Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.22%
2 PSL 4.77%
3 JDVL 3.78%
4 XMMO 3.75%
5 LSAT 3.51%
6 FTXG 3.37%
7 DVOL 3.13%
8 BOUT 3.10%
9 PEJ 2.90%
10 NEWZ 2.79%
11 FMTM 2.77%
12 AMID 2.52%
13 PBJ 2.43%
14 LYLD 2.35%
15 POWA 2.22%
16 PAMC 2.04%
17 TOLL 1.81%
18 XVOL 1.59%
19 CGMM 1.58%
20 RWK 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.88M (10.00%) -489.85K
Decreased by -2.24%
Dec 31, 25
2 BlackRock Inc 20.44M (9.35%) 429.65K
Increased by +2.10%
Mar 31, 26
3 Boston Partners Global Investors, Inc 16.39M (7.50%) 190.56K
Increased by +1.16%
Mar 31, 26
4 Wellington Management Company LLP 15.75M (7.20%) 1.97M
Increased by +12.51%
Mar 31, 26
5 FMR Inc 13.78M (6.30%) -642.32K
Decreased by -4.66%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 10.20M (4.67%) 10.20M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 9.90M (4.53%) 9.90M
Increased by +100.00%
Mar 31, 26
8 Capital World Investors 7.78M (3.56%) -5.09M
Decreased by -65.43%
Mar 31, 26
9 Longview Partners (Guernsey) Ltd. 7.31M (3.34%) -206.60K
Decreased by -2.83%
Mar 31, 24
10 State Street Corp 6.88M (3.14%) 57.14K
Increased by +0.83%
Mar 31, 26
11 State Street Corporation 6.73M (3.08%) 105.95K
Increased by +1.58%
Mar 31, 24
12 Amvescap Plc. 6.12M (2.80%) -2.03M
Decreased by -33.22%
Mar 31, 26
13 Victory Capital Management Inc. 6.08M (2.78%) 1.26M
Increased by +20.76%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 5.67M (2.59%) 4.56M
Increased by +80.38%
Mar 31, 26
15 Geode Capital Management, LLC 5.27M (2.41%) 1.20M
Increased by +22.73%
Mar 31, 26
16 JPMorgan Chase & Co 4.67M (2.13%) 2.28M
Increased by +48.80%
Sep 30, 25
17 T. Rowe Price Associates, Inc. 4.45M (2.03%) 279.46K
Increased by +6.29%
Mar 31, 26
18 D1 Capital Partners L.P. 4.28M (1.96%) 0.00
Increased by 0.00%
Mar 31, 26
19 PRIMECAP Management Company 3.95M (1.80%) 34.70K
Increased by +0.88%
Mar 31, 26
20 Massachusetts Financial Services Company 3.83M (1.75%) -661.28K
Decreased by -17.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.72M (3.53%) -76.09K
Decreased by -0.99%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 7.48M (3.42%) 1.40K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 7.03M (3.21%) 24.49K
Increased by +0.35%
Apr 30, 26
4 Sycamore Mid Cap Value Comp 6.21M (2.84%) 6.01M
Increased by +96.78%
Mar 31, 25
5 Vanguard Small Cap Index 5.08M (2.32%) -11.41K
Decreased by -0.22%
Apr 30, 26
6 American Funds American Balanced A 5.02M (2.29%) -3.33M
Decreased by -66.49%
Mar 31, 26
7 Vanguard Wellington Inv 4.24M (1.94%) 1.25M
Increased by +29.54%
Mar 31, 26
8 JHancock Disciplined Value Mid Cap I 4.23M (1.93%) 249.54K
Increased by +5.90%
Apr 30, 26
9 Victory Sycamore Established Value R 4.03M (1.84%) 1.05M
Increased by +26.18%
Mar 31, 26
10 JHancock Disciplined Value I 3.80M (1.74%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 3.26M (1.49%) 23.66K
Increased by +0.73%
Apr 30, 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 2.49M (1.14%) 24.69K
Increased by +0.99%
Apr 30, 26
16 CI Global Income & Growth F 2.44M (1.12%) -84.23K
Decreased by -3.45%
Sep 30, 23
17 Fidelity® Small Cap Value 2.38M (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
18 Invesco S&P MidCap Momentum ETF 2.33M (1.07%) 0.00
Increased by 0.00%
Feb 28, 26
19 Clarkston Partners Founders 2.25M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
20 T. Rowe Price Mid-Cap Growth 2.22M (1.01%) 255.49K
Increased by +11.53%
Apr 30, 26