Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 4.33%
2 EVX 3.80%
3 CGW 3.55%
4 RISN 3.43%
5 OCFS 3.36%
6 PHO 2.87%
7 SCDV 2.66%
8 FIW 2.54%
9 PKB 2.48%
10 SIMS 2.37%
11 FIXT 2.32%
12 FEMA 2.32%
13 KSEA 2.29%
14 XKII 2.18%
15 EFRA 2.17%
16 TEMP 2.08%
17 FFTY 1.88%
18 GSFP 1.81%
19 XMHQ 1.69%
20 JMID 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.79M (10.38%) 1.06M
Increased by +3.95%
Mar 31, 26
2 Vanguard Group Inc 25.80M (10.00%) -501.18K
Decreased by -1.94%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 12.64M (4.90%) 12.64M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 11.71M (4.54%) 11.71M
Increased by +100.00%
Mar 31, 26
5 Capital Research & Mgmt Co - Division 3 11.39M (4.41%) 2.37M
Increased by +20.80%
Mar 31, 26
6 Pictet Asset Manangement SA 9.64M (3.74%) -1.56M
Decreased by -16.17%
Mar 31, 26
7 State Street Corp 9.64M (3.73%) 211.67K
Increased by +2.20%
Mar 31, 26
8 Neuberger Berman Group LLC 7.27M (2.82%) -1.08M
Decreased by -14.88%
Mar 31, 26
9 Sands Capital Management, LLC 6.66M (2.58%) -348.18K
Decreased by -5.23%
Mar 31, 26
10 Geode Capital Management, LLC 5.22M (2.02%) 135.11K
Increased by +2.59%
Mar 31, 26
11 Fidelity International Ltd 4.83M (1.87%) 164.71K
Increased by +3.41%
Mar 31, 26
12 Wellington Management Company LLP 4.80M (1.86%) 3.75M
Increased by +78.03%
Mar 31, 26
13 Amundi 4.75M (1.84%) -346.55K
Decreased by -7.30%
Mar 31, 26
14 Sarasin & Partners LLP 4.68M (1.82%) 55.01K
Increased by +1.17%
Jun 30, 25
15 Van Berkom and Associates Inc 4.57M (1.77%) 2.28M
Increased by +49.85%
Mar 31, 26
16 Impax Asset Management Group PLC 3.83M (1.48%) 621.88K
Increased by +16.24%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 3.79M (1.47%) 112.56K
Increased by +2.97%
Mar 31, 26
18 NORGES BANK 3.43M (1.33%) 518.03K
Increased by +15.09%
Dec 31, 25
19 FERNBRIDGE CAPITAL MANAGEMENT LP 3.40M (1.32%) 333.93K
Increased by +9.82%
Mar 31, 26
20 Fuller & Thaler Asset Management Inc 3.31M (1.28%) 3.31M
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 8.86M (3.43%) 1.66K
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 8.45M (3.27%) -33.76M
Decreased by -399.63%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.32M (3.23%) 21.32K
Increased by +0.26%
Apr 30, 26
4 Pictet-Water I EUR 7.21M (2.79%) 562.27K
Increased by +7.80%
Feb 28, 26
5 Vanguard Small Cap Index 6.01M (2.33%) -12.16K
Decreased by -0.20%
Apr 30, 26
6 Sands Capital Global Growth Equity 5.97M (2.31%) -263.64K
Decreased by -4.42%
Mar 31, 26
7 American Funds New Perspective A 4.07M (1.58%) 0.00
Increased by 0.00%
Mar 31, 26
8 Capital Group New Perspective Comp 4.07M (1.58%) 0.00
Increased by 0.00%
Mar 31, 26
9 Nicholas Limited Edition I 4.00M (1.55%) 3.79M
Increased by +94.72%
Dec 31, 25
10 Neuberger Berman Genesis Inv 3.93M (1.52%) -150.60K
Decreased by -3.83%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 3.86M (1.50%) 28.46K
Increased by +0.74%
Apr 30, 26
12 Impax Water Strategy Composite 3.77M (1.46%) 0.00
Increased by 0.00%
Apr 30, 26
13 FullerThaler Behavioral Sm-Cp Eq R6 3.32M (1.29%) 158.10K
Increased by +4.76%
Apr 30, 26
14 American Funds SMALLCAP World A 3.31M (1.28%) 1.72M
Increased by +52.07%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.94M (1.14%) 27.55K
Increased by +0.94%
Apr 30, 26
16 Neuberger Genesis Inv 2.25M (0.87%) -635.02K
Decreased by -28.18%
Mar 31, 26
17 RobecoSAM Sustainable Water B EUR 2.23M (0.87%) 0.00
Increased by 0.00%
Apr 30, 26
18 Van Berkom Sm-Cap Eq 2.22M (0.86%) -30.74K
Decreased by -1.38%
Mar 31, 26
19 American Funds IS® Growth 1 2.19M (0.85%) 0.00
Increased by 0.00%
Mar 31, 26
20 Capital Group Growth Composite 2.19M (0.85%) 0.00
Increased by 0.00%
Mar 31, 26