Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 4.24%
2 GAST 3.40%
3 FMTM 3.28%
4 PRN 3.23%
5 IPDP 2.23%
6 BUL 2.09%
7 OUSM 1.86%
8 FTGS 1.82%
9 FGSI 1.81%
10 RUNN 1.73%
11 XMMO 1.49%
12 SMAP 1.49%
13 GRNJ 1.47%
14 GRPM 1.44%
15 DVOL 1.42%
16 BNE 1.39%
17 FFSM 1.33%
18 NBSM 1.33%
19 SEIM 1.25%
20 TMAT 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.46M (9.50%) 620.22K
Increased by +7.33%
Dec 31, 25
2 BlackRock Inc 7.91M (8.89%) 547.39K
Increased by +6.92%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 6.02M (6.76%) -2.78M
Decreased by -46.09%
Mar 31, 26
4 FMR Inc 4.74M (5.33%) 190.10K
Increased by +4.01%
Dec 31, 25
5 JPMorgan Chase & Co 4.23M (4.75%) -202.42K
Decreased by -4.79%
Mar 31, 26
6 Select Equity Group LP 3.91M (4.40%) 288.21K
Increased by +7.36%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 3.09M (3.47%) 966.28K
Increased by +31.25%
Dec 31, 25
8 State Street Corp 2.55M (2.86%) 175.37K
Increased by +6.89%
Dec 31, 25
9 State Street Corporation 2.46M (2.76%) 81.71K
Increased by +3.33%
Mar 31, 24
10 Geode Capital Management, LLC 1.61M (1.81%) 217.36K
Increased by +13.46%
Dec 31, 25
11 Findlay Park Partners LLP 1.41M (1.59%) 181.33K
Increased by +12.84%
Mar 31, 26
12 Amvescap Plc. 1.28M (1.44%) -18.80K
Decreased by -1.47%
Mar 31, 26
13 Capital World Investors 1.24M (1.40%) 1.24M
Increased by +100.00%
Mar 31, 26
14 AllianceBernstein L.P. 1.15M (1.30%) -33.60K
Decreased by -2.91%
Dec 31, 25
15 Goldman Sachs Group Inc 1.14M (1.28%) 435.03K
Increased by +38.12%
Dec 31, 23
16 Nuveen Asset Management, LLC 1.14M (1.28%) 171.47K
Increased by +15.05%
Dec 31, 24
17 NORGES BANK 1.12M (1.26%) 225.30K
Increased by +20.06%
Dec 31, 25
18 Nuveen, LLC 1.07M (1.20%) -109.61K
Decreased by -10.24%
Dec 31, 25
19 UBS Group AG 1.00M (1.13%) 624.34K
Increased by +62.12%
Mar 31, 26
20 Massachusetts Financial Services Company 960.39K (1.08%) 45.83K
Increased by +4.77%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.02M (4.51%) -491.10K
Decreased by -12.22%
Mar 31, 26
2 Capital Group Fundamental Invtrs Comp 4.02M (4.51%) -491.10K
Decreased by -12.22%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 2.90M (3.26%) -1.46K
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 2.73M (3.06%) 39.94K
Increased by +1.46%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 2.59M (2.91%) 2.07K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 1.99M (2.23%) 55.29K
Increased by +2.78%
Mar 31, 26
7 American Funds New Perspective A 1.64M (1.84%) -40.14K
Decreased by -2.45%
Mar 31, 26
8 Capital Group New Perspective Comp 1.64M (1.84%) -40.14K
Decreased by -2.45%
Mar 31, 26
9 Findlay Park American I USD Dist 1.56M (1.75%) 337.30K
Increased by +21.69%
Feb 28, 26
10 Vanguard Small Cap Value Index Inv 1.26M (1.42%) 23.83K
Increased by +1.89%
Mar 31, 26
11 American Funds IS® Growth-Income 1 1.24M (1.40%) 0.00
Increased by 0.00%
Mar 31, 24
12 Capital Group Core Equity Composite 1.24M (1.40%) 0.00
Increased by 0.00%
Mar 31, 24
13 JPMorgan Growth Advantage A 1.10M (1.23%) -6.80K
Decreased by -0.62%
Mar 31, 26
14 VIP Mid Cap Initial 1.06M (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
15 JPM US Mid Cap Value-MA 1.01M (1.13%) -157.97K
Decreased by -15.70%
Mar 31, 25
16 JPM US Mid Cap Growth-MA 1.00M (1.12%) 627.25K
Increased by +62.63%
Sep 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 961.33K (1.08%) 35.41K
Increased by +3.68%
Mar 31, 26
18 T. Rowe Price Mid-Cap Growth 882.50K (0.99%) 63.40K
Increased by +7.18%
Mar 31, 26
19 T. Rowe Price US Mid-Cap Growth Equity 882.50K (0.99%) 2.70K
Increased by +0.31%
Mar 31, 26
20 Fidelity Equity-Income 842.53K (0.95%) 0.00
Increased by 0.00%
Mar 31, 26