Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCC 13.01%
2 FOANC 4.27%
3 UTRN 4.02%
4 FXG 3.38%
5 LBAY 3.24%
6 MDPL 3.21%
7 ACTV 3.15%
8 RHS 3.03%
9 EASY 2.85%
10 EQRR 2.02%
11 QVAL 1.99%
12 RSPS 1.89%
13 ERNZ 1.74%
14 WBIG 1.65%
15 LOTI 1.61%
16 FTDS 1.58%
17 FTXG 1.53%
18 SZNE 1.48%
19 WBIF 1.36%
20 SPCT 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.68M (12.19%) 43.77K
Increased by +0.26%
Dec 31, 25
2 BlackRock Inc 13.94M (10.19%) -206.83K
Decreased by -1.48%
Sep 30, 25
3 T. Rowe Price Associates, Inc. 7.71M (5.64%) 908.67K
Increased by +11.78%
Sep 30, 25
4 FMR Inc 5.92M (4.33%) -1.85M
Decreased by -31.25%
Jun 30, 25
5 State Street Corp 5.80M (4.24%) -1.67K
Decreased by -0.03%
Sep 30, 25
6 State Street Corporation 5.67M (4.15%) -56.86K
Decreased by -1.00%
Mar 31, 24
7 Jana Partners Management LP 5.01M (3.66%) 0.00
Increased by 0.00%
Dec 31, 25
8 Apg All Pensions Group 4.56M (3.33%) -1.39M
Decreased by -30.47%
Jun 30, 24
9 Stockbridge Partners LLC 3.99M (2.91%) 217.46K
Increased by +5.46%
Jun 30, 24
10 Viking Global Investors LP 3.55M (2.59%) 3.55M
Increased by +100.00%
Dec 31, 23
11 Geode Capital Management, LLC 3.53M (2.58%) 21.26K
Increased by +0.60%
Dec 31, 25
12 JPMorgan Chase & Co 3.33M (2.43%) 1.22M
Increased by +36.57%
Jun 30, 24
13 Amvescap Plc. 3.29M (2.40%) 79.26K
Increased by +2.41%
Sep 30, 25
14 NORGES BANK 3.00M (2.19%) 696.77K
Increased by +23.23%
Dec 31, 25
15 TPG GP A, LLC 2.92M (2.14%) 1.25M
Increased by +42.65%
Jun 30, 24
16 Capital Research Global Investors 2.82M (2.06%) 670.00K
Increased by +23.76%
Dec 31, 25
17 Millennium Management LLC 2.59M (1.89%) 2.38M
Increased by +92.05%
Sep 30, 25
18 Anomaly Capital Management, LP 2.52M (1.84%) 1.51M
Increased by +60.10%
Mar 31, 24
19 Clarkston Capital Partners, LLC 2.41M (1.76%) -107.21K
Decreased by -4.45%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 2.14M (1.57%) 172.16K
Increased by +8.04%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 8.34M (6.10%) 2.94K
Increased by +0.04%
Mar 31, 26
2 T. Rowe Price Mid-Cap Value 4.69M (3.42%) 101.80K
Increased by +2.17%
Mar 31, 26
3 T. Rowe Price US Mid-Cap Value Equity 4.60M (3.36%) 539.58K
Increased by +11.73%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 4.57M (3.34%) 3.54K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.43M (3.24%) 22.43K
Increased by +0.51%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 4.06M (2.97%) 25.82K
Increased by +0.64%
May 31, 25
7 Vanguard 500 Index Investor 3.58M (2.62%) 33.71K
Increased by +0.94%
Feb 28, 26
8 Vanguard Small Cap Index 3.21M (2.34%) 41.68K
Increased by +1.30%
Mar 31, 26
9 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.99M (2.19%) 181.31K
Increased by +6.05%
Mar 31, 26
10 Invesco S&P 500® Equal Weight ETF 2.88M (2.11%) -1.24K
Decreased by -0.04%
Feb 27, 26
11 American Funds SMALLCAP World A 2.50M (1.83%) 600.00K
Increased by +24.00%
Dec 31, 25
12 Champlain Mid Cap Fund, LLC 2.19M (1.60%) -65.58K
Decreased by -2.99%
Nov 30, 24
13 Vanguard Small Cap Value Index Inv 2.04M (1.49%) 8.03K
Increased by +0.39%
Mar 31, 26
14 Strategic Advisers Fidelity US TtlStk 1.98M (1.45%) 179.43K
Increased by +9.05%
May 31, 24
15 Vanguard Small Cap Growth Index Inv 1.93M (1.41%) -5.38K
Decreased by -0.28%
Jul 31, 25
16 Fidelity Low-Priced Stock 1.83M (1.34%) -4.92K
Decreased by -0.27%
Jun 30, 25
17 American Funds Invmt Co of Amer A 1.82M (1.33%) 1.82M
Increased by +100.00%
Dec 31, 24
18 Capital Group Investment Co of Amer Comp 1.82M (1.33%) 1.82M
Increased by +100.00%
Dec 31, 24
19 SPDR® S&P 500 ETF 1.77M (1.30%) -26.04K
Decreased by -1.47%
Mar 31, 25
20 Fidelity 500 Index 1.77M (1.30%) 2.91K
Increased by +0.16%
Feb 28, 26