Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.10%
2 ROKT 1.59%
3 GRPM 1.47%
4 MPAY 1.42%
5 WBIF 1.41%
6 HAPY 1.34%
7 FXL 1.29%
8 BCUS 1.26%
9 PEXL 1.03%
10 FITE 1.02%
11 SURE 0.99%
12 PXMV 0.96%
13 RNMC 0.96%
14 DVOL 0.92%
15 LSAF 0.90%
16 TXSS 0.79%
17 WBIG 0.73%
18 WTV 0.72%
19 FFSM 0.70%
20 SFLO 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.05M (15.27%) -278.31K
Decreased by -1.46%
Dec 31, 25
2 BlackRock Inc 12.39M (9.93%) -52.87K
Decreased by -0.43%
Sep 30, 25
3 Vanguard Group Inc 11.77M (9.44%) -370.91K
Decreased by -3.15%
Dec 31, 25
4 Amvescap Plc. 5.54M (4.45%) 79.26K
Increased by +1.43%
Sep 30, 25
5 State Street Corporation 4.04M (3.24%) 103.06K
Increased by +2.55%
Mar 31, 24
6 State Street Corp 3.99M (3.20%) -1.92K
Decreased by -0.05%
Sep 30, 25
7 Franklin Resources Inc 2.83M (2.27%) -585.29K
Decreased by -20.65%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 2.81M (2.25%) 255.95K
Increased by +9.12%
Dec 31, 25
9 Viking Global Investors LP 2.63M (2.11%) 1.08M
Increased by +40.95%
Dec 31, 23
10 Massachusetts Financial Services Company 2.62M (2.10%) -968.94K
Decreased by -36.94%
Dec 31, 25
11 Snyder Capital Management LP 2.50M (2.00%) 34.49K
Increased by +1.38%
Dec 31, 25
12 Geode Capital Management, LLC 2.30M (1.85%) 51.63K
Increased by +2.24%
Sep 30, 25
13 Neuberger Berman Group LLC 2.30M (1.85%) 191.38K
Increased by +8.31%
Sep 30, 25
14 D. E. Shaw & Co LP 2.16M (1.73%) 789.16K
Increased by +36.62%
Dec 31, 25
15 Van Eck Associates Corporation 2.13M (1.71%) 96.19K
Increased by +4.51%
Sep 30, 25
16 Cooperman Leon G 2.13M (1.70%) 375.00K
Increased by +17.65%
Dec 31, 25
17 Wolf Hill Capital Management, LP 2.11M (1.69%) 486.29K
Increased by +23.07%
Mar 31, 25
18 Wellington Management Company LLP 2.05M (1.64%) 71.67K
Increased by +3.50%
Dec 31, 25
19 TOMS Capital Investment Management LP 1.97M (1.58%) -198.48K
Decreased by -10.08%
Sep 30, 23
20 Permian Investment Partners 1.91M (1.53%) -489.49K
Decreased by -25.59%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.20M (3.37%) -78.02K
Decreased by -1.86%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.10M (3.29%) -154.40K
Decreased by -3.76%
Feb 25, 26
3 Vanguard Total Stock Mkt Idx Inv 3.95M (3.17%) 8.63K
Increased by +0.22%
Jan 31, 26
4 Strategic Advisers Fidelity US TtlStk 2.99M (2.40%) 97.54K
Increased by +3.26%
Dec 31, 25
5 Vanguard Small Cap Index 2.88M (2.31%) -583.00
Decreased by -0.02%
Jan 31, 26
6 Invesco Small Cap Value A 2.57M (2.06%) 0.00
Increased by 0.00%
Dec 31, 25
7 Fidelity® Low-Priced Stock 2.29M (1.84%) -2.39K
Decreased by -0.10%
Oct 31, 23
8 VanEck Defense ETF A USD Acc 1.96M (1.57%) 0.00
Increased by 0.00%
Feb 26, 26
9 Invesco Value Opportunities A 1.93M (1.55%) 0.00
Increased by 0.00%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 1.85M (1.48%) -14.11K
Decreased by -0.76%
Jan 31, 26
11 MFS Mid Cap Value Equity 1.80M (1.44%) -504.20K
Decreased by -27.98%
Dec 31, 25
12 JHancock Disciplined Value I 1.79M (1.44%) -211.05K
Decreased by -11.79%
Jun 30, 25
13 MFS Mid Cap Value A 1.78M (1.42%) -2.27M
Decreased by -127.86%
Jan 31, 26
14 Fidelity Low-Priced Stock 1.77M (1.42%) 0.00
Increased by 0.00%
Nov 30, 25
15 Franklin Mutual Shares Z 1.66M (1.33%) -80.87K
Decreased by -4.88%
Jan 31, 26
16 Fidelity Small Cap Value Fund 1.53M (1.23%) 40.00K
Increased by +2.61%
Nov 30, 25
17 VIP Growth Initial 1.46M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
18 Fidelity Value 1.40M (1.12%) 296.19K
Increased by +21.22%
Dec 31, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.10%) 4.69K
Increased by +0.34%
Jan 31, 26
20 VIP Mid Cap Initial 1.36M (1.09%) -61.80K
Decreased by -4.54%
Nov 30, 23