Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 4.39%
2 TINT 4.35%
3 TMFS 3.32%
4 XAR 3.16%
5 ROKT 2.56%
6 XKFF 2.48%
7 MVFD 2.34%
8 EPMB 2.13%
9 PJFM 2.08%
10 TMVE 2.07%
11 EART 2.05%
12 DMAT 2.05%
13 EPSB 1.84%
14 FXZ 1.68%
15 FAN 1.63%
16 BUSA 1.40%
17 FITE 1.27%
18 AIVL 1.21%
19 LSAF 0.99%
20 TSNF 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.22M (12.35%) 1.09M
Increased by +11.78%
Dec 31, 25
2 Vanguard Group Inc 7.30M (9.78%) -89.00K
Decreased by -1.22%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 5.10M (6.84%) 790.32K
Increased by +15.48%
Dec 31, 25
4 Earnest Partners LLC 4.94M (6.61%) -114.66K
Decreased by -2.32%
Dec 31, 25
5 AllianceBernstein L.P. 4.71M (6.31%) -138.79K
Decreased by -2.95%
Dec 31, 25
6 State Street Corp 4.35M (5.83%) -231.97K
Decreased by -5.33%
Dec 31, 25
7 State Street Corporation 3.59M (4.80%) 48.39K
Increased by +1.35%
Mar 31, 24
8 Brandes Investment Partners & Co 2.51M (3.36%) 7.37K
Increased by +0.29%
Dec 31, 25
9 American Century Companies Inc 2.43M (3.26%) -127.12K
Decreased by -5.22%
Dec 31, 25
10 Massachusetts Financial Services Company 2.40M (3.21%) 110.97K
Increased by +4.62%
Mar 31, 26
11 Bank of America Corp 2.15M (2.88%) -82.45K
Decreased by -3.84%
Dec 31, 25
12 UBS Group AG 1.88M (2.52%) 1.05M
Increased by +56.10%
Mar 31, 26
13 Boston Partners Global Investors, Inc 1.87M (2.50%) -438.09K
Decreased by -23.43%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.58M (2.11%) -215.23K
Decreased by -13.64%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 1.55M (2.08%) -27.22K
Decreased by -1.75%
Mar 31, 26
16 JPMorgan Chase & Co 1.50M (2.00%) -17.56K
Decreased by -1.17%
Mar 31, 26
17 Thrivent Financial For Lutherans 1.48M (1.98%) -9.26K
Decreased by -0.63%
Dec 31, 25
18 Amvescap Plc. 1.45M (1.94%) 146.63K
Increased by +10.10%
Dec 31, 23
19 Geode Capital Management, LLC 1.42M (1.90%) 11.97K
Increased by +0.84%
Dec 31, 25
20 SEI Investments Co 1.37M (1.83%) 3.70K
Increased by +0.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.67M (3.57%) 0.00
Increased by 0.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 2.62M (3.51%) 2.19K
Increased by +0.08%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 2.56M (3.43%) -1.30K
Decreased by -0.05%
Apr 30, 26
4 T. Rowe Price Mid-Cap Value 2.45M (3.28%) 0.00
Increased by 0.00%
Mar 31, 26
5 T. Rowe Price US Mid-Cap Value Equity 2.45M (3.28%) -8.77K
Decreased by -0.36%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 2.41M (3.23%) -112.42K
Decreased by -4.67%
Mar 31, 26
7 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 2.26M (3.03%) -14.93K
Decreased by -0.66%
Apr 30, 26
8 SPDR® S&P Aerospace & Defense ETF 2.25M (3.01%) 0.00
Increased by 0.00%
Aug 31, 25
9 Vanguard Small Cap Index 1.75M (2.35%) -56.25K
Decreased by -3.21%
Mar 31, 26
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 1.51M (2.02%) 4.09K
Increased by +0.27%
Mar 31, 26
11 MFS Mid Cap Growth A 1.48M (1.99%) -6.87K
Decreased by -0.46%
Mar 31, 26
12 MFS Mid Cap Growth Equity 1.48M (1.99%) 172.43K
Increased by +11.63%
Mar 31, 26
13 JHancock Disciplined Value Mid Cap I 1.24M (1.67%) -4.50K
Decreased by -0.36%
Dec 31, 23
14 EARNEST Partners Smid Cap Core Fdrs 1.15M (1.55%) 17.70K
Increased by +1.53%
Apr 30, 26
15 EARNEST Partners Smid Cap Core Founders 1.15M (1.55%) 17.70K
Increased by +1.53%
Apr 30, 26
16 Vanguard Small Cap Growth Index Inv 980.85K (1.31%) -23.13K
Decreased by -2.36%
Mar 31, 26
17 EARNEST Small Cap Value 927.41K (1.24%) 925.99K
Increased by +99.85%
Dec 31, 23
18 iShares US Aerospace & Defense ETF 873.14K (1.17%) 4.90K
Increased by +0.56%
Apr 30, 26
19 American Century Small Cap Growth Inv 853.37K (1.14%) -234.42K
Decreased by -27.47%
Mar 31, 26
20 American Century U.S. Small Cap Growth 853.37K (1.14%) -234.42K
Decreased by -27.47%
Mar 31, 26