Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NVIR 4.10%
2 UTRN 3.96%
3 BAMV 3.63%
4 KBWR 3.59%
5 FDFF 3.40%
6 FINQ 3.24%
7 MGRO 2.77%
8 HVAL 2.38%
9 KYC 2.35%
10 KMID 2.13%
11 MID 1.97%
12 OAKM 1.96%
13 BASG 1.89%
14 QIS 1.86%
15 RULE 1.85%
16 SAGP 1.54%
17 JGRW 1.50%
18 WBIF 1.49%
19 OAKG 1.35%
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 9.46M (7.98%) -490.06K
Decreased by -5.18%
Mar 31, 26
3 Vanguard Capital Management, LLC 7.83M (6.60%) 7.83M
Increased by +100.00%
Mar 31, 26
4 Harris Associates L.P. 7.53M (6.35%) -28.01K
Decreased by -0.37%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.27M (4.45%) 5.27M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 5.02M (4.24%) -32.85K
Decreased by -0.65%
Mar 31, 26
7 State Street Corporation 4.72M (3.98%) 36.98K
Increased by +0.78%
Mar 31, 24
8 Massachusetts Financial Services Company 4.70M (3.96%) 355.38K
Increased by +7.56%
Mar 31, 26
9 Soroban Capital Partners LP 4.18M (3.53%) 3.17M
Increased by +75.64%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 4.02M (3.39%) -231.95K
Decreased by -5.77%
Mar 31, 26
11 Capital Research & Mgmt Co - Division 3 3.68M (3.10%) -2.76M
Decreased by -75.11%
Mar 31, 26
12 Brown Advisory Holdings Inc 3.65M (3.08%) 838.94K
Increased by +22.99%
Mar 31, 26
13 Geode Capital Management, LLC 3.20M (2.70%) 32.77K
Increased by +1.02%
Mar 31, 26
14 T. Rowe Price Associates, Inc. 2.61M (2.20%) -1.60M
Decreased by -61.21%
Mar 31, 26
15 Kayne Anderson Rudnick Investment Management LLC 2.28M (1.93%) -345.40K
Decreased by -15.12%
Mar 31, 26
16 Bank of America Corp 2.11M (1.78%) 563.88K
Increased by +26.76%
Mar 31, 26
17 Parnassus Investments, LLC 2.09M (1.76%) 1.97M
Increased by +94.57%
Dec 31, 23
18 Amvescap Plc. 1.82M (1.54%) 211.33K
Increased by +11.61%
Mar 31, 26
19 Cantillon Capital Management LLC 1.79M (1.51%) 67.38K
Increased by +3.76%
Mar 31, 26
20 Parnassus Investments LLC 1.78M (1.50%) -56.68K
Decreased by -3.18%
Jun 30, 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 3.83M (3.23%) 9.36K
Increased by +0.24%
Apr 30, 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 3.12M (2.63%) 55.75K
Increased by +1.79%
Apr 30, 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 2.82M (2.38%) -50.10K
Decreased by -1.77%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 2.60M (2.20%) 6.45K
Increased by +0.25%
Apr 30, 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 1.59M (1.34%) 4.83K
Increased by +0.30%
May 29, 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%) 5.31K
Increased by +0.34%
Apr 30, 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