Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.68%
2 PSL 3.95%
3 JDVL 3.76%
4 XMMO 3.75%
5 LSAT 3.51%
6 FTXG 3.44%
7 CGMM 3.27%
8 DVOL 3.13%
9 BOUT 3.10%
10 NEWZ 2.79%
11 AMID 2.78%
12 PEJ 2.72%
13 PBJ 2.65%
14 DVLU 2.43%
15 LYLD 2.35%
16 TOLL 2.17%
17 POWA 2.05%
18 PAMC 2.04%
19 RWK 1.66%
20 XVOL 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.88M (10.00%) -489.85K
Decreased by -2.24%
Dec 31, 25
2 BlackRock Inc 20.25M (9.26%) -486.47K
Decreased by -2.40%
Sep 30, 25
3 Boston Partners Global Investors, Inc 16.20M (7.40%) 73.66K
Increased by +0.45%
Dec 31, 25
4 FMR Inc 14.42M (6.59%) -944.13K
Decreased by -6.55%
Dec 31, 25
5 Wellington Management Company LLP 13.78M (6.30%) 904.56K
Increased by +6.56%
Dec 31, 25
6 Capital World Investors 12.86M (5.88%) 1.20M
Increased by +9.31%
Dec 31, 25
7 Amvescap Plc. 8.16M (3.73%) 649.95K
Increased by +7.96%
Sep 30, 25
8 Longview Partners (Guernsey) Ltd. 7.31M (3.34%) -206.60K
Decreased by -2.83%
Mar 31, 24
9 State Street Corp 6.92M (3.16%) -123.61K
Decreased by -1.79%
Sep 30, 25
10 State Street Corporation 6.73M (3.07%) 105.95K
Increased by +1.58%
Mar 31, 24
11 Victory Capital Management Inc. 4.82M (2.20%) -307.35K
Decreased by -6.38%
Dec 31, 25
12 JPMorgan Chase & Co 4.67M (2.13%) 2.28M
Increased by +48.80%
Sep 30, 25
13 Massachusetts Financial Services Company 4.49M (2.05%) -1.22M
Decreased by -27.17%
Dec 31, 25
14 D1 Capital Partners L.P. 4.28M (1.96%) 922.27K
Increased by +21.53%
Dec 31, 25
15 Geode Capital Management, LLC 4.07M (1.86%) -1.01K
Decreased by -0.02%
Dec 31, 25
16 PRIMECAP Management Company 3.91M (1.79%) 118.40K
Increased by +3.03%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 3.64M (1.66%) -268.70K
Decreased by -7.38%
Dec 31, 25
18 Sachem Head Capital Management LP 3.17M (1.45%) -445.00K
Decreased by -14.02%
Mar 31, 25
19 Artisan Partners Limited Partnership 3.13M (1.43%) 143.16K
Increased by +4.58%
Dec 31, 25
20 CI Investments Inc 3.11M (1.42%) -14.34K
Decreased by -0.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 8.35M (3.82%) 650.83K
Increased by +7.79%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 7.72M (3.53%) -76.09K
Decreased by -0.99%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 7.20M (3.29%) 30.46K
Increased by +0.42%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 7.05M (3.22%) 47.65K
Increased by +0.68%
Feb 28, 26
5 Sycamore Mid Cap Value Comp 6.21M (2.84%) 6.01M
Increased by +96.78%
Mar 31, 25
6 Vanguard Small Cap Index 5.06M (2.31%) 13.09K
Increased by +0.26%
Feb 28, 26
7 JHancock Disciplined Value Mid Cap I 4.30M (1.97%) 348.23K
Increased by +8.09%
Jan 31, 26
8 JHancock Disciplined Value I 4.14M (1.89%) 0.00
Increased by 0.00%
Jan 31, 26
9 Vanguard Small Cap Value Index Inv 3.25M (1.49%) 9.24K
Increased by +0.28%
Feb 28, 26
10 Vanguard Wellington Inv 2.99M (1.36%) -41.10K
Decreased by -1.38%
Dec 31, 25
11 Victory Sycamore Established Value R 2.98M (1.36%) -350.00K
Decreased by -11.76%
Dec 31, 25
12 Strategic Advisers® Fidelity US TtlStk 2.95M (1.35%) 65.35K
Increased by +2.22%
Nov 30, 23
13 JPM US Mid Cap Value-Composite 2.81M (1.29%) -322.91K
Decreased by -11.48%
Jun 30, 24
14 Vanguard PRIMECAP Inv 2.72M (1.24%) 78.20K
Increased by +2.88%
Dec 31, 25
15 CI Global Income & Growth F 2.44M (1.11%) -84.23K
Decreased by -3.45%
Sep 30, 23
16 Vanguard Institutional Extnd Mkt Idx Tr 2.43M (1.11%) 20.35K
Increased by +0.84%
Feb 28, 26
17 Fidelity® Small Cap Value 2.38M (1.09%) 0.00
Increased by 0.00%
Oct 31, 23
18 Invesco S&P MidCap Momentum ETF 2.33M (1.07%) 0.00
Increased by 0.00%
Feb 28, 26
19 Clarkston Partners Founders 2.25M (1.03%) 0.00
Increased by 0.00%
Dec 31, 23
20 MFS Mid Cap Value Equity 2.24M (1.02%) -90.59K
Decreased by -4.05%
Dec 31, 25