Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUS 3.88%
2 KBWY 3.49%
3 CSD 3.18%
4 LBAY 3.01%
5 SRHR 2.46%
6 EDOG 2.14%
7 GABF 2.05%
8 RIET 1.56%
9 KDVD 1.29%
10 RZV 1.21%
11 PSCF 1.07%
12 WBIY 1.05%
13 CALF 0.99%
14 PXSG 0.92%
15 XSMO 0.92%
16 HOMZ 0.77%
17 FNK 0.73%
18 FEMS 0.70%
19 HIDV 0.68%
20 SLYV 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.12M (13.79%) 2.96M
Increased by +14.02%
Dec 31, 25
2 BlackRock Inc 20.61M (13.46%) 659.80K
Increased by +3.20%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 14.85M (9.70%) 14.85M
Increased by +100.00%
Mar 31, 26
4 Brave Warrior Advisors LLC 8.52M (5.56%) -84.33K
Decreased by -0.99%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.93M (4.52%) 6.93M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 6.53M (4.26%) 2.45M
Increased by +37.57%
Mar 31, 26
7 State Street Corp 5.28M (3.45%) 199.29K
Increased by +3.77%
Mar 31, 26
8 Manufacturers Life Insurance Co 4.30M (2.81%) -170.62K
Decreased by -3.97%
Mar 31, 26
9 Permian Investment Partners 3.88M (2.53%) 85.00K
Increased by +2.19%
Mar 31, 26
10 Spears Abacus Advisors LLC 3.68M (2.40%) 49.62K
Increased by +1.35%
Mar 31, 26
11 NORGES BANK 3.41M (2.23%) 2.86M
Increased by +83.93%
Dec 31, 25
12 Geode Capital Management, LLC 3.01M (1.96%) 96.93K
Increased by +3.22%
Mar 31, 26
13 Two Sigma Investments LLC 3.00M (1.96%) 1.13M
Increased by +37.79%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.63M (1.72%) -185.79K
Decreased by -7.07%
Mar 31, 26
15 Charles Schwab Investment Management Inc 2.29M (1.49%) 83.60K
Increased by +3.65%
Mar 31, 26
16 Citadel Advisors Llc 2.09M (1.36%) -1.67M
Decreased by -79.77%
Mar 31, 26
17 Jane Street Group LLC 1.99M (1.30%) 1.21M
Increased by +60.85%
Dec 31, 25
18 Capital World Investors 1.64M (1.07%) 0.00
Increased by 0.00%
Mar 31, 26
19 Amvescap Plc. 1.62M (1.06%) 830.53K
Increased by +51.18%
Mar 31, 26
20 Gotham Asset Management, LLC 1.56M (1.02%) 798.81K
Increased by +51.11%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.36M (6.11%) 3.33K
Increased by +0.04%
May 29, 26
2 Vanguard Real Estate Index Investor 5.72M (3.74%) -18.82K
Decreased by -0.33%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 4.95M (3.23%) 13.24K
Increased by +0.27%
Apr 30, 26
4 Fidelity Dividend Growth 3.62M (2.37%) 0.00
Increased by 0.00%
Apr 30, 26
5 Vanguard Small Cap Index 3.55M (2.32%) -11.15K
Decreased by -0.31%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 2.28M (1.49%) 17.05K
Increased by +0.75%
Apr 30, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 1.74M (1.14%) 17.77K
Increased by +1.02%
Apr 30, 26
8 BMC Global Select R SEK 1.61M (1.05%) -2.01M
Decreased by -124.89%
Apr 30, 26
9 State Street SPDR Port S&P 600 Sm CpETF 1.42M (0.93%) 0.00
Increased by 0.00%
May 29, 26
10 Pacer US Small Cap Cash Cows 100 ETF 1.19M (0.78%) 0.00
Increased by 0.00%
May 29, 26
11 Fidelity Capital Appreciation 1.18M (0.77%) -24.60K
Decreased by -2.09%
Apr 30, 26
12 Schwab US REIT ETF™ 1.09M (0.71%) 512.00
Increased by +0.05%
May 30, 26
13 American Funds Growth Fund of Amer A 1.08M (0.70%) 0.00
Increased by 0.00%
Mar 31, 26
14 Capital Group Growth Fnd of Amer Comp 1.08M (0.70%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Real Estate II Index 1.01M (0.66%) 651.00
Increased by +0.06%
Apr 30, 26
16 Vanguard Tax-Managed Small Cap Adm 976.18K (0.64%) 0.00
Increased by 0.00%
Apr 30, 26
17 State St Russell Sm/Mid Cp® Indx SL Cl I 938.00K (0.61%) 3.50K
Increased by +0.37%
May 31, 26
18 Invesco S&P SmallCap Momentum ETF 916.17K (0.60%) 279.00
Increased by +0.03%
May 29, 26
19 JHVIT Fundamental All Cap Core I 877.30K (0.57%) 0.00
Increased by 0.00%
Apr 30, 26
20 Fidelity Extended Market Index 834.48K (0.54%) 6.04K
Increased by +0.72%
Apr 30, 26