Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 12.36%
2 PEJ 6.03%
3 RSPC 5.26%
4 EWCO 4.83%
5 TOGA 4.61%
6 TOS 4.42%
7 UTRN 4.09%
8 LOGO 3.50%
9 XLC 3.22%
10 TAAG 2.94%
11 BUL 2.74%
12 EQRR 2.68%
13 NUMG 2.65%
14 OOTO 2.55%
15 FCFY 2.43%
16 GBUY 2.20%
17 PEZ 2.17%
18 FTGS 2.12%
19 GRNY 2.08%
20 FDCF 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.68M (13.21%) 126.00
Increased by +0.00%
Dec 31, 25
2 BlackRock Inc 14.55M (9.30%) -367.30K
Decreased by -2.52%
Sep 30, 25
3 State Street Corp 12.81M (8.19%) 1.89M
Increased by +14.79%
Sep 30, 25
4 PUBLIC INVESTMENT FUND 12.57M (8.03%) 0.00
Increased by 0.00%
Dec 31, 23
5 Principal Financial Group Inc 9.73M (6.22%) 1.76M
Increased by +18.13%
Sep 30, 25
6 Canada Pension Plan Investment Board 9.43M (6.03%) 533.56K
Increased by +5.66%
Dec 31, 25
7 State Street Corporation 8.55M (5.47%) 554.89K
Increased by +6.49%
Mar 31, 24
8 FMR Inc 6.97M (4.46%) -1.19M
Decreased by -17.12%
Dec 31, 25
9 Bank of America Corp 6.22M (3.98%) 351.56K
Increased by +5.65%
Sep 30, 25
10 Independent Franchise Partners LLP 5.73M (3.66%) 193.10K
Increased by +3.37%
Dec 31, 25
11 Select Equity Group LP 5.59M (3.57%) 14.85K
Increased by +0.27%
Dec 31, 25
12 Capital World Investors 5.15M (3.29%) 237.34K
Increased by +4.61%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 4.87M (3.11%) 756.78K
Increased by +15.53%
Sep 30, 25
14 Geode Capital Management, LLC 4.28M (2.74%) 35.65K
Increased by +0.83%
Sep 30, 25
15 Jericho Capital Asset Management LP 4.00M (2.55%) 1.10M
Increased by +27.51%
Dec 31, 25
16 Lone Pine Capital LLC 3.22M (2.06%) -127.75K
Decreased by -3.97%
Mar 31, 24
17 Massachusetts Financial Services Company 3.20M (2.04%) 123.80K
Increased by +3.87%
Dec 31, 25
18 Amundi 3.00M (1.91%) -190.30K
Decreased by -6.35%
Mar 31, 24
19 Cantillon Capital Management LLC 2.78M (1.77%) -30.63K
Decreased by -1.10%
Sep 30, 25
20 Victory Capital Management Inc. 2.60M (1.66%) -390.17K
Decreased by -15.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal MidCap R5 8.09M (5.17%) 2.44M
Increased by +30.12%
Jan 31, 26
2 Principal Aligned MidCap Equity 8.00M (5.11%) 697.71K
Increased by +8.73%
Dec 31, 25
3 The Comm Svcs Sel Sect SPDR® ETF 5.52M (3.53%) 35.50K
Increased by +0.64%
Aug 29, 25
4 State Street® CommServSelSectSPDR®ETF 5.51M (3.52%) 12.01K
Increased by +0.22%
Feb 27, 26
5 Vanguard Total Stock Mkt Idx Inv 5.18M (3.31%) 11.08K
Increased by +0.21%
Jan 31, 26
6 Vanguard US Total Market Shares ETF 5.12M (3.27%) 3.74K
Increased by +0.07%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 4.46M (2.85%) 31.23K
Increased by +0.70%
May 31, 25
8 Vanguard 500 Index Investor 4.02M (2.57%) 24.83K
Increased by +0.62%
Jan 31, 26
9 American Funds Growth Fund of Amer A 3.84M (2.45%) 1.13M
Increased by +29.37%
Dec 31, 25
10 Capital Group Growth Fnd of Amer Comp 3.84M (2.45%) 1.13M
Increased by +29.37%
Dec 31, 25
11 Communication Services Sel Sect SPDR®ETF 3.62M (2.31%) -2.49K
Decreased by -0.07%
Apr 30, 24
12 Vanguard Mid Cap Index Institutional 3.56M (2.27%) -18.62K
Decreased by -0.52%
Jan 31, 26
13 Fidelity Contrafund 2.90M (1.86%) 535.05K
Increased by +18.43%
Jan 31, 26
14 Vanguard Growth Index Investor 2.22M (1.42%) 13.75K
Increased by +0.62%
Jan 31, 26
15 MFS Mid Cap Growth A 2.16M (1.38%) 2.16M
Increased by +100.00%
Jan 31, 26
16 MFS Mid Cap Growth Equity 2.16M (1.38%) 0.00
Increased by 0.00%
Dec 31, 25
17 iShares Core S&P 500 ETF 2.01M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 2.01M (1.28%) 9.30K
Increased by +0.46%
Jan 31, 26
19 SPDR® S&P 500 ETF 1.95M (1.25%) -28.52K
Decreased by -1.46%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.90M (1.22%) -9.94K
Decreased by -0.52%
Mar 31, 25