Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 RONB 3.70%
3 BCUS 3.31%
4 PTF 2.67%
5 NEWZ 2.55%
6 FCFY 2.17%
7 POWA 2.08%
8 JMID 1.80%
9 OAKG 1.80%
10 RYT 1.60%
11 BMVP 1.58%
12 AIEQ 1.53%
13 AQEC 1.48%
14 NUMG 1.41%
15 BOUT 1.41%
16 PWB 1.38%
17 AMID 1.37%
18 SMRI 1.35%
19 MKTN 1.32%
20 FTCS 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.05M (14.85%) -1.03M
Decreased by -11.36%
Dec 31, 25
2 BlackRock Inc 6.99M (11.47%) -635.95K
Decreased by -9.10%
Dec 31, 25
3 Independent Franchise Partners LLP 4.60M (7.55%) 1.29M
Increased by +28.09%
Mar 31, 26
4 BAMCO Inc 4.21M (6.91%) -109.16K
Decreased by -2.59%
Dec 31, 25
5 State Street Corp 3.41M (5.59%) -100.44K
Decreased by -2.95%
Dec 31, 25
6 State Street Corporation 3.19M (5.24%) 31.81K
Increased by +1.00%
Mar 31, 24
7 Harris Associates L.P. 3.14M (5.14%) 2.17M
Increased by +69.26%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 2.50M (4.09%) 136.23K
Increased by +5.46%
Dec 31, 25
9 Geode Capital Management, LLC 2.22M (3.64%) -19.56K
Decreased by -0.88%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 2.02M (3.32%) -1.98M
Decreased by -97.94%
Mar 31, 26
11 Amvescap Plc. 2.02M (3.32%) 632.78K
Increased by +31.31%
Mar 31, 26
12 AQR Capital Management LLC 1.89M (3.10%) 646.05K
Increased by +34.15%
Dec 31, 25
13 FMR Inc 1.86M (3.06%) -1.31M
Decreased by -70.09%
Jun 30, 25
14 Massachusetts Financial Services Company 1.74M (2.86%) -1.03M
Decreased by -59.27%
Mar 31, 25
15 Principal Financial Group Inc 1.62M (2.66%) -374.16K
Decreased by -23.04%
Jun 30, 25
16 J Stern & Co LLP 1.54M (2.52%) 1.52M
Increased by +98.79%
Dec 31, 25
17 Generation Investment Management LLP 1.34M (2.20%) 189.51K
Increased by +14.13%
Mar 31, 25
18 The Goldman Sachs Group Inc 1.27M (2.09%) 339.67K
Increased by +26.64%
Dec 31, 25
19 T. Rowe Price Investment Management,Inc. 1.26M (2.07%) 197.22K
Increased by +15.60%
Jun 30, 25
20 Sustainable Growth Advisers, LP 1.24M (2.04%) -223.62K
Decreased by -17.99%
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 2.37M (3.89%) 1.14M
Increased by +48.16%
Mar 31, 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 2.13M (3.49%) -36.80K
Decreased by -1.73%
Mar 31, 26
7 Vanguard 500 Index Investor 1.79M (2.94%) -59.43K
Decreased by -3.31%
Mar 31, 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 1.55M (2.54%) 767.81K
Increased by +49.68%
Mar 31, 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 Principal Aligned MidCap Equity 1.16M (1.90%) -109.51K
Decreased by -9.45%
Jun 30, 25
14 Baron Growth Retail 1.06M (1.74%) -140.00K
Decreased by -13.21%
Mar 31, 26
15 Baron Growth Strategy 1.06M (1.74%) -140.00K
Decreased by -13.21%
Mar 31, 26
16 Invesco S&P 500® Equal Weight ETF 1.05M (1.73%) -312.00
Decreased by -0.03%
Apr 30, 26
17 Fidelity Magellan 1.01M (1.66%) -1.80K
Decreased by -0.18%
May 31, 25
18 Vanguard Small Cap Value Index Inv 983.32K (1.61%) 483.99K
Increased by +49.22%
Mar 31, 26
19 Principal MidCap R5 964.57K (1.58%) -194.07K
Decreased by -20.12%
Jul 31, 25
20 SPDR® S&P 500 ETF 958.55K (1.57%) -13.95K
Decreased by -1.46%
Mar 31, 25