Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 ITB 3.58%
3 GRNR 3.49%
4 MID 3.48%
5 XHB 3.36%
6 KMID 3.32%
7 RISN 2.83%
8 XMMO 2.80%
9 LIVR 2.52%
10 GPT 2.52%
11 HELS 2.45%
12 WBIF 2.44%
13 WBIG 2.40%
14 NAIL 2.25%
15 UPGR 1.94%
16 PRN 1.93%
17 RYJ 1.79%
18 UPGD 1.79%
19 NUMG 1.71%
20 CCSO 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.75M (12.66%) -21.08K
Decreased by -0.56%
Dec 31, 25
2 BlackRock Inc 3.03M (10.21%) -3.21K
Decreased by -0.11%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 2.86M (9.66%) 8.88K
Increased by +0.31%
Mar 31, 26
4 State Street Corp 1.43M (4.82%) 4.71K
Increased by +0.33%
Dec 31, 25
5 State Street Corporation 1.25M (4.22%) -10.82K
Decreased by -0.87%
Mar 31, 24
6 MATHER GROUP, INC. 1.07M (3.60%) -3.00
Decreased by -0.00%
Sep 30, 25
7 Morgan Stanley - Brokerage Accounts 1.05M (3.54%) -273.99K
Decreased by -26.11%
Dec 31, 25
8 Kayne Anderson Rudnick Investment Management LLC 964.70K (3.26%) -87.97K
Decreased by -9.12%
Dec 31, 25
9 Geode Capital Management, LLC 879.85K (2.97%) -60.79K
Decreased by -6.91%
Dec 31, 25
10 Viking Global Investors LP 621.31K (2.10%) 621.31K
Increased by +100.00%
Dec 31, 25
11 Citadel Advisors Llc 620.43K (2.09%) 342.25K
Increased by +55.16%
Dec 31, 25
12 Fisher Asset Management, LLC 598.65K (2.02%) 13.65K
Increased by +2.28%
Sep 30, 25
13 Amvescap Plc. 530.68K (1.79%) -165.69K
Decreased by -31.22%
Mar 31, 26
14 Balyasny Asset Management LLC 480.21K (1.62%) -53.69K
Decreased by -11.18%
Sep 30, 23
15 Beacon Pointe Advisors, LLC 417.96K (1.41%) -678.00
Decreased by -0.16%
Dec 31, 25
16 UBS Group AG 394.60K (1.33%) 202.84K
Increased by +51.40%
Mar 31, 26
17 JPMorgan Chase & Co 393.41K (1.33%) 204.84K
Increased by +52.07%
Sep 30, 25
18 Point72 Asset Management, L.P. 391.06K (1.32%) 232.04K
Increased by +59.34%
Sep 30, 23
19 GAMMA Investing LLC 356.69K (1.20%) 356.18K
Increased by +99.86%
Mar 31, 25
20 NORGES BANK 341.26K (1.15%) -132.91K
Decreased by -38.95%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 1.56M (5.28%) 0.00
Increased by 0.00%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 1.56M (5.28%) 0.00
Increased by 0.00%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 1.03M (3.48%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard US Total Market Shares ETF 1.02M (3.43%) 603.00
Increased by +0.06%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 993.72K (3.35%) -5.09K
Decreased by -0.51%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 911.17K (3.08%) 6.75K
Increased by +0.74%
May 31, 25
7 Vanguard 500 Index Investor 811.58K (2.74%) -10.89K
Decreased by -1.34%
Mar 31, 26
8 American Funds Fundamental Invs A 746.40K (2.52%) 746.40K
Increased by +100.00%
Mar 31, 26
9 Capital Group Fundamental Invtrs Comp 746.40K (2.52%) 746.40K
Increased by +100.00%
Mar 31, 26
10 Vanguard Small Cap Index 723.27K (2.44%) 6.43K
Increased by +0.89%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 480.13K (1.62%) 5.86K
Increased by +1.22%
Nov 30, 24
12 Eaton Vance Atlanta Capital SMID-Cap I 436.55K (1.47%) 0.00
Increased by 0.00%
Mar 31, 26
13 iShares Core S&P 500 ETF 412.91K (1.39%) 1.24K
Increased by +0.30%
Apr 30, 26
14 Fidelity 500 Index 407.60K (1.38%) 1.42K
Increased by +0.35%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 404.70K (1.37%) 6.60K
Increased by +1.63%
Mar 31, 26
16 SPDR® S&P 500 ETF 399.13K (1.35%) -5.89K
Decreased by -1.48%
Mar 31, 25
17 Fisher All World Equity 389.24K (1.31%) 50.87K
Increased by +13.07%
Jun 30, 25
18 SPDR® S&P 500® ETF Trust 388.47K (1.31%) -2.05K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 387.67K (1.31%) 4.81K
Increased by +1.24%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 380.26K (1.28%) 1.27K
Increased by +0.33%
Apr 30, 26