Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WAR 4.44%
2 CSD 3.75%
3 GLRY 3.34%
4 PTF 2.57%
5 ADPV 2.55%
6 TSME 2.02%
7 BOUT 1.99%
8 GGTL 1.87%
9 GAST 1.87%
10 SMCO 1.85%
11 TSCV 1.34%
12 MPAY 1.30%
13 CLSE 1.17%
14 SIXG 1.15%
15 FIVG 1.12%
16 AZTD 1.09%
17 PXMV 1.08%
18 XMVM 1.07%
19 IDAT 1.06%
20 IVES 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.33M (13.47%) 144.63K
Increased by +0.51%
Dec 31, 25
2 FMR Inc 25.12M (11.94%) -1.89M
Decreased by -7.52%
Dec 31, 25
3 BlackRock Inc 22.08M (10.50%) -427.54K
Decreased by -1.94%
Dec 31, 25
4 Neuberger Berman Group LLC 10.39M (4.94%) -5.08M
Decreased by -48.85%
Mar 31, 26
5 State Street Corp 7.37M (3.50%) -97.54K
Decreased by -1.32%
Dec 31, 25
6 State Street Corporation 7.00M (3.33%) 94.91K
Increased by +1.35%
Mar 31, 24
7 AQR Capital Management LLC 6.44M (3.06%) 2.26M
Increased by +35.01%
Dec 31, 25
8 Greenlight Capital, Inc 6.36M (3.02%) 767.94K
Increased by +12.08%
Dec 31, 23
9 Dimensional Fund Advisors, Inc. 4.65M (2.21%) -34.63K
Decreased by -0.74%
Mar 31, 26
10 Jupiter Asset Management Limited 4.55M (2.16%) -6.23M
Decreased by -136.91%
Mar 31, 24
11 Geode Capital Management, LLC 4.46M (2.12%) 63.85K
Increased by +1.43%
Dec 31, 25
12 Sound Shore Management Inc 4.15M (1.97%) 1.17M
Increased by +28.30%
Mar 31, 26
13 Westfield Capital Management Company, LP 3.26M (1.55%) 1.25M
Increased by +38.48%
Sep 30, 24
14 NORGES BANK 2.61M (1.24%) 260.25K
Increased by +9.96%
Dec 31, 23
15 Cooper Creek Partners Management LLC 2.45M (1.16%) 1.11M
Increased by +45.19%
Sep 30, 23
16 Charles Schwab Investment Management Inc 2.44M (1.16%) -12.48K
Decreased by -0.51%
Dec 31, 25
17 UBS Group AG 2.38M (1.13%) 322.59K
Increased by +13.56%
Mar 31, 26
18 Westfield Capital Management Company, L.P. 2.38M (1.13%) -536.61K
Decreased by -22.59%
Jun 30, 25
19 Zimmer Partners LP 2.23M (1.06%) -651.00
Decreased by -0.03%
Dec 31, 25
20 Renaissance Technologies Corp 2.22M (1.05%) -547.80K
Decreased by -24.70%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.71M (3.66%) -3.89K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 7.05M (3.35%) -144.39K
Decreased by -2.05%
Mar 31, 26
3 Vanguard Small Cap Index 5.20M (2.47%) 2.73K
Increased by +0.05%
Mar 31, 26
4 Vanguard Information Technology ETF 5.11M (2.43%) -4.94K
Decreased by -0.10%
Mar 31, 26
5 Fidelity Focused Stock 4.21M (2.00%) -321.00K
Decreased by -7.63%
Jul 31, 25
6 Jupiter UK Special Situations L Inc 3.70M (1.76%) 0.00
Increased by 0.00%
Nov 30, 23
7 Cortland Equity 3.29M (1.56%) 1.21M
Increased by +36.67%
Mar 31, 26
8 Neuberger Quality Equity Inv 3.21M (1.53%) 238.08K
Increased by +7.41%
Mar 31, 26
9 Fidelity Low-Priced Stock 3.19M (1.51%) 876.67K
Increased by +27.52%
Feb 28, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 2.56M (1.22%) 60.34K
Increased by +2.36%
Mar 31, 26
11 Fidelity US Focused Stock B 2.47M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Contrafund 2.27M (1.08%) -230.60K
Decreased by -10.16%
Jul 31, 25
13 Hennessy Cornerstone Mid Cap 30 Inv 2.15M (1.02%) 267.20K
Increased by +12.44%
Sep 30, 24
14 Fidelity Worldwide 2.09M (0.99%) -151.00K
Decreased by -7.23%
Jul 31, 25
15 Neuberger Berman Quality Equity Inv 1.93M (0.92%) 385.44K
Increased by +20.00%
Jul 31, 25
16 Fidelity Small Cap Discovery 1.89M (0.90%) 0.00
Increased by 0.00%
Jan 31, 26
17 SPDR® S&P MIDCAP 400 ETF Trust 1.78M (0.85%) -44.59K
Decreased by -2.50%
Jul 31, 25
18 State Street® SPDR® S&P MIDCAP 400® ETF 1.72M (0.82%) 46.93K
Increased by +2.72%
Mar 31, 26
19 SEI World Equity Ex-US A (SIIT) 1.70M (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity Series Stk Selec Lg Cp Val 1.69M (0.80%) 1.39M
Increased by +82.49%
Jan 31, 26