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 3.12%
6 NEWZ 2.93%
7 SMIG 2.70%
8 ACSI 2.67%
9 OSCV 2.61%
10 PEJ 2.41%
11 TUSA 2.26%
12 FTDS 2.26%
13 OUSM 2.16%
14 GSC 1.83%
15 RUNN 1.73%
16 SMAP 1.68%
17 EQWM 1.62%
18 XMHQ 1.62%
19 WBIF 1.55%
20 FORH 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.49M (10.51%) -19.96K
Decreased by -0.31%
Dec 31, 25
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 T. Rowe Price Investment Management,Inc. 3.85M (6.23%) 1.54M
Increased by +39.92%
Dec 31, 25
5 AllianceBernstein L.P. 3.06M (4.96%) -577.75K
Decreased by -18.87%
Dec 31, 25
6 AQR Capital Management LLC 2.67M (4.33%) 575.68K
Increased by +21.53%
Dec 31, 25
7 Amvescap Plc. 2.60M (4.22%) 382.70K
Increased by +14.70%
Jun 30, 25
8 Axiom Investors 2.17M (3.52%) 2.12M
Increased by +97.37%
Mar 31, 25
9 State Street Corp 2.02M (3.27%) -14.80K
Decreased by -0.73%
Dec 31, 25
10 State Street Corporation 1.97M (3.18%) 77.06K
Increased by +3.92%
Mar 31, 24
11 FMR Inc 1.58M (2.56%) 466.45K
Increased by +29.50%
Dec 31, 25
12 Holocene Advisors, LP 1.43M (2.32%) 1.23M
Increased by +86.16%
Dec 31, 25
13 Geode Capital Management, LLC 1.37M (2.21%) 24.83K
Increased by +1.82%
Dec 31, 25
14 Wellington Management Company LLP 1.33M (2.15%) 924.31K
Increased by +69.55%
Dec 31, 25
15 Steadfast Capital Management LLC 1.31M (2.12%) 31.90K
Increased by +2.44%
Dec 31, 25
16 Bank of America Corp 1.29M (2.09%) 221.42K
Increased by +17.14%
Mar 31, 25
17 Victory Capital Management Inc. 1.20M (1.94%) 226.97K
Increased by +18.93%
Dec 31, 25
18 Neuberger Berman Group LLC 1.20M (1.94%) 25.88K
Increased by +2.16%
Mar 31, 26
19 D. E. Shaw & Co LP 1.19M (1.93%) 331.45K
Increased by +27.87%
Dec 31, 25
20 Point72 Asset Management, L.P. 1.18M (1.91%) 244.44K
Increased by +20.69%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.23M (3.62%) -1.12K
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.11M (3.41%) 10.06K
Increased by +0.48%
Mar 31, 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 1.53M (2.47%) 25.29K
Increased by +1.66%
Mar 31, 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%) 25.31K
Increased by +2.26%
Mar 31, 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 855.24K (1.39%) 21.17K
Increased by +2.48%
Mar 31, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 739.08K (1.20%) 18.52K
Increased by +2.51%
Mar 31, 26
13 AB Large Cap Growth A 727.21K (1.18%) 63.07K
Increased by +8.67%
Mar 31, 26
14 Victory Small Cap Value CIT (Net 75) 700.00K (1.13%) -4.00K
Decreased by -0.57%
Dec 31, 23
15 Victory Sycamore Small Company Opp R 700.00K (1.13%) -4.00K
Decreased by -0.57%
Dec 31, 23
16 Vanguard Explorer Inv 668.06K (1.08%) -31.41K
Decreased by -4.70%
Jun 30, 25
17 TD North American Dividend - I 600.15K (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
18 American Funds IS® Growth 1 569.22K (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
19 Capital Group Growth Composite 569.22K (0.92%) 0.00
Increased by 0.00%
Mar 31, 26
20 American Funds Growth Fund of Amer A 562.57K (0.91%) 0.00
Increased by 0.00%
Mar 31, 26