Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 6.15%
2 KMID 4.82%
3 MDCP 4.37%
4 UTRN 3.97%
5 BUL 3.91%
6 BRNY 3.83%
7 FMTM 3.38%
8 BCUS 3.23%
9 HWAY 2.54%
10 QUVU 2.46%
11 STNC 2.42%
12 CZA 2.34%
13 DRKY 2.30%
14 FTXR 2.18%
15 RENW 2.16%
16 TMFX 2.16%
17 BOUT 2.05%
18 FTIF 1.97%
19 CLNR 1.93%
20 SSPX 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.88M (11.81%) -66.13K
Decreased by -0.33%
Dec 31, 25
2 FMR Inc 18.91M (11.23%) 2.60M
Increased by +13.73%
Dec 31, 25
3 BlackRock Inc 13.18M (7.83%) -725.12K
Decreased by -5.50%
Sep 30, 25
4 State Street Corp 7.46M (4.43%) -27.74K
Decreased by -0.37%
Sep 30, 25
5 State Street Corporation 7.17M (4.26%) 174.22K
Increased by +2.43%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 6.62M (3.93%) 15.72K
Increased by +0.24%
Sep 30, 25
7 Geode Capital Management, LLC 4.37M (2.59%) 38.03K
Increased by +0.87%
Dec 31, 25
8 Fidelity International Ltd 3.66M (2.17%) -343.13K
Decreased by -9.38%
Dec 31, 25
9 Select Equity Group LP 3.56M (2.11%) -129.21K
Decreased by -3.63%
Dec 31, 25
10 HHG PLC 3.15M (1.87%) -1.27M
Decreased by -40.33%
Sep 30, 24
11 Nordea Investment Mgmt Bank Demark A/s 3.07M (1.82%) 1.10M
Increased by +35.68%
Dec 31, 25
12 Wellington Management Company LLP 2.67M (1.58%) -636.14K
Decreased by -23.84%
Dec 31, 25
13 Farallon Capital Management, L.L.C. 2.48M (1.47%) 270.90K
Increased by +10.94%
Dec 31, 25
14 Amvescap Plc. 2.42M (1.44%) -1.99M
Decreased by -82.15%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 2.18M (1.29%) -38.53K
Decreased by -1.77%
Sep 30, 25
16 Boston Partners Global Investors, Inc 2.01M (1.19%) -295.22K
Decreased by -14.69%
Dec 31, 25
17 Northern Trust Corp 1.95M (1.16%) -8.75K
Decreased by -0.45%
Sep 30, 25
18 NORGES BANK 1.92M (1.14%) 257.89K
Increased by +13.46%
Dec 31, 25
19 JPMorgan Chase & Co 1.91M (1.14%) 386.43K
Increased by +20.19%
Sep 30, 25
20 Pzena Investment Management, LLC 1.85M (1.10%) -2.70M
Decreased by -145.97%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.53M (3.29%) -39.58K
Decreased by -0.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.40M (3.21%) 31.36K
Increased by +0.58%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 4.86M (2.89%) 33.17K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 4.40M (2.61%) 41.91K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 3.72M (2.21%) 12.97K
Increased by +0.35%
Feb 28, 26
6 T. Rowe Price U.S. Value Equity Tr-D 3.29M (1.96%) 169.99K
Increased by +5.16%
Dec 31, 25
7 T. Rowe Price U.S. Value Equity Tr-Z 2.91M (1.73%) 213.55K
Increased by +7.33%
Mar 31, 25
8 T. Rowe Price US Value Equity Composite 2.53M (1.50%) 5.80K
Increased by +0.23%
Dec 31, 25
9 T. Rowe Price Value 2.52M (1.50%) -9.39K
Decreased by -0.37%
Jan 31, 26
10 iShares Core S&P 500 ETF 2.18M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 2.17M (1.29%) 10.07K
Increased by +0.46%
Jan 31, 26
12 Fidelity Contrafund 2.16M (1.28%) 512.72K
Increased by +23.70%
Jan 31, 26
13 Fidelity Magellan 2.16M (1.28%) -46.20K
Decreased by -2.14%
Jan 31, 26
14 SPDR® S&P 500 ETF 2.12M (1.26%) -45.67K
Decreased by -2.15%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.12M (1.26%) 4.77K
Increased by +0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.09M (1.24%) 13.28K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 2.07M (1.23%) -10.80K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.06M (1.23%) 25.55K
Increased by +1.24%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 2.01M (1.19%) -15.30K
Decreased by -0.76%
Feb 28, 26
20 Vanguard Value Index Inv 1.59M (0.95%) 18.16K
Increased by +1.14%
Feb 28, 26