Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDIQ 4.62%
2 KBWR 4.53%
3 UTRN 4.04%
4 OCFS 4.02%
5 GK 3.74%
6 BCFN 3.62%
7 AMID 3.16%
8 NEWZ 3.13%
9 KMID 3.00%
10 BBHM 2.68%
11 MOAT 2.65%
12 FCUS 2.63%
13 EQRR 2.43%
14 IAI 2.43%
15 FTGS 2.36%
16 IWFG 2.29%
17 FTCS 2.28%
18 SOVF 2.26%
19 CNAV 2.21%
20 BCSM 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.15M (10.26%) -155.21K
Decreased by -1.90%
Dec 31, 25
2 BlackRock Inc 4.97M (6.26%) -14.77K
Decreased by -0.30%
Mar 31, 26
3 Dodge & Cox 4.15M (5.22%) 197.58K
Increased by +4.76%
Mar 31, 26
4 Boston Partners Global Investors, Inc 4.13M (5.20%) 581.18K
Increased by +14.07%
Mar 31, 26
5 Massachusetts Financial Services Company 3.87M (4.87%) 149.91K
Increased by +3.87%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.85M (4.85%) 3.85M
Increased by +100.00%
Mar 31, 26
7 HHG PLC 3.67M (4.62%) 289.23K
Increased by +7.89%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.60M (4.53%) 3.60M
Increased by +100.00%
Mar 31, 26
9 Principal Financial Group Inc 2.64M (3.32%) 702.06K
Increased by +26.63%
Mar 31, 26
10 Samlyn Capital, LLC 2.32M (2.92%) 744.10K
Increased by +32.03%
Mar 31, 26
11 Capital World Investors 2.31M (2.91%) -1.31M
Decreased by -56.78%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 2.10M (2.64%) -274.88K
Decreased by -13.09%
Jun 30, 24
13 Lone Pine Capital LLC 2.05M (2.58%) -24.98K
Decreased by -1.22%
Mar 31, 26
14 State Street Corp 1.86M (2.35%) 20.13K
Increased by +1.08%
Mar 31, 26
15 WCM Investment Management 1.73M (2.18%) 12.92K
Increased by +0.75%
Mar 31, 26
16 State Street Corporation 1.71M (2.15%) -57.74K
Decreased by -3.38%
Mar 31, 24
17 Kayne Anderson Rudnick Investment Management LLC 1.68M (2.12%) -618.46K
Decreased by -36.81%
Mar 31, 26
18 Geode Capital Management, LLC 1.59M (2.01%) 39.94K
Increased by +2.50%
Mar 31, 26
19 Capital Research Global Investors 1.58M (1.99%) -20.03K
Decreased by -1.27%
Jun 30, 24
20 AllianceBernstein L.P. 1.57M (1.98%) 372.65K
Increased by +23.71%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 3.02M (3.80%) 226.30K
Increased by +7.50%
Jun 30, 26
2 Vanguard Total Stock Mkt Idx Inv 2.54M (3.20%) -10.54K
Decreased by -0.42%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 2.37M (2.98%) 1.75K
Increased by +0.07%
Sep 30, 24
4 Principal Aligned MidCap Equity 1.99M (2.50%) 3.99K
Increased by +0.20%
Jun 30, 26
5 Principal MidCap R5 1.99M (2.50%) 0.00
Increased by 0.00%
Jun 30, 26
6 Janus Henderson Enterprise D 1.87M (2.35%) 40.46K
Increased by +2.16%
Apr 30, 26
7 Janus Inst Mid Cap Growth CF 1.83M (2.30%) 129.85K
Increased by +7.10%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 1.73M (2.18%) -4.15K
Decreased by -0.24%
Jun 30, 26
9 American Funds Growth Fd of Amer A 1.61M (2.03%) 0.00
Increased by 0.00%
Jun 30, 26
10 American Funds Growth Fund of Amer A 1.61M (2.03%) -857.06K
Decreased by -53.09%
Mar 31, 26
11 Capital Group Growth Fnd of Amer Comp 1.61M (2.03%) -857.06K
Decreased by -53.09%
Mar 31, 26
12 AllianceBernstein US L/C Growth Eqty MF 1.27M (1.59%) 0.00
Increased by 0.00%
May 29, 26
13 Fidelity Magellan 1.18M (1.49%) 1.18M
Increased by +100.00%
Feb 28, 26
14 JHancock Disciplined Value Mid Cap I 1.18M (1.49%) 2.60K
Increased by +0.22%
May 31, 26
15 Capital Group AMCAP Composite 1.15M (1.45%) -456.75K
Decreased by -39.61%
Mar 31, 24
16 VA CollegeAmerica Amcap 529A 1.13M (1.43%) -21.11K
Decreased by -1.86%
Jun 30, 24
17 MFS Large Cap Value Equity 1.09M (1.37%) 43.50K
Increased by +4.00%
Mar 31, 26
18 MFS Value A 1.07M (1.35%) -18.96K
Decreased by -1.77%
Apr 30, 26
19 Vanguard Growth Index Investor 1.05M (1.32%) 24.70K
Increased by +2.35%
Jun 30, 26
20 VanEck Morningstar Wide Moat ETF 950.31K (1.20%) 0.00
Increased by 0.00%
Jun 30, 26