Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GCAD 4.59%
2 UTRN 4.10%
3 SAMT 3.28%
4 XAR 2.98%
5 BUSA 2.51%
6 DVLU 2.40%
7 LYLD 2.03%
8 BSMC 1.97%
9 SMRI 1.96%
10 SAGP 1.90%
11 MISL 1.80%
12 JETS 1.77%
13 COWS 1.73%
14 HCOW 1.69%
15 CSTK 1.55%
16 VSMV 1.47%
17 XKFS 1.34%
18 DVOL 1.34%
19 RSPN 1.23%
20 RGI 1.23%

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 15.66M (9.07%) -163.31K
Decreased by -1.04%
Mar 31, 26
3 FMR Inc 11.40M (6.61%) 2.72M
Increased by +23.86%
Mar 31, 26
4 Vanguard Capital Management, LLC 11.34M (6.57%) 11.34M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 9.74M (5.65%) 279.97K
Increased by +2.87%
Mar 31, 26
6 State Street Corporation 8.72M (5.05%) -129.24K
Decreased by -1.48%
Mar 31, 24
7 Amvescap Plc. 8.01M (4.64%) -30.99K
Decreased by -0.39%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 7.48M (4.34%) 7.48M
Increased by +100.00%
Mar 31, 26
9 Boston Partners Global Investors, Inc 5.72M (3.32%) -1.51M
Decreased by -26.43%
Mar 31, 26
10 AQR Capital Management LLC 5.63M (3.26%) 276.09K
Increased by +4.90%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 5.18M (3.00%) -6.59M
Decreased by -127.12%
Mar 31, 26
12 Geode Capital Management, LLC 4.97M (2.88%) 410.34K
Increased by +8.25%
Mar 31, 26
13 LSV Asset Management 4.07M (2.36%) 38.38K
Increased by +0.94%
Mar 31, 26
14 Victory Capital Management Inc. 3.98M (2.30%) -25.17K
Decreased by -0.63%
Dec 31, 25
15 Brandes Investment Partners & Co 2.84M (1.65%) 105.71K
Increased by +3.72%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.58M (1.49%) 181.12K
Increased by +7.03%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 2.55M (1.48%) 2.16K
Increased by +0.08%
Mar 31, 26
18 JPMorgan Chase & Co 2.51M (1.45%) 808.98K
Increased by +32.22%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 2.41M (1.40%) 57.37K
Increased by +2.38%
Mar 31, 26
20 The Goldman Sachs Group Inc 1.85M (1.07%) 658.01K
Increased by +35.55%
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 5.54M (3.21%) 12.40K
Increased by +0.22%
Apr 30, 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 4.52M (2.62%) 81.65K
Increased by +1.81%
Apr 30, 26
8 Vanguard Small Cap Index 4.01M (2.32%) -8.42K
Decreased by -0.21%
Apr 30, 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 Strategic Advisers Fidelity US TtlStk 2.91M (1.68%) 287.00K
Increased by +9.87%
Apr 30, 26
13 JHancock Disciplined Value Mid Cap I 2.90M (1.68%) 0.00
Increased by 0.00%
Apr 30, 26
14 Vanguard Small Cap Value Index Inv 2.58M (1.49%) 17.96K
Increased by +0.70%
Apr 30, 26
15 T. Rowe Price US Mid-Cap Growth Equity 2.42M (1.40%) -932.10K
Decreased by -38.48%
Mar 31, 26
16 T. Rowe Price Mid-Cap Growth 2.42M (1.40%) -1.05K
Decreased by -0.04%
Apr 30, 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 iShares Core S&P 500 ETF 2.29M (1.33%) 7.04K
Increased by +0.31%
May 29, 26
20 SPDR® S&P 500 ETF 2.27M (1.32%) -71.82K
Decreased by -3.16%
Mar 31, 25