2.33%) -791.90K
Decreased by -58.82%
Dec 31, 25
11 D. E. Shaw & Co LP 1.33M (2.30%) 1.19M
Increased by +89.70%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 982.46K (1.70%) -56.15K
Decreased by -5.72%
Dec 31, 25
13 Massachusetts Financial Services Company 959.34K (1.66%) 536.73K
Increased by +55.95%
Dec 31, 25
14 Arrowstreet Capital Limited Partnership 951.63K (1.65%) -152.73K
Decreased by -16.05%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 936.56K (1.62%) -115.02K
Decreased by -12.28%
Mar 31, 26
16 Brown Advisory Holdings Inc 874.27K (1.51%) -186.41K
Decreased by -21.32%
Dec 31, 25
17 Mackenzie Investments 827.33K (1.43%) 405.21K
Increased by +48.98%
Dec 31, 24
18 JPMorgan Chase & Co 811.18K (1.40%) 139.12K
Increased by +17.15%
Sep 30, 24
19 Impax Asset Management Group PLC 793.64K (1.37%) -41.76K
Decreased by -5.26%
Jun 30, 25
20 UBS Group AG 768.11K (1.33%) -329.89K
Decreased by -42.95%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.92M (3.32%) 1.62K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.87M (3.24%) 9.50K
Increased by +0.51%
Mar 31, 26
3 Vanguard 500 Index Investor 1.49M (2.58%) -16.04K
Decreased by -1.07%
Mar 31, 26
4 Vanguard Small Cap Index 1.35M (2.34%) 22.00K
Increased by +1.62%
Mar 31, 26
5 JHancock Disciplined Value Mid Cap I 1.08M (1.87%) -90.75K
Decreased by -8.38%
Mar 31, 26
6 Invesco S&P 500® Equal Weight ETF 793.97K (1.37%) -234.00
Decreased by -0.03%
Apr 30, 26
7 Delaware Ivy Mid Cap Growth A 787.19K (1.36%) -72.23K
Decreased by -9.18%
Oct 31, 24
8 Victory Pioneer A 786.59K (1.36%) 82.28K
Increased by +10.46%
Jul 31, 25
9 iShares Core S&P 500 ETF 758.94K (1.31%) 2.21K
Increased by +0.29%
Apr 30, 26
10 Vanguard Small Cap Growth Index Inv 758.35K (1.31%) 18.32K
Increased by +2.42%
Mar 31, 26
11 Fidelity 500 Index 749.35K (1.30%) 2.52K
Increased by +0.34%
Mar 31, 26
12 SPDR® S&P 500 ETF Trust 740.60K (1.28%) -5.69K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500 ETF 740.51K (1.28%) -10.85K
Decreased by -1.47%
Mar 31, 25
14 Fidelity® 500 Index 725.31K (1.26%) 4.62K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 720.88K (1.25%) -3.78K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 719.40K (1.24%) 8.86K
Increased by +1.23%
Aug 31, 25
17 Pioneer US Large Core Equity 708.51K (1.23%) 708.51K
Increased by +100.00%
Jun 30, 25
18 State Street® SPDR® S&P 500® ETF 694.42K (1.20%) 2.28K
Increased by +0.33%
Apr 30, 26
19 Invesco Small Cap Value A 624.49K (1.08%) -92.58K
Decreased by -14.83%
Mar 31, 26
20 Macquarie US Mid Cap Growth Equity 604.19K (1.05%) 476.60K
Increased by +78.88%
Jun 30, 25