Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 4.78%
2 UTRN 4.10%
3 SAMT 3.28%
4 XAR 3.06%
5 BUSA 2.54%
6 DVLU 2.43%
7 LYLD 2.03%
8 BSMC 1.97%
9 SMRI 1.96%
10 SAGP 1.89%
11 JETS 1.82%
12 MISL 1.76%
13 COWS 1.73%
14 HCOW 1.69%
15 CSTK 1.54%
16 VSMV 1.47%
17 XKFS 1.34%
18 DVOL 1.30%
19 ITA 1.30%
20 RGI 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.54M (11.90%) -342.33K
Decreased by -1.67%
Dec 31, 25
2 BlackRock Inc 15.82M (9.17%) 335.87K
Increased by +2.12%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 11.77M (6.82%) 3.55M
Increased by +30.22%
Dec 31, 25
4 State Street Corp 9.46M (5.48%) 244.02K
Increased by +2.58%
Dec 31, 25
5 State Street Corporation 8.72M (5.05%) -129.24K
Decreased by -1.48%
Mar 31, 24
6 FMR Inc 8.68M (5.03%) 2.94M
Increased by +33.81%
Dec 31, 25
7 Amvescap Plc. 8.01M (4.64%) -30.99K
Decreased by -0.39%
Mar 31, 26
8 Boston Partners Global Investors, Inc 5.72M (3.32%) -1.51M
Decreased by -26.43%
Mar 31, 26
9 AQR Capital Management LLC 5.36M (3.10%) 1.81M
Increased by +33.82%
Dec 31, 25
10 Geode Capital Management, LLC 4.56M (2.64%) -22.98K
Decreased by -0.50%
Dec 31, 25
11 LSV Asset Management 4.07M (2.36%) 38.38K
Increased by +0.94%
Mar 31, 26
12 Victory Capital Management Inc. 3.98M (2.30%) -25.17K
Decreased by -0.63%
Dec 31, 25
13 Brandes Investment Partners & Co 2.74M (1.58%) -132.62K
Decreased by -4.85%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 2.55M (1.48%) 2.16K
Increased by +0.08%
Mar 31, 26
15 JPMorgan Chase & Co 2.51M (1.45%) 808.98K
Increased by +32.22%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.39M (1.39%) 98.21K
Increased by +4.10%
Dec 31, 25
17 T. Rowe Price Associates, Inc. 2.35M (1.36%) 49.29K
Increased by +2.09%
Dec 31, 25
18 D. E. Shaw & Co LP 1.80M (1.04%) -129.43K
Decreased by -7.18%
Jun 30, 25
19 Charles Schwab Investment Management Inc 1.70M (0.99%) 10.38K
Increased by +0.61%
Dec 31, 25
20 Northern Trust Corp 1.54M (0.89%) -4.26K
Decreased by -0.28%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Core Plus Full Discretion CIT D 14.83M (8.59%) -7.48M
Decreased by -50.40%
Dec 31, 25
2 Loomis Sayles CPFD CIT 14.83M (8.59%) -7.48M
Decreased by -50.40%
Dec 31, 25
3 Loomis Sayles Inv Grade Bond CIT 14.83M (8.59%) -7.48M
Decreased by -50.40%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 5.94M (3.44%) -79.62K
Decreased by -1.34%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.53M (3.20%) -48.96K
Decreased by -0.89%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 5.20M (3.01%) 38.96K
Increased by +0.75%
May 31, 25
7 Vanguard 500 Index Investor 4.43M (2.57%) -95.76K
Decreased by -2.16%
Mar 31, 26
8 Vanguard Small Cap Index 4.02M (2.33%) 19.02K
Increased by +0.47%
Mar 31, 26
9 Loomis Sayles Strategic Alpha 3.62M (2.10%) 0.00
Increased by 0.00%
Dec 31, 25
10 Sycamore Mid Cap Value Comp 3.11M (1.80%) 3.01M
Increased by +96.79%
Mar 31, 25
11 Vanguard PRIMECAP Inv 2.97M (1.72%) -503.00K
Decreased by -16.92%
Jun 30, 25
12 JHancock Disciplined Value Mid Cap I 2.90M (1.68%) -236.90K
Decreased by -8.17%
Mar 31, 26
13 Strategic Advisers Fidelity US TtlStk 2.62M (1.52%) 70.58K
Increased by +2.69%
Mar 31, 26
14 Vanguard Small Cap Value Index Inv 2.56M (1.48%) -11.36K
Decreased by -0.44%
Mar 31, 26
15 T. Rowe Price Mid-Cap Growth 2.42M (1.40%) -369.80K
Decreased by -15.27%
Mar 31, 26
16 T. Rowe Price US Mid-Cap Growth Equity 2.42M (1.40%) -932.10K
Decreased by -38.48%
Mar 31, 26
17 SPDR® S&P 500 ETF Trust 2.36M (1.37%) -18.33K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 2.31M (1.34%) 14.69K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500 ETF 2.27M (1.32%) -71.82K
Decreased by -3.16%
Mar 31, 25
20 iShares Core S&P 500 ETF 2.25M (1.30%) 6.63K
Increased by +0.29%
Apr 30, 26