Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.60%
2 MPAY 1.42%
3 WBIF 1.41%
4 HAPY 1.34%
5 BCUS 1.26%
6 GRPM 1.26%
7 RNIN 1.24%
8 FXL 1.19%
9 ROKT 1.16%
10 PEXL 1.03%
11 FITE 1.02%
12 SURE 0.99%
13 PXMV 0.96%
14 RNMC 0.96%
15 DVOL 0.92%
16 LSAF 0.90%
17 TXSS 0.79%
18 SFLO 0.73%
19 WBIG 0.73%
20 WTV 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.05M (15.22%) -278.31K
Decreased by -1.46%
Dec 31, 25
2 BlackRock Inc 12.12M (9.68%) -267.63K
Decreased by -2.21%
Dec 31, 25
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 State Street Corporation 4.04M (3.22%) 103.06K
Increased by +2.55%
Mar 31, 24
6 State Street Corp 3.97M (3.17%) -21.92K
Decreased by -0.55%
Dec 31, 25
7 Neuberger Berman Group LLC 2.83M (2.26%) 245.31K
Increased by +8.66%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 2.75M (2.20%) 2.13M
Increased by +77.45%
Dec 31, 25
9 Franklin Resources Inc 2.68M (2.14%) -150.82K
Decreased by -5.62%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 2.66M (2.13%) -145.26K
Decreased by -5.46%
Mar 31, 26
11 Viking Global Investors LP 2.63M (2.10%) 1.08M
Increased by +40.95%
Dec 31, 23
12 Massachusetts Financial Services Company 2.36M (1.89%) -260.45K
Decreased by -11.02%
Mar 31, 26
13 Geode Capital Management, LLC 2.28M (1.82%) -26.09K
Decreased by -1.15%
Dec 31, 25
14 Snyder Capital Management LP 2.25M (1.79%) -251.71K
Decreased by -11.21%
Mar 31, 26
15 D. E. Shaw & Co LP 2.16M (1.72%) 789.16K
Increased by +36.62%
Dec 31, 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 (1.68%) 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 2.05M (1.63%) 71.67K
Increased by +3.50%
Dec 31, 25
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 4.28M (3.42%) -2.16K
Decreased by -0.05%
Apr 30, 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 4.03M (3.22%) 22.50K
Increased by +0.56%
Mar 31, 26
4 Invesco Small Cap Value A 3.36M (2.68%) 788.94K
Increased by +23.50%
Mar 31, 26
5 Strategic Advisers Fidelity US TtlStk 2.99M (2.39%) -200.00
Decreased by -0.01%
Mar 31, 26
6 Vanguard Small Cap Index 2.92M (2.33%) 35.90K
Increased by +1.23%
Mar 31, 26
7 Fidelity® Low-Priced Stock 2.29M (1.83%) -2.39K
Decreased by -0.10%
Oct 31, 23
8 Vanguard Small Cap Value Index Inv 1.86M (1.48%) 5.90K
Increased by +0.32%
Mar 31, 26
9 Invesco Value Opportunities A 1.85M (1.48%) -80.16K
Decreased by -4.33%
Mar 31, 26
10 VanEck Defense ETF A USD Acc 1.82M (1.46%) 0.00
Increased by 0.00%
Apr 30, 26
11 JHancock Disciplined Value I 1.79M (1.43%) -211.05K
Decreased by -11.79%
Jun 30, 25
12 Fidelity Low-Priced Stock 1.76M (1.41%) -1.42K
Decreased by -0.08%
Feb 28, 26
13 MFS Mid Cap Value A 1.73M (1.38%) -26.60K
Decreased by -1.54%
Mar 31, 26
14 MFS Mid Cap Value Equity 1.73M (1.38%) -74.51K
Decreased by -4.31%
Mar 31, 26
15 Franklin Mutual Shares Z 1.56M (1.25%) -97.03K
Decreased by -6.22%
Feb 28, 26
16 Fidelity Value 1.54M (1.23%) 57.11K
Increased by +3.70%
Mar 31, 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 1.42M (1.13%) 33.77K
Increased by +2.38%
Mar 31, 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