Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 5.26%
2 PSP 4.67%
3 IPO 3.24%
4 LBO 3.16%
5 FMTM 3.11%
6 GPZ 3.05%
7 DDIV 2.60%
8 MID 2.54%
9 KOOL 2.02%
10 TEXX 1.77%
11 HAPY 1.56%
12 KCE 1.52%
13 PFUT 1.32%
14 CSB 1.32%
15 TSME 1.31%
16 TXSS 1.14%
17 HAPS 1.13%
18 FXO 1.07%
19 RNMC 1.05%
20 YLDW 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.70M (10.87%) 314.30K
Increased by +2.47%
Dec 31, 25
2 Temasek Holdings Ltd. 10.03M (8.59%) 1.24M
Increased by +12.33%
Mar 31, 26
3 Darlington Partners Capital Management, LP 9.00M (7.71%) 4.07M
Increased by +45.22%
Mar 31, 26
4 Wellington Management Company LLP 7.98M (6.83%) -1.29M
Decreased by -16.15%
Mar 31, 26
5 BlackRock Inc 7.82M (6.69%) -491.68K
Decreased by -6.29%
Mar 31, 26
6 Millennium Management LLC 6.61M (5.66%) 2.03M
Increased by +30.67%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 6.28M (5.38%) 6.28M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.08M (5.21%) 6.08M
Increased by +100.00%
Mar 31, 26
9 Capital Research & Mgmt Co - Division 3 5.07M (4.34%) -6.66M
Decreased by -131.28%
Mar 31, 26
10 Citadel Advisors Llc 3.76M (3.22%) 663.17K
Increased by +17.63%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 3.18M (2.72%) -2.12M
Decreased by -66.77%
Mar 31, 26
12 Capital World Investors 2.98M (2.55%) 123.11K
Increased by +4.13%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 2.83M (2.42%) 442.78K
Increased by +15.66%
Mar 31, 26
14 Point72 Asset Management, L.P. 2.67M (2.29%) 1.92M
Increased by +71.95%
Mar 31, 26
15 Geode Capital Management, LLC 2.60M (2.23%) -1.46M
Decreased by -56.07%
Mar 31, 26
16 Qube Research & Technologies 2.57M (2.20%) 2.35M
Increased by +91.26%
Mar 31, 26
17 Apollo Management Holdings LP 2.53M (2.17%) 2.53M
Increased by +100.00%
Mar 31, 26
18 State Street Corp 2.47M (2.11%) 144.30K
Increased by +5.84%
Mar 31, 26
19 Putnam Investments LLC 2.36M (2.02%) 187.18K
Increased by +7.92%
Dec 31, 23
20 Putnam Investments, LLC., a Franklin Templeton company 2.36M (2.02%) 187.18K
Increased by +7.92%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Wellesley® Income Inv 4.41M (3.78%) 2.19M
Increased by +49.66%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 4.41M (3.77%) 11.54K
Increased by +0.26%
Apr 30, 26
3 American Funds Capital Income Bldr A 4.39M (3.76%) -1.01M
Decreased by -23.02%
Mar 31, 26
4 American Funds American Mutual A 3.26M (2.79%) 0.00
Increased by 0.00%
Dec 31, 25
5 Capital Group American Mutual Comp 3.26M (2.79%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Windsor Investor Shares 3.22M (2.75%) -94.43K
Decreased by -2.94%
Dec 31, 25
7 BlackRock Mid-Cap Growth Equity Instl 3.19M (2.73%) -49.72K
Decreased by -1.56%
Jul 31, 25
8 Vanguard Small Cap Index 3.19M (2.73%) -6.49K
Decreased by -0.20%
Apr 30, 26
9 American Funds Invmt Co of Amer A 2.65M (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
10 Capital Group Investment Co of Amer Comp 2.65M (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
11 American Funds Capital World Gr&Inc A 2.44M (2.09%) 0.00
Increased by 0.00%
Mar 31, 26
12 Capital Group World Growth & Inc Cmp 2.44M (2.09%) 0.00
Increased by 0.00%
Mar 31, 26
13 Vanguard Small Cap Value Index Inv 2.05M (1.75%) 15.24K
Increased by +0.74%
Apr 30, 26
14 MFS Mid Cap Growth Equity 2.03M (1.74%) -483.58K
Decreased by -23.83%
Jun 30, 25
15 MFS Mid Cap Growth A 1.98M (1.69%) -53.01K
Decreased by -2.68%
Jul 31, 25
16 T. Rowe Price US Mid-Cap Growth Equity 1.50M (1.29%) -1.30K
Decreased by -0.09%
Mar 31, 26
17 T. Rowe Price Mid-Cap Growth 1.50M (1.29%) -653.00
Decreased by -0.04%
Apr 30, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.25%) 13.90K
Increased by +0.96%
Apr 30, 26
19 MFS Mid Cap Value A 1.43M (1.22%) 0.00
Increased by 0.00%
Apr 30, 26
20 MFS Mid Cap Value Equity 1.43M (1.22%) -61.56K
Decreased by -4.31%
Mar 31, 26