Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 10.36%
2 PEJ 4.93%
3 EWCO 4.83%
4 RSPC 4.51%
5 UTRN 4.09%
6 XLC 3.39%
7 TOGA 3.04%
8 TAAG 2.94%
9 PEZ 2.78%
10 LTL 2.76%
11 BUL 2.74%
12 LOGO 2.67%
13 OOTO 2.55%
14 NUMG 2.43%
15 FCFY 2.43%
16 GBUY 2.20%
17 FTGS 2.12%
18 FDCF 1.94%
19 QMOM 1.94%
20 BMVP 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.88M (12.75%) 713.02K
Increased by +3.59%
Mar 31, 25
2 BlackRock Inc 15.07M (9.66%) 92.49K
Increased by +0.61%
Mar 31, 25
3 PUBLIC INVESTMENT FUND 12.57M (8.06%) 0.00
Increased by 0.00%
Dec 31, 23
4 State Street Corp 12.46M (7.99%) 1.81M
Increased by +14.54%
Mar 31, 25
5 Canada Pension Plan Investment Board 9.03M (5.79%) 379.92K
Increased by +4.21%
Mar 31, 25
6 State Street Corporation 8.55M (5.48%) 554.89K
Increased by +6.49%
Mar 31, 24
7 Principal Financial Group Inc 7.60M (4.87%) 294.31K
Increased by +3.87%
Mar 31, 25
8 Select Equity Group LP 7.09M (4.55%) -1.35M
Decreased by -19.11%
Mar 31, 25
9 Independent Franchise Partners LLP 5.70M (3.65%) 1.00M
Increased by +17.63%
Mar 31, 25
10 Wellington Management Company LLP 5.15M (3.30%) -607.01K
Decreased by -11.79%
Mar 31, 25
11 FMR Inc 4.81M (3.08%) -408.77K
Decreased by -8.50%
Mar 31, 25
12 Capital World Investors 4.22M (2.71%) 2.52M
Increased by +59.59%
Mar 31, 25
13 Bank of America Corp 4.18M (2.68%) 3.05M
Increased by +73.05%
Mar 31, 25
14 Geode Capital Management, LLC 4.09M (2.62%) 217.76K
Increased by +5.32%
Mar 31, 25
15 JPMorgan Chase & Co 3.29M (2.11%) 1.64M
Increased by +49.86%
Sep 30, 24
16 Lone Pine Capital LLC 3.22M (2.06%) -127.75K
Decreased by -3.97%
Mar 31, 24
17 Jericho Capital Asset Management LP 3.14M (2.01%) -67.00K
Decreased by -2.13%
Mar 31, 25
18 Amundi 3.00M (1.92%) -190.30K
Decreased by -6.35%
Mar 31, 24
19 Cantillon Capital Management LLC 2.81M (1.80%) -81.49K
Decreased by -2.90%
Jun 30, 25
20 Massachusetts Financial Services Company 2.80M (1.80%) 884.75K
Increased by +31.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 5.89M (3.77%) 255.64K
Increased by +4.34%
Jun 30, 25
2 Principal MidCap R5 5.89M (3.77%) 115.80K
Increased by +1.97%
Jun 30, 25
3 The Comm Svcs Sel Sect SPDR® ETF 5.39M (3.46%) 6.08K
Increased by +0.11%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.26M (3.38%) 18.07K
Increased by +0.34%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 5.12M (3.29%) 3.74K
Increased by +0.07%
Sep 30, 24
6 Vanguard 500 Index Investor 4.47M (2.87%) 13.06K
Increased by +0.29%
Jun 30, 25
7 Vanguard Institutional 500 Index Trust 4.46M (2.86%) 31.23K
Increased by +0.70%
May 31, 25
8 Communication Services Sel Sect SPDR®ETF 3.62M (2.32%) -2.49K
Decreased by -0.07%
Apr 30, 24
9 Vanguard Mid Cap Index Institutional 3.62M (2.32%) 29.44K
Increased by +0.81%
Jun 30, 25
10 American Funds Growth Fund of Amer A 2.71M (1.74%) 100.46K
Increased by +3.71%
Jun 30, 25
11 Capital Group Growth Fnd of Amer Comp 2.71M (1.74%) 100.46K
Increased by +3.71%
Jun 30, 25
12 Findlay Park American I USD Dist 2.40M (1.54%) 32.20K
Increased by +1.34%
Mar 31, 25
13 MFS Mid Cap Growth A 2.06M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
14 MFS Mid Cap Growth Equity 2.06M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Growth Index Investor 2.00M (1.28%) -117.98K
Decreased by -5.90%
Jun 30, 25
16 Fidelity 500 Index 2.00M (1.28%) 18.73K
Increased by +0.94%
Jun 30, 25
17 SPDR® S&P 500 ETF 1.95M (1.25%) -28.52K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.91M (1.22%) -8.00K
Decreased by -0.42%
Jul 31, 25
19 SPDR® S&P 500® ETF Trust 1.90M (1.22%) -9.94K
Decreased by -0.52%
Mar 31, 25
20 iShares Core S&P 500 ETF 1.87M (1.20%) -186.00
Decreased by -0.01%
Jul 30, 25