Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 5.57%
2 TINY 3.73%
3 EPAI 3.27%
4 EPMB 2.95%
5 DRKY 2.63%
6 PSI 2.53%
7 CSMD 2.30%
8 SAMT 2.27%
9 BELT 1.98%
10 FEMD 1.93%
11 PTF 1.80%
12 SMCO 1.76%
13 EPSV 1.72%
14 QQQN 1.52%
15 JTEK 1.49%
16 MOAT 1.47%
17 NBSM 1.45%
18 PDP 1.39%
19 FTXL 1.30%
20 AMID 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.89M (11.78%) 826.32K
Increased by +4.62%
Dec 31, 25
2 Vanguard Group Inc 15.75M (10.38%) -269.05K
Decreased by -1.71%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 14.66M (9.66%) -688.21K
Decreased by -4.70%
Dec 31, 25
4 Capital Research Global Investors 11.37M (7.49%) 5.39M
Increased by +47.41%
Mar 31, 26
5 Sands Capital Management, LLC 7.21M (4.75%) -552.99K
Decreased by -7.67%
Dec 31, 24
6 Principal Financial Group Inc 5.89M (3.88%) 68.15K
Increased by +1.16%
Mar 31, 26
7 Barrow Hanley Mewhinney & Strauss LLC 5.47M (3.61%) -1.34M
Decreased by -24.55%
Mar 31, 26
8 State Street Corp 5.15M (3.39%) 61.55K
Increased by +1.19%
Dec 31, 25
9 WCM Investment Management 4.78M (3.15%) -271.73K
Decreased by -5.68%
Dec 31, 24
10 Amvescap Plc. 4.66M (3.07%) 1.07M
Increased by +22.93%
Mar 31, 26
11 UBS Group AG 3.41M (2.24%) 559.43K
Increased by +16.43%
Sep 30, 25
12 London Company of Virginia 3.17M (2.09%) -366.75K
Decreased by -11.57%
Dec 31, 25
13 PRIMECAP Management Company 3.14M (2.07%) -17.50K
Decreased by -0.56%
Mar 31, 26
14 Lone Pine Capital LLC 3.12M (2.05%) 60.82K
Increased by +1.95%
Mar 31, 26
15 JPMorgan Chase & Co 3.07M (2.02%) 2.61M
Increased by +85.15%
Mar 31, 26
16 Durable Capital Partners LP 3.06M (2.01%) 141.50K
Increased by +4.63%
Jun 30, 25
17 State Street Corporation 3.05M (2.01%) 15.72K
Increased by +0.52%
Mar 31, 24
18 Select Equity Group LP 2.92M (1.92%) -1.15M
Decreased by -39.56%
Jun 30, 25
19 Geode Capital Management, LLC 2.88M (1.90%) 26.54K
Increased by +0.92%
Dec 31, 25
20 AllianceBernstein L.P. 2.82M (1.86%) -373.00
Decreased by -0.01%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds AMCAP A 6.91M (4.55%) 4.38M
Increased by +63.31%
Mar 31, 26
2 Capital Group AMCAP Composite 6.91M (4.55%) 4.38M
Increased by +63.31%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 5.13M (3.38%) -2.59K
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 4.83M (3.18%) 30.54K
Increased by +0.63%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 4.78M (3.15%) 3.55K
Increased by +0.07%
Sep 30, 24
6 Principal Aligned MidCap Equity 3.93M (2.59%) 42.88K
Increased by +1.09%
Mar 31, 26
7 Principal MidCap R5 3.93M (2.59%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Small Cap Index 3.51M (2.31%) 66.62K
Increased by +1.90%
Mar 31, 26
9 American Funds IS® Growth-Income 1 3.27M (2.15%) 1.50M
Increased by +45.89%
Mar 31, 26
10 Capital Group Core Equity Composite 3.27M (2.15%) 1.50M
Increased by +45.89%
Mar 31, 26
11 Sands Capital Global Growth Equity 3.19M (2.10%) -120.50K
Decreased by -3.78%
Dec 31, 24
12 iShares Semiconductor ETF 2.83M (1.87%) 28.47K
Increased by +1.00%
Apr 30, 26
13 BlackRock Mid-Cap Growth Equity Instl 1.99M (1.31%) 135.88K
Increased by +6.83%
Apr 30, 25
14 Vanguard Small Cap Growth Index Inv 1.96M (1.29%) 51.88K
Increased by +2.64%
Mar 31, 26
15 Touchstone Mid Cap Y 1.87M (1.23%) -204.10K
Decreased by -10.90%
Mar 31, 26
16 VanEck Morningstar Wide Moat ETF 1.85M (1.22%) -2.28K
Decreased by -0.12%
Feb 28, 26
17 Vanguard PRIMECAP Inv 1.82M (1.20%) 0.00
Increased by 0.00%
Mar 31, 26
18 Invesco Small Cap Value A 1.81M (1.19%) -368.99K
Decreased by -20.42%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.12%) 46.69K
Increased by +2.75%
Mar 31, 26
20 Vanguard Information Technology ETF 1.69M (1.11%) -1.90K
Decreased by -0.11%
Mar 31, 26