Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LPRE 5.05%
2 RONB 4.93%
3 HOTL 4.55%
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 1.56%
13 MMID 1.41%
14 RFG 1.37%
15 SXUS 1.29%
16 BEDZ 1.16%
17 FLYD 1.14%
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 6.34M (15.87%) 235.19K
Increased by +3.71%
Mar 31, 26
2 Principal Financial Group Inc 4.72M (11.82%) 6.04K
Increased by +0.13%
Mar 31, 26
3 Wellington Management Company LLP 4.39M (10.98%) -290.50K
Decreased by -6.62%
Mar 31, 26
4 BlackRock Inc 4.01M (10.02%) 49.09K
Increased by +1.23%
Mar 31, 26
5 Vanguard Group Inc 3.77M (9.45%) -66.48K
Decreased by -1.76%
Dec 31, 25
6 Massachusetts Financial Services Company 2.86M (7.15%) 146.83K
Increased by +5.14%
Mar 31, 26
7 Franklin Resources Inc 1.94M (4.86%) 102.00
Increased by +0.01%
Dec 31, 24
8 Vanguard Capital Management, LLC 1.78M (4.46%) 1.78M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 1.69M (4.24%) 1.69M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 1.44M (3.61%) 5.38K
Increased by +0.37%
Mar 31, 24
11 State Street Corp 1.40M (3.50%) 5.98K
Increased by +0.43%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 1.35M (3.38%) -58.39K
Decreased by -4.32%
Mar 31, 26
13 Veritas Asset Management LLP 1.34M (3.34%) -564.17K
Decreased by -42.22%
Mar 31, 26
14 Long Pond Capital, LP 921.22K (2.31%) -645.49K
Decreased by -70.07%
Jun 30, 25
15 Canada Pension Plan Investment Board 903.23K (2.26%) 0.00
Increased by 0.00%
Dec 31, 23
16 Point72 Asset Management, L.P. 866.30K (2.17%) 240.93K
Increased by +27.81%
Mar 31, 26
17 Southeastern Asset Management Inc 800.00K (2.00%) -255.18K
Decreased by -31.90%
Dec 31, 23
18 Geode Capital Management, LLC 791.98K (1.98%) 40.37K
Increased by +5.10%
Mar 31, 26
19 Marshall Wace Asset Management Ltd 721.13K (1.80%) 692.43K
Increased by +96.02%
Mar 31, 26
20 Bank of America Corp 710.47K (1.78%) -107.73K
Decreased by -15.16%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Partners Retail 3.35M (8.38%) 40.00K
Increased by +1.19%
Mar 31, 26
2 Principal Aligned MidCap Equity 2.85M (7.13%) 281.65K
Increased by +9.88%
Mar 31, 26
3 Principal MidCap R5 2.85M (7.13%) 0.00
Increased by 0.00%
Apr 30, 26
4 iShares Core S&P Mid-Cap ETF 1.40M (3.51%) 264.00
Increased by +0.02%
May 29, 26
5 Vanguard US Total Market Shares ETF 1.33M (3.33%) -38.49K
Decreased by -2.89%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.25M (3.12%) 3.36K
Increased by +0.27%
Apr 30, 26
7 MFS Mid Cap Growth A 1.21M (3.03%) 0.00
Increased by 0.00%
Apr 30, 26
8 MFS Mid Cap Growth Equity 1.21M (3.03%) 116.69K
Increased by +9.63%
Mar 31, 26
9 Baron Focused Growth Retail 1.05M (2.63%) 270.90K
Increased by +25.74%
Mar 31, 26
10 Baron Focused Growth Strategy 1.05M (2.63%) 270.90K
Increased by +25.74%
Mar 31, 26
11 Vanguard Windsor Investor Shares 1.03M (2.58%) -32.68K
Decreased by -3.17%
Mar 31, 26
12 Vanguard Small Cap Index 904.58K (2.26%) -2.17K
Decreased by -0.24%
Apr 30, 26
13 Templeton Growth (Euro) I(acc)EUR 883.30K (2.21%) 0.00
Increased by 0.00%
Feb 28, 25
14 Templeton Growth A 869.20K (2.18%) 0.00
Increased by 0.00%
Dec 31, 24
15 Templeton Growth Inc A 869.20K (2.18%) 0.00
Increased by 0.00%
Feb 28, 25
16 MFS Mid Cap Value A 806.10K (2.02%) 0.00
Increased by 0.00%
Apr 30, 26
17 MFS Mid Cap Value Equity 806.10K (2.02%) -34.77K
Decreased by -4.31%
Mar 31, 26
18 Vanguard Explorer Inv 600.60K (1.50%) 0.00
Increased by 0.00%
Mar 31, 26
19 Hartford MidCap Y 579.59K (1.45%) -8.46K
Decreased by -1.46%
Apr 30, 26
20 Vanguard Small Cap Growth Index Inv 507.48K (1.27%) -383.00
Decreased by -0.08%
Apr 30, 26