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 SMCO 1.85%
9 TSCV 1.34%
10 MPAY 1.30%
11 CLSE 1.17%
12 SIXG 1.15%
13 GAST 1.14%
14 GGTL 1.14%
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 (13.87%) 144.63K
Increased by +0.51%
Dec 31, 25
2 BlackRock Inc 22.46M (11.00%) 377.10K
Increased by +1.68%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 16.95M (8.30%) 16.95M
Increased by +100.00%
Mar 31, 26
4 AQR Capital Management LLC 11.80M (5.78%) 5.35M
Increased by +45.38%
Mar 31, 26
5 Neuberger Berman Group LLC 10.39M (5.09%) -5.08M
Decreased by -48.85%
Mar 31, 26
6 FMR Inc 10.25M (5.02%) -14.87M
Decreased by -145.18%
Mar 31, 26
7 Vanguard Capital Management, LLC 10.05M (4.92%) 10.05M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 7.30M (3.57%) -72.46K
Decreased by -0.99%
Mar 31, 26
9 State Street Corporation 7.00M (3.43%) 94.91K
Increased by +1.35%
Mar 31, 24
10 Greenlight Capital, Inc 6.36M (3.11%) 767.94K
Increased by +12.08%
Dec 31, 23
11 Dimensional Fund Advisors, Inc. 4.65M (2.28%) -34.63K
Decreased by -0.74%
Mar 31, 26
12 Geode Capital Management, LLC 4.59M (2.25%) 135.38K
Increased by +2.95%
Mar 31, 26
13 Jupiter Asset Management Limited 4.55M (2.23%) -6.23M
Decreased by -136.91%
Mar 31, 24
14 Sound Shore Management Inc 4.15M (2.03%) 1.17M
Increased by +28.30%
Mar 31, 26
15 Cooper Creek Partners Management LLC 3.90M (1.91%) 3.25M
Increased by +83.29%
Mar 31, 26
16 D. E. Shaw & Co LP 3.88M (1.90%) 2.75M
Increased by +70.77%
Mar 31, 26
17 Cortland Associates Inc 3.29M (1.61%) 1.21M
Increased by +36.67%
Mar 31, 26
18 Westfield Capital Management Company, LP 3.26M (1.60%) 1.25M
Increased by +38.48%
Sep 30, 24
19 GMT Capital Corp 2.94M (1.44%) 1.01M
Increased by +34.34%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 2.75M (1.35%) 807.86K
Increased by +29.37%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 7.76M (3.80%) 1.46K
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 7.15M (3.50%) 105.18K
Increased by +1.47%
Apr 30, 26
3 Vanguard Small Cap Index 5.19M (2.54%) -5.41K
Decreased by -0.10%
Apr 30, 26
4 Vanguard Information Technology ETF 5.14M (2.51%) 26.36K
Increased by +0.51%
Apr 30, 26
5 Fidelity Focused Stock 4.21M (2.06%) -321.00K
Decreased by -7.63%
Jul 31, 25
6 Jupiter UK Special Situations L Inc 3.70M (1.81%) 0.00
Increased by 0.00%
Nov 30, 23
7 Cortland Equity 3.29M (1.61%) 1.21M
Increased by +36.67%
Mar 31, 26
8 Neuberger Quality Equity Inv 3.21M (1.57%) 0.00
Increased by 0.00%
Apr 30, 26
9 Fidelity Low-Priced Stock 3.19M (1.56%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 2.58M (1.26%) 21.89K
Increased by +0.85%
Apr 30, 26
11 Fidelity US Focused Stock B 2.47M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Contrafund 2.27M (1.11%) -230.60K
Decreased by -10.16%
Jul 31, 25
13 Hennessy Cornerstone Mid Cap 30 Inv 2.15M (1.05%) 267.20K
Increased by +12.44%
Sep 30, 24
14 Fidelity Worldwide 2.09M (1.02%) -151.00K
Decreased by -7.23%
Jul 31, 25
15 Neuberger Berman Quality Equity Inv 1.93M (0.94%) 385.44K
Increased by +20.00%
Jul 31, 25
16 Fidelity Small Cap Discovery 1.89M (0.93%) 0.00
Increased by 0.00%
Jan 31, 26
17 SPDR® S&P MIDCAP 400 ETF Trust 1.78M (0.87%) -44.59K
Decreased by -2.50%
Jul 31, 25
18 State Street® SPDR® S&P MIDCAP 400® ETF 1.73M (0.85%) 6.50K
Increased by +0.38%
Apr 30, 26
19 SEI World Equity Ex-US A (SIIT) 1.70M (0.83%) 0.00
Increased by 0.00%
Apr 30, 24
20 Fidelity Series Stk Selec Lg Cp Val 1.69M (0.83%) 1.39M
Increased by +82.49%
Jan 31, 26