Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 4.17%
2 TOLL 3.86%
3 TSCM 3.56%
4 FXG 2.89%
5 RWK 2.70%
6 PBJ 2.52%
7 TMFM 2.31%
8 DVOL 2.27%
9 DVLU 2.17%
10 XMMO 1.94%
11 EPSV 1.85%
12 VNMC 1.82%
13 PXMV 1.51%
14 XMVM 1.51%
15 PAMC 1.37%
16 QMID 1.25%
17 CGVV 1.19%
18 RFV 1.17%
19 XMLV 1.10%
20 EATZ 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 23.03M (14.98%) 367.05K
Increased by +1.59%
Mar 31, 26
2 Vanguard Group Inc 14.52M (9.44%) -707.42K
Decreased by -4.87%
Dec 31, 25
3 BlackRock Inc 13.84M (9.00%) -67.68K
Decreased by -0.49%
Dec 31, 25
4 FMR Inc 10.99M (7.15%) -164.66K
Decreased by -1.50%
Dec 31, 25
5 JPMorgan Chase & Co 7.61M (4.95%) 3.81M
Increased by +50.13%
Mar 31, 26
6 Amvescap Plc. 6.85M (4.45%) 4.32M
Increased by +63.00%
Mar 31, 26
7 Wellington Management Company LLP 4.99M (3.25%) -1.22M
Decreased by -24.43%
Dec 31, 25
8 State Street Corp 4.67M (3.04%) -9.13K
Decreased by -0.20%
Dec 31, 25
9 State Street Corporation 4.51M (2.93%) 69.71K
Increased by +1.54%
Mar 31, 24
10 Victory Capital Management Inc. 4.37M (2.84%) -577.66K
Decreased by -13.22%
Dec 31, 25
11 Lone Pine Capital LLC 3.98M (2.59%) 3.98M
Increased by +100.00%
Mar 31, 26
12 ClearBridge Advisors, LLC 3.71M (2.41%) -176.71K
Decreased by -4.76%
Mar 31, 26
13 Point72 Asset Management, L.P. 3.35M (2.18%) 1.68M
Increased by +49.96%
Dec 31, 25
14 Sachem Head Capital Management LP 3.35M (2.18%) 0.00
Increased by 0.00%
Mar 31, 26
15 Geode Capital Management, LLC 2.80M (1.82%) 36.03K
Increased by +1.29%
Dec 31, 25
16 PRIMECAP Management Company 2.71M (1.76%) 177.81K
Increased by +6.57%
Mar 31, 26
17 Citadel Advisors Llc 2.64M (1.72%) 1.68M
Increased by +63.72%
Dec 31, 25
18 William Blair Investment Management, LLC 2.62M (1.71%) -414.97K
Decreased by -15.82%
Sep 30, 23
19 Dimensional Fund Advisors, Inc. 2.51M (1.64%) 619.57K
Increased by +24.64%
Mar 31, 26
20 Millennium Management LLC 2.39M (1.55%) 1.63M
Increased by +68.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 13.84M (9.00%) 13.84M
Increased by +100.00%
Feb 29, 24
2 American Funds Fundamental Invs A 10.01M (6.51%) 0.00
Increased by 0.00%
Mar 31, 26
3 Capital Group Fundamental Invtrs Comp 10.01M (6.51%) 0.00
Increased by 0.00%
Mar 31, 26
4 Global Balanced (AFRIS) 6.35M (4.13%) 6.35M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P Mid-Cap ETF 5.31M (3.45%) -2.67K
Decreased by -0.05%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 4.92M (3.20%) 3.63K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 4.75M (3.09%) 39.27K
Increased by +0.83%
Mar 31, 26
8 American Funds Growth Fund of Amer A 3.84M (2.50%) 0.00
Increased by 0.00%
Mar 31, 26
9 Capital Group Growth Fnd of Amer Comp 3.84M (2.50%) 0.00
Increased by 0.00%
Mar 31, 26
10 American Funds IS® Growth 1 3.56M (2.31%) 0.00
Increased by 0.00%
Mar 31, 26
11 Capital Group Growth Composite 3.56M (2.31%) 0.00
Increased by 0.00%
Mar 31, 26
12 Sycamore Mid Cap Value Comp 3.52M (2.29%) 3.45M
Increased by +98.25%
Mar 31, 25
13 Vanguard Small Cap Index 3.45M (2.24%) 63.01K
Increased by +1.83%
Mar 31, 26
14 Victory Sycamore Established Value R 2.84M (1.85%) -490.00K
Decreased by -17.25%
Dec 31, 25
15 JPM Large Cap Value - MA 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
16 JPM US Large Cap Value-Composite 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 2.19M (1.43%) 20.00K
Increased by +0.91%
Mar 31, 26
18 Vanguard Wellington Inv 2.09M (1.36%) 0.00
Increased by 0.00%
Dec 31, 25
19 Fidelity Low-Priced Stock 2.05M (1.33%) 174.99K
Increased by +8.53%
Feb 28, 26
20 Capital Group Growth ETF 1.98M (1.29%) 95.55K
Increased by +4.83%
Apr 30, 26