Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 5.16%
2 UTRN 3.72%
3 USSE 3.71%
4 XTH 3.64%
5 MAKX 3.44%
6 USRD 2.50%
7 EQWM 2.46%
8 INVN 2.02%
9 QQQN 1.86%
10 FORH 1.82%
11 FTXD 1.79%
12 BBHM 1.65%
13 RYT 1.60%
14 FCFY 1.56%
15 UPGD 1.54%
16 RYJ 1.54%
17 OCFS 1.47%
18 ISHP 1.47%
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 3.92M (8.30%) 51.95K
Increased by +1.33%
Dec 31, 25
3 State Street Corp 2.26M (4.80%) 21.49K
Increased by +0.95%
Dec 31, 25
4 State Street Corporation 2.09M (4.42%) 36.90K
Increased by +1.77%
Mar 31, 24
5 Nordea Investment Mgmt Bank Demark A/s 2.02M (4.28%) 143.32K
Increased by +7.10%
Mar 31, 26
6 Amvescap Plc. 1.53M (3.24%) -271.95K
Decreased by -17.78%
Mar 31, 26
7 Boston Partners Global Investors, Inc 1.47M (3.12%) 367.38K
Increased by +24.98%
Mar 31, 26
8 Macquarie Group Ltd 1.38M (2.93%) 720.68K
Increased by +52.10%
Sep 30, 25
9 Geode Capital Management, LLC 1.34M (2.84%) 5.22K
Increased by +0.39%
Dec 31, 25
10 Kayne Anderson Rudnick Investment Management LLC 1.25M (2.65%) -192.92K
Decreased by -15.42%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 1.23M (2.60%) -70.13K
Decreased by -5.72%
Mar 31, 25
12 AllianceBernstein L.P. 1.11M (2.35%) 327.86K
Increased by +29.60%
Sep 30, 25
13 Victory Capital Management Inc. 1.10M (2.32%) 244.89K
Increased by +22.34%
Dec 31, 25
14 Schroder Investment Management Group 983.72K (2.09%) 379.49K
Increased by +38.58%
Dec 31, 24
15 JPMorgan Chase & Co 960.66K (2.04%) -50.22K
Decreased by -5.23%
Mar 31, 26
16 FMR Inc 853.85K (1.81%) 78.16K
Increased by +9.15%
Mar 31, 25
17 Fidelity Management and Research Company 853.85K (1.81%) 78.16K
Increased by +9.15%
Mar 31, 25
18 Neuberger Berman Group LLC 770.09K (1.63%) -57.76K
Decreased by -7.50%
Sep 30, 23
19 APG Asset Management 718.80K (1.52%) -958.18K
Decreased by -133.30%
Dec 31, 25
20 Apg All Pensions Group 718.80K (1.52%) -62.32K
Decreased by -8.67%
Dec 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 1.56M (3.31%) -37.59K
Decreased by -2.40%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 1.46M (3.10%) 10.97K
Increased by +0.75%
May 31, 25
4 UBS: Global Equity 1.26M (2.66%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard 500 Index Investor 1.25M (2.65%) -52.95K
Decreased by -4.23%
Mar 31, 26
6 Vanguard Small Cap Index 1.13M (2.40%) -16.08K
Decreased by -1.42%
Mar 31, 26
7 Invesco S&P 500® Equal Weight ETF 789.97K (1.67%) -234.00
Decreased by -0.03%
Apr 30, 26
8 Sycamore Mid Cap Value Comp 775.00K (1.64%) 756.40K
Increased by +97.60%
Mar 31, 25
9 Delaware Ivy Science and Technology C 774.65K (1.64%) 0.00
Increased by 0.00%
Oct 31, 24
10 Ivy Science/Technology Composite 774.65K (1.64%) 176.98K
Increased by +22.85%
Sep 30, 24
11 Vanguard Small Cap Value Index Inv 722.74K (1.53%) -16.13K
Decreased by -2.23%
Mar 31, 26
12 JHancock Disciplined Value Mid Cap I 715.73K (1.52%) -59.63K
Decreased by -8.33%
Mar 31, 26
13 Vanguard Information Technology ETF 684.44K (1.45%) -881.00
Decreased by -0.13%
Mar 31, 26
14 SPDR® S&P 500 ETF 640.12K (1.36%) -9.30K
Decreased by -1.45%
Mar 31, 25
15 iShares Core S&P 500 ETF 636.02K (1.35%) 1.89K
Increased by +0.30%
Apr 30, 26
16 Fidelity 500 Index 628.22K (1.33%) -16.49K
Decreased by -2.63%
Mar 31, 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