Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.86%
2 FMTM 3.23%
3 PSCH 2.87%
4 MDEV 2.27%
5 XHE 1.96%
6 FXH 1.69%
7 BSMC 1.67%
8 RYH 1.56%
9 UPGD 1.48%
10 RYJ 1.47%
11 RSPH 1.27%
12 WBIF 1.13%
13 RNMC 1.02%
14 EVSTC_old 0.95%
15 IHI 0.87%
16 SMCO 0.86%
17 LNGR 0.74%
18 SMIZ 0.72%
19 SZNE 0.71%
20 VIOV 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.39M (12.22%) 52.52K
Increased by +0.97%
Mar 31, 26
2 Vanguard Group Inc 4.76M (10.79%) -37.80K
Decreased by -0.79%
Dec 31, 25
3 HHG PLC 4.29M (9.73%) 45.20K
Increased by +1.05%
Mar 31, 26
4 T. Rowe Price Investment Management,Inc. 3.84M (8.70%) -3.36M
Decreased by -87.70%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.44M (5.53%) 2.44M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 2.04M (4.62%) -25.67K
Decreased by -1.26%
Mar 31, 24
7 Vanguard Capital Management, LLC 1.98M (4.50%) 1.98M
Increased by +100.00%
Mar 31, 26
8 AQR Capital Management LLC 1.92M (4.36%) -442.92K
Decreased by -23.03%
Dec 31, 25
9 Baupost Group LLC 1.59M (3.62%) 1.59M
Increased by +100.00%
Mar 31, 26
10 Sessa Capital, L.P 1.53M (3.46%) 1.53M
Increased by +100.00%
Mar 31, 26
11 State Street Corp 1.50M (3.41%) 24.08K
Increased by +1.60%
Mar 31, 26
12 Fuller & Thaler Asset Management Inc 1.36M (3.09%) -29.95K
Decreased by -2.20%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 1.32M (3.00%) -351.28K
Decreased by -26.53%
Mar 31, 24
14 Wellington Management Company LLP 1.30M (2.94%) -1.10M
Decreased by -84.92%
Jun 30, 24
15 Citadel Advisors Llc 1.17M (2.66%) 1.11M
Increased by +94.40%
Mar 31, 26
16 Cooke & Bieler LP 1.14M (2.59%) -40.50K
Decreased by -3.54%
Mar 31, 26
17 Amvescap Plc. 1.07M (2.42%) 347.00K
Increased by +32.47%
Dec 31, 24
18 Abrams Bison Investments, LLC 1.00M (2.27%) 31.00K
Increased by +3.10%
Mar 31, 26
19 Geode Capital Management, LLC 998.42K (2.26%) 12.74K
Increased by +1.28%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 997.14K (2.26%) -253.52K
Decreased by -25.42%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.89M (6.54%) 0.00
Increased by 0.00%
Mar 31, 26
2 Janus Inst Mid Cap Growth CF 2.89M (6.54%) 0.00
Increased by 0.00%
Mar 31, 26
3 iShares Core S&P Small-Cap ETF 2.68M (6.08%) 940.00
Increased by +0.04%
May 29, 26
4 T. Rowe Price US Mid-Cap Growth Equity 1.82M (4.13%) -237.20K
Decreased by -13.04%
Mar 31, 26
5 T. Rowe Price Mid-Cap Growth 1.82M (4.12%) -790.00
Decreased by -0.04%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 1.50M (3.40%) 1.06K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.41M (3.20%) 3.97K
Increased by +0.28%
Apr 30, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 1.41M (3.19%) -307.94K
Decreased by -21.88%
Dec 31, 25
9 Vanguard Institutional 500 Index Trust 1.29M (2.92%) 11.07K
Increased by +0.86%
Feb 28, 25
10 Vanguard Health Care Inv 1.22M (2.76%) 0.00
Increased by 0.00%
Mar 31, 24
11 FullerThaler Behavioral Small-Cap Value 1.19M (2.70%) 115.37K
Increased by +9.69%
Mar 31, 26
12 T. Rowe Price Capital Appreciation 1.15M (2.60%) 0.00
Increased by 0.00%
Mar 31, 24
13 Undiscovered Managers Behavioral Val L 1.11M (2.53%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Small Cap Index 1.02M (2.31%) -1.06K
Decreased by -0.10%
Apr 30, 26
15 Janus Henderson Opportunistic Alpha MA 889.49K (2.02%) 889.36K
Increased by +99.99%
Jun 30, 24
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 884.60K (2.01%) 51.30K
Increased by +5.80%
Mar 31, 25
17 Invesco S&P 500® Equal Weight ETF 831.30K (1.88%) 940.00
Increased by +0.11%
Feb 28, 25
18 Vanguard Small Cap Value Index Inv 654.06K (1.48%) 4.76K
Increased by +0.73%
Apr 30, 26
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 648.60K (1.47%) -42.80K
Decreased by -6.60%
Mar 31, 26
20 BlackRock Mid-Cap Growth Equity Instl 588.33K (1.33%) 0.00
Increased by 0.00%
Dec 31, 23