Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 12.75%
2 CSD 7.69%
3 PYZ 3.08%
4 FXZ 2.97%
5 RTM 2.75%
6 RSPM 2.75%
7 NUKZ 2.70%
8 RSHO 2.42%
9 KDVD 2.29%
10 IYM 1.50%
11 FPX 1.48%
12 FWD 0.90%
13 LBAY 0.87%
14 CALF 0.87%
15 FMAT 0.86%
16 VAW 0.83%
17 IJR 0.79%
18 VIOO 0.78%
19 XLB 0.78%
20 SPSM 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.39M (11.59%) 18.39M
Increased by +100.00%
Dec 31, 25
2 BlackRock Inc 17.25M (10.87%) 17.25M
Increased by +100.00%
Dec 31, 25
3 Sessa Capital, L.P 7.47M (4.71%) 7.47M
Increased by +100.00%
Dec 31, 25
4 State Street Corp 4.97M (3.13%) -79.02K
Decreased by -1.59%
Mar 31, 26
5 Alkeon Capital Management, LLC 3.67M (2.31%) 2.54M
Increased by +69.33%
Mar 31, 26
6 Madison Avenue Partners, LP 2.78M (1.75%) 2.78M
Increased by +100.00%
Dec 31, 25
7 UBS Group AG 2.67M (1.68%) -9.96K
Decreased by -0.37%
Mar 31, 26
8 XN LP 2.67M (1.68%) 1.95M
Increased by +73.30%
Mar 31, 26
9 The Goldman Sachs Group Inc 2.65M (1.67%) 332.28K
Increased by +12.56%
Mar 31, 26
10 NORGES BANK 2.64M (1.67%) 2.64M
Increased by +100.00%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 2.56M (1.61%) -1.46M
Decreased by -57.12%
Mar 31, 26
12 FMR Inc 2.50M (1.58%) 251.56K
Increased by +10.05%
Mar 31, 26
13 Two Sigma Investments LLC 2.45M (1.54%) 1.56M
Increased by +63.75%
Mar 31, 26
14 Geode Capital Management, LLC 2.42M (1.53%) 166.14K
Increased by +6.86%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 2.33M (1.47%) 2.19M
Increased by +93.95%
Mar 31, 26
16 Castle Hook Partners LP 2.23M (1.40%) 1.04M
Increased by +46.54%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 1.81M (1.14%) 794.09K
Increased by +43.87%
Mar 31, 26
18 Bank of America Corp 1.80M (1.13%) 1.80M
Increased by +100.00%
Dec 31, 25
19 Point72 Asset Management, L.P. 1.78M (1.12%) 1.78M
Increased by +100.00%
Dec 31, 25
20 Coatue Management LLC 1.65M (1.04%) 1.65M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.36M (3.38%) -2.70K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.06M (3.19%) 12.35K
Increased by +0.24%
Apr 30, 26
3 Vanguard Small Cap Index 3.66M (2.31%) -7.62K
Decreased by -0.21%
Apr 30, 26
4 Vanguard Institutional Extnd Mkt Idx Tr 1.79M (1.13%) 18.12K
Increased by +1.01%
Apr 30, 26
5 State Street® SPDR® S&P MIDCAP 400® ETF 1.20M (0.76%) 4.52K
Increased by +0.38%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 1.17M (0.74%) 8.48K
Increased by +0.72%
Apr 30, 26
7 Vanguard Small Cap Growth Index Inv 1.03M (0.65%) -767.00
Decreased by -0.07%
Apr 30, 26
8 State St Russell Sm/Mid Cp® Indx SL Cl I 973.10K (0.61%) 24.40K
Increased by +2.51%
Apr 30, 26
9 Vanguard Dividend Appreciation ETF 891.30K (0.56%) 2.46K
Increased by +0.28%
Apr 30, 26
10 Fidelity Extended Market Index 843.10K (0.53%) 13.02K
Increased by +1.54%
Mar 31, 26
11 State Street SPDR Port S&P 400 Md CpETF 789.23K (0.50%) 148.00
Increased by +0.02%
Apr 30, 26
12 Schwab US Small-Cap ETF™ 772.56K (0.49%) -56.00
Decreased by -0.01%
Apr 30, 26
13 State St S&P Midcap® Idx SL Cl II 632.90K (0.40%) 6.30K
Increased by +1.00%
Apr 30, 26
14 T. Rowe Price New Horizons 600.30K (0.38%) 336.20K
Increased by +56.01%
Mar 31, 26
15 US Small-Cap Growth II Equity Comp 600.30K (0.38%) 600.30K
Increased by +100.00%
Mar 31, 26
16 Mid-Capitalization Equity Index Fund B 551.45K (0.35%) 551.45K
Increased by +100.00%
Mar 31, 26
17 Russell 1000 Index Fund 513.48K (0.32%) -3.30K
Decreased by -0.64%
Apr 30, 26
18 iShares S&P Mid-Cap 400 Growth ETF 510.78K (0.32%) 263.00
Increased by +0.05%
Apr 30, 26
19 Strategic Advisers Fidelity US TtlStk 507.80K (0.32%) -31.30K
Decreased by -6.16%
Mar 31, 26
20 Russell 1000 Index Non-Lendable Fund 492.86K (0.31%) 492.86K
Increased by +100.00%
Dec 31, 25