Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSMD 5.32%
2 FPXE 4.59%
3 HVAC 3.96%
4 POW 3.72%
5 FPXI 3.52%
6 POWR 3.41%
7 FILL 3.41%
8 TCAI 3.33%
9 NEWZ 3.19%
10 IVEP 3.15%
11 MVFD 3.13%
12 VOLT 3.11%
13 BEEX 3.03%
14 FFTY 2.99%
15 CNAV 2.93%
16 KOOL 2.92%
17 BCUS 2.88%
18 OSCV 2.86%
19 PJIO 2.83%
20 SMCO 2.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.76M (9.78%) 263.32K
Increased by +1.67%
Dec 31, 25
2 Vanguard Group Inc 15.70M (9.75%) -310.57K
Decreased by -1.98%
Dec 31, 25
3 Millennium Management LLC 6.13M (3.81%) 1.19M
Increased by +19.35%
Dec 31, 25
4 State Street Corporation 5.07M (3.15%) 123.39K
Increased by +2.44%
Mar 31, 24
5 State Street Corp 4.97M (3.09%) -27.26K
Decreased by -0.55%
Dec 31, 25
6 Franklin Resources Inc 4.26M (2.64%) -408.06K
Decreased by -9.58%
Mar 31, 26
7 Capital Research Global Investors 3.85M (2.39%) -276.94K
Decreased by -7.20%
Sep 30, 25
8 Nuveen Asset Management, LLC 3.78M (2.35%) -401.73K
Decreased by -10.63%
Dec 31, 24
9 FMR Inc 3.51M (2.18%) 41.19K
Increased by +1.17%
Dec 31, 25
10 Goldman Sachs Group Inc 3.27M (2.03%) 2.18M
Increased by +66.76%
Dec 31, 23
11 Nuveen, LLC 3.23M (2.00%) -306.25K
Decreased by -9.49%
Dec 31, 25
12 Geode Capital Management, LLC 3.13M (1.94%) 217.49K
Increased by +6.96%
Dec 31, 25
13 William Blair Investment Management, LLC 3.11M (1.93%) 709.46K
Increased by +22.78%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 2.58M (1.60%) 2.02M
Increased by +78.35%
Dec 31, 25
15 Neuberger Berman Group LLC 2.54M (1.58%) -163.54K
Decreased by -6.44%
Mar 31, 26
16 Massachusetts Financial Services Company 2.45M (1.52%) -142.30K
Decreased by -5.80%
Mar 31, 26
17 HHG PLC 2.44M (1.52%) 466.04K
Increased by +19.09%
Sep 30, 24
18 Fiduciary Management, Inc. of Milwaukee 2.42M (1.50%) 294.96K
Increased by +12.21%
Jun 30, 25
19 NORGES BANK 2.41M (1.50%) -786.46K
Decreased by -32.61%
Dec 31, 25
20 Bank of America Corp 2.39M (1.48%) 1.46M
Increased by +61.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.45M (3.38%) -2.75K
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 5.29M (3.28%) 4.31K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.14M (3.19%) 38.97K
Increased by +0.76%
Mar 31, 26
4 Vanguard Small Cap Index 3.73M (2.32%) 69.43K
Increased by +1.86%
Mar 31, 26
5 Franklin Rising Dividends A 3.26M (2.02%) -470.00K
Decreased by -14.42%
Mar 31, 26
6 Franklin Rising Dividends Fund A 3.26M (2.02%) -470.00K
Decreased by -14.42%
Mar 31, 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%) 1.07M
Increased by +51.31%
Mar 31, 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 1.80M (1.12%) 44.98K
Increased by +2.49%
Mar 31, 26
12 CREF Stock R3 1.72M (1.07%) -36.15K
Decreased by -2.10%
Jul 31, 25
13 CREF Stock R1 1.59M (0.99%) 291.73K
Increased by +18.35%
Feb 28, 25
14 Swedbank Robur Globalfond A 1.57M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
15 First Trust NASDAQ® Cln Edge®StGidIfsETF 1.53M (0.95%) 5.81K
Increased by +0.38%
Apr 30, 26
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