Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 9.04%
2 PEJ 6.03%
3 RSPC 4.92%
4 TOS 4.91%
5 EWCO 4.83%
6 XLC 4.44%
7 UTRN 4.09%
8 TOGA 4.06%
9 LOGO 3.50%
10 TAAG 2.94%
11 BUL 2.74%
12 LTL 2.66%
13 EQRR 2.58%
14 NUMG 2.56%
15 OOTO 2.55%
16 FCFY 2.43%
17 GBUY 2.20%
18 PEZ 2.17%
19 FDCF 2.13%
20 FTGS 2.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.68M (13.18%) 126.00
Increased by +0.00%
Dec 31, 25
2 BlackRock Inc 13.48M (8.60%) 229.34K
Increased by +1.70%
Mar 31, 26
3 State Street Corp 12.70M (8.10%) 1.59M
Increased by +12.52%
Mar 31, 26
4 PUBLIC INVESTMENT FUND 12.57M (8.01%) 0.00
Increased by 0.00%
Dec 31, 23
5 Principal Financial Group Inc 11.10M (7.07%) 367.62K
Increased by +3.31%
Mar 31, 26
6 Vanguard Capital Management, LLC 10.47M (6.68%) 10.47M
Increased by +100.00%
Mar 31, 26
7 Canada Pension Plan Investment Board 8.80M (5.61%) -635.20K
Decreased by -7.22%
Mar 31, 26
8 State Street Corporation 8.55M (5.45%) 554.89K
Increased by +6.49%
Mar 31, 24
9 Vanguard Portfolio Management, LLC 8.36M (5.33%) 8.36M
Increased by +100.00%
Mar 31, 26
10 FMR Inc 7.90M (5.04%) 925.11K
Increased by +11.71%
Mar 31, 26
11 Capital Research & Mgmt Co - Division 3 7.11M (4.53%) 6.85M
Increased by +96.27%
Mar 31, 26
12 Bank of America Corp 6.56M (4.18%) 48.80K
Increased by +0.74%
Mar 31, 26
13 Independent Franchise Partners LLP 5.86M (3.74%) 131.04K
Increased by +2.23%
Mar 31, 26
14 Select Equity Group LP 5.34M (3.41%) -241.72K
Decreased by -4.52%
Mar 31, 26
15 Geode Capital Management, LLC 4.41M (2.81%) 106.10K
Increased by +2.41%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 4.04M (2.58%) 531.86K
Increased by +13.15%
Mar 31, 26
17 Jericho Capital Asset Management LP 3.93M (2.50%) -69.13K
Decreased by -1.76%
Mar 31, 26
18 JPMorgan Chase & Co 3.56M (2.27%) 2.06M
Increased by +57.79%
Mar 31, 26
19 Lone Pine Capital LLC 3.22M (2.05%) -127.75K
Decreased by -3.97%
Mar 31, 24
20 Massachusetts Financial Services Company 3.18M (2.03%) -13.05K
Decreased by -0.41%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 7.05M (4.50%) -578.79K
Decreased by -8.21%
Jun 30, 26
2 Principal Aligned MidCap Equity 6.98M (4.45%) -1.20M
Decreased by -17.13%
Jun 30, 26
3 American Funds Growth Fd of Amer A 6.01M (3.83%) 0.00
Increased by 0.00%
Jun 30, 26
4 American Funds Growth Fund of Amer A 6.01M (3.83%) 2.17M
Increased by +36.15%
Mar 31, 26
5 Capital Group Growth Fnd of Amer Comp 6.01M (3.83%) 2.17M
Increased by +36.15%
Mar 31, 26
6 The Comm Svcs Sel Sect SPDR® ETF 5.52M (3.52%) 35.50K
Increased by +0.64%
Aug 29, 25
7 Vanguard Total Stock Mkt Idx Inv 5.23M (3.34%) 1.24K
Increased by +0.02%
Jun 30, 26
8 Vanguard US Total Market Shares ETF 5.12M (3.27%) 3.74K
Increased by +0.07%
Sep 30, 24
9 Vanguard Institutional 500 Index Trust 4.46M (2.84%) 31.23K
Increased by +0.70%
May 31, 25
10 State Street® CommServSelSectSPDR®ETF 4.25M (2.71%) -11.26K
Decreased by -0.27%
Jun 30, 26
11 Vanguard 500 Index Investor 4.11M (2.62%) -22.60K
Decreased by -0.55%
Jun 30, 26
12 Fidelity Contrafund 3.92M (2.50%) -58.00K
Decreased by -1.48%
May 31, 26
13 Communication Services Sel Sect SPDR®ETF 3.62M (2.31%) -2.49K
Decreased by -0.07%
Apr 30, 24
14 Vanguard Mid Cap Index Institutional 3.57M (2.28%) 7.27K
Increased by +0.20%
Jun 30, 26
15 iShares Core S&P 500 ETF 2.18M (1.39%) 6.90K
Increased by +0.32%
Jun 30, 26
16 MFS Mid Cap Growth A 2.15M (1.37%) 0.00
Increased by 0.00%
May 31, 26
17 MFS Mid Cap Growth Equity 2.15M (1.37%) -9.95K
Decreased by -0.46%
Mar 31, 26
18 Vanguard Growth Index Investor 2.10M (1.34%) 5.84K
Increased by +0.28%
Jun 30, 26
19 Fidelity 500 Index 2.02M (1.29%) -2.83K
Decreased by -0.14%
May 31, 26
20 SPDR® S&P 500 ETF 1.95M (1.25%) -28.52K
Decreased by -1.46%
Mar 31, 25