Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 4.74%
2 USMV 0.62%
3 ESMV 0.46%
4 SCHM 0.45%
5 ACWV 0.36%
6 IYC 0.32%
7 IMCG 0.28%
8 JKH 0.28%
9 FMCX 0.21%
10 IWP 0.21%
11 EUSA 0.20%
12 IWR 0.15%
13 IMCB 0.14%
14 JKG 0.14%
15 IWS 0.13%
16 STLG 0.12%
17 GARP 0.12%
18 USXF 0.08%
19 PABU 0.07%
20 ILCG 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.13M (8.82%) 715.52K
Increased by +3.39%
Dec 31, 25
2 BlackRock Inc 14.67M (6.12%) 25.95K
Increased by +0.18%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 14.17M (5.91%) 5.58M
Increased by +39.40%
Dec 31, 25
4 Principal Financial Group Inc 12.70M (5.30%) 129.82K
Increased by +1.02%
Dec 31, 25
5 HHG PLC 10.58M (4.42%) -157.54K
Decreased by -1.49%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 9.14M (3.81%) 1.47M
Increased by +16.04%
Dec 31, 25
7 FMR Inc 6.81M (2.84%) -1.34M
Decreased by -19.63%
Dec 31, 25
8 Ruane, Cunniff & Goldfarb L.P. 5.49M (2.29%) -77.87K
Decreased by -1.42%
Dec 31, 25
9 Lombard Odier Asset Management (Europe) Ltd 5.14M (2.15%) 5.14M
Increased by +100.00%
Sep 30, 25
10 Schroder Investment Management Group 4.91M (2.05%) -3.93M
Decreased by -80.07%
Dec 31, 25
11 State Street Corp 4.83M (2.02%) 66.35K
Increased by +1.37%
Dec 31, 25
12 OZ Management LLC 4.72M (1.97%) 0.00
Increased by 0.00%
Dec 31, 25
13 Jericho Capital Asset Management LP 4.54M (1.90%) 688.00K
Increased by +15.15%
Dec 31, 25
14 Wellington Management Company LLP 4.32M (1.80%) -1.04M
Decreased by -24.10%
Dec 31, 25
15 State Street Corporation 4.08M (1.70%) -36.24K
Decreased by -0.89%
Mar 31, 24
16 Geode Capital Management, LLC 3.98M (1.66%) 36.60K
Increased by +0.92%
Dec 31, 25
17 Marshall Wace Asset Management Ltd 3.84M (1.60%) 1.02M
Increased by +26.56%
Dec 31, 25
18 Manufacturers Life Insurance Co 3.68M (1.54%) -1.43M
Decreased by -38.90%
Dec 31, 25
19 Darsana Capital Partners LP 3.60M (1.50%) 610.00K
Increased by +16.94%
Dec 31, 25
20 Nuveen, LLC 3.32M (1.39%) 376.71K
Increased by +11.34%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.10M (2.96%) 57.65K
Increased by +0.81%
Mar 31, 26
2 Principal Aligned MidCap Equity 6.71M (2.80%) 806.98K
Increased by +12.03%
Mar 31, 26
3 Principal MidCap R5 6.71M (2.80%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Small Cap Index 5.16M (2.15%) 79.65K
Increased by +1.54%
Mar 31, 26
5 Janus Henderson Enterprise D 4.70M (1.96%) 0.00
Increased by 0.00%
Jan 31, 26
6 Janus Inst Mid Cap Growth CF 4.70M (1.96%) 0.00
Increased by 0.00%
Dec 31, 25
7 T. Rowe Price Mid-Cap Growth 3.85M (1.61%) -362.27K
Decreased by -9.41%
Mar 31, 26
8 T. Rowe Price US Mid-Cap Growth Equity 3.85M (1.61%) -219.47K
Decreased by -5.70%
Mar 31, 26
9 Principal International Eq Fd - Gross 3.57M (1.49%) -97.79K
Decreased by -2.74%
Jul 31, 25
10 Fidelity® Contrafund® 3.48M (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
11 Principal International Equity 3.02M (1.26%) -9.73K
Decreased by -0.32%
Dec 31, 25
12 Vanguard Small Cap Growth Index Inv 2.89M (1.21%) 70.94K
Increased by +2.46%
Mar 31, 26
13 Sequoia 2.74M (1.14%) -4.38K
Decreased by -0.16%
Dec 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.05%) -17.09K
Decreased by -0.68%
Mar 31, 26
15 MS INVF Global Opportunity Z 2.19M (0.91%) 0.00
Increased by 0.00%
Dec 31, 25
16 Findlay Park American I USD Dist 2.12M (0.88%) 137.04K
Increased by +6.47%
Feb 28, 26
17 Fidelity Contrafund 2.01M (0.84%) -376.01K
Decreased by -18.73%
Dec 31, 25
18 T. Rowe Price All-Cap Opportunities Fund 1.86M (0.78%) 185.68K
Increased by +9.98%
Sep 30, 23
19 Sands Capital Global Leaders Equity 1.83M (0.76%) -97.69K
Decreased by -5.35%
Sep 30, 24
20 CREF Growth R1 1.83M (0.76%) 0.00
Increased by 0.00%
Mar 31, 25