Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPX 3.99%
2 IYH 0.31%
3 VOE 0.25%
4 EUSA 0.25%
5 VHT 0.21%
6 IWS 0.18%
7 VXF 0.17%
8 IMCG 0.14%
9 JKH 0.14%
10 VO 0.14%
11 IWR 0.13%
12 IMCB 0.07%
13 JKG 0.07%
14 IWD 0.05%
15 VTV 0.05%
16 VONV 0.04%
17 JKE 0.03%
18 ILCG 0.03%
19 IWB 0.03%
20 IWV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Carlyle Group Inc 187.08M (52.42%) -28.22M
Decreased by -15.08%
Mar 31, 26
2 H&F Corporate Investors X, Ltd. 86.47M (24.23%) -13.04M
Decreased by -15.08%
Mar 31, 26
3 FMR Inc 36.56M (10.24%) 10.20M
Increased by +27.91%
Mar 31, 26
4 Capital Research Global Investors 23.16M (6.49%) 8.38M
Increased by +36.17%
Mar 31, 26
5 Amvescap Plc. 20.96M (5.87%) 18.43M
Increased by +87.93%
Mar 31, 26
6 Vanguard Group Inc 18.89M (5.29%) 18.89M
Increased by +100.00%
Dec 31, 25
7 BlackRock Inc 16.92M (4.74%) 5.41M
Increased by +31.97%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 15.70M (4.40%) 540.84K
Increased by +3.44%
Mar 31, 26
9 Vanguard Capital Management, LLC 14.73M (4.13%) 14.73M
Increased by +100.00%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 14.15M (3.96%) 14.15M
Increased by +100.00%
Mar 31, 26
11 Lone Pine Capital LLC 11.79M (3.30%) 72.46K
Increased by +0.61%
Mar 31, 26
12 Massachusetts Financial Services Company 11.57M (3.24%) 1.34M
Increased by +11.60%
Mar 31, 26
13 HHG PLC 11.45M (3.21%) 887.24K
Increased by +7.75%
Mar 31, 26
14 Viking Global Investors LP 11.43M (3.20%) 4.47M
Increased by +39.14%
Mar 31, 26
15 Baillie Gifford & Co Limited. 9.98M (2.80%) -434.60K
Decreased by -4.36%
Mar 31, 26
16 Canada Pension Plan Investment Board 9.36M (2.62%) -143.25K
Decreased by -1.53%
Mar 31, 26
17 Durable Capital Partners LP 7.27M (2.04%) 365.85K
Increased by +5.04%
Mar 31, 26
18 WCM Investment Management 7.22M (2.02%) -105.85K
Decreased by -1.47%
Mar 31, 26
19 Artisan Partners Limited Partnership 6.63M (1.86%) 2.04M
Increased by +30.74%
Mar 31, 26
20 Geode Capital Management, LLC 6.26M (1.75%) 3.31M
Increased by +52.87%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Contrafund 11.12M (3.12%) 6.15M
Increased by +55.25%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 10.73M (3.01%) 26.66K
Increased by +0.25%
Apr 30, 26
3 American Funds AMCAP A 9.75M (2.73%) 2.75M
Increased by +28.26%
Mar 31, 26
4 Capital Group AMCAP Composite 9.75M (2.73%) 2.75M
Increased by +28.26%
Mar 31, 26
5 American Funds Growth Fund of Amer A 7.47M (2.09%) 238.74K
Increased by +3.20%
Mar 31, 26
6 Capital Group Growth Fnd of Amer Comp 7.47M (2.09%) 238.74K
Increased by +3.20%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 7.27M (2.04%) 16.15K
Increased by +0.22%
Apr 30, 26
8 Fidelity Magellan 4.79M (1.34%) 4.79M
Increased by +100.00%
Apr 30, 26
9 Fidelity Contrafund Commingled Pl Cl S 4.10M (1.15%) 2.04M
Increased by +49.82%
Apr 30, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 3.70M (1.04%) 37.31K
Increased by +1.01%
Apr 30, 26
11 UniFavorit: Aktien 3.60M (1.01%) 0.00
Increased by 0.00%
Apr 30, 26
12 American Funds American Balanced A 3.53M (0.99%) 539.56K
Increased by +15.29%
Mar 31, 26
13 Fidelity Puritan 3.46M (0.97%) 2.12M
Increased by +61.41%
Mar 31, 26
14 MFS Growth Equity 3.40M (0.95%) 699.85K
Increased by +20.60%
Mar 31, 26
15 MFS Growth B 3.39M (0.95%) -10.11K
Decreased by -0.30%
Apr 30, 26
16 MS INVF US Advantage I 3.29M (0.92%) -282.28K
Decreased by -8.59%
Apr 30, 26
17 Vanguard Value Index Inv 3.11M (0.87%) 9.86K
Increased by +0.32%
Apr 30, 26
18 Janus Concentrated Growth CF 3.10M (0.87%) 0.00
Increased by 0.00%
Mar 31, 26
19 Janus Henderson Forty S 3.10M (0.87%) 0.00
Increased by 0.00%
Apr 30, 26
20 Janus Henderson Enterprise D 2.96M (0.83%) 0.00
Increased by 0.00%
Mar 31, 26