Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 SUPL 3.74%
3 NRSH 3.34%
4 FMTM 3.18%
5 IYT 2.80%
6 XTN 2.78%
7 MVFD 2.76%
8 LYLD 2.47%
9 MDCP 2.25%
10 FTXR 2.24%
11 DEF 2.12%
12 HELS 2.10%
13 VETS 1.93%
14 TPOR 1.93%
15 VTRN 1.80%
16 POWA 1.79%
17 QQQN 1.74%
18 RSPN 1.56%
19 RGI 1.56%
20 PXLG 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.28M (12.41%) -113.88K
Decreased by -1.23%
Dec 31, 25
2 BlackRock Inc 5.85M (7.82%) -344.17K
Decreased by -5.89%
Dec 31, 25
3 State Street Corp 3.94M (5.28%) -72.67K
Decreased by -1.84%
Dec 31, 25
4 HHG PLC 3.94M (5.27%) 84.15K
Increased by +2.14%
Dec 31, 25
5 AQR Capital Management LLC 3.76M (5.03%) 565.61K
Increased by +15.06%
Dec 31, 25
6 State Street Corporation 3.28M (4.38%) -42.20K
Decreased by -1.29%
Mar 31, 24
7 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.12M (2.83%) 2.12M
Increased by +100.00%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 2.05M (2.74%) -781.92K
Decreased by -38.22%
Dec 31, 25
9 Geode Capital Management, LLC 2.02M (2.71%) -19.74K
Decreased by -0.97%
Dec 31, 25
10 Victory Capital Management Inc. 1.86M (2.49%) -201.79K
Decreased by -10.84%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 1.83M (2.45%) -254.18K
Decreased by -13.89%
Jun 30, 24
12 JPMorgan Chase & Co 1.53M (2.05%) -64.45K
Decreased by -4.20%
Mar 31, 26
13 FMR Inc 1.44M (1.93%) -56.66K
Decreased by -3.93%
Sep 30, 23
14 Amvescap Plc. 1.39M (1.86%) 149.41K
Increased by +10.75%
Mar 31, 26
15 Citadel Advisors Llc 1.29M (1.73%) 1.25M
Increased by +96.45%
Dec 31, 25
16 Franklin Resources Inc 1.22M (1.63%) -230.97K
Decreased by -18.93%
Dec 31, 24
17 Jacobs Levy Equity Management, Inc. 1.22M (1.63%) -130.14K
Decreased by -10.69%
Jun 30, 25
18 Massachusetts Financial Services Company 1.11M (1.49%) -11.50K
Decreased by -1.03%
Jun 30, 25
19 Holocene Advisors, LP 1.11M (1.49%) 1.11M
Increased by +100.00%
Dec 31, 25
20 Barrow Hanley Mewhinney & Strauss LLC 1.10M (1.47%) -308.20K
Decreased by -27.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.85M (3.82%) 0.00
Increased by 0.00%
Jan 31, 26
2 Janus Inst Mid Cap Growth CF 2.85M (3.82%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 2.57M (3.44%) -38.94K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.40M (3.21%) -6.14K
Decreased by -0.26%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 2.26M (3.02%) 17.62K
Increased by +0.78%
May 31, 25
6 Vanguard 500 Index Investor 1.90M (2.55%) -31.82K
Decreased by -1.67%
Mar 31, 26
7 Vanguard Small Cap Index 1.75M (2.34%) 17.48K
Increased by +1.00%
Mar 31, 26
8 Sycamore Mid Cap Value Comp 1.47M (1.97%) 1.42M
Increased by +96.76%
Mar 31, 25
9 Victory Sycamore Established Value R 1.28M (1.71%) -190.00K
Decreased by -14.84%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 1.13M (1.51%) 1.13M
Increased by +100.00%
Jun 30, 23
11 Vanguard Small Cap Value Index Inv 1.11M (1.49%) 977.00
Increased by +0.09%
Mar 31, 26
12 Franklin Rising Dividends A 1.08M (1.45%) -210.00K
Decreased by -19.44%
Oct 31, 24
13 Franklin Rising Dividends Fund A 1.07M (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
14 T. Rowe Price US Mid-Cap Growth Equity 1.04M (1.39%) -458.20K
Decreased by -44.06%
Jun 30, 25
15 SPDR® S&P 500 ETF Trust 983.70K (1.32%) -7.58K
Decreased by -0.77%
Mar 31, 24
16 SPDR® S&P 500 ETF 966.66K (1.29%) -39.43K
Decreased by -4.08%
Mar 31, 25
17 iShares Core S&P 500 ETF 966.14K (1.29%) 2.86K
Increased by +0.30%
Apr 30, 26
18 SPDR® S&P 500® ETF Trust 965.16K (1.29%) -5.08K
Decreased by -0.53%
Mar 31, 25
19 Fidelity 500 Index 954.37K (1.28%) -2.93K
Decreased by -0.31%
Mar 31, 26
20 Fidelity® 500 Index 951.37K (1.27%) 6.05K
Increased by +0.64%
Nov 30, 23