Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FKU 2.39%
2 ERSX 1.90%
3 EPOL 1.88%
4 PSWD 1.86%
5 FMQQ 1.84%
6 FEMS 1.27%
7 ICPY 1.12%
8 EWUS 0.78%
9 FEP 0.64%
10 RAYE 0.61%
11 FEM 0.55%
12 ROIS 0.54%
13 EMQQ 0.47%
14 IPKW 0.41%
15 AVDV 0.41%
16 SMMV 0.40%
17 FRDM 0.38%
18 ISCF 0.31%
19 AVEE 0.25%
20 IEUS 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.13M (12.35%) 1.23M
Increased by +1.83%
Dec 31, 25
2 Principal Financial Group Inc 37.85M (6.97%) 1.19M
Increased by +3.14%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 35.33M (6.50%) 35.33M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 33.43M (6.15%) 3.61M
Increased by +10.78%
Mar 31, 26
5 Akre Capital Management, LLC 31.51M (5.80%) 6.68M
Increased by +21.19%
Mar 31, 26
6 BlackRock Inc 29.92M (5.51%) 2.69M
Increased by +8.98%
Mar 31, 26
7 Van Berkom and Associates Inc 27.03M (4.97%) 15.33M
Increased by +56.71%
Mar 31, 26
8 Vanguard Capital Management, LLC 25.97M (4.78%) 25.97M
Increased by +100.00%
Mar 31, 26
9 PointState Capital LP 18.93M (3.48%) 2.56M
Increased by +13.53%
Dec 31, 25
10 Edmond de Rothschild Holding S.A. 18.68M (3.44%) 6.64M
Increased by +35.54%
Mar 31, 26
11 Neuberger Berman Group LLC 17.29M (3.18%) 5.03M
Increased by +29.12%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 16.75M (3.08%) 4.52M
Increased by +26.97%
Mar 31, 26
13 Brown Advisory Holdings Inc 16.19M (2.98%) -3.58M
Decreased by -22.13%
Mar 31, 26
14 Wasatch Advisors LP 15.55M (2.86%) -12.68M
Decreased by -81.57%
Jun 30, 26
15 Bank of America Corp 14.00M (2.58%) 324.68K
Increased by +2.32%
Mar 31, 26
16 State Street Corp 11.23M (2.07%) 640.74K
Increased by +5.70%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 11.04M (2.03%) 695.89K
Increased by +6.30%
Mar 31, 26
18 AQR Capital Management LLC 10.94M (2.01%) 10.74M
Increased by +98.17%
Mar 31, 26
19 Alfreton Capital LLP 10.78M (1.98%) 1.98M
Increased by +18.35%
Mar 31, 26
20 Geode Capital Management, LLC 10.77M (1.98%) 516.57K
Increased by +4.80%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 27.93M (5.14%) 0.00
Increased by 0.00%
Mar 31, 26
2 Akre Focus ETF 27.36M (5.04%) 0.00
Increased by 0.00%
Jun 30, 26
3 EdRF Big Data N EUR 17.83M (3.28%) 419.69K
Increased by +2.35%
May 31, 26
4 Vanguard Total Stock Mkt Idx Inv 17.70M (3.26%) -726.22K
Decreased by -4.10%
Jun 30, 26
5 T. Rowe Price Mid-Cap Value 15.10M (2.78%) 110.52K
Increased by +0.73%
Jun 30, 26
6 T. Rowe Price US Mid-Cap Value Equity 15.10M (2.78%) 1.92M
Increased by +12.70%
Jun 30, 26
7 Van Berkom Sm-Cap Eq 13.39M (2.46%) 39.76K
Increased by +0.30%
Jun 30, 26
8 Vanguard Small Cap Index 12.75M (2.35%) -529.35K
Decreased by -4.15%
Jun 30, 26
9 Vanguard Information Technology ETF 12.42M (2.29%) 105.58K
Increased by +0.85%
Jun 30, 26
10 Neuberger Genesis Inv 10.22M (1.88%) 0.00
Increased by 0.00%
Jun 30, 26
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 9.71M (1.79%) 1.06M
Increased by +10.92%
Jun 30, 26
12 Wasatch Core Growth 8.97M (1.65%) 614.32K
Increased by +6.85%
Mar 31, 26
13 Vanguard Small Cap Value Index Inv 8.10M (1.49%) -448.42K
Decreased by -5.53%
Jun 30, 26
14 Clarkston Capital SMID Composite 7.14M (1.31%) 1.35M
Increased by +18.97%
Jun 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 6.13M (1.13%) -489.85K
Decreased by -8.00%
Jun 30, 26
16 Touchstone Small Company A 5.22M (0.96%) 2.60M
Increased by +49.86%
Jun 30, 26
17 PineBridge Global Focus Equity Composite 5.06M (0.93%) -539.57K
Decreased by -10.67%
Mar 31, 26
18 T. Rowe Price Integrated US Sm Gr Eq 4.96M (0.91%) 395.60K
Increased by +7.97%
Jun 30, 26
19 T. Rowe Price Integrated US SmCapGrEq 4.96M (0.91%) 52.40K
Increased by +1.06%
Jun 30, 26
20 PineBridge Global Focus Equity Y 4.36M (0.80%) -695.48K
Decreased by -15.95%
May 31, 26