Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 4.24%
2 BEDZ 3.81%
3 FMTM 3.52%
4 MVFD 2.69%
5 PEJ 2.39%
6 SWIN_old 1.83%
7 HEJD 1.43%
8 WBIY 1.41%
9 HAPS 1.14%
10 FXD 1.08%
11 SYLD 1.03%
12 CSB 1.00%
13 OOTO 1.00%
14 MYLD 0.99%
15 LSAF 0.95%
16 RFG 0.93%
17 VAMO 0.91%
18 DES 0.83%
19 NIXT 0.79%
20 FNY 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.52M (15.60%) -425.42K
Decreased by -4.47%
Dec 31, 25
2 BlackRock Inc 7.15M (11.72%) 860.46K
Increased by +12.04%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 6.01M (9.84%) 6.01M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.70M (4.42%) 2.70M
Increased by +100.00%
Mar 31, 26
5 Amvescap Plc. 2.36M (3.87%) -1.27M
Decreased by -53.97%
Mar 31, 26
6 State Street Corporation 2.25M (3.69%) 53.28K
Increased by +2.37%
Mar 31, 24
7 State Street Corp 2.15M (3.52%) 43.69K
Increased by +2.03%
Mar 31, 26
8 AQR Capital Management LLC 1.85M (3.03%) -331.21K
Decreased by -17.89%
Mar 31, 26
9 Minot Capital, LLC 1.68M (2.76%) 0.00
Increased by 0.00%
Jun 30, 24
10 LSV Asset Management 1.64M (2.69%) 26.28K
Increased by +1.60%
Mar 31, 26
11 Geode Capital Management, LLC 1.64M (2.69%) 429.25K
Increased by +26.20%
Mar 31, 26
12 Nuveen, LLC 1.32M (2.16%) 49.28K
Increased by +3.74%
Mar 31, 26
13 Quantinno Capital Management LP 1.31M (2.14%) 232.71K
Increased by +17.83%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.28M (2.10%) -5.89K
Decreased by -0.46%
Mar 31, 26
15 GMT Capital Corp 1.22M (2.01%) -170.70K
Decreased by -13.94%
Mar 31, 26
16 Citadel Advisors Llc 1.05M (1.73%) 352.07K
Increased by +33.43%
Mar 31, 26
17 Copeland Capital Management, LLC 1.02M (1.67%) -99.39K
Decreased by -9.77%
Mar 31, 26
18 Patient Capital Management, LLC 989.42K (1.62%) -132.86K
Decreased by -13.43%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 975.63K (1.60%) 69.52K
Increased by +7.13%
Mar 31, 26
20 Northern Trust Corp 922.23K (1.51%) -45.11K
Decreased by -4.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 4.81M (7.88%) 4.81M
Increased by +100.00%
Feb 29, 24
2 Loomis Sayles MFD Class C 3.20M (5.24%) 71.00K
Increased by +2.22%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 2.18M (3.58%) 408.00
Increased by +0.02%
May 29, 26
4 Vanguard US Total Market Shares ETF 2.13M (3.49%) 1.86K
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.88M (3.09%) 5.97K
Increased by +0.32%
Apr 30, 26
6 Vanguard Equity-Income Inv 1.81M (2.97%) -173.89K
Decreased by -9.60%
Mar 31, 26
7 Vanguard Small Cap Index 1.37M (2.24%) -2.87K
Decreased by -0.21%
Apr 30, 26
8 Vanguard Small Cap Value Index Inv 876.61K (1.44%) 5.68K
Increased by +0.65%
Apr 30, 26
9 Invesco Small Cap Value A 748.31K (1.23%) 28.50K
Increased by +3.81%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 725.35K (1.19%) 7.63K
Increased by +1.05%
Apr 30, 26
11 Patient Opportunity C 700.00K (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
12 Delaware Ivy Mid Cap Income Opps I 694.96K (1.14%) 0.00
Increased by 0.00%
Oct 31, 24
13 Ivy Mid Cap Income Opps Composite 694.96K (1.14%) -9.39K
Decreased by -1.35%
Sep 30, 24
14 Vanguard Strategic Equity Inv 620.17K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
15 CapitalatWork Contrarian Eqs at Work C 618.65K (1.01%) -214.35K
Decreased by -34.65%
Dec 31, 25
16 Ranmore Global Equity Investor USD 590.85K (0.97%) 0.00
Increased by 0.00%
Feb 28, 26
17 Blackrock Russ 1000 Alpha Tilts Compt 565.32K (0.93%) -13.20K
Decreased by -2.33%
Sep 30, 23
18 SPDR® S&P MIDCAP 400 ETF Trust 508.75K (0.83%) -12.72K
Decreased by -2.50%
Jul 31, 25
19 Macquarie US Mid Cap Income Opps 504.81K (0.83%) -56.06K
Decreased by -11.10%
Jun 30, 25
20 T. Rowe Price Integrated US SmCapGrEq 493.75K (0.81%) 246.88K
Increased by +50.00%
Dec 31, 24