Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.22%
2 PSL 5.40%
3 JDVL 4.27%
4 FTXG 3.99%
5 XMMO 3.75%
6 LSAT 3.51%
7 PEJ 3.34%
8 BOUT 3.10%
9 AMID 2.86%
10 NEWZ 2.79%
11 FMTM 2.77%
12 POWA 2.50%
13 PBJ 2.43%
14 LYLD 2.35%
15 SAMT 2.31%
16 TOLL 2.12%
17 PAMC 2.04%
18 RWK 1.89%
19 CGMM 1.83%
20 LSEQ 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.88M (10.29%) -489.85K
Decreased by -2.24%
Dec 30, 25
2 BlackRock Inc 20.44M (9.62%) 429.65K
Increased by +2.10%
Mar 30, 26
3 Boston Partners Global Investors, Inc 16.39M (7.71%) 190.56K
Increased by +1.16%
Mar 30, 26
4 Wellington Management Company LLP 15.75M (7.41%) 1.97M
Increased by +12.51%
Mar 30, 26
5 FMR Inc 13.78M (6.48%) -642.32K
Decreased by -4.66%
Mar 30, 26
6 Vanguard Portfolio Management, LLC 10.20M (4.80%) 10.20M
Increased by +100.00%
Mar 30, 26
7 Vanguard Capital Management, LLC 9.90M (4.66%) 9.90M
Increased by +100.00%
Mar 30, 26
8 Capital World Investors 7.78M (3.66%) -5.09M
Decreased by -65.43%
Mar 30, 26
9 Longview Partners (Guernsey) Ltd. 7.31M (3.44%) -206.60K
Decreased by -2.83%
Mar 30, 24
10 State Street Corp 6.88M (3.24%) 57.14K
Increased by +0.83%
Mar 30, 26
11 State Street Corporation 6.73M (3.16%) 105.95K
Increased by +1.58%
Mar 30, 24
12 Amvescap Plc. 6.12M (2.88%) -2.03M
Decreased by -33.22%
Mar 30, 26
13 Victory Capital Management Inc. 6.08M (2.86%) 1.26M
Increased by +20.76%
Mar 30, 26
14 T. Rowe Price Investment Management,Inc. 5.67M (2.67%) 4.56M
Increased by +80.38%
Mar 30, 26
15 Geode Capital Management, LLC 5.27M (2.48%) 1.20M
Increased by +22.73%
Mar 30, 26
16 JPMorgan Chase & Co 4.67M (2.20%) 2.28M
Increased by +48.80%
Sep 29, 25
17 T. Rowe Price Associates, Inc. 4.45M (2.09%) 279.46K
Increased by +6.29%
Mar 30, 26
18 D1 Capital Partners L.P. 4.28M (2.02%) 0.00
Increased by 0.00%
Mar 30, 26
19 PRIMECAP Management Company 3.95M (1.86%) 34.70K
Increased by +0.88%
Mar 30, 26
20 Massachusetts Financial Services Company 3.83M (1.80%) -661.28K
Decreased by -17.25%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Wellington Inv 8.15M (3.84%) 3.92M
Increased by +48.02%
Jun 29, 26
2 Vanguard US Total Market Shares ETF 7.72M (3.63%) -76.09K
Decreased by -0.99%
Sep 29, 24
3 iShares Core S&P Mid-Cap ETF 7.56M (3.56%) 1.86K
Increased by +0.02%
Jul 29, 26
4 Vanguard Morn Total Stk Mkt Idx Investor 6.99M (3.29%) -26.58K
Decreased by -0.38%
Jun 29, 26
5 Vanguard Total Stock Mkt Idx Inv 6.99M (3.29%) -26.58K
Decreased by -0.38%
Jun 29, 26
6 Sycamore Mid Cap Value Comp 6.21M (2.92%) 6.01M
Increased by +96.78%
Mar 30, 25
7 Vanguard Small Cap Index 5.05M (2.38%) -25.13K
Decreased by -0.50%
Jun 29, 26
8 JHancock Disciplined Value Mid Cap I 4.24M (1.99%) 9.33K
Increased by +0.22%
May 30, 26
9 JHancock Disciplined Value I 4.02M (1.89%) 216.13K
Increased by +5.38%
May 30, 26
10 Victory Sycamore Established Value R 3.54M (1.66%) -495.00K
Decreased by -14.00%
Jun 29, 26
11 Vanguard Morn Small Cap Value Index 3.21M (1.51%) -63.28K
Decreased by -1.97%
Jun 29, 26
12 Vanguard Small Cap Value Index Inv 3.21M (1.51%) -63.28K
Decreased by -1.97%
Jun 29, 26
13 T. Rowe Price Mid-Cap Growth 3.03M (1.43%) 818.67K
Increased by +26.98%
Jun 29, 26
14 T. Rowe Price US Mid-Cap Growth Equity 3.03M (1.43%) 1.07M
Increased by +35.40%
Jun 29, 26
15 Strategic Advisers® Fidelity US TtlStk 2.95M (1.39%) 65.35K
Increased by +2.22%
Nov 29, 23
16 American Funds American Balanced A 2.93M (1.38%) -2.09M
Decreased by -71.15%
Jun 29, 26
17 JPM US Mid Cap Value-Composite 2.81M (1.32%) -322.91K
Decreased by -11.48%
Jun 29, 24
18 Vanguard PRIMECAP Inv 2.73M (1.28%) 11.00K
Increased by +0.40%
Jun 29, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 2.53M (1.19%) 34.03K
Increased by +1.35%
Jun 29, 26
20 CI Global Income & Growth F 2.44M (1.15%) -84.23K
Decreased by -3.45%
Sep 29, 23