Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AKRE 6.38%
2 FDIQ 5.31%
3 FCTE 5.14%
4 KBWR 5.04%
5 UTRN 4.02%
6 AQGX 3.69%
7 PXMG 3.62%
8 USSE 3.39%
9 FINQ 3.30%
10 ZIG 3.27%
11 BIGD 3.15%
12 PTF 3.15%
13 KYC 3.08%
14 RJMG 2.82%
15 CWS 2.76%
16 UPGD 2.65%
17 BCUS 2.63%
18 NUMG 2.52%
19 OPPX 2.41%
20 EQWM 2.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.00M (13.34%) -69.10K
Decreased by -2.30%
Dec 31, 25
2 BlackRock Inc 2.19M (9.72%) 61.80K
Increased by +2.83%
Mar 31, 26
3 Vanguard Capital Management, LLC 1.50M (6.68%) 1.50M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 1.26M (5.58%) 1.26M
Increased by +100.00%
Mar 31, 26
5 Capital Research Global Investors 1.12M (4.98%) 813.88K
Increased by +72.70%
Mar 31, 26
6 State Street Corp 1.04M (4.64%) -13.43K
Decreased by -1.29%
Mar 31, 26
7 State Street Corporation 1.01M (4.47%) -10.86K
Decreased by -1.08%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 920.72K (4.09%) 97.14K
Increased by +10.55%
Jun 30, 25
9 Valley Forge Capital Management, LP 769.34K (3.42%) -82.00
Decreased by -0.01%
Mar 31, 26
10 Geode Capital Management, LLC 737.46K (3.28%) 18.34K
Increased by +2.49%
Mar 31, 26
11 Capital World Investors 732.66K (3.26%) -161.93K
Decreased by -22.10%
Mar 31, 26
12 Capital Research & Mgmt Co - Division 3 709.12K (3.15%) 328.37K
Increased by +46.31%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 604.70K (2.69%) 104.86K
Increased by +17.34%
Mar 31, 26
14 International Assets Investment Management, LLC 538.36K (2.39%) 538.07K
Increased by +99.95%
Sep 30, 24
15 Edgewood Management LLC 537.51K (2.39%) -10.65K
Decreased by -1.98%
Mar 31, 26
16 Principal Financial Group Inc 422.82K (1.88%) -35.26K
Decreased by -8.34%
Mar 31, 26
17 D. E. Shaw & Co LP 398.00K (1.77%) 42.23K
Increased by +10.61%
Dec 31, 25
18 Kensico Capital Management Corp 385.00K (1.71%) 79.32K
Increased by +20.60%
Mar 31, 26
19 Akre Capital Management, LLC 363.76K (1.62%) 86.32K
Increased by +23.73%
Mar 31, 26
20 Ako Capital Llp 317.73K (1.41%) 68.37K
Increased by +21.52%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 2.80M (12.45%) 21.00K
Increased by +0.75%
Dec 31, 25
2 Loomis Sayles HYCSV CIT 1.85M (8.24%) 26.00K
Increased by +1.40%
Dec 31, 25
3 Loomis Sayles Inv Grade Bond CIT 1.61M (7.16%) 1.61M
Increased by +100.00%
Jun 30, 25
4 American Funds AMCAP A 884.75K (3.93%) 432.29K
Increased by +48.86%
Mar 31, 26
5 Capital Group AMCAP Composite 884.75K (3.93%) 432.29K
Increased by +48.86%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 736.83K (3.28%) -5.06K
Decreased by -0.69%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 717.98K (3.19%) 3.26K
Increased by +0.45%
Apr 30, 26
8 Vanguard Institutional 500 Index Trust 694.47K (3.09%) 4.82K
Increased by +0.69%
May 31, 25
9 Vanguard 500 Index Investor 615.77K (2.74%) 10.56K
Increased by +1.71%
Apr 30, 26
10 Loomis Sayles US High Yield 580.00K (2.58%) 0.00
Increased by 0.00%
Dec 31, 25
11 Vanguard Mid Cap Index Institutional 487.95K (2.17%) 1.11K
Increased by +0.23%
Apr 30, 26
12 American Funds Growth Fund of Amer A 446.03K (1.98%) 0.00
Increased by 0.00%
Mar 31, 26
13 Capital Group Growth Fnd of Amer Comp 446.03K (1.98%) 0.00
Increased by 0.00%
Mar 31, 26
14 iShares Core S&P 500 ETF 312.50K (1.39%) 966.00
Increased by +0.31%
May 29, 26
15 Vanguard Small Cap Index 305.67K (1.36%) 1.18K
Increased by +0.39%
Nov 30, 23
16 Fidelity 500 Index 304.00K (1.35%) 1.05K
Increased by +0.34%
Apr 30, 26
17 SPDR® S&P 500 ETF 302.89K (1.35%) -4.34K
Decreased by -1.43%
Mar 31, 25
18 Akre Focus ETF 300.19K (1.33%) 0.00
Increased by 0.00%
May 29, 26
19 SPDR® S&P 500 ETF Trust 298.29K (1.33%) -2.37K
Decreased by -0.79%
Mar 31, 24
20 SPDR® S&P 500® ETF Trust 295.04K (1.31%) -1.51K
Decreased by -0.51%
Mar 31, 25