Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 9.60%
2 AKRE 8.77%
3 FMCX 7.34%
4 GABF 4.72%
5 PSP 4.48%
6 LBO 4.37%
7 JHAC 3.98%
8 UTRN 3.89%
9 NEWZ 3.69%
10 BAFE 3.60%
11 ICAP 3.55%
12 GGRW 3.36%
13 PFI 3.34%
14 BASG 3.00%
15 RPG 2.56%
16 EQOP 2.48%
17 BGRO 2.37%
18 BLCR 2.37%
19 SAEF 2.14%
20 GURU 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.66M (8.57%) 1.10M
Increased by +1.87%
Jun 30, 25
2 BlackRock Inc 48.66M (7.11%) -133.41K
Decreased by -0.27%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 31.77M (4.64%) 3.07M
Increased by +9.67%
Jun 30, 25
4 State Street Corp 27.67M (4.04%) -161.96K
Decreased by -0.59%
Jun 30, 25
5 Wellington Management Company LLP 23.75M (3.47%) 3.77M
Increased by +15.86%
Jun 30, 25
6 Massachusetts Financial Services Company 19.85M (2.90%) 765.46K
Increased by +3.86%
Jun 30, 25
7 Principal Financial Group Inc 19.36M (2.83%) 980.51K
Increased by +5.06%
Jun 30, 25
8 JPMorgan Chase & Co 16.48M (2.41%) -4.04M
Decreased by -24.49%
Mar 31, 25
9 FMR Inc 16.41M (2.40%) 2.47M
Increased by +15.03%
Jun 30, 25
10 Geode Capital Management, LLC 14.54M (2.12%) -55.47K
Decreased by -0.38%
Jun 30, 25
11 State Street Corporation 13.52M (1.98%) 54.18K
Increased by +0.40%
Mar 31, 24
12 Capital World Investors 11.94M (1.74%) 669.64K
Increased by +5.61%
Jun 30, 25
13 NORGES BANK 11.50M (1.68%) 1.80M
Increased by +15.65%
Jun 30, 25
14 Valueact Holdings, L.p. 11.42M (1.67%) -9.11M
Decreased by -79.80%
Sep 30, 23
15 Amvescap Plc. 10.78M (1.58%) -1.28M
Decreased by -11.83%
Jun 30, 25
16 Harris Associates L.P. 10.68M (1.56%) -10.07M
Decreased by -94.34%
Mar 31, 24
17 Bank of America Corp 10.19M (1.49%) -427.70K
Decreased by -4.20%
Jun 30, 25
18 Brown Advisory Holdings Inc 9.68M (1.41%) -650.79K
Decreased by -6.72%
Jun 30, 25
19 Millennium Management LLC 9.16M (1.34%) -215.73K
Decreased by -2.35%
Mar 31, 24
20 Akre Capital Management, LLC 8.85M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 21.07M (3.08%) 17.30K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 21.00M (3.07%) -488.52K
Decreased by -2.33%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 19.20M (2.80%) 134.00K
Increased by +0.70%
May 31, 25
4 American Funds Growth Fund of Amer A 17.33M (2.53%) 2.15M
Increased by +12.41%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 17.33M (2.53%) 2.15M
Increased by +12.41%
Jun 30, 25
6 Vanguard 500 Index Investor 16.75M (2.45%) -2.45M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 9.90M (1.45%) -10.98K
Decreased by -0.11%
Apr 30, 24
8 Principal Aligned MidCap Equity 9.83M (1.44%) 458.70K
Increased by +4.66%
Jun 30, 25
9 Principal MidCap R5 9.83M (1.44%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity 500 Index 8.58M (1.25%) 3.69K
Increased by +0.04%
Jul 31, 25
11 Akre Focus Instl 8.54M (1.25%) -1.38M
Decreased by -16.18%
Jan 31, 25
12 SPDR® S&P 500 ETF 8.40M (1.23%) -123.07K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 8.17M (1.19%) -42.88K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 8.17M (1.19%) 100.69K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 8.15M (1.19%) 0.00
Increased by 0.00%
Aug 31, 25
16 MFS Large Cap Value Equity 7.83M (1.14%) 898.19K
Increased by +11.48%
Jun 30, 25
17 MFS Value A 7.78M (1.14%) -45.50K
Decreased by -0.58%
Jul 31, 25
18 American Funds Washington Mutual A 7.44M (1.09%) 1.31M
Increased by +17.58%
Jun 30, 25
19 Capital Group Wash Mutual Invtrs Comp 7.44M (1.09%) 1.31M
Increased by +17.58%
Jun 30, 25
20 Vanguard Wellington™ Inv 7.34M (1.07%) -154.90K
Decreased by -2.11%
Dec 31, 24