Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FRTY 4.74%
2 USMV 0.57%
3 SCHM 0.45%
4 ESMV 0.43%
5 ACWV 0.34%
6 IYC 0.30%
7 IMCG 0.29%
8 JKH 0.29%
9 FMCX 0.21%
10 IWP 0.20%
11 EUSA 0.20%
12 IWR 0.14%
13 IMCB 0.14%
14 JKG 0.14%
15 STLG 0.13%
16 GARP 0.13%
17 IWS 0.13%
18 USXF 0.08%
19 PABU 0.07%
20 ILCG 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.13M (8.80%) 715.52K
Increased by +3.39%
Dec 31, 25
2 BlackRock Inc 14.65M (6.10%) -108.34K
Decreased by -0.74%
Sep 30, 25
3 Principal Financial Group Inc 12.57M (5.24%) -603.44K
Decreased by -4.80%
Sep 30, 25
4 HHG PLC 10.74M (4.47%) -2.80M
Decreased by -26.06%
Sep 30, 25
5 T. Rowe Price Investment Management,Inc. 8.59M (3.58%) 257.62K
Increased by +3.00%
Sep 30, 25
6 Morgan Stanley - Brokerage Accounts 7.67M (3.20%) 179.00K
Increased by +2.33%
Sep 30, 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 (2.14%) 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 4.77M (1.99%) 109.43K
Increased by +2.30%
Sep 30, 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 (1.89%) 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 (1.53%) -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 (1.38%) 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 7.01M (2.92%) 16.90K
Increased by +0.24%
Jan 31, 26
2 Principal MidCap R5 6.50M (2.71%) 6.50M
Increased by +100.00%
Jan 31, 26
3 Principal Aligned MidCap Equity 5.90M (2.46%) 109.02K
Increased by +1.85%
Dec 31, 25
4 Vanguard Small Cap Index 5.07M (2.11%) -2.34K
Decreased by -0.05%
Jan 31, 26
5 Janus Henderson Enterprise D 4.70M (1.96%) 0.00
Increased by 0.00%
Dec 31, 25
6 Janus Inst Mid Cap Growth CF 4.70M (1.96%) 0.00
Increased by 0.00%
Dec 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 4.07M (1.69%) -5.60K
Decreased by -0.14%
Dec 31, 25
8 T. Rowe Price Mid-Cap Growth 4.06M (1.69%) -3.50K
Decreased by -0.09%
Jan 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 2.82M (1.17%) -43.21K
Decreased by -1.53%
Jan 31, 26
13 Sequoia 2.74M (1.14%) -4.38K
Decreased by -0.16%
Dec 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.06%) -5.40K
Decreased by -0.21%
Jan 31, 26
15 MS INVF Global Opportunity Z 2.19M (0.91%) 0.00
Increased by 0.00%
Dec 31, 25
16 Fidelity Contrafund 2.01M (0.84%) -376.01K
Decreased by -18.73%
Dec 31, 25
17 Findlay Park American I USD Dist 2.00M (0.83%) -15.80K
Decreased by -0.79%
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