Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 4.02%
2 GAST 3.40%
3 FMTM 3.28%
4 PRN 3.03%
5 IPDP 2.23%
6 BUL 1.92%
7 OUSM 1.76%
8 RUNN 1.73%
9 FTGS 1.68%
10 FGSI 1.68%
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 1.32%
18 NBSM 1.24%
19 SEIM 1.19%
20 EQWM 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.46M (9.51%) 620.22K
Increased by +7.33%
Dec 31, 25
2 BlackRock Inc 8.43M (9.47%) 518.35K
Increased by +6.15%
Mar 31, 26
3 Capital Research & Mgmt Co - Division 3 6.02M (6.77%) -2.78M
Decreased by -46.09%
Mar 31, 26
4 FMR Inc 4.92M (5.53%) 176.12K
Increased by +3.58%
Mar 31, 26
5 JPMorgan Chase & Co 4.23M (4.75%) -202.42K
Decreased by -4.79%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 4.18M (4.69%) 4.18M
Increased by +100.00%
Mar 31, 26
7 Select Equity Group LP 3.91M (4.40%) 288.21K
Increased by +7.36%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.86M (4.33%) 3.86M
Increased by +100.00%
Mar 31, 26
9 AllianceBernstein L.P. 2.94M (3.30%) 1.78M
Increased by +60.70%
Mar 31, 26
10 State Street Corp 2.62M (2.94%) 69.46K
Increased by +2.66%
Mar 31, 26
11 AQR Capital Management LLC 2.52M (2.83%) 1.59M
Increased by +63.24%
Mar 31, 26
12 State Street Corporation 2.46M (2.76%) 81.71K
Increased by +3.33%
Mar 31, 24
13 T. Rowe Price Investment Management,Inc. 1.92M (2.16%) -1.17M
Decreased by -60.84%
Mar 31, 26
14 Geode Capital Management, LLC 1.61M (1.81%) -1.43K
Decreased by -0.09%
Mar 31, 26
15 Findlay Park Partners LLP 1.41M (1.59%) 181.33K
Increased by +12.84%
Mar 31, 26
16 Amvescap Plc. 1.28M (1.44%) -18.80K
Decreased by -1.47%
Mar 31, 26
17 Capital World Investors 1.24M (1.40%) 1.24M
Increased by +100.00%
Mar 31, 26
18 Goldman Sachs Group Inc 1.14M (1.28%) 435.03K
Increased by +38.12%
Dec 31, 23
19 Nuveen Asset Management, LLC 1.14M (1.28%) 171.47K
Increased by +15.05%
Dec 31, 24
20 NORGES BANK 1.12M (1.26%) 225.30K
Increased by +20.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.02M (4.52%) -491.10K
Decreased by -12.22%
Mar 31, 26
2 Capital Group Fundamental Invtrs Comp 4.02M (4.52%) -491.10K
Decreased by -12.22%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 2.92M (3.28%) 546.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 2.74M (3.08%) 9.82K
Increased by +0.36%
Apr 30, 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 1.98M (2.23%) -4.42K
Decreased by -0.22%
Apr 30, 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 1.41M (1.59%) -143.17K
Decreased by -10.14%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 1.27M (1.43%) 8.99K
Increased by +0.71%
Apr 30, 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 1.08M (1.21%) -17.45K
Decreased by -1.62%
Apr 30, 26
14 VIP Mid Cap Initial 1.06M (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
15 AllianceBernstein US L/C Growth Eqty MF 1.01M (1.13%) 250.75K
Increased by +24.86%
Apr 30, 26
16 JPM US Mid Cap Value-MA 1.01M (1.13%) -157.97K
Decreased by -15.70%
Mar 31, 25
17 JPM US Mid Cap Growth-MA 1.00M (1.13%) 627.25K
Increased by +62.63%
Sep 30, 23
18 Vanguard Institutional Extnd Mkt Idx Tr 970.92K (1.09%) 9.60K
Increased by +0.99%
Apr 30, 26
19 T. Rowe Price US Mid-Cap Growth Equity 882.50K (0.99%) 2.70K
Increased by +0.31%
Mar 31, 26
20 T. Rowe Price Mid-Cap Growth 882.12K (0.99%) -383.00
Decreased by -0.04%
Apr 30, 26