Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PKB 5.49%
2 GRNR 3.49%
3 MID 3.48%
4 ITB 3.17%
5 KMID 3.10%
6 XHB 3.08%
7 XMMO 2.80%
8 RISN 2.76%
9 NAIL 2.64%
10 LIVR 2.52%
11 GPT 2.52%
12 HELS 2.45%
13 UPGR 2.11%
14 PRN 1.93%
15 NUMG 1.71%
16 RYJ 1.71%
17 UPGD 1.71%
18 LEAD 1.50%
19 CZA 1.48%
20 CCSO 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.75M (11.93%) -21.08K
Decreased by -0.56%
Dec 31, 25
2 BlackRock Inc 3.03M (9.63%) 22.40K
Increased by +0.74%
Sep 30, 25
3 Capital Research & Mgmt Co - Division 3 2.85M (9.07%) 1.36M
Increased by +47.71%
Dec 31, 25
4 State Street Corp 1.42M (4.52%) 31.54K
Increased by +2.22%
Sep 30, 25
5 Morgan Stanley - Brokerage Accounts 1.32M (4.21%) -78.39K
Decreased by -5.92%
Sep 30, 25
6 State Street Corporation 1.25M (3.98%) -10.82K
Decreased by -0.87%
Mar 31, 24
7 MATHER GROUP, INC. 1.07M (3.39%) -3.00
Decreased by -0.00%
Sep 30, 25
8 Kayne Anderson Rudnick Investment Management LLC 964.70K (3.07%) -87.97K
Decreased by -9.12%
Dec 31, 25
9 Geode Capital Management, LLC 879.85K (2.80%) -60.79K
Decreased by -6.91%
Dec 31, 25
10 Amvescap Plc. 718.48K (2.28%) 117.52K
Increased by +16.36%
Sep 30, 25
11 Viking Global Investors LP 621.31K (1.98%) 621.31K
Increased by +100.00%
Dec 31, 25
12 Citadel Advisors Llc 620.43K (1.97%) 342.25K
Increased by +55.16%
Dec 31, 25
13 Fisher Asset Management, LLC 598.65K (1.90%) 13.65K
Increased by +2.28%
Sep 30, 25
14 Balyasny Asset Management LLC 480.21K (1.53%) -53.69K
Decreased by -11.18%
Sep 30, 23
15 Beacon Pointe Advisors, LLC 417.96K (1.33%) -678.00
Decreased by -0.16%
Dec 31, 25
16 JPMorgan Chase & Co 393.41K (1.25%) 204.84K
Increased by +52.07%
Sep 30, 25
17 Point72 Asset Management, L.P. 391.06K (1.24%) 232.04K
Increased by +59.34%
Sep 30, 23
18 GAMMA Investing LLC 356.69K (1.13%) 356.18K
Increased by +99.86%
Mar 31, 25
19 NORGES BANK 341.26K (1.09%) -132.91K
Decreased by -38.95%
Dec 31, 25
20 Jacobs Levy Equity Management, Inc. 332.56K (1.06%) 23.77K
Increased by +7.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 1.56M (4.97%) 1.33M
Increased by +85.06%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 1.56M (4.97%) 1.33M
Increased by +85.06%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 1.03M (3.28%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard US Total Market Shares ETF 1.02M (3.23%) 603.00
Increased by +0.06%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 998.81K (3.18%) 1.63K
Increased by +0.16%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 911.17K (2.90%) 6.75K
Increased by +0.74%
May 31, 25
7 Vanguard 500 Index Investor 822.48K (2.62%) 8.20K
Increased by +1.00%
Feb 28, 26
8 Vanguard Small Cap Index 716.84K (2.28%) 1.81K
Increased by +0.25%
Feb 28, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 480.13K (1.53%) 5.86K
Increased by +1.22%
Nov 30, 24
10 Eaton Vance Atlanta Capital SMID-Cap I 463.34K (1.47%) 0.00
Increased by 0.00%
Jan 31, 26
11 iShares Core S&P 500 ETF 407.66K (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 405.51K (1.29%) 1.88K
Increased by +0.46%
Jan 31, 26
13 SPDR® S&P 500 ETF 399.13K (1.27%) -5.89K
Decreased by -1.48%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 398.10K (1.27%) 829.00
Increased by +0.21%
Feb 28, 26
15 Fisher All World Equity 389.24K (1.24%) 50.87K
Increased by +13.07%
Jun 30, 25
16 SPDR® S&P 500® ETF Trust 388.47K (1.24%) -2.05K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 387.67K (1.23%) 4.81K
Increased by +1.24%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 373.54K (1.19%) -2.91K
Decreased by -0.78%
Feb 28, 26
19 American Funds American Balanced A 358.68K (1.14%) 0.00
Increased by 0.00%
Dec 31, 25
20 American Funds Invmt Co of Amer A 352.19K (1.12%) 110.06K
Increased by +31.25%
Dec 31, 25