Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.47%
2 ORR 3.54%
3 OMFS 3.46%
4 NEWZ 3.39%
5 FCUS 3.27%
6 BCUS 3.18%
7 KROP 3.14%
8 FXG 2.68%
9 SRHQ 2.51%
10 BFIT 2.48%
11 EASI 2.42%
12 CPAI 2.19%
13 AZTD 2.19%
14 CNAV 2.11%
15 AIEQ 1.92%
16 RAYD 1.68%
17 PBJ 1.64%
18 PSL 1.63%
19 MID 1.55%
20 XRT 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.77M (13.69%) 7.28M
Increased by +57.01%
Mar 31, 26
2 BlackRock Inc 10.49M (11.25%) -396.12K
Decreased by -3.77%
Mar 31, 26
3 Vanguard Group Inc 9.91M (10.63%) 28.95K
Increased by +0.29%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 4.95M (5.31%) 4.95M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.28M (4.59%) 4.28M
Increased by +100.00%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 3.91M (4.19%) 1.81M
Increased by +46.28%
Mar 31, 26
7 State Street Corporation 3.85M (4.13%) 91.70K
Increased by +2.38%
Mar 31, 24
8 Nordea Investment Mgmt Bank Demark A/s 3.41M (3.66%) 1.09M
Increased by +31.88%
Mar 31, 26
9 State Street Corp 3.15M (3.38%) 33.73K
Increased by +1.07%
Mar 31, 26
10 JPMorgan Chase & Co 2.70M (2.89%) 312.35K
Increased by +11.57%
Sep 30, 24
11 Renaissance Technologies Corp 2.44M (2.61%) -342.50K
Decreased by -14.05%
Mar 31, 26
12 Bank of America Corp 2.40M (2.58%) -182.00K
Decreased by -7.57%
Sep 30, 25
13 Citadel Advisors Llc 2.24M (2.40%) 2.04M
Increased by +90.74%
Dec 31, 25
14 Geode Capital Management, LLC 2.03M (2.17%) 60.51K
Increased by +2.99%
Mar 31, 26
15 NORGES BANK 2.03M (2.17%) 822.72K
Increased by +40.61%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 1.91M (2.04%) -45.75K
Decreased by -2.40%
Mar 31, 26
17 AQR Capital Management LLC 1.90M (2.04%) 867.83K
Increased by +45.61%
Mar 31, 26
18 The Goldman Sachs Group Inc 1.89M (2.03%) 378.62K
Increased by +20.01%
Sep 30, 25
19 Point72 Asset Management, L.P. 1.73M (1.85%) 1.73M
Increased by +100.00%
Dec 31, 25
20 Barrow Hanley Mewhinney & Strauss LLC 1.67M (1.79%) 1.67M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Low-Priced Stock 3.79M (4.06%) -45.05K
Decreased by -1.19%
Oct 31, 23
2 iShares Core S&P Mid-Cap ETF 3.30M (3.54%) 618.00
Increased by +0.02%
May 29, 26
3 Vanguard US Total Market Shares ETF 3.17M (3.40%) 2.42K
Increased by +0.08%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.01M (3.23%) 7.50K
Increased by +0.25%
Apr 30, 26
5 iShares Russell 2000 ETF 2.53M (2.71%) 0.00
Increased by 0.00%
May 31, 25
6 Nordea 1 - Global Climate & Envir BI EUR 2.35M (2.52%) -27.57K
Decreased by -1.17%
Apr 30, 26
7 Vanguard Small Cap Index 2.18M (2.34%) -4.47K
Decreased by -0.21%
Apr 30, 26
8 Strategic Advisers Fidelity US TtlStk 1.69M (1.81%) 0.00
Increased by 0.00%
Apr 30, 26
9 Swedbank Robur Globalfond A 1.57M (1.68%) 0.00
Increased by 0.00%
Apr 30, 26
10 T. Rowe Price Integrated US SmCapGrEq 1.49M (1.60%) 747.23K
Increased by +50.00%
Dec 31, 24
11 Fidelity® Series Intrinsic Opps 1.31M (1.40%) 0.00
Increased by 0.00%
Oct 31, 23
12 Vanguard Small Cap Growth Index Inv 1.22M (1.31%) 1.98K
Increased by +0.16%
Apr 30, 26
13 Fidelity Global Bargain Growth Stocks MF 1.15M (1.24%) 298.70K
Increased by +25.86%
Aug 21, 23
14 Bridge Builder Large Cap Value 1.15M (1.23%) 0.00
Increased by 0.00%
May 31, 26
15 Fidelity Global Value Growth Eq MF 1.14M (1.22%) -15.50K
Decreased by -1.36%
Feb 20, 24
16 Eaton Vance Atlanta Capital SMID-Cap I 1.11M (1.19%) -37.25K
Decreased by -3.35%
Mar 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 1.10M (1.18%) 11.03K
Increased by +1.00%
Apr 30, 26
18 Strategic Advisers® Fidelity US TtlStk 1.09M (1.17%) -8.56K
Decreased by -0.79%
Nov 30, 23
19 Fidelity Low-Priced Stock 1.05M (1.12%) -372.81K
Decreased by -35.62%
Oct 31, 24
20 Fidelity Series Intrinsic Opps 1.02M (1.10%) -55.21K
Decreased by -5.40%
Jan 31, 24