Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 5.54%
2 DHLX 4.53%
3 HEAL 4.46%
4 EDOC 4.46%
5 UTRN 4.11%
6 LSAT 3.50%
7 IHF 3.30%
8 BVNSC 3.20%
9 ASLV 2.91%
10 CAMX 2.80%
11 STNC 2.67%
12 KNO 2.22%
13 KLDW 2.19%
14 SAGP 2.03%
15 BMED 1.99%
16 CVRD 1.95%
17 BASV 1.92%
18 SRHQ 1.68%
19 PWC 1.68%
20 XHS 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.85M (12.07%) 37.20K
Increased by +0.38%
Dec 31, 25
2 BlackRock Inc 6.44M (7.90%) -95.92K
Decreased by -1.49%
Mar 31, 26
3 Vanguard Capital Management, LLC 5.38M (6.59%) 5.38M
Increased by +100.00%
Mar 31, 26
4 Victory Capital Management Inc. 4.63M (5.67%) -729.70K
Decreased by -15.77%
Mar 31, 26
5 State Street Corp 3.86M (4.73%) 36.84K
Increased by +0.95%
Mar 31, 26
6 State Street Corporation 3.68M (4.51%) -86.64K
Decreased by -2.35%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 3.68M (4.51%) 3.68M
Increased by +100.00%
Mar 31, 26
8 Boston Partners Global Investors, Inc 2.37M (2.90%) 455.10K
Increased by +19.21%
Mar 31, 26
9 Allspring Global Investments Holdings, LLC 2.23M (2.73%) 22.17K
Increased by +1.00%
Mar 31, 26
10 Geode Capital Management, LLC 2.19M (2.68%) 48.93K
Increased by +2.24%
Mar 31, 26
11 Select Equity Group LP 2.17M (2.67%) 64.01K
Increased by +2.94%
Mar 31, 26
12 Bank of New York Mellon Corp 1.77M (2.17%) -23.38K
Decreased by -1.32%
Sep 30, 25
13 Lazard Asset Management LLC 1.70M (2.08%) -119.85K
Decreased by -7.05%
Mar 31, 24
14 JPMorgan Chase & Co 1.53M (1.88%) 245.55K
Increased by +16.02%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 1.50M (1.84%) -7.51K
Decreased by -0.50%
Mar 31, 26
16 Citadel Advisors Llc 1.43M (1.75%) 1.30M
Increased by +90.64%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 1.33M (1.63%) 28.58K
Increased by +2.14%
Mar 31, 26
18 Amvescap Plc. 1.32M (1.61%) -75.78K
Decreased by -5.76%
Mar 31, 26
19 FMR Inc 1.29M (1.58%) -51.33K
Decreased by -3.98%
Mar 31, 26
20 Diamond Hill Capital Management Inc 1.26M (1.54%) -382.13K
Decreased by -30.32%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS HV Global Selections - Agg 4.55M (5.58%) 4.55M
Increased by +99.96%
Jun 30, 24
2 UBS HV Tax-Opt Global Selections - Agg 4.55M (5.58%) 4.55M
Increased by +100.00%
Jun 30, 24
3 UBS Tax-Opt Digital Transformation theme 4.55M (5.58%) 4.55M
Increased by +100.00%
Jun 30, 24
4 Vanguard US Total Market Shares ETF 2.67M (3.27%) 1.87K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.62M (3.21%) 6.32K
Increased by +0.24%
Apr 30, 26
6 Vanguard Institutional 500 Index Trust 2.37M (2.91%) 17.22K
Increased by +0.73%
May 31, 25
7 Vanguard 500 Index Investor 2.15M (2.63%) 38.34K
Increased by +1.78%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 1.78M (2.19%) 4.01K
Increased by +0.22%
Apr 30, 26
9 Allspring Special Mid Cap Value Inst 1.54M (1.88%) 14.80K
Increased by +0.96%
May 31, 26
10 Allspring Mid Value SMA 1.52M (1.86%) 24.20K
Increased by +1.59%
Mar 31, 26
11 Allspring Special US Mid Cap Value Eq 1.52M (1.86%) 24.20K
Increased by +1.59%
Mar 31, 26
12 Victory Sycamore Established Value R 1.44M (1.76%) 250.00K
Increased by +17.42%
Mar 31, 26
13 Pioneer SMA 1.16M (1.42%) 1.13M
Increased by +97.87%
Mar 31, 26
14 Pioneer US Large Core Equity 1.16M (1.42%) 49.95K
Increased by +4.32%
Mar 31, 26
15 Victory Pioneer A 1.16M (1.42%) 0.00
Increased by 0.00%
Mar 31, 26
16 iShares Core S&P 500 ETF 1.09M (1.34%) 3.31K
Increased by +0.30%
May 29, 26
17 Fidelity 500 Index 1.06M (1.30%) 3.66K
Increased by +0.34%
Apr 30, 26
18 SPDR® S&P 500 ETF 1.04M (1.28%) -15.19K
Decreased by -1.46%
Mar 31, 25
19 Fidelity® 500 Index 1.03M (1.27%) 6.57K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF Trust 1.01M (1.24%) -5.29K
Decreased by -0.52%
Mar 31, 25