Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXN 4.48%
2 MGNR 3.33%
3 XOP 2.99%
4 LSEQ 2.32%
5 FTIF 2.29%
6 IEO 1.69%
7 USVT 0.60%
8 IWN 0.57%
9 IJK 0.56%
10 IYE 0.53%
11 ISCV 0.35%
12 JKL 0.35%
13 FILL 0.32%
14 IWM 0.32%
15 IGE 0.32%
16 IJH 0.30%
17 TEXN 0.19%
18 ISCB 0.17%
19 JKJ 0.17%
20 ESML 0.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.24M (10.02%) -441.15K
Decreased by -0.68%
Mar 31, 25
2 BlackRock Inc 64.31M (9.87%) 1.13M
Increased by +1.75%
Mar 31, 25
3 Riverstone Holdings LLC 39.19M (6.02%) 0.00
Increased by 0.00%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 29.91M (4.59%) -2.76M
Decreased by -9.23%
Mar 31, 25
5 Barrow Hanley Mewhinney & Strauss LLC 28.20M (4.33%) -1.82M
Decreased by -6.45%
Mar 31, 25
6 State Street Corp 23.09M (3.54%) 813.13K
Increased by +3.52%
Mar 31, 25
7 Nuveen Asset Management, LLC 22.29M (3.42%) -1.22M
Decreased by -5.46%
Dec 31, 24
8 State Street Corporation 21.61M (3.32%) 2.42M
Increased by +11.21%
Mar 31, 24
9 Post Oak Energy Holdings LLC 21.05M (3.23%) 0.00
Increased by 0.00%
Mar 31, 25
10 ENCAP PARTNERS GP, LLC 19.29M (2.96%) 0.00
Increased by 0.00%
Sep 30, 24
11 EnCap Energy Capital Fund XI, L.P. 19.29M (2.96%) 0.00
Increased by 0.00%
Mar 31, 25
12 G.F.W. Energy XI, L.P. 17.48M (2.68%) 17.48M
Increased by +100.00%
Jun 30, 24
13 Massachusetts Financial Services Company 17.30M (2.66%) -1.14M
Decreased by -6.60%
Mar 31, 25
14 Citadel Advisors Llc 14.48M (2.22%) 1.62M
Increased by +11.16%
Sep 30, 24
15 Dimensional Fund Advisors, Inc. 14.10M (2.16%) 2.29M
Increased by +16.22%
Mar 31, 25
16 Bank of New York Mellon Corp 12.83M (1.97%) -801.79K
Decreased by -6.25%
Mar 31, 25
17 Nuveen, LLC 12.67M (1.95%) 12.67M
Increased by +100.00%
Mar 31, 25
18 Geode Capital Management, LLC 11.74M (1.80%) 630.13K
Increased by +5.37%
Mar 31, 25
19 Renaissance Technologies Corp 11.33M (1.74%) 523.90K
Increased by +4.62%
Mar 31, 25
20 AllianceBernstein L.P. 10.95M (1.68%) -1.53M
Decreased by -14.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 20.82M (3.20%) 1.36K
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 20.25M (3.11%) -71.99K
Decreased by -0.36%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 20.02M (3.07%) 1.17M
Increased by +5.86%
Sep 30, 24
4 Vanguard Small Cap Index 15.41M (2.37%) -562.83K
Decreased by -3.65%
Jun 30, 25
5 iShares Russell 2000 ETF 10.66M (1.64%) -84.93K
Decreased by -0.80%
Apr 30, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 9.81M (1.51%) -169.55K
Decreased by -1.73%
Jun 30, 25
7 CREF Stock R1 9.56M (1.47%) -1.11M
Decreased by -11.65%
Jan 31, 25
8 MFS Mid Cap Value A 9.17M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Mid Cap Value Equity 9.17M (1.41%) 335.98K
Increased by +3.66%
Jun 30, 25
10 Delaware US Small Cap Core Equity (SMA) 8.44M (1.30%) -878.84K
Decreased by -10.42%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 8.44M (1.30%) -878.84K
Decreased by -10.42%
Mar 31, 24
12 Barrow Hanley Global Value Equity 8.14M (1.25%) 3.86M
Increased by +47.44%
Jun 30, 25
13 T. Rowe Price US All-Cap Opp Eq SMA 7.20M (1.11%) -33.90K
Decreased by -0.47%
Dec 31, 24
14 Macquarie Small Cap Core I 6.60M (1.01%) 0.00
Increased by 0.00%
May 31, 25
15 Delaware Small Cap Core I 6.50M (1.00%) -40.31K
Decreased by -0.62%
Sep 30, 24
16 T. Rowe Price All-Cap Opportunities Fund 6.32M (0.97%) -1.35M
Decreased by -21.39%
Jun 30, 25
17 T. Rowe Price US All-Cap Opp Eq Comp 6.32M (0.97%) 1.13M
Increased by +17.81%
Jun 30, 25
18 T. Rowe Price Mid-Cap Value 6.24M (0.96%) -7.95K
Decreased by -0.13%
Jun 30, 25
19 T. Rowe Price US Mid-Cap Value Equity 6.24M (0.96%) -544.47K
Decreased by -8.73%
Jun 30, 25
20 Eagle Mid-Cap Growth - Institutional 5.64M (0.87%) -99.27K
Decreased by -1.76%
Jun 30, 25