Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCHM 0.45%
2 IMCG 0.34%
3 JKH 0.31%
4 IYC 0.30%
5 IWP 0.21%
6 FMCX 0.21%
7 JKG 0.16%
8 IMCB 0.16%
9 EUSA 0.16%
10 IWR 0.15%
11 IWS 0.13%
12 USXF 0.09%
13 PABU 0.07%
14 JKE 0.07%
15 ILCG 0.07%
16 CRBN 0.06%
17 USCL 0.05%
18 IWD 0.04%
19 JKD 0.04%
20 IWV 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.36M (8.43%) 65.71K
Increased by +0.32%
Mar 31, 25
2 BlackRock Inc 15.00M (6.21%) -1.20M
Decreased by -8.02%
Mar 31, 25
3 HHG PLC 14.31M (5.92%) -210.04K
Decreased by -1.47%
Mar 31, 25
4 Principal Financial Group Inc 11.64M (4.82%) 2.15M
Increased by +18.49%
Mar 31, 25
5 FMR Inc 8.71M (3.61%) 377.95K
Increased by +4.34%
Mar 31, 25
6 Schroder Investment Management Group 8.25M (3.42%) -341.60K
Decreased by -4.14%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 8.24M (3.41%) 58.95K
Increased by +0.72%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 8.22M (3.40%) -2.78M
Decreased by -33.87%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 7.36M (3.05%) -107.83K
Decreased by -1.47%
Mar 31, 25
10 Manufacturers Life Insurance Co 6.01M (2.49%) -160.59K
Decreased by -2.67%
Mar 31, 25
11 Ruane, Cunniff & Goldfarb L.P. 5.76M (2.38%) -114.11K
Decreased by -1.98%
Mar 31, 25
12 Wellington Management Company LLP 5.26M (2.18%) 203.27K
Increased by +3.87%
Mar 31, 25
13 OZ Management LLC 5.00M (2.07%) -497.32K
Decreased by -9.95%
Mar 31, 25
14 State Street Corp 4.62M (1.91%) 43.66K
Increased by +0.95%
Mar 31, 25
15 State Street Corporation 4.08M (1.69%) -36.24K
Decreased by -0.89%
Mar 31, 24
16 Geode Capital Management, LLC 3.72M (1.54%) 159.44K
Increased by +4.29%
Mar 31, 25
17 Darsana Capital Partners LP 3.49M (1.44%) 2.93M
Increased by +84.04%
Mar 31, 25
18 Nuveen, LLC 3.35M (1.38%) 3.35M
Increased by +100.00%
Mar 31, 25
19 Nuveen Asset Management, LLC 3.31M (1.37%) 2.23M
Increased by +67.26%
Dec 31, 24
20 Bain Capital Public Equity Management II, LLC 3.16M (1.31%) 828.87K
Increased by +26.19%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.69M (2.77%) 4.75K
Increased by +0.07%
May 31, 25
2 Principal Aligned MidCap Equity 5.50M (2.28%) -15.13K
Decreased by -0.28%
Mar 31, 25
3 Principal MidCap R5 5.50M (2.28%) 0.00
Increased by 0.00%
May 31, 25
4 Janus Henderson Enterprise D 5.40M (2.24%) 0.00
Increased by 0.00%
Apr 30, 25
5 Janus Inst Mid Cap Growth CF 5.40M (2.24%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 5.33M (2.21%) 19.57K
Increased by +0.37%
May 31, 25
7 T. Rowe Price Mid-Cap Growth 3.96M (1.64%) -4.80K
Decreased by -0.12%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Growth Equity 3.96M (1.64%) -6.50K
Decreased by -0.16%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 3.52M (1.46%) 29.25K
Increased by +0.83%
May 31, 25
10 Fidelity® Contrafund® 3.48M (1.44%) 0.00
Increased by 0.00%
Nov 30, 23
11 Principal International Eq Fd - Gross 3.29M (1.36%) 66.06K
Increased by +2.01%
May 31, 25
12 Fidelity Contrafund 3.03M (1.26%) 0.00
Increased by 0.00%
Apr 30, 25
13 Findlay Park American I USD Dist 3.00M (1.24%) -884.50K
Decreased by -29.47%
Mar 31, 25
14 Vanguard Small Cap Growth Index Inv 2.95M (1.22%) -17.53K
Decreased by -0.59%
May 31, 25
15 Sequoia 2.74M (1.14%) 0.00
Increased by 0.00%
Mar 31, 25
16 Janus Henderson US Research Growth Eq 2.73M (1.13%) -72.78K
Decreased by -2.67%
Mar 31, 25
17 Janus Henderson Research D 2.71M (1.12%) -12.90K
Decreased by -0.48%
Apr 30, 25
18 BlackRock Mid-Cap Growth Equity Instl 1.97M (0.82%) -145.45K
Decreased by -7.38%
May 31, 25
19 T. Rowe Price All-Cap Opportunities Fund 1.86M (0.77%) 185.68K
Increased by +9.98%
Sep 30, 23
20 T. Rowe Price Comm & Tech Investor 1.84M (0.76%) -745.00K
Decreased by -40.42%
Sep 30, 23