Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.54%
2 FXN 4.27%
3 GASX 3.91%
4 CVRD 3.08%
5 FCG 2.92%
6 MDPL 2.90%
7 EWMC 2.77%
8 PXE 2.77%
9 XOP 2.54%
10 COWS 2.44%
11 HCOW 2.38%
12 SMAP 2.36%
13 TSCV 2.27%
14 FRAK 2.12%
15 GUSH 1.91%
16 FTIF 1.80%
17 NSCS 1.77%
18 UOP 1.74%
19 GRPM 1.66%
20 ERSX 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.76M (12.72%) -19.12K
Decreased by -0.13%
Dec 31, 25
2 BlackRock Inc 11.14M (9.60%) 336.43K
Increased by +3.02%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 8.46M (7.29%) 8.46M
Increased by +100.00%
Mar 31, 26
4 Dimensional Fund Advisors, Inc. 6.95M (5.99%) 277.84K
Increased by +4.00%
Mar 31, 26
5 State Street Corporation 5.49M (4.73%) 122.18K
Increased by +2.22%
Mar 31, 24
6 State Street Corp 5.13M (4.42%) 515.70K
Increased by +10.05%
Mar 31, 26
7 Vanguard Capital Management, LLC 5.07M (4.37%) 5.07M
Increased by +100.00%
Mar 31, 26
8 Wellington Management Company LLP 4.00M (3.44%) 590.32K
Increased by +14.77%
Mar 31, 26
9 LSV Asset Management 3.85M (3.32%) 5.92K
Increased by +0.15%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 3.74M (3.23%) -1.07M
Decreased by -28.54%
Mar 31, 26
11 Adage Capital Partners Gp LLC 3.04M (2.62%) -330.00K
Decreased by -10.87%
Mar 31, 26
12 JPMorgan Chase & Co 2.78M (2.40%) 1.19M
Increased by +42.70%
Sep 30, 25
13 AllianceBernstein L.P. 2.66M (2.29%) 78.43K
Increased by +2.95%
Mar 31, 26
14 Geode Capital Management, LLC 2.33M (2.01%) 92.56K
Increased by +3.97%
Mar 31, 26
15 American Century Companies Inc 2.22M (1.91%) 400.99K
Increased by +18.10%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.17M (1.87%) -181.73K
Decreased by -8.37%
Mar 31, 26
17 Victory Capital Management Inc. 1.95M (1.68%) -325.39K
Decreased by -16.72%
Sep 30, 25
18 ClearBridge Advisors, LLC 1.78M (1.53%) 5.53K
Increased by +0.31%
Dec 31, 25
19 Neuberger Berman Group LLC 1.73M (1.49%) -34.10K
Decreased by -1.97%
Jun 30, 24
20 First Trust Advisors L.P. 1.60M (1.37%) 810.81K
Increased by +50.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 3.96M (3.41%) 744.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 3.57M (3.08%) 9.30K
Increased by +0.26%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 3.56M (3.07%) 2.60K
Increased by +0.07%
Sep 30, 24
4 iShares Russell 2000 ETF 2.61M (2.25%) 19.80K
Increased by +0.76%
May 30, 24
5 Vanguard Small Cap Index 2.58M (2.22%) -5.31K
Decreased by -0.21%
Apr 30, 26
6 Vanguard Equity-Income Inv 2.41M (2.08%) -424.25K
Decreased by -17.58%
Mar 31, 26
7 T. Rowe Price Small-Cap Value 2.04M (1.76%) -1.27K
Decreased by -0.06%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 1.66M (1.43%) 12.14K
Increased by +0.73%
Apr 30, 26
9 SttStrtSPDRS&POil&GasExplor&ProdtnETF 1.60M (1.38%) 7.79K
Increased by +0.49%
May 29, 26
10 DFA US Small Cap Value I 1.57M (1.35%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Small Cap Growth Index Inv 1.54M (1.33%) -2.68K
Decreased by -0.17%
Jul 31, 25
12 Avantis US Small Cap Value ETF 1.48M (1.28%) 0.00
Increased by 0.00%
May 30, 26
13 T. Rowe Price U.S. SC Value Eq Tr-D 1.33M (1.14%) 103.72K
Increased by +7.81%
Mar 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.14%) 14.55K
Increased by +1.10%
Apr 30, 26
15 JHancock Disciplined Value Glb L/S I 1.21M (1.04%) 1.21M
Increased by +100.00%
Sep 30, 24
16 T. Rowe Price Integrated US SmCapGrEq 1.19M (1.02%) 487.70K
Increased by +41.04%
Dec 31, 24
17 T. Rowe Price U.S. SC Value Eq Tr-Z 1.18M (1.02%) -39.98K
Decreased by -3.38%
Mar 31, 25
18 Fidelity Small Cap Index 1.12M (0.97%) -5.41K
Decreased by -0.48%
Apr 30, 24
19 SPDR® S&P Oil & Gas Explor & Prodtn ETF 1.11M (0.95%) 0.00
Increased by 0.00%
Aug 31, 25
20 Fidelity® Small Cap Index 1.09M (0.94%) 29.81K
Increased by +2.73%
Oct 31, 23