Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 5.70%
2 TINY 3.60%
3 EPAI 3.30%
4 EPMB 2.98%
5 PSI 2.77%
6 DRKY 2.54%
7 SAMT 2.27%
8 CSMD 2.22%
9 BELT 1.98%
10 FEMD 1.88%
11 PTF 1.86%
12 SMCO 1.79%
13 EPSV 1.74%
14 MOAT 1.57%
15 NBSM 1.53%
16 QQQN 1.52%
17 PDP 1.39%
18 JTEK 1.33%
19 FTXL 1.30%
20 AMID 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.41M (12.79%) 1.52M
Increased by +7.84%
Mar 31, 26
2 Vanguard Group Inc 15.75M (10.38%) -269.05K
Decreased by -1.71%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 11.62M (7.66%) -3.04M
Decreased by -26.15%
Mar 31, 26
4 Capital Research Global Investors 11.37M (7.49%) 5.39M
Increased by +47.41%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 7.75M (5.11%) 7.75M
Increased by +100.00%
Mar 31, 26
6 Sands Capital Management, LLC 7.21M (4.75%) -552.99K
Decreased by -7.67%
Dec 31, 24
7 Vanguard Capital Management, LLC 6.81M (4.49%) 6.81M
Increased by +100.00%
Mar 31, 26
8 Principal Financial Group Inc 5.89M (3.88%) 68.15K
Increased by +1.16%
Mar 31, 26
9 Barrow Hanley Mewhinney & Strauss LLC 5.47M (3.61%) -1.34M
Decreased by -24.55%
Mar 31, 26
10 State Street Corp 5.27M (3.47%) 118.61K
Increased by +2.25%
Mar 31, 26
11 WCM Investment Management 4.78M (3.15%) -271.73K
Decreased by -5.68%
Dec 31, 24
12 Amvescap Plc. 4.66M (3.07%) 1.07M
Increased by +22.93%
Mar 31, 26
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 Geode Capital Management, LLC 2.97M (1.96%) 96.87K
Increased by +3.26%
Mar 31, 26
19 London Company of Virginia 2.96M (1.95%) -213.76K
Decreased by -7.23%
Mar 31, 26
20 Select Equity Group LP 2.92M (1.92%) -1.15M
Decreased by -39.56%
Jun 30, 25

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 5.16M (3.40%) 966.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 4.84M (3.19%) 11.63K
Increased by +0.24%
Apr 30, 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%
Apr 30, 26
8 Vanguard Small Cap Index 3.50M (2.31%) -7.82K
Decreased by -0.22%
Apr 30, 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 2.87M (1.89%) -83.22K
Decreased by -2.90%
May 29, 26
13 BlackRock Mid-Cap Growth Equity Instl 1.99M (1.31%) 135.88K
Increased by +6.83%
Apr 30, 25
14 Invesco Small Cap Value A 1.99M (1.31%) 178.60K
Increased by +8.99%
Apr 30, 26
15 Vanguard Small Cap Growth Index Inv 1.96M (1.29%) 250.00
Increased by +0.01%
Apr 30, 26
16 Touchstone Mid Cap Y 1.87M (1.23%) -204.10K
Decreased by -10.90%
Mar 31, 26
17 VanEck Morningstar Wide Moat ETF 1.85M (1.22%) -2.28K
Decreased by -0.12%
Feb 28, 26
18 Vanguard PRIMECAP Inv 1.82M (1.20%) 0.00
Increased by 0.00%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 1.72M (1.13%) 17.24K
Increased by +1.00%
Apr 30, 26
20 T. Rowe Price Large Cap Growth Tr-B 1.63M (1.07%) 41.53K
Increased by +2.55%
Dec 31, 25