Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BETZ 2.82%
2 LSEQ 1.84%
3 EPSB 1.29%
4 PSCD 1.14%
5 EVNT 1.13%
6 FRTY 1.02%
7 RFV 0.88%
8 BJK 0.87%
9 FLYD 0.84%
10 OOTO 0.84%
11 XSVM 0.82%
12 PXSV 0.81%
13 RZV 0.78%
14 BNGE 0.67%
15 FXD 0.65%
16 RWJ 0.57%
17 BSVO 0.54%
18 FTLS 0.39%
19 RWK 0.32%
20 SLYV 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.69M (12.56%) 284.60K
Increased by +1.81%
Mar 31, 26
2 Vanguard Group Inc 14.30M (11.45%) -1.05M
Decreased by -7.34%
Dec 31, 25
3 Nomura Holdings Inc 9.50M (7.61%) 5.88M
Increased by +61.88%
Jun 30, 25
4 Vanguard Portfolio Management, LLC 8.37M (6.70%) 8.37M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.03M (4.83%) 6.03M
Increased by +100.00%
Mar 31, 26
6 Hill Path Capital LP 5.76M (4.61%) 0.00
Increased by 0.00%
Mar 31, 26
7 HG Vora Capital Management LLC 5.67M (4.54%) -575.00K
Decreased by -10.13%
Mar 31, 26
8 Amvescap Plc. 5.13M (4.10%) -647.30K
Decreased by -12.63%
Mar 31, 26
9 State Street Corporation 4.42M (3.54%) 59.51K
Increased by +1.35%
Mar 31, 24
10 State Street Corp 4.37M (3.50%) -122.50K
Decreased by -2.81%
Mar 31, 26
11 Bank of America Corp 4.35M (3.48%) 1.60M
Increased by +36.74%
Mar 31, 26
12 FMR Inc 4.19M (3.35%) -6.30M
Decreased by -150.47%
Dec 31, 24
13 The Goldman Sachs Group Inc 3.91M (3.13%) 1.45M
Increased by +37.11%
Mar 31, 26
14 TOMS Capital Investment Management LP 3.77M (3.02%) -51.50K
Decreased by -1.37%
Jun 30, 25
15 Armistice Capital, LLC 3.10M (2.48%) 992.33K
Increased by +32.05%
Dec 31, 25
16 AQR Capital Management LLC 2.96M (2.37%) -538.40K
Decreased by -18.18%
Mar 31, 26
17 Earnest Partners LLC 2.83M (2.26%) -16.32K
Decreased by -0.58%
Mar 31, 26
18 Shapiro Capital Management Co Inc 2.80M (2.25%) -1.07M
Decreased by -38.30%
Mar 31, 26
19 Citadel Advisors Llc 2.57M (2.06%) 1.30M
Increased by +50.65%
Mar 31, 26
20 Goldman Sachs Group Inc 2.47M (1.98%) 16.10K
Increased by +0.65%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 7.72M (6.18%) 2.87K
Increased by +0.04%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.78M (3.83%) 4.59K
Increased by +0.10%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 4.62M (3.70%) -825.00
Decreased by -0.02%
Apr 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.34M (3.48%) 16.98K
Increased by +0.39%
Apr 30, 26
5 Baron Growth Retail 4.10M (3.28%) -610.00K
Decreased by -14.88%
Dec 31, 23
6 Baron Small Cap Growth Strategy 4.10M (3.28%) -610.00K
Decreased by -14.88%
Dec 31, 23
7 Invesco Small Cap Value A 4.02M (3.22%) -130.44K
Decreased by -3.24%
Apr 30, 26
8 Fidelity Blue Chip Growth 3.43M (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity® Blue Chip Growth 3.38M (2.71%) 64.20K
Increased by +1.90%
Nov 30, 23
10 EARNEST Partners Smid Cap Core Fdrs 3.08M (2.47%) 1.52M
Increased by +49.46%
May 31, 26
11 Vanguard Small Cap Index 3.08M (2.46%) -12.30K
Decreased by -0.40%
Apr 30, 26
12 Baron Real Estate Institutional 2.06M (1.65%) 2.06M
Increased by +100.00%
Mar 31, 26
13 Baron Real Estate Strategy 2.06M (1.65%) 2.06M
Increased by +100.00%
Mar 31, 26
14 Fidelity® Growth Company 2.01M (1.61%) 65.80K
Increased by +3.27%
Nov 30, 23
15 Vanguard Small Cap Value Index Inv 1.98M (1.58%) 14.65K
Increased by +0.74%
Apr 30, 26
16 Hennessy Cornerstone Mid Cap 30 Inv 1.80M (1.44%) -188.70K
Decreased by -10.45%
Mar 31, 26
17 Contrarius Global Equity Institutional 1.73M (1.39%) -1.62M
Decreased by -93.38%
Jun 30, 25
18 Fidelity Growth Compy Commingled Pl O 1.57M (1.26%) -277.60K
Decreased by -17.63%
Aug 31, 24
19 EARNEST Partners Smid Cap Core Founders 1.56M (1.25%) 26.36K
Increased by +1.69%
Apr 30, 26
20 FullerThaler Behavioral Small-Cap Growth 1.50M (1.20%) 1.50M
Increased by +100.00%
Mar 31, 26