Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPXE 4.59%
2 CSMD 4.14%
3 TCAI 3.69%
4 POW 3.59%
5 FPXI 3.52%
6 NEWZ 3.16%
7 MVFD 3.13%
8 TEKX 3.00%
9 BCUS 2.88%
10 CNAV 2.74%
11 CBSE 2.73%
12 VOLT 2.66%
13 BEEX 2.65%
14 AGQI 2.60%
15 POWR 2.52%
16 FILL 2.52%
17 SAEF 2.35%
18 KOOL 2.33%
19 SMCO 2.33%
20 PAMC 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.70M (9.75%) -310.57K
Decreased by -1.98%
Dec 31, 25
2 BlackRock Inc 15.49M (9.62%) -763.43K
Decreased by -4.93%
Sep 30, 25
3 Millennium Management LLC 6.13M (3.81%) 1.19M
Increased by +19.35%
Dec 31, 25
4 Franklin Resources Inc 6.04M (3.75%) -852.77K
Decreased by -14.12%
Sep 30, 25
5 State Street Corporation 5.07M (3.15%) 123.39K
Increased by +2.44%
Mar 31, 24
6 State Street Corp 5.00M (3.10%) -80.14K
Decreased by -1.60%
Sep 30, 25
7 Capital Research Global Investors 3.85M (2.39%) -276.94K
Decreased by -7.20%
Sep 30, 25
8 Nuveen Asset Management, LLC 3.78M (2.35%) -401.73K
Decreased by -10.63%
Dec 31, 24
9 FMR Inc 3.51M (2.18%) 41.19K
Increased by +1.17%
Dec 31, 25
10 Goldman Sachs Group Inc 3.27M (2.03%) 2.18M
Increased by +66.76%
Dec 31, 23
11 Nuveen, LLC 3.23M (2.00%) -306.25K
Decreased by -9.49%
Dec 31, 25
12 Geode Capital Management, LLC 3.13M (1.94%) 217.49K
Increased by +6.96%
Dec 31, 25
13 William Blair Investment Management, LLC 3.11M (1.93%) 709.46K
Increased by +22.78%
Jun 30, 25
14 Neuberger Berman Group LLC 2.70M (1.68%) -252.19K
Decreased by -9.33%
Dec 31, 25
15 Massachusetts Financial Services Company 2.60M (1.61%) -393.24K
Decreased by -15.15%
Dec 31, 25
16 UBS Group AG 2.49M (1.55%) 1.09M
Increased by +43.75%
Jun 30, 25
17 HHG PLC 2.44M (1.52%) 466.04K
Increased by +19.09%
Sep 30, 24
18 Fiduciary Management, Inc. of Milwaukee 2.42M (1.50%) 294.96K
Increased by +12.21%
Jun 30, 25
19 NORGES BANK 2.41M (1.50%) -786.46K
Decreased by -32.61%
Dec 31, 25
20 PointState Capital LP 2.38M (1.48%) -93.54K
Decreased by -3.93%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.29M (3.29%) 4.31K
Increased by +0.08%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 5.21M (3.24%) -50.88K
Decreased by -0.98%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 5.10M (3.17%) 8.68K
Increased by +0.17%
Feb 28, 26
4 Franklin Rising Dividends A 3.88M (2.41%) -217.00K
Decreased by -5.59%
Jan 31, 26
5 Franklin Rising Dividends Fund A 3.73M (2.32%) -153.00K
Decreased by -4.10%
Feb 28, 26
6 Vanguard Small Cap Index 3.66M (2.28%) 9.49K
Increased by +0.26%
Feb 28, 26
7 American Funds AMCAP A 2.80M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group AMCAP Composite 2.80M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
9 Champlain Mid Cap Fund, LLC 1.92M (1.19%) -244.35K
Decreased by -12.71%
Aug 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 1.76M (1.09%) 15.36K
Increased by +0.87%
Feb 28, 26
11 CREF Stock R3 1.72M (1.07%) -36.15K
Decreased by -2.10%
Jul 31, 25
12 CREF Stock R1 1.59M (0.99%) 291.73K
Increased by +18.35%
Feb 28, 25
13 Swedbank Robur Globalfond A 1.57M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
14 RobecoSAM Smart Energy Eqs F EUR 1.51M (0.94%) -48.00K
Decreased by -3.17%
Mar 31, 24
15 Neuberger Berman Long Short Instl 1.39M (0.86%) 25.85K
Increased by +1.86%
Jul 31, 25
16 MFS Mid Cap Growth A 1.36M (0.84%) 16.98K
Increased by +1.25%
Oct 31, 24
17 JPM Large Cap Value - MA 1.35M (0.84%) 1.05M
Increased by +77.68%
Mar 31, 25
18 JPM US Large Cap Value-Composite 1.35M (0.84%) 1.05M
Increased by +77.68%
Mar 31, 25
19 MFS Mid Cap Growth Equity 1.34M (0.83%) -981.52K
Decreased by -73.17%
Sep 30, 24
20 FMI Common Stock Investor 1.34M (0.83%) 165.00K
Increased by +12.31%
Jun 30, 25