Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 3.06%
2 XHB 2.66%
3 FIXT 2.52%
4 BELT 2.49%
5 PEZ 2.48%
6 FFLS 2.18%
7 FEMA 2.16%
8 TSCM 1.91%
9 CSMD 1.68%
10 EQTY 1.67%
11 CGGO 1.55%
12 PAMC 1.25%
13 ITB 1.16%
14 NBSM 1.11%
15 RFG 0.91%
16 FRTY 0.89%
17 QMID 0.82%
18 MMLG 0.79%
19 HOMZ 0.78%
20 FFND 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 11.41M (10.72%) -1.91M
Decreased by -16.75%
Mar 31, 25
2 BlackRock Inc 10.10M (9.49%) -762.73K
Decreased by -7.55%
Dec 31, 25
3 Vanguard Group Inc 10.04M (9.43%) -58.92K
Decreased by -0.59%
Dec 31, 25
4 FMR Inc 7.98M (7.50%) 4.37M
Increased by +54.74%
Dec 31, 25
5 Principal Financial Group Inc 6.84M (6.42%) 416.57K
Increased by +6.09%
Mar 31, 26
6 Capital World Investors 6.30M (5.92%) -1.17M
Decreased by -18.66%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 5.12M (4.81%) 484.24K
Increased by +9.46%
Dec 31, 25
8 Turtle Creek Asset Management Inc. 4.64M (4.36%) 2.69M
Increased by +58.07%
Mar 31, 26
9 WCM Investment Management 4.37M (4.11%) -119.15K
Decreased by -2.73%
Sep 30, 24
10 Berkshire Hathaway Inc 3.98M (3.74%) -802.13K
Decreased by -20.16%
Jun 30, 24
11 State Street Corporation 3.62M (3.41%) 42.89K
Increased by +1.18%
Mar 31, 24
12 JPMorgan Chase & Co 3.37M (3.16%) 1.91M
Increased by +56.60%
Sep 30, 25
13 State Street Corp 3.19M (3.00%) -747.76K
Decreased by -23.45%
Dec 31, 25
14 Wasatch Advisors LP 2.90M (2.72%) 543.74K
Increased by +18.77%
Mar 31, 26
15 Steadfast Capital Management LLC 2.68M (2.52%) 874.92K
Increased by +32.68%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 2.61M (2.45%) 659.36K
Increased by +25.29%
Mar 31, 26
17 Timucuan Asset Management Inc/FL 2.56M (2.40%) -18.45K
Decreased by -0.72%
Dec 31, 25
18 Wasatch Advisors Inc. 2.54M (2.39%) -48.92K
Decreased by -1.92%
Sep 30, 23
19 T. Rowe Price Associates, Inc. 2.53M (2.38%) -2.90M
Decreased by -114.59%
Dec 31, 25
20 Champlain Investment Partners, LLC 2.27M (2.14%) 498.99K
Increased by +21.95%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 5.90M (5.54%) 287.04K
Increased by +4.86%
Dec 31, 24
2 Principal Aligned MidCap Equity 4.93M (4.63%) 184.20K
Increased by +3.74%
Mar 31, 26
3 Principal MidCap R5 4.93M (4.63%) 20.90K
Increased by +0.42%
Mar 31, 26
4 American Funds Growth Fund of Amer A 4.03M (3.78%) 0.00
Increased by 0.00%
Mar 31, 26
5 Capital Group Growth Fnd of Amer Comp 4.03M (3.78%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Core S&P Mid-Cap ETF 3.64M (3.42%) -1.84K
Decreased by -0.05%
Apr 30, 26
7 Vanguard Total Stock Mkt Idx Inv 3.44M (3.23%) 18.45K
Increased by +0.54%
Mar 31, 26
8 Fidelity Contrafund 3.43M (3.22%) 154.46K
Increased by +4.51%
Mar 31, 26
9 Vanguard US Total Market Shares ETF 3.21M (3.02%) 2.47K
Increased by +0.08%
Sep 30, 24
10 American Funds SMALLCAP World A 3.16M (2.97%) -533.50K
Decreased by -16.87%
Mar 31, 26
11 US Small-Cap Growth II Equity Comp 2.63M (2.47%) -23.30K
Decreased by -0.89%
Jun 30, 25
12 Vanguard Small Cap Index 2.49M (2.34%) 40.76K
Increased by +1.64%
Mar 31, 26
13 T. Rowe Price New Horizons 2.36M (2.21%) -269.54K
Decreased by -11.44%
Jul 31, 25
14 Champlain Mid Cap Fund, LLC 1.54M (1.44%) -136.46K
Decreased by -8.88%
Apr 30, 26
15 Fidelity Advisor® Growth Opps M 1.53M (1.44%) 223.90K
Increased by +14.59%
Nov 30, 23
16 Delaware Ivy Mid Cap Growth A 1.44M (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Small Cap Growth Index Inv 1.40M (1.31%) 36.90K
Increased by +2.64%
Mar 31, 26
18 Fidelity Contrafund Commingled Pl S 1.34M (1.26%) 94.99K
Increased by +7.07%
Mar 31, 26
19 Fidelity Greater Canada Sr F 1.32M (1.24%) 75.00K
Increased by +5.66%
Dec 31, 25
20 MS INVF US Advantage I 1.31M (1.24%) 0.00
Increased by 0.00%
Dec 31, 25