Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 10.28%
2 LCG 6.03%
3 HHH_old 5.56%
4 AKRE 4.58%
5 UTRN 4.14%
6 BKIV 3.54%
7 FINQ 3.44%
8 EWRE 3.31%
9 PCLG 3.08%
10 TOGA 2.98%
11 TIME 2.91%
12 CZAR 2.83%
13 EBIZ 2.67%
14 TOGA_old 2.54%
15 POWA 2.27%
16 RSPR 2.16%
17 RONB 1.95%
18 GFGF 1.89%
19 PCGG 1.88%
20 SRS 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.11M (17.41%) 52.56K
Increased by +0.07%
Dec 31, 25
2 Vanguard Portfolio Management, LLC 38.23M (9.49%) 38.23M
Increased by +100.00%
Mar 31, 26
3 BlackRock Inc 33.81M (8.39%) -162.44K
Decreased by -0.48%
Mar 31, 26
4 Vanguard Capital Management, LLC 27.42M (6.81%) 27.42M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 18.65M (4.63%) 18.62K
Increased by +0.10%
Mar 31, 26
6 Principal Financial Group Inc 17.70M (4.39%) 130.12K
Increased by +0.74%
Mar 31, 26
7 BAMCO Inc 16.31M (4.05%) -3.18M
Decreased by -19.52%
Mar 31, 26
8 State Street Corporation 16.13M (4.00%) 309.88K
Increased by +1.92%
Mar 31, 24
9 Capital Research & Mgmt Co - Division 3 15.51M (3.85%) 4.67M
Increased by +30.11%
Mar 31, 26
10 Baillie Gifford & Co Limited. 13.61M (3.38%) 677.74K
Increased by +4.98%
Mar 31, 26
11 Polen Capital 12.57M (3.12%) 7.68M
Increased by +61.09%
Mar 31, 26
12 Geode Capital Management, LLC 12.45M (3.09%) 266.49K
Increased by +2.14%
Mar 31, 26
13 Akre Capital Management, LLC 10.35M (2.57%) 730.47K
Increased by +7.06%
Mar 31, 26
14 The Goldman Sachs Group Inc 9.25M (2.30%) 5.49M
Increased by +59.42%
Mar 31, 26
15 HHG PLC 7.72M (1.92%) 250.77K
Increased by +3.25%
Mar 31, 26
16 Amvescap Plc. 7.14M (1.77%) 1.75M
Increased by +24.52%
Mar 31, 26
17 NORGES BANK 7.09M (1.76%) 1.78M
Increased by +25.14%
Dec 31, 25
18 Massachusetts Financial Services Company 6.59M (1.64%) -33.80K
Decreased by -0.51%
Jun 30, 25
19 Goldman Sachs Group Inc 6.00M (1.49%) 3.63M
Increased by +60.50%
Dec 31, 23
20 D. E. Shaw & Co LP 5.91M (1.47%) 5.00M
Increased by +84.68%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.65M (3.89%) -51.54K
Decreased by -0.33%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 13.38M (3.32%) 32.36K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 12.98M (3.22%) 73.31K
Increased by +0.56%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 11.98M (2.98%) 82.09K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 10.99M (2.73%) 196.76K
Increased by +1.79%
Apr 30, 26
6 Principal Aligned MidCap Equity 10.62M (2.64%) 0.00
Increased by 0.00%
Mar 31, 26
7 Principal MidCap R5 10.09M (2.51%) -532.48K
Decreased by -5.28%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 9.08M (2.25%) 12.29K
Increased by +0.14%
Apr 30, 26
9 Invesco QQQ Trust 8.98M (2.23%) 66.06K
Increased by +0.74%
Apr 30, 26
10 Akre Focus Instl 8.34M (2.07%) 0.00
Increased by 0.00%
Jan 31, 25
11 Akre Focus ETF 7.68M (1.91%) 0.00
Increased by 0.00%
May 29, 26
12 Capital Group AMCAP Composite 7.34M (1.82%) 514.35K
Increased by +7.01%
Dec 31, 25
13 Baron Partners Retail 7.25M (1.80%) 385.00K
Increased by +5.31%
Mar 31, 26
14 iShares Core S&P 500 ETF 5.58M (1.39%) 17.04K
Increased by +0.31%
May 29, 26
15 Vanguard Growth Index Investor 5.58M (1.39%) 28.86K
Increased by +0.52%
Apr 30, 26
16 Baillie Gifford US Equity Growth 5.54M (1.38%) 1.38M
Increased by +24.95%
Mar 31, 26
17 Vanguard US Growth Investor 5.54M (1.38%) 1.38M
Increased by +24.95%
Mar 31, 26
18 Janus Henderson Enterprise D 5.53M (1.37%) 0.00
Increased by 0.00%
Mar 31, 26
19 Janus Inst Mid Cap Growth CF 5.53M (1.37%) 122.23K
Increased by +2.21%
Mar 31, 26
20 American Funds Fundamental Invs A 5.48M (1.36%) 4.36M
Increased by +79.56%
Mar 31, 26