Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NEWZ 3.82%
2 TSCV 1.56%
3 TMVE 1.53%
4 BSMC 1.21%
5 PFUT 0.91%
6 HAPS 0.82%
7 WCEO 0.73%
8 CSB 0.67%
9 FLOW 0.64%
10 EES 0.58%
11 OASC 0.54%
12 CZA 0.51%
13 CALF 0.41%
14 ETHO 0.39%
15 GVLU 0.36%
16 BFOR 0.28%
17 RNSC 0.26%
18 FSGS 0.26%
19 USVM 0.25%
20 RFLR 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.32M (10.03%) 342.01K
Increased by +3.67%
Dec 31, 25
2 FMR Inc 7.26M (7.81%) -596.75K
Decreased by -8.22%
Jun 30, 25
3 JPMorgan Chase & Co 6.98M (7.51%) 1.94M
Increased by +27.83%
Mar 31, 26
4 Capital Research Global Investors 6.63M (7.13%) 0.00
Increased by 0.00%
Mar 31, 25
5 Bank of New York Mellon Corp 4.84M (5.21%) 3.98M
Increased by +82.22%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.30M (4.63%) 4.30M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 4.09M (4.40%) 4.09M
Increased by +100.00%
Mar 31, 26
8 The Goldman Sachs Group Inc 3.81M (4.10%) -429.56K
Decreased by -11.26%
Mar 31, 26
9 Wellington Management Company LLP 3.43M (3.69%) 620.79K
Increased by +18.08%
Mar 31, 26
10 BlackRock Inc 3.39M (3.65%) 105.76K
Increased by +3.12%
Mar 31, 26
11 Two Sigma Investments LLC 3.18M (3.42%) 957.55K
Increased by +30.12%
Mar 31, 26
12 Balyasny Asset Management LLC 2.69M (2.90%) -764.65K
Decreased by -28.39%
Dec 31, 25
13 GW&K Investment Management, LLC 2.66M (2.86%) 440.92K
Increased by +16.57%
Mar 31, 26
14 DePrince Race & Zollo Inc 2.22M (2.39%) -984.75K
Decreased by -44.41%
Dec 31, 23
15 Hall Kathryn A. 2.16M (2.32%) 0.00
Increased by 0.00%
Sep 30, 25
16 Jane Street Group LLC 1.99M (2.15%) 1.95M
Increased by +97.84%
Jun 30, 25
17 Two Sigma Advisers, LLC 1.88M (2.02%) 1.48M
Increased by +78.80%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 1.85M (1.99%) 148.17K
Increased by +8.01%
Mar 31, 26
19 UBS Asset Mgmt Americas Inc 1.84M (1.98%) -10.17K
Decreased by -0.55%
Mar 31, 26
20 Bank of America Corp 1.81M (1.95%) 123.69K
Increased by +6.82%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 6.63M (7.13%) 0.00
Increased by 0.00%
Mar 31, 25
2 Delaware Ivy Mid Cap Growth A 4.34M (4.67%) -201.59K
Decreased by -4.64%
Sep 30, 24
3 Fidelity® Low-Priced Stock 3.91M (4.20%) 724.87K
Increased by +18.55%
Oct 31, 23
4 Vanguard Explorer Inv 3.43M (3.69%) 620.79K
Increased by +18.08%
Mar 31, 26
5 JPM US Mid Cap Growth-Composite 3.40M (3.66%) 1.19M
Increased by +34.97%
Mar 31, 26
6 JPMorgan Mid Cap Growth I 3.38M (3.64%) -18.17K
Decreased by -0.54%
Apr 30, 26
7 Vanguard Total Stock Mkt Idx Inv 3.12M (3.36%) 9.43K
Increased by +0.30%
Apr 30, 26
8 Utmost Newton Global Income 3.05M (3.28%) -18.95K
Decreased by -0.62%
Apr 30, 26
9 Vanguard US Total Market Shares ETF 2.95M (3.18%) 3.13K
Increased by +0.11%
Sep 30, 24
10 Fidelity Low-Priced Stock 2.77M (2.98%) -394.84K
Decreased by -14.25%
Jun 30, 25
11 Vanguard Small Cap Index 2.27M (2.44%) -8.84K
Decreased by -0.39%
Apr 30, 26
12 UWS BNY Mellon Global Higher Inc B 1.93M (2.07%) 1.93M
Increased by +100.00%
Feb 28, 26
13 Delaware Ivy Mid Cap Income Opps I 1.49M (1.60%) 0.00
Increased by 0.00%
Oct 31, 24
14 Ivy Mid Cap Income Opps Composite 1.49M (1.60%) 159.42K
Increased by +10.72%
Sep 30, 24
15 Vanguard Small Cap Value Index Inv 1.46M (1.57%) 13.10K
Increased by +0.90%
Apr 30, 26
16 Macquarie US Mid Cap Income Opps 1.41M (1.51%) -251.81K
Decreased by -17.88%
Jun 30, 25
17 JPM US Mid Cap Growth-MA 1.40M (1.51%) 517.51K
Increased by +36.92%
Mar 31, 26
18 American Funds New World A 1.32M (1.42%) 0.00
Increased by 0.00%
Sep 30, 23
19 Macquarie Mid Cap Income Opps I 1.26M (1.36%) -145.59K
Decreased by -11.53%
Jul 31, 25
20 JHancock Small Cap Core NAV 1.25M (1.34%) 0.00
Increased by 0.00%
Apr 30, 26