Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTRN 3.91%
3 NITE 2.91%
4 PSCD 2.40%
5 DVLU 2.39%
6 SMRI 2.10%
7 PKB 2.04%
8 CLAW 1.78%
9 RCD 1.62%
10 RSPD 1.62%
11 SPVM 1.60%
12 PXLV 1.57%
13 BUSA 1.29%
14 FXR 1.20%
15 ITB 1.10%
16 RPV 1.02%
17 BSMC 0.99%
18 SAEF 0.94%
19 FCFY 0.93%
20 DSMC 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.37M (13.66%) 151.20K
Increased by +2.38%
Mar 31, 26
2 Vanguard Group Inc 5.40M (11.59%) -626.48K
Decreased by -11.60%
Dec 31, 25
3 AQR Capital Management LLC 4.30M (9.22%) 2.47M
Increased by +57.43%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 3.22M (6.91%) 80.76K
Increased by +2.51%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.76M (5.91%) 2.76M
Increased by +100.00%
Mar 31, 26
6 Brandes Investment Partners & Co 2.62M (5.62%) 1.52M
Increased by +57.89%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.33M (5.00%) 2.33M
Increased by +100.00%
Mar 31, 26
8 FMR Inc 2.32M (4.99%) 398.32K
Increased by +17.14%
Mar 31, 26
9 JPMorgan Chase & Co 2.06M (4.41%) -422.84K
Decreased by -20.56%
Mar 31, 26
10 State Street Corporation 1.83M (3.93%) -3.89K
Decreased by -0.21%
Mar 31, 24
11 Ariel Investments, LLC 1.74M (3.74%) 28.65K
Increased by +1.64%
Mar 31, 26
12 State Street Corp 1.71M (3.66%) 10.99K
Increased by +0.64%
Mar 31, 26
13 Amvescap Plc. 1.59M (3.41%) -366.29K
Decreased by -23.02%
Sep 30, 25
14 Massachusetts Financial Services Company 1.56M (3.35%) -70.98K
Decreased by -4.54%
Mar 31, 26
15 Citadel Advisors Llc 1.23M (2.64%) 301.22K
Increased by +24.50%
Sep 30, 25
16 Boston Partners Global Investors, Inc 1.22M (2.61%) -975.09K
Decreased by -80.12%
Dec 31, 23
17 Pacer Advisors, INC. 1.20M (2.58%) 403.62K
Increased by +33.63%
Jun 30, 24
18 Pzena Investment Management, LLC 1.15M (2.47%) -33.59K
Decreased by -2.91%
Mar 31, 26
19 Phoenix Holdings Ltd 1.03M (2.22%) 946.51K
Increased by +91.59%
Mar 31, 24
20 Geode Capital Management, LLC 929.92K (2.00%) 27.50K
Increased by +2.96%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.15M (6.76%) 1.10K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 1.71M (3.67%) 1.36K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.65M (3.54%) 3.96K
Increased by +0.24%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 1.49M (3.20%) 9.28K
Increased by +0.62%
May 31, 25
5 Invesco S&P 500® Equal Weight ETF 1.35M (2.90%) 1.97K
Increased by +0.15%
Aug 29, 25
6 Vanguard 500 Index Investor 1.29M (2.76%) -188.27K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Small Cap Index 1.20M (2.58%) -2.67K
Decreased by -0.22%
Apr 30, 26
8 Pacer US Cash Cows 100 ETF 1.20M (2.57%) 420.00
Increased by +0.04%
Jun 28, 24
9 JPM US Mid Cap Value-MA 1.03M (2.21%) 0.00
Increased by 0.00%
Mar 31, 25
10 Pzena Large Cap Value 1.01M (2.16%) 0.00
Increased by 0.00%
May 31, 26
11 Vanguard Windsor Investor Shares 1.01M (2.16%) -54.74K
Decreased by -5.44%
Mar 31, 26
12 JPM US Mid Cap Value-Composite 893.11K (1.92%) -178.40K
Decreased by -19.97%
Mar 31, 26
13 Ariel Fund Investor 832.14K (1.79%) 47.01K
Increased by +5.65%
Mar 31, 26
14 DFA US Small Cap Value I 787.73K (1.69%) 0.00
Increased by 0.00%
Apr 30, 26
15 Vanguard Small Cap Value Index Inv 773.02K (1.66%) 5.48K
Increased by +0.71%
Apr 30, 26
16 MFS Mid Cap Value A 747.91K (1.61%) 0.00
Increased by 0.00%
Apr 30, 26
17 MFS Mid Cap Value Equity 747.91K (1.61%) -32.26K
Decreased by -4.31%
Mar 31, 26
18 Fidelity 500 Index 657.83K (1.41%) 290.00
Increased by +0.04%
Jul 31, 25
19 SPDR® S&P 500 ETF 653.74K (1.40%) -9.61K
Decreased by -1.47%
Mar 31, 25
20 JPM US Value Advantage-MA 646.50K (1.39%) 624.02K
Increased by +96.52%
Sep 30, 23