Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROKT 2.14%
2 MPAY 1.42%
3 MISL 1.37%
4 HAPY 1.29%
5 BCUS 1.26%
6 FFSM 1.19%
7 PEXL 1.03%
8 FITE 1.00%
9 PXMV 0.96%
10 RNMC 0.96%
11 DVOL 0.92%
12 LSAF 0.90%
13 FXL 0.83%
14 WTV 0.76%
15 WBIG 0.73%
16 PPA 0.60%
17 FDWM 0.58%
18 PXMG 0.55%
19 FSST 0.54%
20 USVM 0.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 13.55M (10.57%) -308.07K
Decreased by -2.27%
Mar 31, 25
2 BlackRock Inc 12.69M (9.91%) 245.18K
Increased by +1.93%
Mar 31, 25
3 Vanguard Group Inc 12.68M (9.90%) -105.52K
Decreased by -0.83%
Mar 31, 25
4 Amvescap Plc. 4.93M (3.85%) 683.28K
Increased by +13.87%
Mar 31, 25
5 Boston Partners Global Investors, Inc 4.38M (3.42%) 1.14M
Increased by +26.05%
Mar 31, 25
6 State Street Corp 4.24M (3.31%) -3.83K
Decreased by -0.09%
Mar 31, 25
7 State Street Corporation 4.04M (3.15%) 103.06K
Increased by +2.55%
Mar 31, 24
8 Massachusetts Financial Services Company 3.78M (2.95%) -434.98K
Decreased by -11.50%
Mar 31, 25
9 Franklin Resources Inc 2.90M (2.27%) 33.42K
Increased by +1.15%
Mar 31, 25
10 Bank of New York Mellon Corp 2.81M (2.19%) 1.31M
Increased by +46.59%
Dec 31, 24
11 Viking Global Investors LP 2.63M (2.06%) 1.08M
Increased by +40.95%
Dec 31, 23
12 Millennium Management LLC 2.58M (2.01%) 1.91M
Increased by +73.92%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 2.43M (1.89%) 244.09K
Increased by +10.06%
Mar 31, 25
14 Permian Investment Partners 2.40M (1.88%) 593.07K
Increased by +24.69%
Mar 31, 25
15 Geode Capital Management, LLC 2.32M (1.81%) 105.85K
Increased by +4.56%
Mar 31, 25
16 Snyder Capital Management LP 2.27M (1.77%) 8.53K
Increased by +0.38%
Mar 31, 25
17 Neuberger Berman Group LLC 2.11M (1.65%) 133.99K
Increased by +6.34%
Mar 31, 25
18 Wolf Hill Capital Management, LP 2.11M (1.65%) 486.29K
Increased by +23.07%
Mar 31, 25
19 TOMS Capital Investment Management LP 1.97M (1.54%) -198.48K
Decreased by -10.08%
Sep 30, 23
20 D. E. Shaw & Co LP 1.90M (1.49%) -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 4.33M (3.38%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.24M (3.31%) 25.92K
Increased by +0.61%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.20M (3.28%) -78.02K
Decreased by -1.86%
Sep 30, 24
4 Vanguard Small Cap Index 3.33M (2.60%) 19.81K
Increased by +0.60%
Apr 30, 25
5 Invesco Small Cap Value A 2.48M (1.94%) 75.70K
Increased by +3.05%
Apr 30, 25
6 Fidelity® Low-Priced Stock 2.29M (1.79%) -2.39K
Decreased by -0.10%
Oct 31, 23
7 MFS Mid Cap Value A 2.28M (1.78%) 0.00
Increased by 0.00%
Apr 30, 25
8 MFS Mid Cap Value Equity 2.28M (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 2.15M (1.68%) 6.76K
Increased by +0.31%
Apr 30, 25
10 Franklin Mutual Shares Z 2.11M (1.65%) 140.84K
Increased by +6.66%
Apr 30, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.61%) 13.20K
Increased by +0.64%
Apr 30, 25
12 VanEck Defense ETF A USD Acc 1.97M (1.54%) 12.21K
Increased by +0.62%
May 30, 25
13 Fidelity Low-Priced Stock 1.78M (1.39%) -3.03K
Decreased by -0.17%
Mar 31, 25
14 Invesco Value Opportunities A 1.78M (1.39%) 295.69K
Increased by +16.62%
Apr 30, 25
15 JHancock Disciplined Value I 1.76M (1.38%) 37.95K
Increased by +2.15%
Apr 30, 25
16 Strategic Advisers Fidelity US TtlStk 1.59M (1.24%) 130.44K
Increased by +8.19%
Apr 30, 25
17 VIP Growth Initial 1.46M (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
18 VIP Mid Cap Initial 1.36M (1.06%) -61.80K
Decreased by -4.54%
Nov 30, 23
19 Fidelity® Capital Appreciation 1.35M (1.05%) -21.50K
Decreased by -1.59%
Nov 30, 23
20 Fidelity VIP Mid Cap Initial 1.29M (1.01%) 0.00
Increased by 0.00%
Oct 31, 24