Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 10.28%
2 LCG 6.03%
3 HHH_old 5.56%
4 UTRN 4.14%
5 AKRE 4.14%
6 BKIV 3.54%
7 FINQ 3.44%
8 EWRE 3.31%
9 PCLG 3.08%
10 TIME 2.91%
11 CZAR 2.83%
12 TOGA 2.67%
13 EBIZ 2.59%
14 TOGA_old 2.54%
15 RSPR 2.29%
16 POWA 2.27%
17 RONB 1.97%
18 GFGF 1.89%
19 PCGG 1.88%
20 REK 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.11M (17.40%) 52.56K
Increased by +0.07%
Dec 31, 25
2 BlackRock Inc 33.97M (8.43%) -2.16M
Decreased by -6.37%
Dec 31, 25
3 BAMCO Inc 19.50M (4.84%) 242.53K
Increased by +1.24%
Dec 31, 25
4 State Street Corp 18.63M (4.63%) 348.22K
Increased by +1.87%
Dec 31, 25
5 Principal Financial Group Inc 17.70M (4.39%) 130.12K
Increased by +0.74%
Mar 31, 26
6 State Street Corporation 16.13M (4.00%) 309.88K
Increased by +1.92%
Mar 31, 24
7 Capital Research & Mgmt Co - Division 3 15.51M (3.85%) 4.67M
Increased by +30.11%
Mar 31, 26
8 Baillie Gifford & Co Limited. 13.61M (3.38%) 677.74K
Increased by +4.98%
Mar 31, 26
9 Polen Capital 12.57M (3.12%) 7.68M
Increased by +61.09%
Mar 31, 26
10 Geode Capital Management, LLC 12.18M (3.02%) -419.29K
Decreased by -3.44%
Dec 31, 25
11 Akre Capital Management, LLC 10.35M (2.57%) 730.47K
Increased by +7.06%
Mar 31, 26
12 HHG PLC 7.47M (1.86%) 1.26M
Increased by +16.81%
Dec 31, 25
13 Amvescap Plc. 7.14M (1.77%) 1.75M
Increased by +24.52%
Mar 31, 26
14 NORGES BANK 7.09M (1.76%) 1.78M
Increased by +25.14%
Dec 31, 25
15 Massachusetts Financial Services Company 6.59M (1.63%) -33.80K
Decreased by -0.51%
Jun 30, 25
16 Goldman Sachs Group Inc 6.00M (1.49%) 3.63M
Increased by +60.50%
Dec 31, 23
17 Mackenzie Investments 5.87M (1.46%) 3.06M
Increased by +52.19%
Dec 31, 24
18 T. Rowe Price Investment Management,Inc. 5.72M (1.42%) 2.21M
Increased by +38.62%
Dec 31, 25
19 Artisan Partners Limited Partnership 5.64M (1.40%) -168.67K
Decreased by -2.99%
Sep 30, 24
20 Sands Capital Management, LLC 5.38M (1.33%) -245.32K
Decreased by -4.56%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.70M (3.90%) -61.33K
Decreased by -0.39%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 13.34M (3.31%) -48.53K
Decreased by -0.36%
Mar 31, 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 (2.97%) 82.09K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 10.79M (2.68%) -110.14K
Decreased by -1.02%
Mar 31, 26
6 Principal Aligned MidCap Equity 10.62M (2.64%) 0.00
Increased by 0.00%
Mar 31, 26
7 Principal MidCap R5 10.62M (2.64%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 9.07M (2.25%) -142.52K
Decreased by -1.57%
Mar 31, 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 American Funds AMCAP A 7.34M (1.82%) 514.35K
Increased by +7.01%
Dec 31, 25
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 Akre Focus ETF 6.84M (1.70%) 0.00
Increased by 0.00%
Apr 30, 26
15 Vanguard Growth Index Investor 5.55M (1.38%) 69.73K
Increased by +1.26%
Mar 31, 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%) 122.23K
Increased by +2.21%
Jan 31, 26
19 Janus Inst Mid Cap Growth CF 5.53M (1.37%) 122.23K
Increased by +2.21%
Mar 31, 26
20 iShares Core S&P 500 ETF 5.48M (1.36%) 16.05K
Increased by +0.29%
Apr 30, 26