Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.91%
2 ADPV 3.64%
3 OCFS 2.08%
4 GVIP 2.08%
5 SSPX 1.82%
6 PRN 1.60%
7 BOUT 1.55%
8 QMID 1.32%
9 NANC 1.15%
10 TMSL 1.12%
11 LSAF 1.02%
12 RBLD 1.00%
13 DVLU 1.00%
14 SOVF 0.80%
15 PDP 0.79%
16 HWAY 0.79%
17 IFRA 0.58%
18 AIEQ 0.57%
19 IQSM 0.53%
20 MDYG 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.04M (6.93%) -84.35K
Decreased by -0.37%
Mar 31, 25
2 Viking Global Investors LP 21.54M (6.48%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 16.25M (4.89%) 621.76K
Increased by +3.83%
Mar 31, 25
4 HHG PLC 12.28M (3.70%) 2.28M
Increased by +18.55%
Mar 31, 25
5 BlackRock Inc 9.86M (2.97%) -254.57K
Decreased by -2.58%
Mar 31, 25
6 Durable Capital Partners LP 8.91M (2.68%) 3.90M
Increased by +43.81%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 6.77M (2.04%) 2.91M
Increased by +42.95%
Mar 31, 25
8 Findlay Park Partners LLP 6.45M (1.94%) 86.60K
Increased by +1.34%
Mar 31, 25
9 Allspring Global Investments Holdings, LLC 6.27M (1.89%) -271.62K
Decreased by -4.33%
Mar 31, 25
10 ADW Capital Management, LLC 5.95M (1.79%) 0.00
Increased by 0.00%
Jun 30, 24
11 Capital Research Global Investors 4.75M (1.43%) -6.19M
Decreased by -130.23%
Mar 31, 25
12 State Street Corporation 4.65M (1.40%) 113.13K
Increased by +2.43%
Mar 31, 24
13 Alua Capital Management LP 4.53M (1.36%) -826.17K
Decreased by -18.23%
Sep 30, 24
14 Select Equity Group LP 4.52M (1.36%) 1.22M
Increased by +26.93%
Mar 31, 25
15 Artisan Partners Limited Partnership 4.38M (1.32%) 894.72K
Increased by +20.42%
Mar 31, 25
16 Egerton Capital LLP 4.08M (1.23%) 4.08M
Increased by +100.00%
Mar 31, 24
17 Gates Capital Management Inc 4.07M (1.22%) -944.04K
Decreased by -23.20%
Mar 31, 25
18 Geode Capital Management, LLC 3.94M (1.19%) 199.29K
Increased by +5.06%
Mar 31, 25
19 Cooke & Bieler LP 3.93M (1.18%) -91.12K
Decreased by -2.32%
Mar 31, 25
20 State Street Corp 3.90M (1.17%) -3.19K
Decreased by -0.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.03M (2.42%) 4.83K
Increased by +0.06%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 7.94M (2.39%) 4.14K
Increased by +0.05%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 7.84M (2.36%) 5.43K
Increased by +0.07%
Sep 30, 24
4 Janus Henderson Enterprise D 6.72M (2.02%) 57.33K
Increased by +0.85%
Apr 30, 25
5 Janus Inst Mid Cap Growth CF 6.66M (2.01%) 310.01K
Increased by +4.65%
Mar 31, 25
6 Findlay Park American I USD Dist 6.45M (1.94%) 86.60K
Increased by +1.34%
Mar 31, 25
7 Vanguard Small Cap Index 6.30M (1.90%) 29.69K
Increased by +0.47%
May 31, 25
8 iShares Russell 2000 ETF 4.84M (1.46%) 36.78K
Increased by +0.76%
May 30, 24
9 Fidelity Small Cap America Sr B 4.82M (1.45%) 0.00
Increased by 0.00%
Jun 30, 23
10 T. Rowe Price Mid-Cap Value 4.82M (1.45%) -6.14K
Decreased by -0.13%
Jun 30, 25
11 T. Rowe Price US Mid-Cap Value Equity 4.82M (1.45%) -9.63K
Decreased by -0.20%
Jun 30, 25
12 T. Rowe Price New Horizons 4.63M (1.39%) -23.02K
Decreased by -0.50%
Jun 30, 25
13 US Small-Cap Growth II Equity Comp 4.63M (1.39%) 811.52K
Increased by +17.54%
Jun 30, 25
14 Vanguard Small Cap Value Index Inv 4.05M (1.22%) -3.44K
Decreased by -0.08%
May 31, 25
15 Allspring Mid Value SMA 3.81M (1.15%) 3.81M
Increased by +99.99%
Jun 30, 25
16 Allspring Special US Mid Cap Value Eq 3.81M (1.15%) -185.27K
Decreased by -4.87%
Jun 30, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 3.81M (1.15%) 30.32K
Increased by +0.80%
May 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 3.04M (0.91%) 1.47M
Increased by +48.46%
Dec 31, 24
19 American Funds IS® Growth-Income 1 2.76M (0.83%) 1.16M
Increased by +42.05%
Jun 30, 25
20 Capital Group Core Equity Composite 2.76M (0.83%) 1.16M
Increased by +42.05%
Jun 30, 25