Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FMTM 3.54%
2 PBJ 2.49%
3 PEJ 2.38%
4 SWP 2.33%
5 BOUT 2.22%
6 QLTY 2.16%
7 BRCE 1.43%
8 PJFM 1.41%
9 PXMV 1.33%
10 XMVM 1.33%
11 SOVF 1.29%
12 LSEQ 1.27%
13 EATZ 1.21%
14 MMID 1.19%
15 XMLV 1.09%
16 XMMO 1.00%
17 RWK 0.95%
18 RFV 0.84%
19 MDYV 0.81%
20 NUSC 0.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.63M (9.42%) -278.28K
Decreased by -1.13%
Dec 31, 25
2 BlackRock Inc 22.95M (8.78%) -334.76K
Decreased by -1.46%
Dec 31, 25
3 HHG PLC 18.20M (6.96%) 128.20K
Increased by +0.70%
Dec 31, 25
4 Massachusetts Financial Services Company 17.56M (6.72%) -1.19M
Decreased by -6.75%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 16.53M (6.32%) -1.79M
Decreased by -10.83%
Dec 31, 25
6 Mantle Ridge LP 12.66M (4.84%) 0.00
Increased by 0.00%
Dec 31, 23
7 Fiduciary Management, Inc. of Milwaukee 11.48M (4.39%) -893.50K
Decreased by -7.79%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 10.35M (3.96%) -14.54M
Decreased by -140.41%
Mar 31, 26
9 Farallon Capital Management, L.L.C. 9.36M (3.58%) 360.84K
Increased by +3.86%
Dec 31, 25
10 AQR Capital Management LLC 8.86M (3.39%) 5.49M
Increased by +61.99%
Dec 31, 25
11 Franklin Resources Inc 8.06M (3.08%) -15.68K
Decreased by -0.19%
Jun 30, 25
12 State Street Corp 7.79M (2.98%) -121.60K
Decreased by -1.56%
Dec 31, 25
13 State Street Corporation 7.76M (2.97%) 536.98K
Increased by +6.92%
Mar 31, 24
14 Barrow Hanley Mewhinney & Strauss LLC 7.25M (2.77%) -3.62M
Decreased by -49.91%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 7.18M (2.75%) 868.90K
Increased by +12.11%
Mar 31, 26
16 Milford Funds Limited 6.04M (2.31%) 1.12M
Increased by +18.59%
Mar 31, 26
17 Fidelity International Ltd 5.80M (2.22%) 496.62K
Increased by +8.56%
Dec 31, 25
18 T. Rowe Price Associates, Inc. 5.56M (2.13%) 393.19K
Increased by +7.07%
Dec 31, 25
19 Marshall Wace Asset Management Ltd 5.25M (2.01%) 4.39M
Increased by +83.53%
Sep 30, 23
20 PointState Capital LP 4.74M (1.81%) 1.48M
Increased by +31.28%
Dec 31, 25

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%
Jan 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 8.88M (3.40%) -4.46K
Decreased by -0.05%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 8.37M (3.20%) 75.40K
Increased by +0.90%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 8.30M (3.18%) 6.25K
Increased by +0.08%
Sep 30, 24
7 Eaton Vance Atlanta Capital SMID-Cap I 6.27M (2.40%) -1.54M
Decreased by -24.55%
Mar 31, 26
8 Vanguard Small Cap Index 6.07M (2.32%) 97.62K
Increased by +1.61%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 3.86M (1.48%) 26.78K
Increased by +0.69%
Mar 31, 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%) -53.25K
Decreased by -1.54%
Mar 31, 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 2.94M (1.12%) 73.04K
Increased by +2.49%
Mar 31, 26
19 T. Rowe Price Mid-Cap Value 2.93M (1.12%) 0.00
Increased by 0.00%
Mar 31, 26
20 T. Rowe Price US Mid-Cap Value Equity 2.93M (1.12%) -10.51K
Decreased by -0.36%
Mar 31, 26