Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.03%
2 EVNT 4.01%
3 ACTV 3.76%
4 BOUT 3.41%
5 FOVL 2.77%
6 MVFD 2.77%
7 MRGR 2.48%
8 KCE 1.49%
9 FXO 1.33%
10 KBWD 1.28%
11 PXMV 1.19%
12 XMVM 1.19%
13 WBIF 1.11%
14 WDIV 1.10%
15 SURE 1.10%
16 GURU 1.10%
17 LOPP 1.09%
18 HEJD 0.98%
19 XMLV 0.97%
20 JHDV 0.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Trian Fund Management LP 31.87M (24.95%) 0.00
Increased by 0.00%
Mar 31, 26
2 BlackRock Inc 14.76M (11.56%) -2.61M
Decreased by -17.67%
Mar 31, 26
3 Vanguard Group Inc 12.13M (9.50%) -1.69M
Decreased by -13.91%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 5.77M (4.52%) 5.77M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 5.56M (4.35%) 5.56M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 4.89M (3.83%) -422.79K
Decreased by -8.64%
Mar 31, 24
7 State Street Corp 4.38M (3.43%) -26.25K
Decreased by -0.60%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 4.27M (3.34%) -2.34M
Decreased by -54.72%
Mar 31, 26
9 HBK INVESTMENTS L P 4.23M (3.31%) 4.23M
Increased by +100.00%
Mar 31, 26
10 Citadel Advisors Llc 3.77M (2.95%) 3.61M
Increased by +95.78%
Mar 31, 26
11 AQR Capital Management LLC 3.34M (2.62%) -1.13M
Decreased by -33.72%
Mar 31, 26
12 Allianz Asset Management AG 3.20M (2.51%) 959.64K
Increased by +29.99%
Mar 31, 26
13 Capital Research Global Investors 2.77M (2.17%) -973.17K
Decreased by -35.11%
Dec 31, 25
14 Geode Capital Management, LLC 2.65M (2.07%) 273.94K
Increased by +10.35%
Mar 31, 26
15 NORGES BANK 2.48M (1.94%) 259.22K
Increased by +10.46%
Dec 31, 25
16 The Goldman Sachs Group Inc 2.40M (1.88%) 349.88K
Increased by +14.60%
Mar 31, 26
17 Millennium Management LLC 2.34M (1.83%) 1.47M
Increased by +63.00%
Mar 31, 26
18 Qube Research & Technologies 2.27M (1.78%) 377.96K
Increased by +16.64%
Mar 31, 26
19 Neuberger Berman Group LLC 2.23M (1.74%) 2.20M
Increased by +98.62%
Mar 31, 26
20 Test Hedge Fund Mgmt 1.91M (1.49%) 1.91M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.18M (3.27%) 786.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.02M (3.15%) 2.49K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.91M (3.06%) 20.57K
Increased by +0.53%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 3.82M (2.99%) 15.45K
Increased by +0.40%
Feb 28, 26
5 Vanguard Small Cap Index 2.84M (2.22%) -6.29K
Decreased by -0.22%
Apr 30, 26
6 iShares Select Dividend ETF 2.82M (2.21%) 0.00
Increased by 0.00%
Feb 28, 26
7 Vanguard Small Cap Value Index Inv 1.82M (1.43%) 12.44K
Increased by +0.68%
Apr 30, 26
8 Clark Navigator International Equity/ADR 1.51M (1.18%) 588.24K
Increased by +39.00%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.09%) 14.08K
Increased by +1.01%
Apr 30, 26
10 American Funds SMALLCAP World A 1.20M (0.94%) -2.47M
Decreased by -205.97%
Mar 31, 26
11 American Funds New Economy A 1.05M (0.82%) -1.10K
Decreased by -0.11%
Mar 31, 24
12 Capital Group New Economy Comp 1.05M (0.82%) -1.10K
Decreased by -0.11%
Mar 31, 24
13 Vanguard Strategic Equity Inv 1.04M (0.82%) 0.00
Increased by 0.00%
Jun 30, 25
14 PIMCO RAE US Small 1.03M (0.81%) -11.33K
Decreased by -1.10%
Dec 31, 25
15 SPDR® S&P MIDCAP 400 ETF Trust 965.52K (0.76%) -24.16K
Decreased by -2.50%
Jul 31, 25
16 PIMCO RAE US Small Instl 955.08K (0.75%) -73.21K
Decreased by -7.67%
Mar 31, 26
17 State Street® SPDR® S&P MIDCAP 400® ETF 932.53K (0.73%) 3.51K
Increased by +0.38%
Apr 30, 26
18 Invesco S&P MidCap Momentum ETF 892.16K (0.70%) 4.35K
Increased by +0.49%
Aug 29, 25
19 Fuller & Thaler Behavrl Small-Cap Value 842.66K (0.66%) -7.66K
Decreased by -0.91%
Nov 30, 23
20 FullerThaler Behavioral Small-Cap Value 842.66K (0.66%) -7.66K
Decreased by -0.91%
Nov 30, 23