Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NVIR 4.48%
2 UTRN 3.96%
3 BAMV 3.63%
4 KBWR 3.53%
5 FDFF 3.37%
6 FINQ 3.24%
7 MGRO 2.77%
8 HVAL 2.38%
9 KMID 2.19%
10 JGRW 2.11%
11 WBIG 2.02%
12 OAKM 2.01%
13 MID 1.97%
14 QIS 1.86%
15 BASG 1.86%
16 RULE 1.85%
17 SAGP 1.54%
18 WBIF 1.41%
19 BUSA 1.38%
20 LEND 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.97M (12.62%) -317.49K
Decreased by -2.12%
Dec 31, 25
2 BlackRock Inc 9.95M (8.39%) 775.76K
Increased by +7.80%
Dec 31, 25
3 Harris Associates L.P. 7.53M (6.35%) -28.01K
Decreased by -0.37%
Mar 31, 26
4 State Street Corp 5.06M (4.26%) 66.29K
Increased by +1.31%
Dec 31, 25
5 State Street Corporation 4.72M (3.98%) 36.98K
Increased by +0.78%
Mar 31, 24
6 Massachusetts Financial Services Company 4.70M (3.96%) 355.38K
Increased by +7.56%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 4.25M (3.58%) -390.88K
Decreased by -9.20%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 4.21M (3.55%) -1.74M
Decreased by -41.34%
Dec 31, 25
9 Capital Research & Mgmt Co - Division 3 3.68M (3.10%) -2.76M
Decreased by -75.11%
Mar 31, 26
10 Geode Capital Management, LLC 3.17M (2.67%) -11.28K
Decreased by -0.36%
Dec 31, 25
11 FMR Inc 3.03M (2.55%) 65.45K
Increased by +2.16%
Jun 30, 25
12 Brown Advisory Holdings Inc 2.81M (2.37%) 1.02M
Increased by +36.40%
Dec 31, 25
13 Kayne Anderson Rudnick Investment Management LLC 2.63M (2.22%) -387.33K
Decreased by -14.73%
Dec 31, 25
14 Parnassus Investments, LLC 2.09M (1.76%) 1.97M
Increased by +94.57%
Dec 31, 23
15 T. Rowe Price Investment Management,Inc. 1.89M (1.60%) 134.82K
Increased by +7.13%
Dec 31, 25
16 Amvescap Plc. 1.82M (1.54%) 211.33K
Increased by +11.61%
Mar 31, 26
17 Cantillon Capital Management LLC 1.79M (1.51%) 67.38K
Increased by +3.76%
Mar 31, 26
18 Parnassus Investments LLC 1.78M (1.50%) -56.68K
Decreased by -3.18%
Jun 30, 25
19 Generation Investment Management LLP 1.78M (1.50%) 203.94K
Increased by +11.49%
Mar 31, 26
20 Van Eck Associates Corporation 1.60M (1.35%) 823.12K
Increased by +51.34%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.31%) 19.40K
Increased by +0.49%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.82M (3.22%) -52.26K
Decreased by -1.37%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 3.53M (2.97%) 26.72K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 3.07M (2.59%) -82.39K
Decreased by -2.69%
Mar 31, 26
5 MFS Large Cap Value (SMA) 2.89M (2.44%) 2.89M
Increased by +100.00%
Jun 30, 23
6 MFS Large Cap Value Equity 2.87M (2.42%) 100.56K
Increased by +3.50%
Mar 31, 26
7 MFS Value A 2.87M (2.42%) -91.33K
Decreased by -3.18%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 2.60M (2.19%) -61.99K
Decreased by -2.39%
Mar 31, 26
9 Oakmark Investor 2.37M (2.00%) 56.00K
Increased by +2.37%
Mar 31, 26
10 T. Rowe Price Capital Appreciation 2.12M (1.79%) 232.00K
Increased by +10.94%
Sep 30, 23
11 MS INVF Global Brands A USD 1.86M (1.57%) -26.77K
Decreased by -1.44%
Mar 31, 24
12 American Funds Growth Fund of Amer A 1.84M (1.55%) 1.21M
Increased by +65.64%
Mar 31, 26
13 Capital Group Growth Fnd of Amer Comp 1.84M (1.55%) 1.21M
Increased by +65.64%
Mar 31, 26
14 iShares Core S&P 500 ETF 1.56M (1.31%) 4.55K
Increased by +0.29%
Apr 30, 26
15 SPDR® S&P 500 ETF 1.54M (1.30%) -22.63K
Decreased by -1.47%
Mar 31, 25
16 Fidelity 500 Index 1.54M (1.30%) -20.02K
Decreased by -1.30%
Mar 31, 26
17 SPDR® S&P 500® ETF Trust 1.50M (1.27%) -7.88K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.50M (1.26%) 18.47K
Increased by +1.23%
Aug 31, 25
19 Vanguard Windsor II Inv 1.50M (1.26%) 0.00
Increased by 0.00%
Mar 31, 26
20 SPDR® S&P 500 ETF Trust 1.48M (1.25%) -11.53K
Decreased by -0.78%
Mar 31, 24