Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 6.66%
2 KMID 4.86%
3 MDCP 4.37%
4 UTRN 3.97%
5 BUL 3.91%
6 BRNY 3.83%
7 FMTM 3.37%
8 BCUS 3.23%
9 STNC 2.42%
10 CZA 2.38%
11 HWAY 2.29%
12 DRKY 2.26%
13 RENW 2.16%
14 TMFX 2.15%
15 FTXR 1.98%
16 FTIF 1.97%
17 CLNR 1.93%
18 SSPX 1.92%
19 BOON 1.92%
20 RYJ 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.88M (11.86%) -66.13K
Decreased by -0.33%
Dec 31, 25
2 FMR Inc 19.72M (11.77%) 811.55K
Increased by +4.11%
Mar 31, 26
3 BlackRock Inc 13.74M (8.20%) 315.18K
Increased by +2.29%
Mar 31, 26
4 Vanguard Capital Management, LLC 11.08M (6.61%) 11.08M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 8.00M (4.78%) 37.33K
Increased by +0.47%
Mar 31, 26
6 State Street Corp 7.74M (4.62%) 82.90K
Increased by +1.07%
Mar 31, 26
7 State Street Corporation 7.17M (4.28%) 174.22K
Increased by +2.43%
Mar 31, 24
8 Vanguard Portfolio Management, LLC 7.16M (4.27%) 7.16M
Increased by +100.00%
Mar 31, 26
9 Geode Capital Management, LLC 4.56M (2.72%) 191.22K
Increased by +4.20%
Mar 31, 26
10 Nordea Investment Mgmt Bank Demark A/s 3.56M (2.12%) 486.54K
Increased by +13.68%
Mar 31, 26
11 Fidelity International Ltd 3.50M (2.09%) -154.64K
Decreased by -4.42%
Mar 31, 26
12 HHG PLC 3.15M (1.88%) -1.27M
Decreased by -40.33%
Sep 30, 24
13 Select Equity Group LP 2.92M (1.74%) -635.78K
Decreased by -21.75%
Mar 31, 26
14 Wellington Management Company LLP 2.51M (1.50%) -158.13K
Decreased by -6.30%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 2.46M (1.47%) 394.57K
Increased by +16.02%
Mar 31, 26
16 Amvescap Plc. 2.13M (1.27%) -59.16K
Decreased by -2.77%
Mar 31, 26
17 Boston Partners Global Investors, Inc 1.96M (1.17%) -53.32K
Decreased by -2.73%
Mar 31, 26
18 NORGES BANK 1.92M (1.14%) 257.89K
Increased by +13.46%
Dec 31, 25
19 JPMorgan Chase & Co 1.91M (1.14%) 386.43K
Increased by +20.19%
Sep 30, 25
20 Pzena Investment Management, LLC 1.85M (1.10%) -2.70M
Decreased by -145.97%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.53M (3.30%) -39.58K
Decreased by -0.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.43M (3.24%) 12.94K
Increased by +0.24%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 4.86M (2.90%) 33.17K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 4.42M (2.64%) 79.92K
Increased by +1.81%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 3.69M (2.20%) 8.06K
Increased by +0.22%
Apr 30, 26
6 T. Rowe Price U.S. Value Equity Tr-D 3.39M (2.02%) 96.82K
Increased by +2.86%
Mar 31, 26
7 T. Rowe Price U.S. Value Equity Tr-Z 2.91M (1.74%) 213.55K
Increased by +7.33%
Mar 31, 25
8 Fidelity Contrafund 2.81M (1.68%) 393.55K
Increased by +14.00%
Apr 30, 26
9 T. Rowe Price US Value Equity Composite 2.52M (1.51%) -9.39K
Decreased by -0.37%
Mar 31, 26
10 T. Rowe Price Value 2.49M (1.49%) -29.65K
Decreased by -1.19%
Apr 30, 26
11 iShares Core S&P 500 ETF 2.25M (1.34%) 6.90K
Increased by +0.31%
May 29, 26
12 Fidelity 500 Index 2.19M (1.30%) 7.53K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500 ETF 2.12M (1.27%) -45.67K
Decreased by -2.15%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 2.12M (1.27%) 4.77K
Increased by +0.22%
Apr 30, 24
15 Fidelity® 500 Index 2.09M (1.25%) 13.28K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 2.07M (1.23%) -10.80K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.06M (1.23%) 25.55K
Increased by +1.24%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 2.06M (1.23%) 2.77K
Increased by +0.13%
May 29, 26
19 Fidelity Magellan 1.82M (1.09%) -7.90K
Decreased by -0.43%
Apr 30, 26
20 Strategic Advisers Fidelity US TtlStk 1.69M (1.01%) 79.23K
Increased by +4.69%
Apr 30, 26