Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDPL 3.26%
2 ROKT 1.61%
3 MPAY 1.42%
4 WBIF 1.41%
5 GRPM 1.39%
6 HAPY 1.34%
7 FXL 1.32%
8 BCUS 1.26%
9 RNIN 1.25%
10 PEXL 1.03%
11 FITE 1.02%
12 SURE 0.99%
13 PXMV 0.96%
14 RNMC 0.96%
15 DVOL 0.92%
16 LSAF 0.90%
17 SFLO 0.89%
18 TXSS 0.79%
19 WBIG 0.73%
20 WTV 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 19.05M (15.28%) -278.31K
Decreased by -1.46%
Dec 31, 25
2 BlackRock Inc 12.39M (9.93%) -52.87K
Decreased by -0.43%
Sep 30, 25
3 Vanguard Group Inc 11.77M (9.44%) -370.91K
Decreased by -3.15%
Dec 31, 25
4 Amvescap Plc. 5.54M (4.45%) 79.26K
Increased by +1.43%
Sep 30, 25
5 State Street Corporation 4.04M (3.24%) 103.06K
Increased by +2.55%
Mar 31, 24
6 State Street Corp 3.99M (3.20%) -1.92K
Decreased by -0.05%
Sep 30, 25
7 Franklin Resources Inc 2.83M (2.27%) -585.29K
Decreased by -20.65%
Sep 30, 25
8 Dimensional Fund Advisors, Inc. 2.81M (2.25%) 255.95K
Increased by +9.12%
Dec 31, 25
9 Viking Global Investors LP 2.63M (2.11%) 1.08M
Increased by +40.95%
Dec 31, 23
10 Massachusetts Financial Services Company 2.62M (2.10%) -968.94K
Decreased by -36.94%
Dec 31, 25
11 Neuberger Berman Group LLC 2.59M (2.08%) 284.91K
Increased by +11.01%
Dec 31, 25
12 Snyder Capital Management LP 2.50M (2.00%) 34.49K
Increased by +1.38%
Dec 31, 25
13 Geode Capital Management, LLC 2.28M (1.83%) -26.09K
Decreased by -1.15%
Dec 31, 25
14 D. E. Shaw & Co LP 2.16M (1.73%) 789.16K
Increased by +36.62%
Dec 31, 25
15 Cooperman Leon G 2.13M (1.70%) 375.00K
Increased by +17.65%
Dec 31, 25
16 Wolf Hill Capital Management, LP 2.11M (1.69%) 486.29K
Increased by +23.07%
Mar 31, 25
17 Wellington Management Company LLP 2.05M (1.64%) 71.67K
Increased by +3.50%
Dec 31, 25
18 TOMS Capital Investment Management LP 1.97M (1.58%) -198.48K
Decreased by -10.08%
Sep 30, 23
19 Permian Investment Partners 1.91M (1.53%) -489.49K
Decreased by -25.59%
Jun 30, 25
20 Van Eck Associates Corporation 1.88M (1.51%) -256.06K
Decreased by -13.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.20M (3.37%) -78.02K
Decreased by -1.86%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.11M (3.29%) -151.91K
Decreased by -3.70%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 4.01M (3.21%) 51.40K
Increased by +1.28%
Feb 28, 26
4 Strategic Advisers Fidelity US TtlStk 2.99M (2.40%) 0.00
Increased by 0.00%
Jan 31, 26
5 Vanguard Small Cap Index 2.88M (2.31%) 8.29K
Increased by +0.29%
Feb 28, 26
6 Invesco Small Cap Value A 2.57M (2.06%) 0.00
Increased by 0.00%
Jan 31, 26
7 Fidelity® Low-Priced Stock 2.29M (1.84%) -2.39K
Decreased by -0.10%
Oct 31, 23
8 VanEck Defense ETF A USD Acc 1.96M (1.57%) 0.00
Increased by 0.00%
Feb 27, 26
9 Invesco Value Opportunities A 1.93M (1.55%) 0.00
Increased by 0.00%
Jan 31, 26
10 Vanguard Small Cap Value Index Inv 1.85M (1.49%) 5.30K
Increased by +0.29%
Feb 28, 26
11 MFS Mid Cap Value Equity 1.80M (1.45%) -504.20K
Decreased by -27.98%
Dec 31, 25
12 JHancock Disciplined Value I 1.79M (1.44%) -211.05K
Decreased by -11.79%
Jun 30, 25
13 MFS Mid Cap Value A 1.78M (1.42%) -2.27M
Decreased by -127.86%
Jan 31, 26
14 Fidelity Low-Priced Stock 1.77M (1.42%) 0.00
Increased by 0.00%
Dec 31, 25
15 Franklin Mutual Shares Z 1.56M (1.25%) -97.03K
Decreased by -6.22%
Feb 28, 26
16 VIP Growth Initial 1.46M (1.17%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Value 1.40M (1.12%) 233.00
Increased by +0.02%
Jan 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 1.38M (1.11%) 12.38K
Increased by +0.89%
Feb 28, 26
19 VIP Mid Cap Initial 1.36M (1.09%) -61.80K
Decreased by -4.54%
Nov 30, 23
20 Fidelity® Capital Appreciation 1.35M (1.08%) -21.50K
Decreased by -1.59%
Nov 30, 23