Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.22%
2 PSL 4.48%
3 XMMO 3.75%
4 LSAT 3.51%
5 FMTM 3.17%
6 FTXG 3.15%
7 JDVL 3.15%
8 DVOL 3.13%
9 BOUT 3.10%
10 NEWZ 2.79%
11 CGMM 2.57%
12 AMID 2.54%
13 PBJ 2.46%
14 PEJ 2.39%
15 LYLD 2.35%
16 PAMC 2.04%
17 POWA 1.84%
18 TOLL 1.81%
19 XVOL 1.59%
20 FFSM 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.88M (10.02%) -489.85K
Decreased by -2.24%
Dec 31, 25
2 BlackRock Inc 20.01M (9.16%) -249.34K
Decreased by -1.25%
Dec 31, 25
3 Boston Partners Global Investors, Inc 16.20M (7.42%) 73.66K
Increased by +0.45%
Dec 31, 25
4 FMR Inc 14.42M (6.60%) -944.13K
Decreased by -6.55%
Dec 31, 25
5 Wellington Management Company LLP 13.78M (6.31%) 904.56K
Increased by +6.56%
Dec 31, 25
6 Capital World Investors 12.86M (5.89%) 1.20M
Increased by +9.31%
Dec 31, 25
7 Amvescap Plc. 8.15M (3.73%) -17.09K
Decreased by -0.21%
Dec 31, 25
8 Longview Partners (Guernsey) Ltd. 7.31M (3.35%) -206.60K
Decreased by -2.83%
Mar 31, 24
9 State Street Corp 6.82M (3.12%) -98.97K
Decreased by -1.45%
Dec 31, 25
10 State Street Corporation 6.73M (3.08%) 105.95K
Increased by +1.58%
Mar 31, 24
11 Victory Capital Management Inc. 4.82M (2.21%) -307.35K
Decreased by -6.38%
Dec 31, 25
12 JPMorgan Chase & Co 4.67M (2.14%) 2.28M
Increased by +48.80%
Sep 30, 25
13 Massachusetts Financial Services Company 4.49M (2.06%) -1.22M
Decreased by -27.17%
Dec 31, 25
14 D1 Capital Partners L.P. 4.28M (1.96%) 922.27K
Increased by +21.53%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 4.17M (1.91%) 3.35M
Increased by +80.50%
Dec 31, 25
16 Geode Capital Management, LLC 4.07M (1.86%) -1.01K
Decreased by -0.02%
Dec 31, 25
17 PRIMECAP Management Company 3.91M (1.79%) 118.40K
Increased by +3.03%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 3.64M (1.67%) -268.70K
Decreased by -7.38%
Dec 31, 25
19 Sachem Head Capital Management LP 3.17M (1.45%) -445.00K
Decreased by -14.02%
Mar 31, 25
20 Artisan Partners Limited Partnership 3.13M (1.43%) 143.16K
Increased by +4.58%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.72M (3.54%) -76.09K
Decreased by -0.99%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.45M (3.41%) 10.85K
Increased by +0.15%
Apr 29, 26
3 Vanguard Total Stock Mkt Idx Inv 7.00M (3.21%) -47.65K
Decreased by -0.68%
Mar 31, 26
4 Sycamore Mid Cap Value Comp 6.21M (2.85%) 6.01M
Increased by +96.78%
Mar 31, 25
5 Vanguard Small Cap Index 5.09M (2.33%) 29.12K
Increased by +0.57%
Mar 31, 26
6 American Funds American Balanced A 5.02M (2.30%) -3.33M
Decreased by -66.49%
Mar 31, 26
7 JHancock Disciplined Value Mid Cap I 4.30M (1.97%) 0.00
Increased by 0.00%
Feb 28, 26
8 Vanguard Wellington Inv 4.24M (1.94%) 1.25M
Increased by +29.54%
Mar 31, 26
9 Victory Sycamore Established Value R 4.03M (1.85%) 1.05M
Increased by +26.18%
Mar 31, 26
10 JHancock Disciplined Value I 4.02M (1.84%) -116.84K
Decreased by -2.90%
Feb 28, 26
11 Vanguard Small Cap Value Index Inv 3.24M (1.48%) -11.30K
Decreased by -0.35%
Mar 31, 26
12 Strategic Advisers® Fidelity US TtlStk 2.95M (1.35%) 65.35K
Increased by +2.22%
Nov 30, 23
13 JPM US Mid Cap Value-Composite 2.81M (1.29%) -322.91K
Decreased by -11.48%
Jun 30, 24
14 Vanguard PRIMECAP Inv 2.72M (1.24%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.46M (1.13%) 35.60K
Increased by +1.44%
Mar 31, 26
16 CI Global Income & Growth F 2.44M (1.12%) -84.23K
Decreased by -3.45%
Sep 30, 23
17 Strategic Advisers Fidelity US TtlStk 2.40M (1.10%) 637.49K
Increased by +26.57%
Mar 31, 26
18 Fidelity® Small Cap Value 2.38M (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
19 Invesco S&P MidCap Momentum ETF 2.33M (1.07%) 0.00
Increased by 0.00%
Feb 28, 26
20 Clarkston Partners Founders 2.25M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23