Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.27%
2 TXSS 1.80%
3 ROKT 1.68%
4 MPAY 1.42%
5 HAPY 1.34%
6 BCUS 1.26%
7 WBIF 1.05%
8 PEXL 1.03%
9 MISL 1.01%
10 FXL 0.98%
11 FFSM 0.98%
12 PXMV 0.96%
13 RNMC 0.96%
14 DVOL 0.92%
15 LSAF 0.90%
16 FITE 0.81%
17 WBIG 0.73%
18 WTV 0.72%
19 FSST 0.56%
20 PXMG 0.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.46M (15.30%) 5.91M
Increased by +30.39%
Jun 30, 25
2 BlackRock Inc 12.44M (9.78%) -250.36K
Decreased by -2.01%
Jun 30, 25
3 Vanguard Group Inc 12.31M (9.68%) -375.49K
Decreased by -3.05%
Jun 30, 25
4 Boston Partners Global Investors, Inc 5.51M (4.33%) 1.12M
Increased by +20.38%
Jun 30, 25
5 Amvescap Plc. 5.47M (4.30%) 539.57K
Increased by +9.87%
Jun 30, 25
6 Massachusetts Financial Services Company 4.09M (3.22%) 308.27K
Increased by +7.54%
Jun 30, 25
7 State Street Corporation 4.04M (3.17%) 103.06K
Increased by +2.55%
Mar 31, 24
8 State Street Corp 3.99M (3.14%) -245.59K
Decreased by -6.15%
Jun 30, 25
9 Franklin Resources Inc 3.42M (2.69%) 517.63K
Increased by +15.14%
Jun 30, 25
10 Viking Global Investors LP 2.63M (2.07%) 1.08M
Increased by +40.95%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 2.51M (1.97%) 85.18K
Increased by +3.39%
Jun 30, 25
12 Geode Capital Management, LLC 2.25M (1.77%) -70.80K
Decreased by -3.14%
Jun 30, 25
13 Neuberger Berman Group LLC 2.11M (1.66%) -3.02K
Decreased by -0.14%
Jun 30, 25
14 Wolf Hill Capital Management, LP 2.11M (1.66%) 486.29K
Increased by +23.07%
Mar 31, 25
15 Snyder Capital Management LP 2.07M (1.63%) -201.39K
Decreased by -9.73%
Jun 30, 25
16 Van Eck Associates Corporation 2.04M (1.60%) 210.80K
Increased by +10.35%
Jun 30, 25
17 TOMS Capital Investment Management LP 1.97M (1.55%) -198.48K
Decreased by -10.08%
Sep 30, 23
18 NORGES BANK 1.93M (1.52%) 135.01K
Increased by +6.99%
Jun 30, 25
19 Permian Investment Partners 1.91M (1.50%) -489.49K
Decreased by -25.59%
Jun 30, 25
20 D. E. Shaw & Co LP 1.90M (1.50%) -382.36K
Decreased by -20.08%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.22M (3.32%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 4.20M (3.30%) -78.02K
Decreased by -1.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.06M (3.20%) -102.41K
Decreased by -2.52%
Jul 31, 25
4 Vanguard Small Cap Index 3.15M (2.48%) -18.80K
Decreased by -0.60%
Jul 31, 25
5 Invesco Small Cap Value A 2.57M (2.02%) 0.00
Increased by 0.00%
Jul 31, 25
6 MFS Mid Cap Value Equity 2.37M (1.86%) 86.76K
Increased by +3.66%
Jun 30, 25
7 Franklin Mutual Shares Z 2.36M (1.85%) 0.00
Increased by 0.00%
Jul 31, 25
8 MFS Mid Cap Value A 2.34M (1.84%) -32.44K
Decreased by -1.39%
Jul 31, 25
9 Fidelity® Low-Priced Stock 2.29M (1.80%) -2.39K
Decreased by -0.10%
Oct 31, 23
10 VanEck Defense ETF A USD Acc 2.14M (1.68%) 0.00
Increased by 0.00%
Aug 29, 25
11 Strategic Advisers Fidelity US TtlStk 2.04M (1.61%) -31.94K
Decreased by -1.56%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 2.03M (1.60%) 6.43K
Increased by +0.32%
Jul 31, 25
13 Invesco Value Opportunities A 1.88M (1.48%) 0.00
Increased by 0.00%
Jul 31, 25
14 JHancock Disciplined Value I 1.79M (1.41%) -211.05K
Decreased by -11.79%
Jun 30, 25
15 Fidelity Low-Priced Stock 1.78M (1.40%) -4.77K
Decreased by -0.27%
Jun 30, 25
16 VIP Growth Initial 1.46M (1.15%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 1.39M (1.10%) -605.76K
Decreased by -43.47%
Jul 31, 25
18 VIP Mid Cap Initial 1.36M (1.07%) -61.80K
Decreased by -4.54%
Nov 30, 23
19 Fidelity® Capital Appreciation 1.35M (1.06%) -21.50K
Decreased by -1.59%
Nov 30, 23
20 Fidelity Small Cap Value Fund 1.30M (1.03%) 85.00K
Increased by +6.52%
Jun 30, 25