Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.39%
2 UTRN 3.72%
3 USSE 3.71%
4 XTH 3.64%
5 MAKX 3.00%
6 USRD 2.50%
7 EQWM 2.46%
8 QQQN 1.86%
9 BBHM 1.84%
10 FORH 1.82%
11 FTXD 1.79%
12 INVN 1.76%
13 RYT 1.60%
14 UPGD 1.54%
15 RYJ 1.54%
16 OCFS 1.47%
17 ISHP 1.47%
18 FCFY 1.42%
19 SAEF 1.40%
20 DFNV 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.65M (14.09%) 132.15K
Increased by +1.99%
Dec 31, 25
2 BlackRock Inc 4.20M (8.91%) 286.45K
Increased by +6.82%
Mar 31, 26
3 Vanguard Capital Management, LLC 3.20M (6.79%) 3.20M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.80M (5.94%) 2.80M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 2.16M (4.57%) -105.93K
Decreased by -4.91%
Mar 31, 26
6 State Street Corporation 2.09M (4.42%) 36.90K
Increased by +1.77%
Mar 31, 24
7 Nordea Investment Mgmt Bank Demark A/s 2.02M (4.28%) 143.32K
Increased by +7.10%
Mar 31, 26
8 Amvescap Plc. 1.53M (3.24%) -271.95K
Decreased by -17.78%
Mar 31, 26
9 Boston Partners Global Investors, Inc 1.47M (3.12%) 367.38K
Increased by +24.98%
Mar 31, 26
10 Macquarie Group Ltd 1.38M (2.93%) 720.68K
Increased by +52.10%
Sep 30, 25
11 Geode Capital Management, LLC 1.34M (2.84%) 1.57K
Increased by +0.12%
Mar 31, 26
12 Alyeska Investment Group, L.P. 1.32M (2.81%) 767.72K
Increased by +57.95%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 1.23M (2.60%) -70.13K
Decreased by -5.72%
Mar 31, 25
14 The Colony Group LLC 1.13M (2.40%) 590.68K
Increased by +52.08%
Mar 31, 26
15 Kayne Anderson Rudnick Investment Management LLC 1.13M (2.39%) -124.35K
Decreased by -11.04%
Mar 31, 26
16 AllianceBernstein L.P. 1.11M (2.35%) 327.86K
Increased by +29.60%
Sep 30, 25
17 Schroder Investment Management Group 983.72K (2.09%) 379.49K
Increased by +38.58%
Dec 31, 24
18 JPMorgan Chase & Co 960.66K (2.04%) -50.22K
Decreased by -5.23%
Mar 31, 26
19 Victory Capital Management Inc. 956.57K (2.03%) -139.47K
Decreased by -14.58%
Mar 31, 26
20 FMR Inc 853.85K (1.81%) 78.16K
Increased by +9.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.48%) 15.79K
Increased by +0.96%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.57M (3.32%) 3.67K
Increased by +0.23%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 1.46M (3.10%) 10.97K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 1.27M (2.70%) 22.68K
Increased by +1.78%
Apr 30, 26
5 UBS: Global Equity 1.26M (2.66%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Index 1.13M (2.40%) -1.14K
Decreased by -0.10%
Apr 30, 26
7 JHancock Disciplined Value Mid Cap I 820.26K (1.74%) 104.53K
Increased by +12.74%
Apr 30, 26
8 Invesco S&P 500® Equal Weight ETF 787.61K (1.67%) 1.48K
Increased by +0.19%
May 29, 26
9 Sycamore Mid Cap Value Comp 775.00K (1.64%) 756.40K
Increased by +97.60%
Mar 31, 25
10 Delaware Ivy Science and Technology C 774.65K (1.64%) 0.00
Increased by 0.00%
Oct 31, 24
11 Ivy Science/Technology Composite 774.65K (1.64%) 176.98K
Increased by +22.85%
Sep 30, 24
12 Vanguard Small Cap Value Index Inv 723.85K (1.53%) 1.10K
Increased by +0.15%
Apr 30, 26
13 Vanguard Information Technology ETF 688.10K (1.46%) 3.65K
Increased by +0.53%
Apr 30, 26
14 iShares Core S&P 500 ETF 647.97K (1.37%) 2.00K
Increased by +0.31%
May 29, 26
15 SPDR® S&P 500 ETF 640.12K (1.36%) -9.30K
Decreased by -1.45%
Mar 31, 25
16 Fidelity 500 Index 630.39K (1.34%) 2.17K
Increased by +0.34%
Apr 30, 26
17 SPDR® S&P 500® ETF Trust 623.29K (1.32%) -3.24K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 615.63K (1.30%) 7.59K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 607.11K (1.29%) 1.35K
Increased by +0.22%
Apr 30, 24
20 Fidelity® 500 Index 598.23K (1.27%) 3.81K
Increased by +0.64%
Nov 30, 23