Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 10.15%
2 MNA 9.45%
3 ULTY 4.97%
4 RVER 4.95%
5 HHH_old 4.82%
6 PXSG 4.55%
7 XSMO 4.41%
8 AHOY 3.43%
9 GAID 3.40%
10 DIVS 3.24%
11 PSCF 3.24%
12 OAKI 3.17%
13 PTEC 3.10%
14 ADPV 2.47%
15 FEOE 2.08%
16 CBSE 2.05%
17 DFNL 2.03%
18 KSEA 1.99%
19 BLCR 1.99%
20 FICS 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 87.26M (9.19%) -9.23M
Decreased by -10.58%
Dec 31, 25
2 Valueact Holdings, L.p. 39.38M (4.15%) 4.03M
Increased by +10.24%
Dec 31, 25
3 Nuveen, LLC 32.54M (3.43%) 506.82K
Increased by +1.56%
Dec 31, 25
4 Slate Path Capital LP 25.69M (2.70%) 11.89M
Increased by +46.30%
Dec 31, 25
5 FMR Inc 21.40M (2.25%) 1.41M
Increased by +6.58%
Dec 31, 25
6 Cooperman Leon G 21.02M (2.21%) -10.45M
Decreased by -49.72%
Dec 31, 25
7 Durable Capital Partners LP 17.47M (1.84%) 6.48M
Increased by +37.09%
Dec 31, 25
8 JPMorgan Chase & Co 16.42M (1.73%) 4.60M
Increased by +28.02%
Sep 30, 25
9 Geode Capital Management, LLC 15.54M (1.64%) -1.25M
Decreased by -8.03%
Dec 31, 25
10 Boston Partners Global Investors, Inc 13.15M (1.38%) -236.72K
Decreased by -1.80%
Dec 31, 25
11 Marshall Wace Asset Management Ltd 11.76M (1.24%) 7.96M
Increased by +67.65%
Dec 31, 25
12 Qube Research & Technologies 11.51M (1.21%) 3.10M
Increased by +26.97%
Dec 31, 25
13 Fred Alger Management, LLC 10.19M (1.07%) 4.11M
Increased by +40.35%
Dec 31, 25
14 UBS Group AG 9.77M (1.03%) 7.58M
Increased by +77.56%
Jun 30, 25
15 Third Point, LLC 9.52M (1.00%) -4.66M
Decreased by -48.98%
Dec 31, 25
16 BlackRock Inc 9.28M (0.98%) 162.13K
Increased by +1.75%
Sep 30, 25
17 Susquehanna International Group, LLP 8.56M (0.90%) 5.14M
Increased by +60.06%
Dec 31, 25
18 Charles Schwab Investment Management Inc 8.55M (0.90%) -585.54K
Decreased by -6.85%
Dec 31, 25
19 Nuveen Asset Management, LLC 8.12M (0.85%) 2.80M
Increased by +34.52%
Dec 31, 24
20 Point72 Asset Management, L.P. 8.01M (0.84%) 4.46M
Increased by +55.66%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.03M (3.06%) 213.23K
Increased by +0.73%
Feb 28, 26
2 CREF Growth R3 21.49M (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Mid Cap Index Institutional 19.97M (2.10%) 69.64K
Increased by +0.35%
Feb 28, 26
4 BlackRock Large Cap Core (SMA) 11.76M (1.24%) 11.76M
Increased by +100.00%
Feb 28, 26
5 Vanguard Institutional Extnd Mkt Idx Tr 10.54M (1.11%) 95.64K
Increased by +0.91%
Feb 28, 26
6 NYLI Merger Arbitrage ETF 9.23M (0.97%) 0.00
Increased by 0.00%
Aug 29, 25
7 Fidelity Contrafund 9.18M (0.97%) 580.98K
Increased by +6.33%
Jan 31, 26
8 Vanguard Value Index Inv 8.55M (0.90%) 91.25K
Increased by +1.07%
Feb 28, 26
9 Vanguard Mid-Cap Growth ETF 7.63M (0.80%) -70.96K
Decreased by -0.93%
Feb 28, 26
10 JHancock Disciplined Value Mid Cap I 7.11M (0.75%) -2.39M
Decreased by -33.61%
Jan 31, 26
11 The Merger Fund A 6.90M (0.73%) -262.20K
Decreased by -3.80%
Dec 31, 25
12 Nuveen Large Cap Growth R6 6.63M (0.70%) 0.00
Increased by 0.00%
Dec 31, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 5.52M (0.58%) 59.50K
Increased by +1.08%
Feb 28, 26
14 Fidelity Extended Market Index 5.04M (0.53%) -30.76K
Decreased by -0.61%
Jan 31, 26
15 CREF Growth R1 4.99M (0.52%) 231.82K
Increased by +4.65%
Mar 31, 25
16 JPM US Mid Cap Growth-Composite 4.95M (0.52%) -115.83K
Decreased by -2.34%
Dec 31, 25
17 Schwab US Small-Cap ETF™ 4.70M (0.49%) 4.14K
Increased by +0.09%
Feb 28, 26
18 T. Rowe Price New Horizons 4.38M (0.46%) 504.15K
Increased by +11.51%
Jan 31, 26
19 Vanguard US Total Market Shares ETF 4.28M (0.45%) 4.13K
Increased by +0.10%
Sep 30, 24
20 JPMorgan Mid Cap Growth I 4.12M (0.43%) -834.99K
Decreased by -20.28%
Jan 31, 26