Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSAT 3.74%
2 NEWZ 3.46%
3 PEZ 3.32%
4 BFIT 3.28%
5 LCLG 2.59%
6 EVNT 2.30%
7 QVAL 2.18%
8 RYJ 2.05%
9 UPGD 2.05%
10 MBOX 2.00%
11 DDIV 1.95%
12 DSMC 1.87%
13 WBIF 1.75%
14 FTDS 1.73%
15 WBIG 1.61%
16 GDIV 1.59%
17 ERNZ 1.51%
18 SWP 1.46%
19 XRT 1.43%
20 EWMC 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 8.49M (16.31%) 1.89M
Increased by +22.20%
Dec 31, 25
2 Wealthfront Advisers LLC 8.27M (15.89%) 8.27M
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 6.58M (12.64%) -137.08K
Decreased by -2.08%
Dec 31, 25
4 BlackRock Inc 6.47M (12.41%) -722.90K
Decreased by -11.18%
Sep 30, 25
5 FMR Inc 5.26M (10.10%) -1.34M
Decreased by -25.45%
Dec 31, 25
6 Bank of America Corp 3.55M (6.81%) 2.94M
Increased by +82.97%
Sep 30, 25
7 State Street Corp 2.61M (5.01%) -5.49K
Decreased by -0.21%
Sep 30, 25
8 Viking Global Investors LP 2.57M (4.94%) 2.57M
Increased by +100.00%
Dec 31, 25
9 State Street Corporation 2.11M (4.04%) 4.60K
Increased by +0.22%
Mar 31, 24
10 Charles Schwab Investment Management Inc 1.87M (3.58%) 77.36K
Increased by +4.15%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.40M (2.68%) 167.48K
Increased by +11.98%
Sep 30, 25
12 Geode Capital Management, LLC 1.23M (2.36%) 16.05K
Increased by +1.31%
Dec 31, 25
13 Sachem Head Capital Management LP 1.22M (2.34%) 211.40K
Increased by +17.33%
Dec 31, 25
14 Lone Pine Capital LLC 1.20M (2.30%) -1.72M
Decreased by -143.80%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 992.85K (1.91%) -430.25K
Decreased by -43.33%
Dec 31, 25
16 NORGES BANK 973.07K (1.87%) 102.06K
Increased by +10.49%
Dec 31, 25
17 Victory Capital Management Inc. 939.40K (1.80%) -1.39M
Decreased by -148.46%
Mar 31, 24
18 Atreides Management, LP 873.14K (1.68%) 873.14K
Increased by +100.00%
Jun 30, 25
19 Citadel Advisors Llc 868.09K (1.67%) 818.78K
Increased by +94.32%
Mar 31, 25
20 Maverick Capital Ltd 834.25K (1.60%) 301.25K
Increased by +36.11%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 2.32M (4.45%) 543.58K
Increased by +23.43%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 2.14M (4.10%) 289.34K
Increased by +13.55%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 1.98M (3.81%) 7.07K
Increased by +0.36%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 1.75M (3.36%) 1.32K
Increased by +0.08%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 1.52M (2.92%) 1.23K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 1.43M (2.74%) 3.63K
Increased by +0.25%
Feb 28, 26
7 Vanguard Windsor Investor Shares 1.24M (2.38%) 50.02K
Increased by +4.04%
Dec 31, 25
8 Fidelity® Contrafund® 1.23M (2.36%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Wellesley® Income Inv 1.03M (1.98%) 194.35K
Increased by +18.83%
Dec 31, 25
10 Pacer US Cash Cows 100 ETF 976.64K (1.88%) 5.26K
Increased by +0.54%
May 31, 24
11 Vanguard Small Cap Value Index Inv 915.94K (1.76%) 2.61K
Increased by +0.28%
Feb 28, 26
12 Fidelity® Blue Chip Growth 806.23K (1.55%) 5.80K
Increased by +0.72%
Nov 30, 23
13 Fidelity Blue Chip Growth 741.64K (1.42%) -28.40K
Decreased by -3.83%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 720.41K (1.38%) 6.33K
Increased by +0.88%
Feb 28, 26
15 Fidelity Growth Compy Commingled Pl S 701.52K (1.35%) 1.72K
Increased by +0.25%
Jan 31, 26
16 Fidelity Growth Compy Commingled Pl O 673.68K (1.29%) 1.50K
Increased by +0.22%
Aug 31, 24
17 Victory Sycamore Established Value R 645.00K (1.24%) -985.00K
Decreased by -152.71%
Mar 31, 24
18 Select Retailing 596.60K (1.15%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Low-Priced Stock 590.30K (1.13%) -615.00
Decreased by -0.10%
Oct 31, 23
20 Strategic Advisers Fidelity US TtlStk 582.07K (1.12%) 46.27K
Increased by +7.95%
Jan 31, 26