Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 6.22%
2 OCFS 5.58%
3 BOUT 4.39%
4 EPSV 4.00%
5 EPMV 3.60%
6 NEWZ 3.42%
7 BUL 3.16%
8 LCLG 3.00%
9 BCUS 2.95%
10 BASV 2.88%
11 CALF 2.46%
12 CLCV 2.41%
13 FRTY 2.40%
14 POWA 2.36%
15 QQJG 2.34%
16 EPAI 2.27%
17 QMOM 2.24%
18 SEIV 1.95%
19 XMMO 1.95%
20 AGIX 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 43.22M (11.84%) 999.58K
Increased by +2.31%
Sep 30, 25
2 Vanguard Group Inc 38.75M (10.61%) 25.66M
Increased by +66.23%
Dec 31, 25
3 PRIMECAP Management Company 26.70M (7.31%) -2.91M
Decreased by -10.89%
Dec 31, 25
4 HHG PLC 26.31M (7.21%) -172.48K
Decreased by -0.66%
Sep 30, 25
5 Wellington Management Company LLP 17.64M (4.83%) 505.76K
Increased by +2.87%
Dec 31, 25
6 FMR Inc 17.51M (4.79%) -3.70M
Decreased by -21.15%
Dec 31, 25
7 Boston Partners Global Investors, Inc 12.10M (3.32%) -6.93M
Decreased by -57.23%
Dec 31, 25
8 State Street Corp 11.93M (3.27%) -330.46K
Decreased by -2.77%
Sep 30, 25
9 Amvescap Plc. 8.58M (2.35%) -294.79K
Decreased by -3.44%
Sep 30, 25
10 Sachem Head Capital Management LP 8.39M (2.30%) 6.42M
Increased by +76.46%
Dec 31, 23
11 Geode Capital Management, LLC 7.61M (2.08%) 181.27K
Increased by +2.38%
Dec 31, 25
12 Lyrical Asset Management LP 7.54M (2.06%) -613.11K
Decreased by -8.13%
Dec 31, 25
13 AllianceBernstein L.P. 7.32M (2.01%) -1.51M
Decreased by -20.67%
Sep 30, 25
14 Bank of America Corp 7.06M (1.93%) -532.78K
Decreased by -7.55%
Sep 30, 25
15 Macquarie Group Ltd 6.35M (1.74%) -135.63K
Decreased by -2.13%
Sep 30, 23
16 ING Investment Management LLC 5.93M (1.62%) -131.16K
Decreased by -2.21%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 5.74M (1.57%) -392.44K
Decreased by -6.84%
Dec 31, 25
18 Victory Capital Management Inc. 5.52M (1.51%) -496.13K
Decreased by -8.99%
Dec 31, 24
19 Massachusetts Financial Services Company 5.51M (1.51%) -119.62K
Decreased by -2.17%
Dec 31, 25
20 NORGES BANK 5.29M (1.45%) -544.35K
Decreased by -10.29%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Inst Mid Cap Growth CF 12.75M (3.49%) -2.67M
Decreased by -20.93%
Dec 31, 25
2 Janus Henderson Enterprise D 12.16M (3.33%) -597.59K
Decreased by -4.92%
Jan 31, 26
3 iShares Core S&P Mid-Cap ETF 11.95M (3.27%) 11.95M
Increased by +100.00%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 11.70M (3.21%) 59.88K
Increased by +0.51%
Feb 28, 26
5 Fidelity Advisor® Growth Opps M 11.63M (3.18%) -354.50K
Decreased by -3.05%
Nov 30, 23
6 Vanguard Capital Opportunity Inv 11.59M (3.17%) -1.03M
Decreased by -8.85%
Dec 31, 25
7 Vanguard Small Cap Index 8.40M (2.30%) 21.73K
Increased by +0.26%
Feb 28, 26
8 Fidelity Advisor Growth Opps M 8.31M (2.28%) -140.90K
Decreased by -1.70%
Jan 31, 26
9 Vanguard PRIMECAP Core Inv 6.25M (1.71%) -259.02K
Decreased by -4.14%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 5.39M (1.48%) 15.33K
Increased by +0.28%
Feb 28, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 4.03M (1.10%) 36.09K
Increased by +0.90%
Feb 28, 26
12 Vanguard Information Technology ETF 3.81M (1.04%) -89.03K
Decreased by -2.34%
Feb 28, 26
13 Victory Sycamore Established Value R 3.60M (0.99%) -343.00K
Decreased by -9.53%
Dec 31, 24
14 MFS Mid Cap Value Equity 3.60M (0.99%) -145.64K
Decreased by -4.05%
Dec 31, 25
15 JHancock Disciplined Value Mid Cap I 3.59M (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
16 MFS Mid Cap Value A 3.55M (0.97%) 3.55M
Increased by +100.00%
Jan 31, 26
17 EARNEST Small/Mid Cap Value 3.39M (0.93%) 3.38M
Increased by +99.84%
Dec 31, 23
18 Polar Capital Global Tech Inc 3.22M (0.88%) 3.22M
Increased by +100.00%
Jan 31, 26
19 JPM US Mid Cap Value-MA 3.19M (0.87%) 402.40K
Increased by +12.61%
Sep 30, 24
20 Lyrical U.S. Value Equity - CS 3.17M (0.87%) -9.31K
Decreased by -0.29%
Dec 31, 25