Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCM 12.75%
2 CSD 4.34%
3 RTM 2.75%
4 RSPM 2.75%
5 WRTH 2.41%
6 RSHO 2.29%
7 KDVD 2.29%
8 NUKZ 2.12%
9 PYZ 2.09%
10 WELD 1.68%
11 FPX 1.36%
12 FXZ 1.09%
13 IYM 0.93%
14 VAW 0.92%
15 FWD 0.88%
16 LBAY 0.87%
17 CALF 0.87%
18 IJR 0.79%
19 VIOO 0.78%
20 XLB 0.78%

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 14.98M (9.44%) -2.27M
Decreased by -15.17%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 7.93M (5.00%) 7.93M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 7.13M (4.49%) 7.13M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 4.97M (3.13%) -79.02K
Decreased by -1.59%
Mar 31, 26
6 Alkeon Capital Management, LLC 3.67M (2.31%) 2.54M
Increased by +69.33%
Mar 31, 26
7 Jane Street Group LLC 3.04M (1.91%) 3.04M
Increased by +100.00%
Mar 31, 26
8 Sessa Capital, L.P 2.81M (1.77%) -4.66M
Decreased by -165.84%
Mar 31, 26
9 Madison Avenue Partners, LP 2.78M (1.75%) 2.78M
Increased by +100.00%
Dec 31, 25
10 UBS Group AG 2.67M (1.68%) -9.96K
Decreased by -0.37%
Mar 31, 26
11 XN LP 2.67M (1.68%) 1.95M
Increased by +73.30%
Mar 31, 26
12 The Goldman Sachs Group Inc 2.65M (1.67%) 332.28K
Increased by +12.56%
Mar 31, 26
13 NORGES BANK 2.64M (1.67%) 2.64M
Increased by +100.00%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 2.56M (1.61%) -1.46M
Decreased by -57.12%
Mar 31, 26
15 FMR Inc 2.50M (1.58%) 251.56K
Increased by +10.05%
Mar 31, 26
16 Two Sigma Investments LLC 2.45M (1.54%) 1.56M
Increased by +63.75%
Mar 31, 26
17 Geode Capital Management, LLC 2.42M (1.53%) 166.14K
Increased by +6.86%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 2.33M (1.47%) 2.19M
Increased by +93.95%
Mar 31, 26
19 Castle Hook Partners LP 2.23M (1.40%) 1.04M
Increased by +46.54%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 1.81M (1.14%) 794.09K
Increased by +43.87%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.41M (3.41%) -29.30K
Decreased by -0.54%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 5.04M (3.18%) -18.86K
Decreased by -0.37%
Jun 30, 26
3 Vanguard Small Cap Index 3.64M (2.30%) -10.99K
Decreased by -0.30%
Jun 30, 26
4 Vanguard Small Cap Growth Index Inv 2.10M (1.33%) 1.08M
Increased by +51.12%
Jun 30, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 1.82M (1.15%) 26.87K
Increased by +1.47%
Jun 30, 26
6 ACAP Strategic A 1.82M (1.14%) 1.39M
Increased by +76.68%
Mar 31, 26
7 State Street® SPDR® S&P MIDCAP 400® ETF 1.22M (0.77%) 32.58K
Increased by +2.67%
Jun 30, 26
8 Vanguard Small Cap Value Index Inv 1.17M (0.74%) 8.48K
Increased by +0.72%
Apr 30, 26
9 State St Russell Sm/Mid Cp® Indx SL Cl I 964.60K (0.61%) -8.50K
Decreased by -0.88%
Jun 30, 26
10 iShares Russell Mid-Cap Growth ETF 935.85K (0.59%) -4.15K
Decreased by -0.44%
Jun 30, 26
11 Vanguard Dividend Appreciation ETF 897.16K (0.57%) 5.22K
Increased by +0.58%
Jun 30, 26
12 T. Rowe Price New Horizons 843.12K (0.53%) 0.00
Increased by 0.00%
Jun 30, 26
13 US Small-Cap Growth II Equity Comp 843.12K (0.53%) 242.82K
Increased by +28.80%
Jun 30, 26
14 Fidelity Extended Market Index 817.71K (0.52%) -26.12K
Decreased by -3.19%
May 31, 26
15 State Street SPDR Port S&P 400 Md CpETF 803.84K (0.51%) 592.00
Increased by +0.07%
Jun 30, 26
16 Schwab US Small-Cap ETF™ 752.33K (0.47%) -336.00
Decreased by -0.04%
Jun 30, 26
17 iShares Russell Mid-Cap ETF 653.44K (0.41%) 0.00
Increased by 0.00%
Jun 30, 26
18 State St S&P Midcap® Idx SL Cl II 640.40K (0.40%) 14.80K
Increased by +2.31%
Jun 30, 26
19 iShares Russell 1000 Growth ETF 607.18K (0.38%) -493.00
Decreased by -0.08%
Jun 30, 26
20 Avantis US Large Cap Value ETF 562.32K (0.35%) 2.11K
Increased by +0.38%
Jun 30, 26