Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 ITB 3.52%
3 GRNR 3.49%
4 MID 3.48%
5 KMID 3.39%
6 XHB 3.33%
7 RISN 2.94%
8 XMMO 2.80%
9 WBIF 2.55%
10 LIVR 2.52%
11 GPT 2.52%
12 HELS 2.45%
13 UPGR 2.16%
14 UPGD 2.04%
15 RYJ 2.04%
16 NAIL 2.00%
17 PRN 1.93%
18 WBIG 1.82%
19 NUMG 1.71%
20 CCSO 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.75M (12.65%) -21.08K
Decreased by -0.56%
Dec 31, 25
2 BlackRock Inc 2.97M (10.02%) -54.20K
Decreased by -1.82%
Mar 31, 26
3 Capital Research & Mgmt Co - Division 3 2.86M (9.65%) 8.88K
Increased by +0.31%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.05M (6.93%) 2.05M
Increased by +100.00%
Mar 31, 26
5 Viking Global Investors LP 1.57M (5.30%) 951.11K
Increased by +60.49%
Mar 31, 26
6 State Street Corp 1.44M (4.85%) 9.72K
Increased by +0.68%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.43M (4.83%) 1.43M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 1.25M (4.22%) -10.82K
Decreased by -0.87%
Mar 31, 24
9 Morgan Stanley - Brokerage Accounts 1.09M (3.67%) 39.66K
Increased by +3.64%
Mar 31, 26
10 MATHER GROUP, INC. 1.07M (3.59%) -3.00
Decreased by -0.00%
Sep 30, 25
11 Geode Capital Management, LLC 900.18K (3.04%) 20.32K
Increased by +2.26%
Mar 31, 26
12 Kayne Anderson Rudnick Investment Management LLC 875.17K (2.95%) -89.53K
Decreased by -10.23%
Mar 31, 26
13 Citadel Advisors Llc 644.63K (2.17%) 24.20K
Increased by +3.75%
Mar 31, 26
14 Fisher Asset Management, LLC 598.65K (2.02%) 13.65K
Increased by +2.28%
Sep 30, 25
15 Amvescap Plc. 530.68K (1.79%) -165.69K
Decreased by -31.22%
Mar 31, 26
16 Balyasny Asset Management LLC 480.21K (1.62%) -53.69K
Decreased by -11.18%
Sep 30, 23
17 Beacon Pointe Advisors, LLC 417.42K (1.41%) -542.00
Decreased by -0.13%
Mar 31, 26
18 UBS Group AG 394.60K (1.33%) 202.84K
Increased by +51.40%
Mar 31, 26
19 JPMorgan Chase & Co 393.41K (1.33%) 204.84K
Increased by +52.07%
Sep 30, 25
20 Point72 Asset Management, L.P. 391.06K (1.32%) 232.04K
Increased by +59.34%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 1.56M (5.27%) 0.00
Increased by 0.00%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 1.56M (5.27%) 0.00
Increased by 0.00%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 1.03M (3.47%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard US Total Market Shares ETF 1.02M (3.42%) 603.00
Increased by +0.06%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 997.51K (3.36%) 3.79K
Increased by +0.38%
Apr 30, 26
6 Vanguard Institutional 500 Index Trust 911.17K (3.07%) 6.75K
Increased by +0.74%
May 31, 25
7 Vanguard 500 Index Investor 827.09K (2.79%) 15.51K
Increased by +1.87%
Apr 30, 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 721.60K (2.43%) -1.67K
Decreased by -0.23%
Apr 30, 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 428.27K (1.44%) -8.28K
Decreased by -1.93%
Apr 30, 26
13 iShares Core S&P 500 ETF 420.74K (1.42%) 1.31K
Increased by +0.31%
May 29, 26
14 Fidelity 500 Index 409.00K (1.38%) 1.41K
Increased by +0.34%
Apr 30, 26
15 Vanguard Small Cap Growth Index Inv 404.72K (1.37%) 23.00
Increased by +0.01%
Apr 30, 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 384.08K (1.30%) 418.00
Increased by +0.11%
May 31, 26