Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ERSX 1.90%
2 EPOL 1.88%
3 PSWD 1.86%
4 FMQQ 1.84%
5 FEMS 1.27%
6 ICPY 1.17%
7 FKU 0.94%
8 EWUS 0.70%
9 FEP 0.64%
10 RAYE 0.61%
11 FEM 0.55%
12 ROIS 0.54%
13 EMQQ 0.47%
14 FRDM 0.38%
15 AVDV 0.37%
16 ISCF 0.31%
17 AVEE 0.25%
18 FDT 0.22%
19 IEUS 0.21%
20 EWX 0.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.13M (12.45%) 1.23M
Increased by +1.83%
Dec 31, 25
2 Principal Financial Group Inc 37.85M (7.02%) 1.19M
Increased by +3.14%
Mar 31, 26
3 Vanguard Portfolio Management, LLC 35.33M (6.55%) 35.33M
Increased by +100.00%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 33.43M (6.20%) 3.61M
Increased by +10.78%
Mar 31, 26
5 Akre Capital Management, LLC 31.51M (5.85%) 6.68M
Increased by +21.19%
Mar 31, 26
6 BlackRock Inc 29.92M (5.55%) 2.69M
Increased by +8.98%
Mar 31, 26
7 Wasatch Advisors LP 28.23M (5.24%) 5.44M
Increased by +19.27%
Mar 31, 26
8 Van Berkom and Associates Inc 27.03M (5.01%) 15.33M
Increased by +56.71%
Mar 31, 26
9 Vanguard Capital Management, LLC 25.97M (4.82%) 25.97M
Increased by +100.00%
Mar 31, 26
10 PointState Capital LP 18.93M (3.51%) 2.56M
Increased by +13.53%
Dec 31, 25
11 Edmond de Rothschild Holding S.A. 18.68M (3.47%) 6.64M
Increased by +35.54%
Mar 31, 26
12 Neuberger Berman Group LLC 17.29M (3.21%) 5.03M
Increased by +29.12%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 16.75M (3.11%) 4.52M
Increased by +26.97%
Mar 31, 26
14 Brown Advisory Holdings Inc 16.19M (3.00%) -3.58M
Decreased by -22.13%
Mar 31, 26
15 Bank of America Corp 14.00M (2.60%) 324.68K
Increased by +2.32%
Mar 31, 26
16 State Street Corp 11.23M (2.08%) 640.74K
Increased by +5.70%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 11.04M (2.05%) 695.89K
Increased by +6.30%
Mar 31, 26
18 AQR Capital Management LLC 10.94M (2.03%) 10.74M
Increased by +98.17%
Mar 31, 26
19 Alfreton Capital LLP 10.78M (2.00%) 1.98M
Increased by +18.35%
Mar 31, 26
20 Geode Capital Management, LLC 10.77M (2.00%) 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 (5.18%) 0.00
Increased by 0.00%
Mar 31, 26
2 Akre Focus ETF 27.36M (5.08%) 0.00
Increased by 0.00%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 18.40M (3.41%) 50.93K
Increased by +0.28%
Apr 30, 26
4 EdRF Big Data N EUR 17.41M (3.23%) 2.71M
Increased by +15.58%
Apr 30, 26
5 T. Rowe Price Mid-Cap Value 14.99M (2.78%) 1.81M
Increased by +12.05%
Apr 30, 26
6 Van Berkom Sm-Cap Eq 13.35M (2.48%) 1.82M
Increased by +13.62%
Mar 31, 26
7 Vanguard Small Cap Index 13.29M (2.47%) -13.59K
Decreased by -0.10%
Apr 30, 26
8 T. Rowe Price US Mid-Cap Value Equity 13.18M (2.45%) 1.28M
Increased by +9.70%
Mar 31, 26
9 Vanguard Information Technology ETF 12.22M (2.27%) 63.55K
Increased by +0.52%
Apr 30, 26
10 Neuberger Genesis Inv 10.22M (1.90%) 2.62M
Increased by +25.63%
Mar 31, 26
11 Wasatch Core Growth 8.97M (1.66%) 614.32K
Increased by +6.85%
Mar 31, 26
12 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 8.65M (1.60%) 1.20M
Increased by +13.83%
Mar 31, 26
13 Vanguard Small Cap Value Index Inv 8.49M (1.57%) 13.01K
Increased by +0.15%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 6.59M (1.22%) 55.22K
Increased by +0.84%
Apr 30, 26
15 Clarkston Capital SMID Composite 5.79M (1.07%) -3.22M
Decreased by -55.62%
Mar 31, 26
16 PineBridge Global Focus Equity Composite 5.06M (0.94%) -539.57K
Decreased by -10.67%
Mar 31, 26
17 PineBridge Global Focus Equity Y 5.06M (0.94%) 0.00
Increased by 0.00%
Apr 30, 26
18 T. Rowe Price Integrated US SmCapGrEq 4.91M (0.91%) 0.00
Increased by 0.00%
Mar 31, 26
19 T. Rowe Price Integrated US Sm Gr Eq 4.57M (0.85%) -343.20K
Decreased by -7.51%
Apr 30, 26
20 Calvert US Small-Cap Strategy 4.01M (0.74%) -48.17K
Decreased by -1.20%
Mar 31, 26