Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 5.54%
2 HEAL 4.46%
3 EDOC 4.46%
4 DHLX 4.39%
5 UTRN 4.11%
6 LSAT 3.50%
7 IHF 3.27%
8 BVNSC 3.20%
9 ASLV 2.81%
10 CAMX 2.68%
11 STNC 2.66%
12 KNO 2.38%
13 KLDW 2.15%
14 BMED 1.99%
15 CVRD 1.95%
16 SAGP 1.90%
17 BASV 1.86%
18 TMVE 1.84%
19 XHS 1.72%
20 SRHQ 1.68%

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 6.54M (8.02%) -1.58M
Decreased by -24.23%
Dec 31, 25
3 Victory Capital Management Inc. 5.36M (6.56%) 2.72M
Increased by +50.77%
Dec 31, 25
4 State Street Corp 3.83M (4.69%) -5.59K
Decreased by -0.15%
Dec 31, 25
5 State Street Corporation 3.68M (4.51%) -86.64K
Decreased by -2.35%
Mar 31, 24
6 Boston Partners Global Investors, Inc 2.37M (2.90%) 455.10K
Increased by +19.21%
Mar 31, 26
7 Allspring Global Investments Holdings, LLC 2.20M (2.70%) 207.96K
Increased by +9.43%
Dec 31, 25
8 Select Equity Group LP 2.17M (2.67%) 64.01K
Increased by +2.94%
Mar 31, 26
9 Geode Capital Management, LLC 2.14M (2.62%) 13.78K
Increased by +0.64%
Dec 31, 25
10 Wellington Management Company LLP 1.96M (2.41%) -142.69K
Decreased by -7.27%
Dec 31, 25
11 Bank of New York Mellon Corp 1.77M (2.17%) -23.38K
Decreased by -1.32%
Sep 30, 25
12 Lazard Asset Management LLC 1.70M (2.08%) -119.85K
Decreased by -7.05%
Mar 31, 24
13 JPMorgan Chase & Co 1.53M (1.88%) 245.55K
Increased by +16.02%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.51M (1.84%) -1.83K
Decreased by -0.12%
Dec 31, 25
15 Citadel Advisors Llc 1.43M (1.75%) 1.30M
Increased by +90.64%
Dec 31, 24
16 FMR Inc 1.34M (1.64%) -108.49K
Decreased by -8.10%
Dec 31, 25
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 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 (5.58%) 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%) -4.15K
Decreased by -0.16%
Mar 31, 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 2.11M (2.59%) -20.61K
Decreased by -0.98%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 1.78M (2.18%) -21.72K
Decreased by -1.22%
Mar 31, 26
9 Allspring Mid Value SMA 1.52M (1.86%) 24.20K
Increased by +1.59%
Mar 31, 26
10 Allspring Special Mid Cap Value Inst 1.52M (1.86%) 0.00
Increased by 0.00%
Apr 30, 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 1.13M (1.38%) 20.11K
Increased by +1.78%
Jan 31, 26
16 iShares Core S&P 500 ETF 1.07M (1.31%) 3.12K
Increased by +0.29%
Apr 30, 26
17 Fidelity 500 Index 1.06M (1.30%) 3.69K
Increased by +0.35%
Mar 31, 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