Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 RONB 3.45%
3 BCUS 3.31%
4 PTF 2.67%
5 NEWZ 2.55%
6 FCFY 2.10%
7 POWA 2.05%
8 JMID 1.70%
9 AQEC 1.68%
10 RYT 1.60%
11 BMVP 1.58%
12 AIEQ 1.53%
13 NUMG 1.41%
14 BOUT 1.41%
15 RSPT 1.40%
16 PWB 1.38%
17 AMID 1.37%
18 SMRI 1.35%
19 RNIN 1.33%
20 FTCS 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.05M (14.86%) -1.03M
Decreased by -11.36%
Dec 31, 25
2 BlackRock Inc 6.88M (11.30%) -104.63K
Decreased by -1.52%
Mar 31, 26
3 BAMCO Inc 5.92M (9.71%) 1.70M
Increased by +28.81%
Mar 31, 26
4 Independent Franchise Partners LLP 4.60M (7.55%) 1.29M
Increased by +28.09%
Mar 31, 26
5 Vanguard Capital Management, LLC 4.47M (7.33%) 4.47M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.69M (6.06%) 3.69M
Increased by +100.00%
Mar 31, 26
7 AQR Capital Management LLC 3.57M (5.85%) 1.68M
Increased by +46.96%
Mar 31, 26
8 State Street Corp 3.27M (5.36%) -142.98K
Decreased by -4.38%
Mar 31, 26
9 State Street Corporation 3.19M (5.24%) 31.81K
Increased by +1.00%
Mar 31, 24
10 Harris Associates L.P. 3.14M (5.15%) 2.17M
Increased by +69.26%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 2.38M (3.90%) -117.90K
Decreased by -4.96%
Mar 31, 26
12 Geode Capital Management, LLC 2.21M (3.63%) -5.91K
Decreased by -0.27%
Mar 31, 26
13 Capital Research & Mgmt Co - Division 3 2.02M (3.32%) -1.98M
Decreased by -97.94%
Mar 31, 26
14 Amvescap Plc. 2.02M (3.32%) 632.78K
Increased by +31.31%
Mar 31, 26
15 FMR Inc 1.86M (3.06%) -1.31M
Decreased by -70.09%
Jun 30, 25
16 The Goldman Sachs Group Inc 1.77M (2.91%) 499.80K
Increased by +28.16%
Mar 31, 26
17 Massachusetts Financial Services Company 1.74M (2.86%) -1.03M
Decreased by -59.27%
Mar 31, 25
18 Federated Hermes Inc 1.69M (2.77%) 1.65M
Increased by +97.63%
Mar 31, 26
19 Principal Financial Group Inc 1.62M (2.66%) -374.16K
Decreased by -23.04%
Jun 30, 25
20 J Stern & Co LLP 1.54M (2.52%) 1.52M
Increased by +98.79%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.97M (8.15%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Baron Partners Retail 3.68M (6.04%) 1.31M
Increased by +35.52%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 2.32M (3.81%) -9.64K
Decreased by -0.42%
Sep 30, 24
4 Global Balanced (AFRIS) 2.28M (3.74%) 2.28M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 2.18M (3.58%) 15.20K
Increased by +0.70%
May 31, 25
6 Vanguard Total Stock Mkt Idx Inv 2.02M (3.31%) -110.64K
Decreased by -5.48%
Jun 30, 26
7 Vanguard 500 Index Investor 1.74M (2.85%) -107.14K
Decreased by -6.17%
Jun 30, 26
8 American Funds Growth Fund of Amer A 1.59M (2.61%) -84.03K
Decreased by -5.28%
Mar 31, 26
9 Capital Group Growth Fnd of Amer Comp 1.59M (2.61%) -84.03K
Decreased by -5.28%
Mar 31, 26
10 Vanguard Small Cap Index 1.46M (2.39%) -83.72K
Decreased by -5.75%
Jun 30, 26
11 Baron Small Cap Growth Strategy 1.25M (2.05%) -50.00K
Decreased by -4.00%
Jun 30, 25
12 Oakmark Select Investor 1.23M (2.02%) 1.23M
Increased by +100.00%
Mar 31, 26
13 Invesco S&P 500® Equal Weight ETF 1.17M (1.93%) 3.70K
Increased by +0.32%
Jun 30, 26
14 Principal Aligned MidCap Equity 1.16M (1.90%) -109.51K
Decreased by -9.45%
Jun 30, 25
15 Baron Focused Growth Retail 1.15M (1.89%) 403.03K
Increased by +34.96%
Jun 30, 26
16 Baron Focused Growth Strategy 1.15M (1.89%) 403.03K
Increased by +34.96%
Jun 30, 26
17 Baron Generational Growth Strategy 1.06M (1.74%) -140.00K
Decreased by -13.21%
Mar 31, 26
18 Baron Growth Retail 1.06M (1.74%) -140.00K
Decreased by -13.21%
Mar 31, 26
19 Baron Growth Strategy 1.06M (1.74%) -140.00K
Decreased by -13.21%
Mar 31, 26
20 Fidelity Magellan 1.01M (1.66%) -1.80K
Decreased by -0.18%
May 31, 25