Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 CPAI 1.41%
3 PTH 1.21%
4 FPA 0.93%
5 HAPY 0.70%
6 IPO 0.65%
7 FYLD 0.64%
8 FMED 0.59%
9 VIDI 0.57%
10 XHS 0.54%
11 NIXT 0.54%
12 RODE 0.52%
13 FXH 0.45%
14 JPIN 0.35%
15 TXSS 0.28%
16 RODM 0.28%
17 DIM 0.27%
18 JHID 0.27%
19 DEEF 0.26%
20 AIEQ 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100.00M (37.16%) 0.00
Increased by 0.00%
Dec 31, 25
2 Morgan Stanley - Brokerage Accounts 59.38M (22.07%) 2.15M
Increased by +3.63%
Sep 30, 25
3 North Peak Capital Management, LLC 38.14M (14.17%) 3.72M
Increased by +9.74%
Dec 31, 25
4 BlackRock Inc 24.20M (8.99%) -575.48K
Decreased by -2.38%
Sep 30, 25
5 D. E. Shaw & Co LP 20.31M (7.55%) 10.32M
Increased by +50.80%
Dec 31, 25
6 Vanguard Group Inc 18.32M (6.81%) -5.97M
Decreased by -32.59%
Dec 31, 25
7 Capital Research Global Investors 14.63M (5.44%) -4.97M
Decreased by -33.98%
Dec 31, 23
8 CenterBook Partners LP 11.43M (4.25%) 9.50M
Increased by +83.12%
Sep 30, 25
9 T. Rowe Price Investment Management,Inc. 9.56M (3.55%) -5.12M
Decreased by -53.53%
Dec 31, 23
10 Capital World Investors 8.36M (3.11%) -37.21M
Decreased by -444.83%
Sep 30, 25
11 Capital Research & Mgmt Co - Division 3 8.23M (3.06%) -1.66M
Decreased by -20.17%
Sep 30, 25
12 Charles Schwab Investment Management Inc 8.02M (2.98%) 1.89M
Increased by +23.61%
Dec 31, 25
13 State Street Corp 7.71M (2.86%) 6.37K
Increased by +0.08%
Sep 30, 25
14 Geode Capital Management, LLC 7.14M (2.65%) -14.04K
Decreased by -0.20%
Sep 30, 25
15 Artisan Partners Limited Partnership 6.80M (2.53%) -39.21K
Decreased by -0.58%
Sep 30, 23
16 The Goldman Sachs Group Inc 6.77M (2.52%) 1.13M
Increased by +16.72%
Sep 30, 25
17 Rock Springs Capital Management LP 6.50M (2.42%) -466.30K
Decreased by -7.17%
Dec 31, 25
18 Goldman Sachs Group Inc 5.64M (2.10%) 579.05K
Increased by +10.27%
Jun 30, 25
19 Bank of America Corp 5.41M (2.01%) 1.58M
Increased by +29.20%
Sep 30, 25
20 State Street Corporation 5.18M (1.93%) 143.08K
Increased by +2.76%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 26.80M (9.96%) 1.89M
Increased by +7.05%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 26.80M (9.96%) 1.89M
Increased by +7.05%
Jun 30, 25
3 Fidelity Advisor Growth Opps M 15.35M (5.70%) 0.00
Increased by 0.00%
Jul 31, 24
4 American Funds SMALLCAP World A 12.22M (4.54%) -18.64M
Decreased by -152.54%
Jun 30, 25
5 Fidelity Select Health Care 12.05M (4.48%) -747.80K
Decreased by -6.20%
Jul 31, 25
6 Capital Group AMCAP Composite 11.92M (4.43%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 VA CollegeAmerica Amcap 529A 11.92M (4.43%) -5.13M
Decreased by -42.99%
Dec 31, 23
8 Fidelity Select Health Care Svcs Port 9.84M (3.66%) 7.02M
Increased by +71.30%
Jan 31, 26
9 Vanguard US Total Market Shares ETF 9.69M (3.60%) 0.00
Increased by 0.00%
Sep 30, 24
10 Vanguard Total Stock Mkt Idx Inv 9.62M (3.58%) 0.00
Increased by 0.00%
Jan 31, 26
11 BrighthouseI Morgan Stanley Discovery B 8.22M (3.06%) 0.00
Increased by 0.00%
Dec 31, 25
12 Morgan Stanley Insight 8.05M (2.99%) -292.35K
Decreased by -3.63%
Dec 31, 25
13 Morgan Stanley Insight I 8.05M (2.99%) -292.35K
Decreased by -3.63%
Dec 31, 25
14 American Funds Capital World Gr&Inc A 8.01M (2.98%) 0.00
Increased by 0.00%
Dec 31, 25
15 Capital Group World Growth & Inc Cmp 8.01M (2.98%) 0.00
Increased by 0.00%
Dec 31, 25
16 MS INVF US Growth I 7.82M (2.90%) 0.00
Increased by 0.00%
Dec 31, 24
17 Morgan Stanley Growth 7.70M (2.86%) 0.00
Increased by 0.00%
Dec 31, 24
18 Morgan Stanley Growth SMA 7.70M (2.86%) 0.00
Increased by 0.00%
Dec 31, 24
19 Morgan Stanley Inst Growth I 7.70M (2.86%) 0.00
Increased by 0.00%
Jan 31, 25
20 Vanguard Small Cap Index 7.53M (2.80%) -50.49K
Decreased by -0.67%
Jul 31, 25