Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 4.37%
2 EATZ 3.67%
3 PEZ 3.36%
4 RUFF 3.16%
5 SCDV 2.97%
6 NEWZ 2.93%
7 OSCV 2.53%
8 SMIG 2.50%
9 ACSI 2.42%
10 PEJ 2.41%
11 TUSA 2.26%
12 FTDS 2.26%
13 OUSM 1.99%
14 GSC 1.83%
15 RUNN 1.73%
16 SMAP 1.66%
17 EQWM 1.62%
18 WBIF 1.55%
19 FORH 1.50%
20 XMHQ 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.73M (10.90%) 239.67K
Increased by +3.56%
Mar 31, 26
2 Vanguard Group Inc 6.19M (10.02%) -74.35K
Decreased by -1.20%
Dec 31, 25
3 Capital World Investors 4.38M (7.10%) 1.84M
Increased by +42.10%
Mar 31, 26
4 AQR Capital Management LLC 3.62M (5.86%) 942.75K
Increased by +26.07%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.09M (5.00%) 3.09M
Increased by +100.00%
Mar 31, 26
6 AllianceBernstein L.P. 3.03M (4.91%) -27.15K
Decreased by -0.89%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.97M (4.80%) 2.97M
Increased by +100.00%
Mar 31, 26
8 Amvescap Plc. 2.60M (4.22%) 382.70K
Increased by +14.70%
Jun 30, 25
9 Axiom Investors 2.17M (3.52%) 2.12M
Increased by +97.37%
Mar 31, 25
10 State Street Corp 2.04M (3.30%) 17.63K
Increased by +0.86%
Mar 31, 26
11 State Street Corporation 1.97M (3.18%) 77.06K
Increased by +3.92%
Mar 31, 24
12 FMR Inc 1.64M (2.66%) 60.95K
Increased by +3.71%
Mar 31, 26
13 Victory Capital Management Inc. 1.62M (2.62%) 419.28K
Increased by +25.91%
Mar 31, 26
14 Wellington Management Company LLP 1.42M (2.30%) 92.94K
Increased by +6.54%
Mar 31, 26
15 Geode Capital Management, LLC 1.41M (2.29%) 45.77K
Increased by +3.24%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 1.34M (2.18%) -2.51M
Decreased by -186.62%
Mar 31, 26
17 Bank of America Corp 1.29M (2.09%) 221.42K
Increased by +17.14%
Mar 31, 25
18 Neuberger Berman Group LLC 1.20M (1.94%) 25.88K
Increased by +2.16%
Mar 31, 26
19 Point72 Asset Management, L.P. 1.18M (1.91%) 244.44K
Increased by +20.69%
Dec 31, 25
20 Barclays PLC 1.18M (1.91%) 1.06M
Increased by +89.51%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.24M (3.63%) 420.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 2.11M (3.42%) 4.85K
Increased by +0.23%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.11M (3.41%) 1.37K
Increased by +0.06%
Sep 30, 24
4 JHancock Disciplined Value Glb L/S I 2.06M (3.34%) 0.00
Increased by 0.00%
Jan 31, 26
5 American Funds Washington Mutual A 1.94M (3.14%) 1.18M
Increased by +61.03%
Mar 31, 26
6 Capital Group Wash Mutual Invtrs Comp 1.94M (3.14%) 1.18M
Increased by +61.03%
Mar 31, 26
7 Vanguard Small Cap Index 1.52M (2.47%) -3.41K
Decreased by -0.22%
Apr 30, 26
8 Victory Sycamore Established Value R 1.17M (1.89%) 310.00K
Increased by +26.61%
Mar 31, 26
9 AllianceBernstein US L/C Growth Eqty MF 1.12M (1.81%) 0.00
Increased by 0.00%
Apr 30, 26
10 Neuberger Berman Genesis Inv 866.91K (1.40%) -33.20K
Decreased by -3.83%
Jun 30, 25
11 Vanguard Small Cap Growth Index Inv 854.41K (1.38%) -828.00
Decreased by -0.10%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 746.89K (1.21%) 7.81K
Increased by +1.05%
Apr 30, 26
13 Victory Small Cap Value CIT (Net 75) 700.00K (1.13%) -4.00K
Decreased by -0.57%
Dec 31, 23
14 Victory Sycamore Small Company Opp R 700.00K (1.13%) -4.00K
Decreased by -0.57%
Dec 31, 23
15 AB Large Cap Growth A 699.52K (1.13%) -27.69K
Decreased by -3.96%
Apr 30, 26
16 TD North American Dividend - I 600.15K (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
17 American Funds IS® Growth 1 569.22K (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
18 Capital Group Growth Composite 569.22K (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
19 American Funds Growth Fund of Amer A 562.57K (0.91%) 0.00
Increased by 0.00%
Mar 31, 26
20 Capital Group Growth Fnd of Amer Comp 562.57K (0.91%) 0.00
Increased by 0.00%
Mar 31, 26