Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 5.27%
2 ESMV 0.50%
3 SCHM 0.45%
4 USMV 0.39%
5 JKH 0.38%
6 IMCG 0.37%
7 IYC 0.34%
8 ACWV 0.30%
9 IWP 0.22%
10 FMCX 0.21%
11 EUSA 0.19%
12 JKG 0.19%
13 IMCB 0.19%
14 IWR 0.17%
15 IWS 0.16%
16 USXF 0.10%
17 PABU 0.08%
18 ILCG 0.07%
19 JKE 0.07%
20 CRBN 0.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.30M (8.48%) -58.29K
Decreased by -0.29%
Jun 30, 25
2 BlackRock Inc 14.75M (6.16%) -245.29K
Decreased by -1.66%
Jun 30, 25
3 HHG PLC 13.54M (5.65%) -772.83K
Decreased by -5.71%
Jun 30, 25
4 Principal Financial Group Inc 13.17M (5.50%) 1.53M
Increased by +11.62%
Jun 30, 25
5 FMR Inc 9.34M (3.90%) 628.18K
Increased by +6.73%
Jun 30, 25
6 Schroder Investment Management Group 8.66M (3.62%) 402.70K
Increased by +4.65%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 8.33M (3.48%) 85.73K
Increased by +1.03%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 7.49M (3.13%) 131.11K
Increased by +1.75%
Jun 30, 25
9 Manufacturers Life Insurance Co 5.64M (2.35%) -369.38K
Decreased by -6.55%
Jun 30, 25
10 Ruane, Cunniff & Goldfarb L.P. 5.61M (2.34%) -144.32K
Decreased by -2.57%
Jun 30, 25
11 Wellington Management Company LLP 5.31M (2.22%) 58.97K
Increased by +1.11%
Jun 30, 25
12 OZ Management LLC 5.00M (2.09%) 3.24K
Increased by +0.06%
Jun 30, 25
13 State Street Corp 4.66M (1.94%) 41.59K
Increased by +0.89%
Jun 30, 25
14 State Street Corporation 4.08M (1.71%) -36.24K
Decreased by -0.89%
Mar 31, 24
15 Jericho Capital Asset Management LP 3.85M (1.61%) 902.62K
Increased by +23.42%
Jun 30, 25
16 Geode Capital Management, LLC 3.85M (1.61%) 126.50K
Increased by +3.29%
Jun 30, 25
17 Darsana Capital Partners LP 3.49M (1.46%) 2.93M
Increased by +84.04%
Mar 31, 25
18 Nuveen Asset Management, LLC 3.31M (1.38%) 2.23M
Increased by +67.26%
Dec 31, 24
19 Bain Capital Public Equity Management II, LLC 3.16M (1.32%) 828.87K
Increased by +26.19%
Jun 30, 24
20 Nuveen, LLC 3.05M (1.27%) -298.92K
Decreased by -9.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.57M (2.74%) -145.67K
Decreased by -2.22%
Jul 31, 25
2 Principal Aligned MidCap Equity 5.45M (2.28%) -43.35K
Decreased by -0.79%
Jun 30, 25
3 Principal MidCap R5 5.43M (2.27%) -25.74K
Decreased by -0.47%
Jul 31, 25
4 Vanguard Small Cap Index 5.13M (2.14%) -30.56K
Decreased by -0.60%
Jul 31, 25
5 Janus Henderson Enterprise D 4.95M (2.07%) -87.30K
Decreased by -1.76%
Jun 30, 25
6 Janus Inst Mid Cap Growth CF 4.95M (2.07%) -453.26K
Decreased by -9.16%
Jun 30, 25
7 T. Rowe Price US Mid-Cap Growth Equity 3.95M (1.65%) -4.50K
Decreased by -0.11%
Jun 30, 25
8 T. Rowe Price Mid-Cap Growth 3.95M (1.65%) -7.20K
Decreased by -0.18%
Jul 31, 25
9 Principal International Equity 3.66M (1.53%) 3.60M
Increased by +98.34%
Jun 30, 25
10 Principal International Eq Fd - Gross 3.57M (1.49%) -97.79K
Decreased by -2.74%
Jul 31, 25
11 Fidelity® Contrafund® 3.48M (1.45%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Contrafund 3.05M (1.27%) -126.14K
Decreased by -4.14%
Jul 31, 25
13 Findlay Park American I USD Dist 2.90M (1.21%) -105.00K
Decreased by -3.63%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 2.89M (1.21%) -5.06K
Decreased by -0.18%
Jul 31, 25
15 Sequoia 2.74M (1.15%) 0.00
Increased by 0.00%
Jun 30, 25
16 Janus Henderson Research D 2.51M (1.05%) -193.37K
Decreased by -7.71%
Jun 30, 25
17 Janus Henderson US Research Growth Eq 2.51M (1.05%) -220.31K
Decreased by -8.79%
Jun 30, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 2.42M (1.01%) -1.08M
Decreased by -44.37%
Jul 31, 25
19 T. Rowe Price Comm & Tech Investor 2.11M (0.88%) 41.40K
Increased by +1.96%
Jul 31, 25
20 T. Rowe Price All-Cap Opportunities Fund 1.86M (0.78%) 185.68K
Increased by +9.98%
Sep 30, 23