Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRW 7.03%
2 FCTE 5.14%
3 AKRE 4.25%
4 UTRN 4.02%
5 NUMG 3.76%
6 AQGX 3.69%
7 PXMG 3.62%
8 CWS 3.38%
9 FINQ 3.30%
10 ZIG 3.27%
11 BIGD 3.15%
12 PTF 3.15%
13 RJMG 2.87%
14 TOLL 2.85%
15 RISN 2.73%
16 UPGD 2.71%
17 RYJ 2.71%
18 LQPE 2.70%
19 USSE 2.42%
20 OPPX 2.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.00M (13.01%) 35.09K
Increased by +1.17%
Jun 30, 25
2 BlackRock Inc 2.53M (11.00%) 196.26K
Increased by +7.74%
Jun 30, 25
3 State Street Corp 1.08M (4.70%) 13.02K
Increased by +1.20%
Jun 30, 25
4 State Street Corporation 1.01M (4.37%) -10.86K
Decreased by -1.08%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 920.72K (4.00%) 97.14K
Increased by +10.55%
Jun 30, 25
6 Valley Forge Capital Management, LP 768.42K (3.34%) 0.00
Increased by 0.00%
Jun 30, 25
7 Geode Capital Management, LLC 712.70K (3.09%) 13.91K
Increased by +1.95%
Jun 30, 25
8 JPMorgan Chase & Co 560.93K (2.43%) -19.27K
Decreased by -3.44%
Jun 30, 25
9 International Assets Investment Management, LLC 538.36K (2.34%) 538.07K
Increased by +99.95%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 509.24K (2.21%) 56.23K
Increased by +11.04%
Jun 30, 25
11 American Century Companies Inc 397.39K (1.72%) 10.77K
Increased by +2.71%
Jun 30, 25
12 Principal Financial Group Inc 373.85K (1.62%) -17.97K
Decreased by -4.81%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 336.60K (1.46%) 19.82K
Increased by +5.89%
Jun 30, 25
14 Edgewood Management LLC 335.23K (1.46%) 335.23K
Increased by +100.00%
Jun 30, 25
15 Ako Capital Llp 317.73K (1.38%) 68.37K
Increased by +21.52%
Jun 30, 24
16 AF Advisors, Inc. 280.60K (1.22%) -76.74K
Decreased by -27.35%
Mar 31, 25
17 Neuberger Berman Group LLC 267.74K (1.16%) -53.99K
Decreased by -20.17%
Jun 30, 24
18 GAMMA Investing LLC 258.18K (1.12%) 258.09K
Increased by +99.97%
Mar 31, 25
19 Goldman Sachs Group Inc 255.64K (1.11%) 105.13K
Increased by +41.13%
Dec 31, 23
20 Jennison Associates LLC 254.28K (1.10%) 13.13K
Increased by +5.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles HYCSV CIT 2.96M (12.83%) 2.96M
Increased by +100.00%
Jun 30, 25
2 Loomis Sayles Strategic Alpha 2.29M (9.96%) 2.29M
Increased by +100.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 736.83K (3.20%) -5.06K
Decreased by -0.69%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 726.92K (3.16%) -16.61K
Decreased by -2.29%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 694.47K (3.01%) 4.82K
Increased by +0.69%
May 31, 25
6 Vanguard 500 Index Investor 602.38K (2.61%) -87.99K
Decreased by -14.61%
Jul 31, 25
7 Loomis Sayles US High Yield 530.00K (2.30%) 530.00K
Increased by +100.00%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 515.85K (2.24%) 5.55K
Increased by +1.08%
Jul 31, 25
9 Fidelity 500 Index 308.56K (1.34%) 132.00
Increased by +0.04%
Jul 31, 25
10 Vanguard Small Cap Index 305.67K (1.33%) 1.18K
Increased by +0.39%
Nov 30, 23
11 SPDR® S&P 500 ETF 302.89K (1.31%) -4.34K
Decreased by -1.43%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 298.29K (1.29%) -2.37K
Decreased by -0.79%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 295.04K (1.28%) -1.51K
Decreased by -0.51%
Mar 31, 25
14 SPDR® S&P 500® ETF 294.45K (1.28%) 3.54K
Increased by +1.20%
Aug 31, 25
15 iShares Core S&P 500 ETF 292.42K (1.27%) 0.00
Increased by 0.00%
Aug 31, 25
16 Fidelity® 500 Index 289.65K (1.26%) 1.84K
Increased by +0.64%
Nov 30, 23
17 Vanguard Growth Index Investor 263.76K (1.14%) 1.04K
Increased by +0.39%
Jul 31, 25
18 Principal MidCap R5 237.02K (1.03%) 9.87K
Increased by +4.17%
Jul 31, 25
19 JPMorgan Large Cap Growth I 234.72K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
20 Principal Aligned MidCap Equity 227.15K (0.99%) 3.54K
Increased by +1.56%
Jun 30, 25