Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 RSPC 4.40%
3 XWEB 4.30%
4 UTRN 4.03%
5 NEWZ 3.56%
6 TSCM 3.38%
7 SOCL 3.13%
8 RVER 2.87%
9 FDCF 2.24%
10 AIFD 2.07%
11 AIEQ 2.01%
12 ATFV 2.00%
13 INVN 1.96%
14 FORH 1.85%
15 MVPA 1.78%
16 FMET 1.78%
17 FFLS 1.77%
18 ISHP 1.63%
19 FTXD 1.54%
20 SMRI 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.06M (10.75%) 1.07M
Increased by +1.72%
Dec 31, 25
2 BlackRock Inc 38.44M (6.66%) 1.83M
Increased by +4.77%
Sep 30, 25
3 Elliott Investment Management L.P. 28.00M (4.85%) 0.00
Increased by 0.00%
Mar 31, 24
4 Elliott Investment Management LP 28.00M (4.85%) 0.00
Increased by 0.00%
Dec 31, 25
5 Victory Capital Management Inc. 26.81M (4.64%) 6.26M
Increased by +23.35%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 24.14M (4.18%) 1.88M
Increased by +7.79%
Sep 30, 25
7 Ameriprise Financial Inc 19.73M (3.42%) 1.91M
Increased by +9.70%
Sep 30, 25
8 Franklin Resources Inc 15.97M (2.77%) -891.90K
Decreased by -5.58%
Sep 30, 25
9 Amundi 14.25M (2.47%) 12.27M
Increased by +86.09%
Mar 31, 25
10 State Street Corp 14.08M (2.44%) 224.91K
Increased by +1.60%
Sep 30, 25
11 NORGES BANK 13.83M (2.39%) 500.10K
Increased by +3.62%
Dec 31, 25
12 State Street Corporation 12.38M (2.15%) 130.40K
Increased by +1.05%
Mar 31, 24
13 Davis Selected Advisers 11.80M (2.04%) 3.91M
Increased by +33.13%
Dec 31, 25
14 Wellington Management Company LLP 11.55M (2.00%) -7.48M
Decreased by -64.77%
Dec 31, 24
15 Geode Capital Management, LLC 11.19M (1.94%) 804.77K
Increased by +7.19%
Dec 31, 25
16 JPMorgan Chase & Co 11.00M (1.90%) 6.11M
Increased by +55.55%
Sep 30, 25
17 Capital World Investors 8.89M (1.54%) 64.27K
Increased by +0.72%
Dec 31, 23
18 Ontario Teachers Pension Plan Board 8.81M (1.53%) 3.00M
Increased by +34.01%
Sep 30, 24
19 Citadel Advisors Llc 8.48M (1.47%) 6.91M
Increased by +81.48%
Sep 30, 23
20 AQR Capital Management LLC 8.14M (1.41%) 1.93M
Increased by +23.65%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 19.25M (3.33%) 19.25M
Increased by +100.00%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 19.13M (3.31%) 187.31K
Increased by +0.98%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.93M (3.10%) 125.23K
Increased by +0.70%
Feb 28, 26
4 Vanguard Mid Cap Index Institutional 12.30M (2.13%) 41.65K
Increased by +0.34%
Feb 28, 26
5 UBS: Global Equity 11.91M (2.06%) 2.31M
Increased by +19.37%
Sep 30, 25
6 Columbia Seligman Tech & Info A 9.72M (1.68%) 1.53M
Increased by +15.73%
Feb 28, 26
7 Vanguard Growth Index Investor 8.56M (1.48%) 24.40K
Increased by +0.28%
Feb 28, 26
8 T. Rowe Price U.S. Growth Stock SMA 8.31M (1.44%) 8.31M
Increased by +99.98%
Dec 31, 23
9 Columbia Seligman Technology Growth 8.05M (1.39%) 1.64M
Increased by +20.39%
Dec 31, 25
10 American Funds Growth Fund of Amer A 7.88M (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
11 Capital Group Growth Fnd of Amer Comp 7.88M (1.36%) 0.00
Increased by 0.00%
Dec 31, 23
12 Victory Pioneer Fundamental Growth A 7.19M (1.25%) -143.98K
Decreased by -2.00%
Jan 31, 26
13 T. Rowe Price U.S. Value Equity Tr-D 6.86M (1.19%) 1.69M
Increased by +24.62%
Dec 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 6.49M (1.12%) 58.13K
Increased by +0.90%
Feb 28, 26
15 Delaware Ivy Science and Technology C 6.42M (1.11%) 0.00
Increased by 0.00%
May 31, 24
16 Swedbank Robur Technology A 5.68M (0.98%) 680.00K
Increased by +11.97%
Jul 31, 25
17 T. Rowe Price US Value Equity Composite 5.19M (0.90%) 1.38M
Increased by +26.59%
Dec 31, 25
18 T. Rowe Price Value 5.17M (0.90%) -19.27K
Decreased by -0.37%
Jan 31, 26
19 T. Rowe Price U.S. Value Equity Tr-Z 5.14M (0.89%) 5.14M
Increased by +100.00%
Mar 31, 25
20 T. Rowe Price US Mid-Cap Value Equity 4.96M (0.86%) 271.13K
Increased by +5.47%
Dec 31, 25