Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AKRE 6.26%
2 KBWR 5.15%
3 FCTE 5.14%
4 UTRN 4.02%
5 AQGX 3.69%
6 PXMG 3.62%
7 USSE 3.39%
8 FINQ 3.30%
9 ZIG 3.27%
10 BIGD 3.15%
11 PTF 3.15%
12 CWS 2.95%
13 RJMG 2.82%
14 UPGD 2.65%
15 BCUS 2.63%
16 NUMG 2.53%
17 OPPX 2.41%
18 EQWM 2.37%
19 FCUS 2.34%
20 GRW 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.00M (13.33%) -69.10K
Decreased by -2.30%
Dec 31, 25
2 BlackRock Inc 2.13M (9.44%) -197.37K
Decreased by -9.29%
Dec 31, 25
3 Capital Research Global Investors 1.12M (4.97%) 813.88K
Increased by +72.70%
Mar 31, 26
4 State Street Corp 1.06M (4.69%) -13.76K
Decreased by -1.30%
Dec 31, 25
5 State Street Corporation 1.01M (4.47%) -10.86K
Decreased by -1.08%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 920.72K (4.09%) 97.14K
Increased by +10.55%
Jun 30, 25
7 Valley Forge Capital Management, LP 769.42K (3.42%) 1.00K
Increased by +0.13%
Dec 31, 25
8 Capital World Investors 732.66K (3.25%) -161.93K
Decreased by -22.10%
Mar 31, 26
9 Geode Capital Management, LLC 719.12K (3.19%) 8.89K
Increased by +1.24%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 709.12K (3.15%) 328.37K
Increased by +46.31%
Mar 31, 26
11 International Assets Investment Management, LLC 538.36K (2.39%) 538.07K
Increased by +99.95%
Sep 30, 24
12 Edgewood Management LLC 537.51K (2.39%) -10.65K
Decreased by -1.98%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 499.84K (2.22%) 11.36K
Increased by +2.27%
Dec 31, 25
14 Principal Financial Group Inc 422.82K (1.88%) -35.26K
Decreased by -8.34%
Mar 31, 26
15 D. E. Shaw & Co LP 398.00K (1.77%) 42.23K
Increased by +10.61%
Dec 31, 25
16 Kensico Capital Management Corp 385.00K (1.71%) 79.32K
Increased by +20.60%
Mar 31, 26
17 Akre Capital Management, LLC 363.76K (1.62%) 86.32K
Increased by +23.73%
Mar 31, 26
18 American Century Companies Inc 351.27K (1.56%) 15.35K
Increased by +4.37%
Dec 31, 25
19 Ako Capital Llp 317.73K (1.41%) 68.37K
Increased by +21.52%
Jun 30, 24
20 Heard Capital LLC 299.06K (1.33%) 194.34K
Increased by +64.98%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Loomis Sayles Strategic Alpha 2.80M (12.44%) 21.00K
Increased by +0.75%
Dec 31, 25
2 Loomis Sayles HYCSV CIT 1.85M (8.23%) 26.00K
Increased by +1.40%
Dec 31, 25
3 Loomis Sayles Inv Grade Bond CIT 1.61M (7.15%) 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 (3.27%) -5.06K
Decreased by -0.69%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 714.71K (3.17%) 2.13K
Increased by +0.30%
Mar 31, 26
8 Vanguard Institutional 500 Index Trust 694.47K (3.08%) 4.82K
Increased by +0.69%
May 31, 25
9 Vanguard 500 Index Investor 605.21K (2.69%) -3.45K
Decreased by -0.57%
Mar 31, 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 486.85K (2.16%) -2.70K
Decreased by -0.56%
Mar 31, 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 306.73K (1.36%) 910.00
Increased by +0.30%
Apr 30, 26
15 Vanguard Small Cap Index 305.67K (1.36%) 1.18K
Increased by +0.39%
Nov 30, 23
16 Fidelity 500 Index 302.95K (1.35%) 1.22K
Increased by +0.40%
Mar 31, 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%
Apr 30, 26
19 SPDR® S&P 500 ETF Trust 298.29K (1.32%) -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