Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 5.68%
2 HOTL 4.55%
3 RONB 4.52%
4 NITE 4.05%
5 PEZ 2.66%
6 BYRE 2.49%
7 PEJ 2.38%
8 UPGD 2.36%
9 INFR 2.12%
10 BILD 2.00%
11 GRNJ 1.59%
12 GRID 1.55%
13 RFG 1.37%
14 MMID 1.31%
15 SXUS 1.29%
16 BEDZ 1.16%
17 FLYD 1.07%
18 LSAF 1.07%
19 DBLV 1.06%
20 FLYU 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BAMCO Inc 6.11M (15.48%) -10.19K
Decreased by -0.17%
Dec 31, 25
2 Principal Financial Group Inc 4.72M (11.97%) 6.04K
Increased by +0.13%
Mar 31, 26
3 Wellington Management Company LLP 4.68M (11.86%) 1.52M
Increased by +32.43%
Dec 31, 25
4 BlackRock Inc 3.96M (10.03%) -135.18K
Decreased by -3.42%
Dec 31, 25
5 Vanguard Group Inc 3.77M (9.57%) -66.48K
Decreased by -1.76%
Dec 31, 25
6 Massachusetts Financial Services Company 2.86M (7.24%) 146.83K
Increased by +5.14%
Mar 31, 26
7 Franklin Resources Inc 1.94M (4.92%) 102.00
Increased by +0.01%
Dec 31, 24
8 Bank of Nova Scotia 1.61M (4.07%) 43.73K
Increased by +2.72%
Dec 31, 25
9 State Street Corporation 1.44M (3.66%) 5.38K
Increased by +0.37%
Mar 31, 24
10 Morgan Stanley - Brokerage Accounts 1.41M (3.57%) -645.04K
Decreased by -45.75%
Dec 31, 25
11 State Street Corp 1.39M (3.53%) -3.83K
Decreased by -0.28%
Dec 31, 25
12 Veritas Asset Management LLP 1.34M (3.39%) -564.17K
Decreased by -42.22%
Mar 31, 26
13 Citadel Advisors Llc 1.03M (2.62%) 14.18K
Increased by +1.37%
Dec 31, 25
14 Long Pond Capital, LP 921.22K (2.34%) -645.49K
Decreased by -70.07%
Jun 30, 25
15 Canada Pension Plan Investment Board 903.23K (2.29%) 0.00
Increased by 0.00%
Dec 31, 23
16 Bank of America Corp 818.21K (2.07%) -603.72K
Decreased by -73.79%
Dec 31, 25
17 Southeastern Asset Management Inc 800.00K (2.03%) -255.18K
Decreased by -31.90%
Dec 31, 23
18 Geode Capital Management, LLC 751.61K (1.91%) 6.85K
Increased by +0.91%
Dec 31, 25
19 Millennium Management LLC 671.18K (1.70%) -5.18K
Decreased by -0.77%
Sep 30, 25
20 Amvescap Plc. 657.70K (1.67%) -21.86K
Decreased by -3.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Partners Retail 3.35M (8.49%) 40.00K
Increased by +1.19%
Mar 31, 26
2 Principal Aligned MidCap Equity 2.85M (7.23%) 281.65K
Increased by +9.88%
Mar 31, 26
3 Principal MidCap R5 2.85M (7.23%) 0.00
Increased by 0.00%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 1.40M (3.54%) -704.00
Decreased by -0.05%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.33M (3.37%) -38.49K
Decreased by -2.89%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.24M (3.15%) -14.46K
Decreased by -1.16%
Mar 31, 26
7 MFS Mid Cap Growth A 1.21M (3.07%) -5.61K
Decreased by -0.46%
Mar 31, 26
8 MFS Mid Cap Growth Equity 1.21M (3.07%) 116.69K
Increased by +9.63%
Mar 31, 26
9 Baron Focused Growth Retail 1.05M (2.67%) 270.90K
Increased by +25.74%
Mar 31, 26
10 Baron Focused Growth Strategy 1.05M (2.67%) 270.90K
Increased by +25.74%
Mar 31, 26
11 Vanguard Windsor Investor Shares 1.03M (2.62%) -32.68K
Decreased by -3.17%
Mar 31, 26
12 Vanguard Small Cap Index 906.75K (2.30%) 4.41K
Increased by +0.49%
Mar 31, 26
13 Templeton Growth (Euro) I(acc)EUR 883.30K (2.24%) 0.00
Increased by 0.00%
Feb 28, 25
14 Templeton Growth A 869.20K (2.20%) 0.00
Increased by 0.00%
Dec 31, 24
15 Templeton Growth Inc A 869.20K (2.20%) 0.00
Increased by 0.00%
Feb 28, 25
16 MFS Mid Cap Value A 806.10K (2.04%) -12.41K
Decreased by -1.54%
Mar 31, 26
17 MFS Mid Cap Value Equity 806.10K (2.04%) -34.77K
Decreased by -4.31%
Mar 31, 26
18 Vanguard Explorer Inv 600.60K (1.52%) 0.00
Increased by 0.00%
Mar 31, 26
19 Hartford MidCap Y 588.05K (1.49%) -8.38K
Decreased by -1.43%
Mar 31, 26
20 Vanguard Small Cap Growth Index Inv 507.86K (1.29%) 6.74K
Increased by +1.33%
Mar 31, 26