Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 4.37%
2 EATZ 4.01%
3 PEZ 3.36%
4 RUFF 3.16%
5 SCDV 3.14%
6 NEWZ 2.93%
7 SMIG 2.73%
8 ACSI 2.60%
9 OSCV 2.42%
10 PEJ 2.41%
11 FTDS 2.26%
12 TUSA 2.26%
13 OUSM 2.06%
14 GSC 1.83%
15 RUNN 1.73%
16 SMAP 1.63%
17 FORH 1.61%
18 EQWM 1.61%
19 XMHQ 1.61%
20 WBIF 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.51M (9.94%) -206.33K
Decreased by -3.17%
Sep 30, 25
2 Vanguard Group Inc 6.19M (9.45%) -74.35K
Decreased by -1.20%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 3.85M (5.88%) 1.54M
Increased by +39.92%
Dec 31, 25
4 AllianceBernstein L.P. 3.64M (5.55%) 466.18K
Increased by +12.81%
Sep 30, 25
5 AQR Capital Management LLC 2.67M (4.08%) 575.68K
Increased by +21.53%
Dec 31, 25
6 Amvescap Plc. 2.60M (3.97%) 382.70K
Increased by +14.70%
Jun 30, 25
7 Capital World Investors 2.54M (3.87%) 300.40K
Increased by +11.84%
Dec 31, 25
8 Axiom Investors 2.17M (3.32%) 2.12M
Increased by +97.37%
Mar 31, 25
9 State Street Corp 2.04M (3.11%) -16.75K
Decreased by -0.82%
Sep 30, 25
10 State Street Corporation 1.97M (3.00%) 77.06K
Increased by +3.92%
Mar 31, 24
11 FMR Inc 1.58M (2.41%) 466.45K
Increased by +29.50%
Dec 31, 25
12 Holocene Advisors, LP 1.43M (2.18%) 1.23M
Increased by +86.16%
Dec 31, 25
13 Geode Capital Management, LLC 1.37M (2.09%) 24.83K
Increased by +1.82%
Dec 31, 25
14 Wellington Management Company LLP 1.33M (2.03%) 924.31K
Increased by +69.55%
Dec 31, 25
15 Steadfast Capital Management LLC 1.31M (2.00%) 31.90K
Increased by +2.44%
Dec 31, 25
16 Bank of America Corp 1.29M (1.97%) 221.42K
Increased by +17.14%
Mar 31, 25
17 Victory Capital Management Inc. 1.20M (1.83%) 226.97K
Increased by +18.93%
Dec 31, 25
18 D. E. Shaw & Co LP 1.19M (1.82%) 331.45K
Increased by +27.87%
Dec 31, 25
19 Point72 Asset Management, L.P. 1.18M (1.80%) 244.44K
Increased by +20.69%
Dec 31, 25
20 Neuberger Berman Group LLC 1.17M (1.79%) -99.23K
Decreased by -8.48%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 2.14M (3.26%) 19.19K
Increased by +0.90%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 2.11M (3.22%) 1.37K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.10M (3.20%) 3.39K
Increased by +0.16%
Feb 28, 26
4 JHancock Disciplined Value Glb L/S I 2.06M (3.14%) 0.00
Increased by 0.00%
Jan 31, 26
5 Vanguard Small Cap Index 1.50M (2.29%) 3.74K
Increased by +0.25%
Feb 28, 26
6 AllianceBernstein US L/C Growth Eqty MF 1.09M (1.67%) 0.00
Increased by 0.00%
Dec 30, 25
7 T. Rowe Price US Mid-Cap Growth Equity 1.02M (1.55%) -1.30K
Decreased by -0.13%
Dec 31, 25
8 T. Rowe Price Mid-Cap Growth 1.01M (1.55%) -900.00
Decreased by -0.09%
Jan 31, 26
9 Neuberger Berman Genesis Inv 866.91K (1.32%) -33.20K
Decreased by -3.83%
Jun 30, 25
10 Victory Sycamore Established Value R 855.00K (1.31%) 165.00K
Increased by +19.30%
Dec 31, 25
11 Vanguard Small Cap Growth Index Inv 834.07K (1.27%) 1.50K
Increased by +0.18%
Feb 28, 26
12 American Funds Washington Mutual A 754.72K (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
13 Capital Group Wash Mutual Invtrs Comp 754.72K (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
14 AB Large Cap Growth A 742.32K (1.13%) -27.66K
Decreased by -3.73%
Jan 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 720.55K (1.10%) 5.95K
Increased by +0.83%
Feb 28, 26
16 Victory Small Cap Value CIT (Net 75) 700.00K (1.07%) -4.00K
Decreased by -0.57%
Dec 31, 23
17 Victory Sycamore Small Company Opp R 700.00K (1.07%) -4.00K
Decreased by -0.57%
Dec 31, 23
18 Neuberger Genesis Inv 675.38K (1.03%) -91.58K
Decreased by -13.56%
Dec 31, 25
19 Vanguard Explorer Inv 668.06K (1.02%) -31.41K
Decreased by -4.70%
Jun 30, 25
20 TD North American Dividend - I 600.15K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25