Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.86%
2 MPAY 1.42%
3 WBIF 1.41%
4 HAPY 1.34%
5 BCUS 1.26%
6 RNIN 1.24%
7 ROKT 1.23%
8 FXL 1.22%
9 GRPM 1.20%
10 CVY 1.06%
11 PEXL 1.03%
12 FITE 1.02%
13 SURE 0.99%
14 PXMV 0.96%
15 RNMC 0.96%
16 DVOL 0.92%
17 LSAF 0.90%
18 TXSS 0.79%
19 SFLO 0.76%
20 WBIG 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 18.97M (15.16%) -78.50K
Decreased by -0.41%
Mar 31, 26
2 BlackRock Inc 13.50M (10.79%) 1.38M
Increased by +10.25%
Mar 31, 26
3 Vanguard Group Inc 11.77M (9.41%) -370.91K
Decreased by -3.15%
Dec 31, 25
4 Amvescap Plc. 6.54M (5.22%) 798.60K
Increased by +12.22%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 6.12M (4.89%) 6.12M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.67M (4.53%) 5.67M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 4.12M (3.29%) 154.38K
Increased by +3.75%
Mar 31, 26
8 State Street Corporation 4.04M (3.22%) 103.06K
Increased by +2.55%
Mar 31, 24
9 Neuberger Berman Group LLC 2.83M (2.26%) 245.31K
Increased by +8.66%
Mar 31, 26
10 Franklin Resources Inc 2.68M (2.14%) -150.82K
Decreased by -5.62%
Dec 31, 25
11 Dimensional Fund Advisors, Inc. 2.66M (2.13%) -145.26K
Decreased by -5.46%
Mar 31, 26
12 Viking Global Investors LP 2.63M (2.10%) 1.08M
Increased by +40.95%
Dec 31, 23
13 Massachusetts Financial Services Company 2.36M (1.89%) -260.45K
Decreased by -11.02%
Mar 31, 26
14 Geode Capital Management, LLC 2.35M (1.88%) 77.47K
Increased by +3.29%
Mar 31, 26
15 Snyder Capital Management LP 2.25M (1.79%) -251.71K
Decreased by -11.21%
Mar 31, 26
16 Cooperman Leon G 2.13M (1.70%) 0.00
Increased by 0.00%
Mar 31, 26
17 Wolf Hill Capital Management, LP 2.11M (1.68%) 486.29K
Increased by +23.07%
Mar 31, 25
18 Gates Capital Management Inc 2.09M (1.67%) 2.09M
Increased by +100.00%
Mar 31, 26
19 Wellington Management Company LLP 2.00M (1.59%) -50.36K
Decreased by -2.52%
Mar 31, 26
20 TOMS Capital Investment Management LP 1.97M (1.57%) -198.48K
Decreased by -10.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.31M (3.44%) 810.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.20M (3.35%) -78.02K
Decreased by -1.86%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.04M (3.23%) 11.73K
Increased by +0.29%
Apr 30, 26
4 Invesco Small Cap Value A 3.80M (3.04%) 443.09K
Increased by +11.66%
Apr 30, 26
5 Strategic Advisers Fidelity US TtlStk 3.27M (2.61%) 279.79K
Increased by +8.56%
Apr 30, 26
6 Vanguard Small Cap Index 2.91M (2.33%) -9.24K
Decreased by -0.32%
Apr 30, 26
7 Fidelity® Low-Priced Stock 2.29M (1.83%) -2.39K
Decreased by -0.10%
Oct 31, 23
8 Invesco Value Opportunities A 2.21M (1.77%) 360.05K
Increased by +16.29%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 1.87M (1.50%) 14.28K
Increased by +0.76%
Apr 30, 26
10 Fidelity Value 1.83M (1.46%) 286.60K
Increased by +15.68%
Apr 30, 26
11 VanEck Defense ETF A USD Acc 1.79M (1.43%) 0.00
Increased by 0.00%
May 29, 26
12 JHancock Disciplined Value I 1.79M (1.43%) -211.05K
Decreased by -11.79%
Jun 30, 25
13 Fidelity Low-Priced Stock 1.76M (1.41%) -100.00
Decreased by -0.01%
Mar 31, 26
14 MFS Mid Cap Value A 1.73M (1.38%) 0.00
Increased by 0.00%
Apr 30, 26
15 MFS Mid Cap Value Equity 1.73M (1.38%) -74.51K
Decreased by -4.31%
Mar 31, 26
16 Franklin Mutual Shares Z 1.56M (1.25%) -97.03K
Decreased by -6.22%
Feb 28, 26
17 VIP Growth Initial 1.46M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.15%) 16.99K
Increased by +1.18%
Apr 30, 26
19 VIP Mid Cap Initial 1.36M (1.09%) -61.80K
Decreased by -4.54%
Nov 30, 23
20 Fidelity® Capital Appreciation 1.35M (1.08%) -21.50K
Decreased by -1.59%
Nov 30, 23