Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMTM 3.54%
2 PBJ 2.84%
3 PEJ 2.70%
4 QLTY 2.48%
5 SWP 2.33%
6 BOUT 2.22%
7 BRCE 1.50%
8 PJFM 1.48%
9 XMVM 1.38%
10 PXMV 1.38%
11 SOVF 1.29%
12 LSEQ 1.27%
13 MMID 1.22%
14 EATZ 1.21%
15 XMLV 1.09%
16 XMMO 1.00%
17 RWK 0.96%
18 RFV 0.84%
19 MDYV 0.83%
20 IVOV 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.55M (9.78%) 2.60M
Increased by +10.17%
Mar 31, 26
2 Vanguard Group Inc 24.63M (9.43%) -278.28K
Decreased by -1.13%
Dec 31, 25
3 HHG PLC 17.98M (6.88%) -211.09K
Decreased by -1.17%
Mar 31, 26
4 Massachusetts Financial Services Company 17.56M (6.72%) -1.19M
Decreased by -6.75%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 14.44M (5.53%) -2.09M
Decreased by -14.45%
Mar 31, 26
6 Mantle Ridge LP 12.66M (4.85%) 0.00
Increased by 0.00%
Dec 31, 23
7 Vanguard Capital Management, LLC 11.79M (4.51%) 11.79M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 11.20M (4.29%) 11.20M
Increased by +100.00%
Mar 31, 26
9 Fiduciary Management, Inc. of Milwaukee 10.59M (4.05%) -888.84K
Decreased by -8.39%
Mar 31, 26
10 Capital Research & Mgmt Co - Division 3 10.35M (3.96%) -14.54M
Decreased by -140.41%
Mar 31, 26
11 AQR Capital Management LLC 9.90M (3.79%) 1.04M
Increased by +10.53%
Mar 31, 26
12 Franklin Resources Inc 8.06M (3.09%) -15.68K
Decreased by -0.19%
Jun 30, 25
13 State Street Corp 7.92M (3.03%) 127.00K
Increased by +1.60%
Mar 31, 26
14 State Street Corporation 7.76M (2.97%) 536.98K
Increased by +6.92%
Mar 31, 24
15 Barrow Hanley Mewhinney & Strauss LLC 7.25M (2.77%) -3.62M
Decreased by -49.91%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 7.18M (2.75%) 868.90K
Increased by +12.11%
Mar 31, 26
17 Farallon Capital Management, L.L.C. 6.14M (2.35%) -3.22M
Decreased by -52.51%
Mar 31, 26
18 Milford Funds Limited 6.04M (2.31%) 1.12M
Increased by +18.59%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 5.71M (2.18%) 144.92K
Increased by +2.54%
Mar 31, 26
20 Marshall Wace Asset Management Ltd 5.25M (2.01%) 4.39M
Increased by +83.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 14.37M (5.50%) 0.00
Increased by 0.00%
Dec 31, 25
2 Janus Henderson Enterprise D 10.08M (3.86%) 0.00
Increased by 0.00%
Mar 31, 26
3 Janus Inst Mid Cap Growth CF 10.08M (3.86%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 8.92M (3.41%) 1.67K
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 8.39M (3.21%) 19.21K
Increased by +0.23%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 8.30M (3.18%) 6.25K
Increased by +0.08%
Sep 30, 24
7 Vanguard Small Cap Index 6.06M (2.32%) -12.90K
Decreased by -0.21%
Apr 30, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 6.00M (2.30%) -274.52K
Decreased by -4.58%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 3.89M (1.49%) 27.53K
Increased by +0.71%
Apr 30, 26
10 Templeton Growth A 3.72M (1.42%) 0.00
Increased by 0.00%
Jul 31, 25
11 Templeton Growth Inc A 3.72M (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
12 Templeton Growth (Euro) I(acc)EUR 3.55M (1.36%) 0.00
Increased by 0.00%
Jul 31, 25
13 MFS Mid Cap Value A 3.46M (1.32%) 0.00
Increased by 0.00%
Apr 30, 26
14 MFS Mid Cap Value Equity 3.46M (1.32%) -149.18K
Decreased by -4.31%
Mar 31, 26
15 American Funds IS® Growth 1 3.22M (1.23%) 0.00
Increased by 0.00%
Mar 31, 26
16 Capital Group Growth Composite 3.22M (1.23%) 0.00
Increased by 0.00%
Mar 31, 26
17 Barrow Hanley Global Value Equity 3.00M (1.15%) -1.63M
Decreased by -54.27%
Jun 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 2.97M (1.14%) 31.39K
Increased by +1.06%
Apr 30, 26
19 T. Rowe Price US Mid-Cap Value Equity 2.93M (1.12%) -10.51K
Decreased by -0.36%
Mar 31, 26
20 T. Rowe Price Mid-Cap Value 2.93M (1.12%) -1.92K
Decreased by -0.07%
Apr 30, 26