Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MAVF 5.27%
2 CTEX 4.30%
3 UTRN 3.89%
4 BOUT 3.77%
5 SIMS 3.71%
6 CNRG 3.37%
7 PWER 2.91%
8 FEMA 2.62%
9 RVER 2.54%
10 FORH 2.53%
11 FIXT 2.51%
12 AZTD 2.42%
13 SAEF 2.12%
14 TEMP 2.07%
15 PJFM 1.93%
16 NBCT 1.71%
17 BOBP 1.56%
18 POWR 1.52%
19 FILL 1.52%
20 RSPN 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.59M (11.43%) -44.41K
Decreased by -0.67%
Dec 31, 25
2 BlackRock Inc 3.61M (6.26%) -134.25K
Decreased by -3.72%
Sep 30, 25
3 State Street Corporation 2.21M (3.83%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.17M (3.77%) -16.73K
Decreased by -0.77%
Sep 30, 25
5 Amvescap Plc. 1.62M (2.81%) -374.91K
Decreased by -23.18%
Sep 30, 25
6 Boston Partners Global Investors, Inc 1.61M (2.80%) -332.96K
Decreased by -20.63%
Dec 31, 25
7 Geode Capital Management, LLC 1.49M (2.59%) 6.33K
Increased by +0.42%
Dec 31, 25
8 Ariel Investments, LLC 1.42M (2.47%) -43.28K
Decreased by -3.04%
Dec 31, 25
9 FMR Inc 1.42M (2.47%) -321.77K
Decreased by -22.61%
Dec 31, 24
10 Victory Capital Management Inc. 1.35M (2.34%) -791.90K
Decreased by -58.82%
Dec 31, 25
11 D. E. Shaw & Co LP 1.33M (2.31%) 1.19M
Increased by +89.70%
Dec 31, 25
12 Holocene Advisors, LP 1.12M (1.94%) 9.56K
Increased by +0.85%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 1.05M (1.82%) 98.36K
Increased by +9.35%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 1.04M (1.80%) 16.22K
Increased by +1.56%
Sep 30, 25
15 Massachusetts Financial Services Company 959.34K (1.66%) 536.73K
Increased by +55.95%
Dec 31, 25
16 Arrowstreet Capital Limited Partnership 951.63K (1.65%) -152.73K
Decreased by -16.05%
Dec 31, 25
17 Brown Advisory Holdings Inc 874.27K (1.52%) -186.41K
Decreased by -21.32%
Dec 31, 25
18 Mackenzie Investments 827.33K (1.44%) 405.21K
Increased by +48.98%
Dec 31, 24
19 JPMorgan Chase & Co 811.18K (1.41%) 139.12K
Increased by +17.15%
Sep 30, 24
20 Impax Asset Management Group PLC 793.64K (1.38%) -41.76K
Decreased by -5.26%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.92M (3.33%) 1.62K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.86M (3.23%) 3.25K
Increased by +0.17%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 1.70M (2.94%) 10.60K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 1.51M (2.62%) 14.58K
Increased by +0.97%
Feb 28, 26
5 Vanguard Small Cap Index 1.33M (2.31%) 3.47K
Increased by +0.26%
Feb 28, 26
6 JHancock Disciplined Value Mid Cap I 1.17M (2.04%) 9.20K
Increased by +0.78%
Jan 31, 26
7 Invesco S&P 500® Equal Weight ETF 1.02M (1.77%) -437.00
Decreased by -0.04%
Feb 27, 26
8 Delaware Ivy Mid Cap Growth A 787.19K (1.37%) -72.23K
Decreased by -9.18%
Oct 31, 24
9 Victory Pioneer A 786.59K (1.36%) 82.28K
Increased by +10.46%
Jul 31, 25
10 iShares Core S&P 500 ETF 748.15K (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 745.60K (1.29%) 3.46K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500 ETF Trust 740.60K (1.29%) -5.69K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500 ETF 740.51K (1.29%) -10.85K
Decreased by -1.47%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 740.03K (1.28%) 1.37K
Increased by +0.19%
Feb 28, 26
15 Fidelity® 500 Index 725.31K (1.26%) 4.62K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 720.88K (1.25%) -3.78K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 719.40K (1.25%) 8.86K
Increased by +1.23%
Aug 31, 25
18 Invesco Small Cap Value A 717.08K (1.24%) 112.00K
Increased by +15.62%
Jan 31, 26
19 Pioneer US Large Core Equity 708.51K (1.23%) 708.51K
Increased by +100.00%
Jun 30, 25
20 State Street® SPDR® S&P 500® ETF 682.38K (1.18%) -5.20K
Decreased by -0.76%
Feb 28, 26