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 EQTY 1.86%
10 CSMD 1.68%
11 CGGO 1.55%
12 ITB 1.27%
13 PAMC 1.25%
14 NBSM 1.11%
15 RFG 0.91%
16 FRTY 0.89%
17 HOMZ 0.83%
18 QMID 0.82%
19 MMLG 0.79%
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 FMR Inc 10.66M (10.02%) 2.68M
Increased by +25.12%
Mar 31, 26
3 BlackRock Inc 10.24M (9.62%) 135.40K
Increased by +1.32%
Mar 31, 26
4 Vanguard Group Inc 10.04M (9.43%) -58.92K
Decreased by -0.59%
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 Vanguard Capital Management, LLC 4.85M (4.55%) 4.85M
Increased by +100.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 4.48M (4.21%) 4.48M
Increased by +100.00%
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 3.25M (3.05%) 62.87K
Increased by +1.93%
Mar 31, 26
14 Wasatch Advisors LP 2.90M (2.72%) 543.74K
Increased by +18.77%
Mar 31, 26
15 Turtle Creek Asset Management Inc. 2.76M (2.59%) 811.91K
Increased by +29.44%
Mar 31, 26
16 Steadfast Capital Management LLC 2.68M (2.52%) 874.92K
Increased by +32.68%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 2.61M (2.45%) 659.36K
Increased by +25.29%
Mar 31, 26
18 Timucuan Asset Management Inc/FL 2.59M (2.43%) 26.05K
Increased by +1.01%
Mar 31, 26
19 Wasatch Advisors Inc. 2.54M (2.39%) -48.92K
Decreased by -1.92%
Sep 30, 23
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 Fidelity Contrafund 5.02M (4.72%) 1.60M
Increased by +31.78%
Apr 30, 26
3 Principal Aligned MidCap Equity 4.93M (4.63%) 184.20K
Increased by +3.74%
Mar 31, 26
4 Principal MidCap R5 4.93M (4.63%) 0.00
Increased by 0.00%
Apr 30, 26
5 American Funds Growth Fund of Amer A 4.03M (3.78%) 0.00
Increased by 0.00%
Mar 31, 26
6 Capital Group Growth Fnd of Amer Comp 4.03M (3.78%) 0.00
Increased by 0.00%
Mar 31, 26
7 iShares Core S&P Mid-Cap ETF 3.66M (3.43%) 684.00
Increased by +0.02%
May 29, 26
8 Vanguard Total Stock Mkt Idx Inv 3.45M (3.24%) 9.44K
Increased by +0.27%
Apr 30, 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 2.48M (2.33%) -2.89K
Decreased by -0.12%
Apr 30, 26
13 T. Rowe Price New Horizons 2.36M (2.21%) -269.54K
Decreased by -11.44%
Jul 31, 25
14 Fidelity Contrafund Commingled Pl Cl S 1.92M (1.80%) 575.15K
Increased by +29.97%
Apr 30, 26
15 Fidelity Advisor® Growth Opps M 1.53M (1.44%) 223.90K
Increased by +14.59%
Nov 30, 23
16 T. Rowe Price All-Cap Opportunities Fund 1.45M (1.36%) 341.20K
Increased by +23.52%
Apr 30, 26
17 Delaware Ivy Mid Cap Growth A 1.44M (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Small Cap Growth Index Inv 1.39M (1.31%) -1.54K
Decreased by -0.11%
Apr 30, 26
19 Fidelity Contrafund Commingled Pl S 1.34M (1.26%) 94.99K
Increased by +7.07%
Mar 31, 26
20 MS INVF US Advantage I 1.31M (1.24%) 0.00
Increased by 0.00%
Dec 31, 25