Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 5.54%
2 DHLX 4.70%
3 HEAL 4.46%
4 EDOC 4.46%
5 UTRN 4.11%
6 IHF 3.80%
7 LSAT 3.50%
8 BVNSC 3.20%
9 ASLV 3.13%
10 CAMX 3.09%
11 KLDW 2.68%
12 BASV 2.13%
13 XHS 2.01%
14 BMED 1.99%
15 CVRD 1.95%
16 SAGP 1.95%
17 TSME 1.92%
18 TMVE 1.79%
19 RSPH 1.78%
20 EPMV 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.85M (12.01%) 37.20K
Increased by +0.38%
Dec 31, 25
2 BlackRock Inc 8.13M (9.91%) -936.67K
Decreased by -11.53%
Sep 30, 25
3 Victory Capital Management Inc. 5.36M (6.53%) 2.72M
Increased by +50.77%
Dec 31, 25
4 State Street Corp 3.83M (4.67%) -31.13K
Decreased by -0.81%
Sep 30, 25
5 State Street Corporation 3.68M (4.49%) -86.64K
Decreased by -2.35%
Mar 31, 24
6 Allspring Global Investments Holdings, LLC 2.20M (2.69%) 207.96K
Increased by +9.43%
Dec 31, 25
7 JPMorgan Chase & Co 2.15M (2.62%) 844.77K
Increased by +39.33%
Sep 30, 25
8 Geode Capital Management, LLC 2.14M (2.61%) 13.78K
Increased by +0.64%
Dec 31, 25
9 Select Equity Group LP 2.11M (2.57%) 273.74K
Increased by +12.97%
Dec 31, 25
10 Wellington Management Company LLP 1.96M (2.39%) -142.69K
Decreased by -7.27%
Dec 31, 25
11 Boston Partners Global Investors, Inc 1.91M (2.33%) 1.91M
Increased by +100.00%
Dec 31, 25
12 Bank of New York Mellon Corp 1.77M (2.16%) -23.38K
Decreased by -1.32%
Sep 30, 25
13 Lazard Asset Management LLC 1.70M (2.07%) -119.85K
Decreased by -7.05%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 1.51M (1.84%) -31.06K
Decreased by -2.06%
Sep 30, 25
15 Citadel Advisors Llc 1.43M (1.74%) 1.30M
Increased by +90.64%
Dec 31, 24
16 FMR Inc 1.34M (1.63%) -108.49K
Decreased by -8.10%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 1.30M (1.59%) 57.63K
Increased by +4.42%
Dec 31, 25
18 Amvescap Plc. 1.30M (1.59%) -18.44K
Decreased by -1.42%
Sep 30, 25
19 Diamond Hill Capital Management Inc 1.26M (1.54%) -382.13K
Decreased by -30.32%
Dec 31, 25
20 Bank of America Corp 1.15M (1.40%) 168.36K
Increased by +14.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS HV Global Selections - Agg 4.55M (5.55%) 4.55M
Increased by +99.96%
Jun 30, 24
2 UBS HV Tax-Opt Global Selections - Agg 4.55M (5.55%) 4.55M
Increased by +100.00%
Jun 30, 24
3 UBS Tax-Opt Digital Transformation theme 4.55M (5.55%) 4.55M
Increased by +100.00%
Jun 30, 24
4 Vanguard US Total Market Shares ETF 2.67M (3.25%) 1.87K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.62M (3.20%) 18.70K
Increased by +0.71%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 2.37M (2.89%) 17.22K
Increased by +0.73%
May 31, 25
7 Vanguard 500 Index Investor 2.13M (2.60%) 20.04K
Increased by +0.94%
Feb 28, 26
8 Vanguard Mid Cap Index Institutional 1.80M (2.20%) 6.22K
Increased by +0.35%
Feb 28, 26
9 Allspring Special Mid Cap Value Inst 1.52M (1.86%) 0.00
Increased by 0.00%
Feb 28, 26
10 Allspring Mid Value SMA 1.50M (1.83%) 122.10K
Increased by +8.16%
Dec 31, 25
11 Allspring Special US Mid Cap Value Eq 1.50M (1.83%) 122.10K
Increased by +8.16%
Dec 31, 25
12 Victory Sycamore Established Value R 1.19M (1.45%) 30.00K
Increased by +2.53%
Dec 31, 25
13 Victory Pioneer A 1.13M (1.38%) 20.11K
Increased by +1.78%
Jan 31, 26
14 Pioneer US Large Core Equity 1.11M (1.35%) 649.68K
Increased by +58.67%
Dec 31, 25
15 iShares Core S&P 500 ETF 1.07M (1.30%) -576.00
Decreased by -0.05%
Mar 31, 26
16 Fidelity 500 Index 1.06M (1.29%) 1.74K
Increased by +0.17%
Feb 28, 26
17 SPDR® S&P 500 ETF 1.04M (1.27%) -15.19K
Decreased by -1.46%
Mar 31, 25
18 Fidelity® 500 Index 1.03M (1.26%) 6.57K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 1.01M (1.24%) -5.29K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.01M (1.23%) 12.40K
Increased by +1.23%
Aug 31, 25