Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EZA 5.20%
2 FITS 5.07%
3 LBAY 4.93%
4 FLZA 4.86%
5 NITE 3.44%
6 TPMN 2.96%
7 RONB 2.93%
8 KLXY 2.32%
9 TBG 2.14%
10 QVAL 2.13%
11 MVFD 2.08%
12 DIV 2.00%
13 ECOW 1.91%
14 AFK 1.78%
15 FPAG 1.57%
16 GURU 1.55%
17 PFUT 1.54%
18 RYJ 1.52%
19 OUSM 1.47%
20 CGMM 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 5.04M (15.29%) 233.60K
Increased by +4.63%
Mar 31, 26
2 Capital World Investors 4.43M (13.41%) 1.23M
Increased by +27.78%
Mar 31, 26
3 Capital Research & Mgmt Co - Division 3 4.01M (12.16%) -771.31K
Decreased by -19.22%
Mar 31, 26
4 Vanguard Group Inc 3.51M (10.63%) -112.30K
Decreased by -3.20%
Dec 31, 25
5 BlackRock Inc 3.38M (10.23%) 50.31K
Increased by +1.49%
Mar 31, 26
6 Oasis Management Co. Ltd 2.09M (6.33%) 237.16K
Increased by +11.36%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.69M (5.13%) 1.69M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 1.69M (5.11%) 986.17K
Increased by +58.46%
Mar 31, 26
9 Principal Financial Group Inc 1.65M (5.01%) 549.00
Increased by +0.03%
Jun 30, 25
10 Vanguard Capital Management, LLC 1.61M (4.87%) 1.61M
Increased by +100.00%
Mar 31, 26
11 State Street Corporation 1.49M (4.53%) 33.27K
Increased by +2.23%
Mar 31, 24
12 Apg All Pensions Group 1.29M (3.92%) -686.41K
Decreased by -53.05%
Sep 30, 24
13 FMR Inc 1.20M (3.64%) 722.66K
Increased by +60.19%
Mar 31, 26
14 Charles Schwab Investment Management Inc 1.19M (3.62%) -247.01K
Decreased by -20.70%
Mar 31, 26
15 First Pacific Advisors, LP 1.18M (3.57%) 88.65K
Increased by +7.54%
Mar 31, 26
16 State Street Corp 1.10M (3.34%) 9.28K
Increased by +0.84%
Mar 31, 26
17 Manufacturers Life Insurance Co 976.73K (2.96%) 201.75K
Increased by +20.66%
Mar 31, 26
18 CI Private Wealth LLC 873.39K (2.65%) 445.92K
Increased by +51.06%
Dec 31, 25
19 Groupama Asset Management 800.00K (2.42%) 800.00K
Increased by +100.00%
Sep 30, 24
20 Macquarie Group Ltd 798.77K (2.42%) -35.76K
Decreased by -4.48%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 2.40M (7.28%) -158.63K
Decreased by -6.60%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 2.40M (7.28%) -158.63K
Decreased by -6.60%
Mar 31, 26
3 American Funds Income Fund of Amer A 2.19M (6.62%) 0.00
Increased by 0.00%
Mar 31, 26
4 Baron Small Cap Growth Strategy 2.00M (6.06%) 0.00
Increased by 0.00%
Jun 30, 25
5 Baron Partners Retail 1.80M (5.46%) 240.00K
Increased by +13.33%
Mar 31, 26
6 American Funds Fundamental Invs A 1.34M (4.05%) 484.19K
Increased by +36.24%
Mar 31, 26
7 Capital Group Fundamental Invtrs Comp 1.34M (4.05%) 484.19K
Increased by +36.24%
Mar 31, 26
8 iShares Core S&P Mid-Cap ETF 1.21M (3.68%) 228.00
Increased by +0.02%
May 29, 26
9 Vanguard US Total Market Shares ETF 1.20M (3.63%) 880.00
Increased by +0.07%
Sep 30, 24
10 Principal Aligned MidCap Equity 1.19M (3.62%) -1.96K
Decreased by -0.16%
Jun 30, 25
11 Principal MidCap R5 1.19M (3.62%) -1.96K
Decreased by -0.16%
Jun 30, 25
12 Vanguard Total Stock Mkt Idx Inv 1.14M (3.47%) 3.22K
Increased by +0.28%
Apr 30, 26
13 Baron Focused Growth Retail 1.04M (3.15%) 197.00K
Increased by +18.94%
Mar 31, 26
14 Baron Focused Growth Strategy 1.04M (3.15%) 197.00K
Increased by +18.94%
Mar 31, 26
15 Fidelity High Dividend ETF 948.15K (2.87%) 0.00
Increased by 0.00%
May 29, 26
16 American Funds American Balanced A 944.41K (2.86%) 70.00K
Increased by +7.41%
Mar 31, 26
17 American Funds Growth Fund of Amer A 869.24K (2.63%) 0.00
Increased by 0.00%
Mar 31, 24
18 Capital Group Growth Fnd of Amer Comp 869.24K (2.63%) 0.00
Increased by 0.00%
Mar 31, 24
19 Schwab US Dividend Equity ETF™ 854.41K (2.59%) 1.60K
Increased by +0.19%
May 30, 26
20 Vanguard Small Cap Index 824.22K (2.50%) -819.00
Decreased by -0.10%
Apr 30, 26