Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TINT 4.94%
2 GCAD 4.59%
3 TMFS 3.61%
4 XAR 3.41%
5 ROKT 2.91%
6 XKFF 2.48%
7 DMAT 2.40%
8 EART 2.40%
9 MVFD 2.34%
10 EPMB 2.33%
11 PJFM 2.31%
12 UFOD 2.15%
13 EPSB 2.02%
14 TMVE 1.92%
15 FXZ 1.84%
16 FAN 1.63%
17 BUSA 1.51%
18 AIVL 1.42%
19 FITE 1.40%
20 LSAF 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.88M (17.24%) 3.66M
Increased by +28.41%
Mar 31, 26
2 Vanguard Group Inc 7.30M (9.78%) -89.00K
Decreased by -1.22%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 5.06M (6.78%) -43.70K
Decreased by -0.86%
Mar 31, 26
4 State Street Corp 4.77M (6.38%) 416.12K
Increased by +8.73%
Mar 31, 26
5 Earnest Partners LLC 4.70M (6.30%) -230.40K
Decreased by -4.90%
Mar 31, 26
6 State Street Corporation 3.59M (4.80%) 48.39K
Increased by +1.35%
Mar 31, 24
7 AllianceBernstein L.P. 3.40M (4.56%) -1.31M
Decreased by -38.47%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.40M (4.55%) 3.40M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 3.13M (4.19%) 3.13M
Increased by +100.00%
Mar 31, 26
10 Massachusetts Financial Services Company 2.40M (3.21%) 110.97K
Increased by +4.62%
Mar 31, 26
11 Bank of America Corp 2.26M (3.03%) 115.44K
Increased by +5.10%
Mar 31, 26
12 Brandes Investment Partners & Co 2.23M (2.99%) -271.74K
Decreased by -12.16%
Mar 31, 26
13 UBS Group AG 1.88M (2.52%) 1.05M
Increased by +56.10%
Mar 31, 26
14 Boston Partners Global Investors, Inc 1.87M (2.50%) -438.09K
Decreased by -23.43%
Dec 31, 23
15 American Century Companies Inc 1.82M (2.43%) -618.30K
Decreased by -34.06%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 1.55M (2.08%) -27.22K
Decreased by -1.75%
Mar 31, 26
17 Thrivent Financial For Lutherans 1.50M (2.01%) 22.16K
Increased by +1.48%
Mar 31, 26
18 JPMorgan Chase & Co 1.50M (2.00%) -17.56K
Decreased by -1.17%
Mar 31, 26
19 Geode Capital Management, LLC 1.49M (1.99%) 67.03K
Increased by +4.51%
Mar 31, 26
20 Amvescap Plc. 1.45M (1.94%) 146.63K
Increased by +10.10%
Dec 31, 23

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 2.57M (3.45%) 486.00
Increased by +0.02%
May 29, 26
4 T. Rowe Price US Mid-Cap Value Equity 2.45M (3.28%) -8.77K
Decreased by -0.36%
Mar 31, 26
5 T. Rowe Price Mid-Cap Value 2.43M (3.25%) -18.90K
Decreased by -0.78%
Apr 30, 26
6 Vanguard Total Stock Mkt Idx Inv 2.41M (3.23%) 5.89K
Increased by +0.24%
Apr 30, 26
7 SPDR® S&P Aerospace & Defense ETF 2.25M (3.01%) 0.00
Increased by 0.00%
Aug 31, 25
8 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 2.24M (3.00%) 0.00
Increased by 0.00%
May 31, 26
9 Vanguard Small Cap Index 1.75M (2.34%) -3.60K
Decreased by -0.21%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 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 Founders 1.15M (1.55%) 17.70K
Increased by +1.53%
Apr 30, 26
15 EARNEST Partners Smid Cap Core Fdrs 1.15M (1.54%) -5.31K
Decreased by -0.46%
May 31, 26
16 Vanguard Small Cap Growth Index Inv 980.04K (1.31%) -804.00
Decreased by -0.08%
Apr 30, 26
17 EARNEST Small Cap Value 927.41K (1.24%) 925.99K
Increased by +99.85%
Dec 31, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 856.30K (1.15%) 8.06K
Increased by +0.94%
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