Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMCX 4.24%
2 BOUT 3.90%
3 ARB 2.44%
4 IYZ 2.11%
5 GARY 2.07%
6 GVIP 1.75%
7 QMID 1.30%
8 MRGR 1.11%
9 GURU 1.08%
10 FPAG 0.96%
11 FLLV 0.90%
12 EAGL 0.67%
13 AUSF 0.63%
14 OPTZ 0.62%
15 NIXT 0.62%
16 FNK 0.58%
17 NXTV 0.57%
18 TMSL 0.50%
19 JOET 0.47%
20 AIEQ 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.15M (8.53%) -15.23K
Decreased by -0.14%
Dec 31, 25
2 UBS Group AG 9.41M (7.20%) -2.27M
Decreased by -24.16%
Jun 30, 25
3 Barclays PLC 6.90M (5.28%) 4.70M
Increased by +68.16%
Sep 30, 25
4 Eagle Capital Management LLC 6.70M (5.13%) 343.85K
Increased by +5.13%
Mar 31, 26
5 BlackRock Inc 5.46M (4.18%) 152.53K
Increased by +2.79%
Mar 31, 26
6 Vanguard Capital Management, LLC 5.32M (4.07%) 5.32M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 5.10M (3.90%) 5.10M
Increased by +100.00%
Mar 31, 26
8 Massachusetts Financial Services Company 4.74M (3.63%) -142.97K
Decreased by -3.02%
Dec 31, 23
9 First Pacific Advisors, LP 4.64M (3.55%) 1.97M
Increased by +42.50%
Mar 31, 26
10 JPMorgan Chase & Co 4.54M (3.48%) 4.16M
Increased by +91.57%
Sep 30, 25
11 HBK INVESTMENTS L P 4.29M (3.28%) -1.62M
Decreased by -37.76%
Mar 31, 26
12 Harris Associates L.P. 4.03M (3.08%) -120.17K
Decreased by -2.98%
Mar 31, 26
13 NORGES BANK 3.72M (2.85%) 2.33M
Increased by +62.52%
Dec 31, 25
14 Millennium Management LLC 3.19M (2.44%) 653.24K
Increased by +20.50%
Mar 31, 26
15 Goldman Sachs Group Inc 3.16M (2.42%) 2.39M
Increased by +75.40%
Jun 30, 25
16 Pentwater Capital Management LP 2.49M (1.91%) 0.00
Increased by 0.00%
Mar 31, 26
17 State Street Corporation 2.48M (1.90%) 12.41K
Increased by +0.50%
Mar 31, 24
18 Adage Capital Partners Gp LLC 2.43M (1.86%) 509.72K
Increased by +20.94%
Mar 31, 26
19 Elliott Investment Management LP 2.38M (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 2.36M (1.81%) -291.07K
Decreased by -12.33%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.80M (2.90%) 12.32K
Increased by +0.32%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.68M (2.82%) 3.69K
Increased by +0.10%
Sep 30, 24
3 FPA Contrarian Value 3.27M (2.50%) 1.38M
Increased by +42.12%
Mar 31, 26
4 FPA Crescent 3.27M (2.50%) 1.38M
Increased by +42.12%
Mar 31, 26
5 Vanguard Small Cap Index 2.73M (2.09%) -3.04K
Decreased by -0.11%
Apr 30, 26
6 Oakmark Investor 2.17M (1.66%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard Small Cap Value Index Inv 1.75M (1.34%) 7.62K
Increased by +0.44%
Apr 30, 26
8 Vanguard Small Cap Growth Index Inv 1.58M (1.21%) -4.96K
Decreased by -0.31%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.34M (1.02%) 7.09K
Increased by +0.53%
Apr 30, 26
10 Vanguard Mid Cap Index Institutional 1.29M (0.98%) -1.38M
Decreased by -107.55%
Mar 31, 24
11 Oakmark Select Investor 1.21M (0.93%) -187.60K
Decreased by -15.49%
Jun 30, 25
12 MFS Mid Cap Value A 951.14K (0.73%) -14.69K
Decreased by -1.54%
Dec 31, 23
13 MFS Mid Cap Value Equity 951.14K (0.73%) -16.57K
Decreased by -1.74%
Dec 31, 23
14 BlackRock Event Driven Equity Instl 914.09K (0.70%) 0.00
Increased by 0.00%
Apr 30, 26
15 Xtrackers MSCI USA Swap ETF 1C 867.86K (0.66%) 0.00
Increased by 0.00%
May 31, 25
16 Eagle Capital Select Equity ETF 862.45K (0.66%) -603.00
Decreased by -0.07%
May 31, 26
17 Longleaf Partners 761.90K (0.58%) 0.00
Increased by 0.00%
Mar 31, 24
18 DFA US Targeted Value I 738.52K (0.57%) 738.52K
Increased by +100.00%
Jul 31, 25
19 Man Event Driven Alternative IN USD 708.50K (0.54%) 30.77K
Increased by +4.34%
Feb 28, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 691.32K (0.53%) 0.00
Increased by 0.00%
May 31, 26