Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GARY 5.42%
2 GOLS 5.26%
3 BCSM 2.34%
4 LSEQ 0.72%
5 BROL 0.61%
6 QQJG 0.13%
7 VFMV 0.07%
8 VBK 0.06%
9 FMCX 0.05%
10 GLDM 0.04%
11 GLOF 0.04%
12 ACWF 0.04%
13 IYC 0.03%
14 VB 0.03%
15 IWS 0.02%
16 VXF 0.02%
17 VFMO 0.02%
18 IWP 0.02%
19 JKH 0.02%
20 IMCG 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Linonia Partnership LP 2.12M (0.87%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 2.11M (0.87%) 1.22K
Increased by +0.06%
Dec 31, 25
3 Principal Financial Group Inc 1.52M (0.63%) 191.62K
Increased by +12.62%
Mar 31, 26
4 State Of Wisconsin Investment Board 1.29M (0.53%) -7.87K
Decreased by -0.61%
Mar 31, 26
5 Ashe Capital Management, LLC 1.18M (0.49%) 0.00
Increased by 0.00%
Mar 31, 26
6 BlackRock Inc 1.17M (0.48%) 16.98K
Increased by +1.46%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.05M (0.43%) 1.05M
Increased by +100.00%
Mar 31, 26
8 NORGES BANK 1.01M (0.42%) 0.00
Increased by 0.00%
Dec 31, 25
9 HHG PLC 1.01M (0.41%) 10.60K
Increased by +1.05%
Mar 31, 26
10 OZ Management LLC 1.00M (0.41%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 994.47K (0.41%) 994.47K
Increased by +100.00%
Mar 31, 26
12 Fort Baker Capital Management LP 901.34K (0.37%) 901.34K
Increased by +100.00%
Sep 30, 23
13 Darsana Capital Partners LP 850.00K (0.35%) 37.25K
Increased by +4.38%
Mar 31, 26
14 Ruane, Cunniff & Goldfarb L.P. 723.84K (0.30%) -15.04K
Decreased by -2.08%
Mar 31, 26
15 Bank of America Corp 588.17K (0.24%) 99.04K
Increased by +16.84%
Mar 31, 26
16 TPG GP A, LLC 501.61K (0.21%) -10.43K
Decreased by -2.08%
Mar 31, 25
17 Geode Capital Management, LLC 463.14K (0.19%) 17.97K
Increased by +3.88%
Mar 31, 26
18 Madison Asset Management, LLC 454.86K (0.19%) 0.00
Increased by 0.00%
Mar 31, 26
19 Madison Investment Advisors, LLC 454.86K (0.19%) 454.86K
Increased by +100.00%
Dec 31, 24
20 Hawk Ridge Management LLC 441.50K (0.18%) 141.70K
Increased by +32.10%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 1.10M (0.45%) -4.36K
Decreased by -0.40%
Jun 30, 25
2 Principal Aligned MidCap Equity 962.91K (0.40%) 166.30K
Increased by +17.27%
Mar 31, 26
3 Principal MidCap R5 962.91K (0.40%) 0.00
Increased by 0.00%
Apr 30, 26
4 Baron Small Cap Strategy 871.11K (0.36%) 871.11K
Increased by +100.00%
Mar 31, 26
5 AMOne Global High Quality Growth Eq MF 815.25K (0.34%) -41.59K
Decreased by -5.10%
Sep 8, 25
6 Vanguard Total Stock Mkt Idx Inv 751.82K (0.31%) 0.00
Increased by 0.00%
Apr 30, 26
7 Janus Henderson Enterprise D 731.60K (0.30%) 0.00
Increased by 0.00%
Mar 31, 26
8 Janus Henderson Mid Cap Growth MA 731.60K (0.30%) 731.60K
Increased by +100.00%
Sep 30, 25
9 Janus Inst Mid Cap Growth CF 731.60K (0.30%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Small Cap Index 568.14K (0.23%) 8.65K
Increased by +1.52%
Apr 30, 26
11 Fidelity Select Communication Services 505.46K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
12 Madison Mid Cap Y 454.86K (0.19%) 0.00
Increased by 0.00%
Apr 30, 26
13 Fidelity® Select Communication Services 340.06K (0.14%) 29.30K
Increased by +8.62%
Nov 30, 23
14 Fidelity® Mid-Cap Stock 316.65K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Small Cap Growth Index Inv 311.60K (0.13%) -244.00
Decreased by -0.08%
Apr 30, 26
16 Spiltan Globalfond Investmentbolag 284.17K (0.12%) 0.00
Increased by 0.00%
May 31, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 269.71K (0.11%) 20.54K
Increased by +7.62%
Apr 30, 26
18 Fidelity Mid-Cap Stock 262.78K (0.11%) 0.00
Increased by 0.00%
Apr 30, 26
19 AMOne Global Opportunity Partners Fund 196.56K (0.08%) 7.01K
Increased by +3.57%
Sep 8, 25
20 Baron Discovery Institutional 185.00K (0.08%) 0.00
Increased by 0.00%
Mar 31, 26