Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 5.01%
2 HVAC 4.79%
3 FPXE 4.59%
4 POW 3.84%
5 FPXI 3.52%
6 TCAI 3.28%
7 IVEP 3.28%
8 NEWZ 3.24%
9 POWR 3.23%
10 FILL 3.23%
11 FMTM 3.23%
12 VOLT 3.14%
13 MVFD 3.13%
14 PJIO 3.12%
15 FFTY 2.99%
16 OSCV 2.94%
17 KOOL 2.94%
18 BEEX 2.92%
19 CNAV 2.89%
20 BCUS 2.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.46M (10.22%) 702.27K
Increased by +4.27%
Mar 31, 26
2 Vanguard Group Inc 15.70M (9.75%) -310.57K
Decreased by -1.98%
Dec 31, 25
3 Vanguard Capital Management, LLC 7.25M (4.50%) 7.25M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.72M (4.17%) 6.72M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 5.07M (3.15%) 123.39K
Increased by +2.44%
Mar 31, 24
6 State Street Corp 5.06M (3.14%) 91.25K
Increased by +1.80%
Mar 31, 26
7 Millennium Management LLC 4.48M (2.78%) -1.66M
Decreased by -36.97%
Mar 31, 26
8 Franklin Resources Inc 4.26M (2.65%) -408.06K
Decreased by -9.58%
Mar 31, 26
9 Capital Research Global Investors 3.85M (2.39%) -276.94K
Decreased by -7.20%
Sep 30, 25
10 Nuveen Asset Management, LLC 3.78M (2.35%) -401.73K
Decreased by -10.63%
Dec 31, 24
11 Geode Capital Management, LLC 3.51M (2.18%) 384.09K
Increased by +10.94%
Mar 31, 26
12 FMR Inc 3.50M (2.17%) -14.24K
Decreased by -0.41%
Mar 31, 26
13 Goldman Sachs Group Inc 3.27M (2.03%) 2.18M
Increased by +66.76%
Dec 31, 23
14 William Blair Investment Management, LLC 3.11M (1.93%) 709.46K
Increased by +22.78%
Jun 30, 25
15 Nuveen, LLC 2.67M (1.66%) -556.03K
Decreased by -20.82%
Mar 31, 26
16 Neuberger Berman Group LLC 2.54M (1.58%) -163.54K
Decreased by -6.44%
Mar 31, 26
17 Massachusetts Financial Services Company 2.45M (1.52%) -142.30K
Decreased by -5.80%
Mar 31, 26
18 HHG PLC 2.44M (1.52%) 466.04K
Increased by +19.09%
Sep 30, 24
19 Fiduciary Management, Inc. of Milwaukee 2.42M (1.50%) 294.96K
Increased by +12.21%
Jun 30, 25
20 NORGES BANK 2.41M (1.50%) -786.46K
Decreased by -32.61%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.47M (3.40%) 1.03K
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 5.29M (3.29%) 4.31K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.15M (3.20%) 12.75K
Increased by +0.25%
Apr 30, 26
4 Vanguard Small Cap Index 3.73M (2.31%) -7.91K
Decreased by -0.21%
Apr 30, 26
5 Franklin Rising Dividends Fund A 3.26M (2.02%) -470.00K
Decreased by -14.42%
Mar 31, 26
6 Franklin Rising Dividends A 2.88M (1.79%) -381.00K
Decreased by -13.23%
Apr 30, 26
7 American Funds AMCAP A 2.80M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group AMCAP Composite 2.80M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 2.09M (1.30%) 620.00
Increased by +0.03%
Apr 30, 26
10 Champlain Mid Cap Fund, LLC 1.92M (1.19%) -244.35K
Decreased by -12.71%
Aug 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.13%) 17.81K
Increased by +0.98%
Apr 30, 26
12 CREF Stock R3 1.72M (1.07%) -36.15K
Decreased by -2.10%
Jul 31, 25
13 First Trust NASDAQ® Cln Edge®StGidIfsETF 1.70M (1.06%) 4.36K
Increased by +0.26%
May 31, 26
14 CREF Stock R1 1.59M (0.99%) 291.73K
Increased by +18.35%
Feb 28, 25
15 Swedbank Robur Globalfond A 1.57M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
16 RobecoSAM Smart Energy Eqs F EUR 1.51M (0.94%) -48.00K
Decreased by -3.17%
Mar 31, 24
17 Neuberger Berman Long Short Instl 1.39M (0.86%) 25.85K
Increased by +1.86%
Jul 31, 25
18 MFS Mid Cap Growth A 1.36M (0.84%) 16.98K
Increased by +1.25%
Oct 31, 24
19 JPM Large Cap Value - MA 1.35M (0.84%) 1.05M
Increased by +77.68%
Mar 31, 25
20 JPM US Large Cap Value-Composite 1.35M (0.84%) 1.05M
Increased by +77.68%
Mar 31, 25