Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 4.74%
2 USMV 0.47%
3 SCHM 0.45%
4 ACWV 0.36%
5 ESMV 0.33%
6 IYC 0.32%
7 BDVL 0.27%
8 FMCX 0.21%
9 BALQ 0.20%
10 IWP 0.19%
11 EUSA 0.18%
12 IMCG 0.17%
13 JKH 0.17%
14 IMCB 0.14%
15 JKG 0.14%
16 IWR 0.13%
17 IWS 0.12%
18 GARP 0.11%
19 STLG 0.11%
20 IMCV 0.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.13M (8.69%) 715.52K
Increased by +3.39%
Dec 31, 25
2 BlackRock Inc 13.99M (5.75%) -677.74K
Decreased by -4.84%
Mar 31, 26
3 HHG PLC 10.88M (4.48%) 302.19K
Increased by +2.78%
Mar 31, 26
4 Vanguard Capital Management, LLC 10.03M (4.13%) 10.03M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 9.35M (3.85%) 9.35M
Increased by +100.00%
Mar 31, 26
6 Principal Financial Group Inc 8.93M (3.67%) -3.76M
Decreased by -42.10%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 8.59M (3.53%) -541.35K
Decreased by -6.30%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 8.15M (3.35%) -6.02M
Decreased by -73.94%
Mar 31, 26
9 FMR Inc 6.81M (2.80%) -1.34M
Decreased by -19.63%
Dec 31, 25
10 Ruane, Cunniff & Goldfarb L.P. 5.36M (2.20%) -133.95K
Decreased by -2.50%
Mar 31, 26
11 Jericho Capital Asset Management LP 5.25M (2.16%) 706.00K
Increased by +13.45%
Mar 31, 26
12 Lombard Odier Asset Management (Europe) Ltd 5.14M (2.12%) 5.14M
Increased by +100.00%
Sep 30, 25
13 State Street Corp 5.09M (2.09%) 252.47K
Increased by +4.96%
Mar 31, 26
14 Manufacturers Life Insurance Co 4.67M (1.92%) 981.05K
Increased by +21.03%
Mar 31, 26
15 Bank of America Corp 4.56M (1.88%) 1.38M
Increased by +30.19%
Mar 31, 26
16 NAYA CAPITAL MANAGEMENT UK LTD 4.43M (1.82%) 2.31M
Increased by +52.27%
Mar 31, 26
17 Darsana Capital Partners LP 4.30M (1.77%) 700.00K
Increased by +16.28%
Mar 31, 26
18 OZ Management LLC 4.16M (1.71%) -561.67K
Decreased by -13.49%
Mar 31, 26
19 State Street Corporation 4.08M (1.68%) -36.24K
Decreased by -0.89%
Mar 31, 24
20 Geode Capital Management, LLC 4.08M (1.68%) 95.50K
Increased by +2.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.14M (2.93%) 39.12K
Increased by +0.55%
Apr 30, 26
2 Principal Aligned MidCap Equity 6.71M (2.76%) 806.98K
Increased by +12.03%
Mar 31, 26
3 Principal MidCap R5 6.71M (2.76%) 0.00
Increased by 0.00%
Apr 30, 26
4 Vanguard Small Cap Index 5.14M (2.11%) -20.65K
Decreased by -0.40%
Apr 30, 26
5 Janus Henderson Enterprise D 4.70M (1.93%) 0.00
Increased by 0.00%
Apr 30, 26
6 Janus Inst Mid Cap Growth CF 4.70M (1.93%) 0.00
Increased by 0.00%
Mar 31, 26
7 T. Rowe Price US Mid-Cap Growth Equity 3.85M (1.58%) -219.47K
Decreased by -5.70%
Mar 31, 26
8 Principal International Eq Fd - Gross 3.57M (1.47%) -97.79K
Decreased by -2.74%
Jul 31, 25
9 Fidelity® Contrafund® 3.48M (1.43%) 0.00
Increased by 0.00%
Nov 30, 23
10 Principal International Equity 3.02M (1.24%) -9.73K
Decreased by -0.32%
Dec 31, 25
11 Vanguard Small Cap Growth Index Inv 2.89M (1.19%) 1.76K
Increased by +0.06%
Apr 30, 26
12 Sequoia 2.74M (1.13%) 0.00
Increased by 0.00%
Mar 31, 26
13 T. Rowe Price Mid-Cap Growth 2.68M (1.10%) -1.17M
Decreased by -43.49%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.04%) 8.85K
Increased by +0.35%
Apr 30, 26
15 Janus Henderson US Research Growth Eq 2.03M (0.84%) 223.57K
Increased by +10.99%
Mar 31, 26
16 Janus Henderson Research D 2.02M (0.83%) -10.95K
Decreased by -0.54%
Apr 30, 26
17 Fidelity Contrafund 2.01M (0.83%) -376.01K
Decreased by -18.73%
Dec 31, 25
18 MS INVF Global Opportunity Z 1.98M (0.81%) -90.24K
Decreased by -4.57%
Mar 31, 26
19 Findlay Park American I USD Dist 1.91M (0.79%) -204.80K
Decreased by -10.71%
Mar 31, 26
20 T. Rowe Price All-Cap Opportunities Fund 1.86M (0.77%) 185.68K
Increased by +9.98%
Sep 30, 23