Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 4.71%
2 PJIO 2.75%
3 TGLB 2.30%
4 JHAC 2.30%
5 NUMG 2.22%
6 FDCF 1.77%
7 LOGO 1.59%
8 FCOM 1.33%
9 VOX 1.22%
10 QQQJ 1.11%
11 HGRO 0.69%
12 LGLV 0.66%
13 NULG 0.63%
14 VBK 0.55%
15 USMV 0.52%
16 SCHM 0.45%
17 HFGO 0.45%
18 VNIE 0.44%
19 ACWV 0.38%
20 IYC 0.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.13M (9.21%) 715.52K
Increased by +3.39%
Dec 30, 25
2 BlackRock Inc 13.99M (6.10%) -677.74K
Decreased by -4.84%
Mar 30, 26
3 HHG PLC 10.88M (4.74%) 302.19K
Increased by +2.78%
Mar 30, 26
4 Vanguard Capital Management, LLC 10.03M (4.37%) 10.03M
Increased by +100.00%
Mar 30, 26
5 Vanguard Portfolio Management, LLC 9.35M (4.07%) 9.35M
Increased by +100.00%
Mar 30, 26
6 Principal Financial Group Inc 8.93M (3.89%) -3.76M
Decreased by -42.10%
Mar 30, 26
7 Morgan Stanley - Brokerage Accounts 8.59M (3.74%) -541.35K
Decreased by -6.30%
Mar 30, 26
8 T. Rowe Price Investment Management,Inc. 8.15M (3.55%) -6.02M
Decreased by -73.94%
Mar 30, 26
9 FMR Inc 6.81M (2.97%) -1.34M
Decreased by -19.63%
Dec 30, 25
10 Ruane, Cunniff & Goldfarb L.P. 5.36M (2.33%) -133.95K
Decreased by -2.50%
Mar 30, 26
11 Jericho Capital Asset Management LP 5.25M (2.29%) 706.00K
Increased by +13.45%
Mar 30, 26
12 Lombard Odier Asset Management (Europe) Ltd 5.14M (2.24%) 5.14M
Increased by +100.00%
Sep 29, 25
13 State Street Corp 5.09M (2.22%) 252.47K
Increased by +4.96%
Mar 30, 26
14 Manufacturers Life Insurance Co 4.67M (2.03%) 981.05K
Increased by +21.03%
Mar 30, 26
15 Bank of America Corp 4.56M (1.99%) 1.38M
Increased by +30.19%
Mar 30, 26
16 NAYA CAPITAL MANAGEMENT UK LTD 4.43M (1.93%) 2.31M
Increased by +52.27%
Mar 30, 26
17 Darsana Capital Partners LP 4.30M (1.87%) 700.00K
Increased by +16.28%
Mar 30, 26
18 OZ Management LLC 4.16M (1.81%) -561.67K
Decreased by -13.49%
Mar 30, 26
19 State Street Corporation 4.08M (1.78%) -36.24K
Decreased by -0.89%
Mar 30, 24
20 Geode Capital Management, LLC 4.08M (1.78%) 95.50K
Increased by +2.34%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 6.82M (2.97%) -306.29K
Decreased by -4.49%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 6.82M (2.97%) -306.29K
Decreased by -4.49%
Jun 29, 26
3 Principal MidCap R5 6.01M (2.62%) -190.66K
Decreased by -3.17%
Jun 29, 26
4 Principal Aligned MidCap Equity 5.99M (2.61%) -718.08K
Decreased by -11.99%
Jun 29, 26
5 Vanguard Small Cap Index 4.88M (2.12%) -267.73K
Decreased by -5.49%
Jun 29, 26
6 Janus Henderson Enterprise D 4.70M (2.05%) 0.00
Increased by 0.00%
Apr 29, 26
7 Janus Henderson Mid Cap Growth MA 4.70M (2.05%) 4.70M
Increased by +99.99%
Jun 29, 26
8 Janus Inst Mid Cap Growth CF 4.70M (2.05%) 0.00
Increased by 0.00%
Jun 29, 26
9 Principal International Eq Fd - Gross 3.57M (1.55%) -97.79K
Decreased by -2.74%
Jul 30, 25
10 Fidelity® Contrafund® 3.48M (1.51%) 0.00
Increased by 0.00%
Nov 29, 23
11 Principal International Equity 3.02M (1.32%) -9.73K
Decreased by -0.32%
Dec 30, 25
12 Vanguard Morn Small Cap Growth Index Inv 2.81M (1.22%) -88.09K
Decreased by -3.13%
Jun 29, 26
13 Vanguard Small Cap Growth Index Inv 2.81M (1.22%) -88.09K
Decreased by -3.13%
Jun 29, 26
14 Sequoia 2.74M (1.19%) 0.00
Increased by 0.00%
Mar 30, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 2.49M (1.09%) -32.75K
Decreased by -1.31%
Jun 29, 26
16 Janus Henderson Research D 2.02M (0.88%) -10.95K
Decreased by -0.54%
Apr 29, 26
17 Fidelity Contrafund 2.01M (0.87%) -376.01K
Decreased by -18.73%
Dec 30, 25
18 Findlay Park American I USD Dist 2.00M (0.87%) 88.10K
Increased by +4.40%
Apr 29, 26
19 MS INVF Global Opportunity Z 1.98M (0.86%) -90.24K
Decreased by -4.57%
Mar 30, 26
20 T. Rowe Price All-Cap Opportunities Fund 1.86M (0.81%) 185.68K
Increased by +9.98%
Sep 29, 23