Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RONB 5.47%
2 FCTE 5.13%
3 GFGF 5.11%
4 KBWR 5.05%
5 FDIQ 4.98%
6 UTRN 4.11%
7 LCG 3.89%
8 BCFN 3.87%
9 KMID 3.60%
10 PCLG 3.54%
11 MID 3.31%
12 LBAY 3.14%
13 RISN 2.97%
14 LRGG 2.76%
15 AQGX 2.72%
16 TOLL 2.71%
17 AILG 2.64%
18 BCGD 2.47%
19 CBLS 2.24%
20 PCGG 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.37M (13.59%) -308.38K
Decreased by -3.29%
Dec 31, 25
2 BlackRock Inc 5.74M (8.33%) -160.28K
Decreased by -2.79%
Mar 31, 26
3 Vanguard Capital Management, LLC 4.65M (6.75%) 4.65M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.02M (5.84%) 4.02M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 3.11M (4.52%) -71.80K
Decreased by -2.31%
Mar 31, 26
6 State Street Corporation 3.11M (4.52%) -53.58K
Decreased by -1.72%
Mar 31, 24
7 BAMCO Inc 2.70M (3.92%) -56.36K
Decreased by -2.09%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 2.24M (3.26%) -222.58K
Decreased by -9.91%
Mar 31, 26
9 Geode Capital Management, LLC 2.00M (2.90%) 6.53K
Increased by +0.33%
Mar 31, 26
10 AllianceBernstein L.P. 1.89M (2.74%) -103.09K
Decreased by -5.46%
Mar 31, 24
11 T. Rowe Price Investment Management,Inc. 1.51M (2.19%) -895.11K
Decreased by -59.39%
Mar 31, 26
12 Capital Research Global Investors 1.42M (2.06%) -85.39K
Decreased by -6.02%
Jun 30, 24
13 Wellington Management Company LLP 1.41M (2.04%) -52.06K
Decreased by -3.70%
Dec 31, 23
14 Edgewood Management LLC 1.40M (2.03%) -5.07K
Decreased by -0.36%
Mar 31, 26
15 Principal Financial Group Inc 1.35M (1.95%) -370.32K
Decreased by -27.49%
Mar 31, 26
16 Capital Research & Mgmt Co - Division 3 1.25M (1.81%) -232.44K
Decreased by -18.64%
Sep 30, 24
17 Massachusetts Financial Services Company 1.07M (1.55%) -165.24K
Decreased by -15.48%
Mar 31, 25
18 Fiera Capital Corporation 981.70K (1.42%) 19.07K
Increased by +1.94%
Mar 31, 26
19 StonePine Asset Management Inc. 976.77K (1.42%) -24.17K
Decreased by -2.47%
Mar 31, 26
20 Sustainable Growth Advisers, LP 943.68K (1.37%) -204.49K
Decreased by -21.67%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.37M (3.44%) -11.98K
Decreased by -0.51%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.22M (3.23%) 6.61K
Increased by +0.30%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 2.21M (3.20%) 15.41K
Increased by +0.70%
May 31, 25
4 Loomis Sayles Strategic Alpha 2.09M (3.03%) 2.09M
Increased by +100.00%
Dec 31, 25
5 Vanguard 500 Index Investor 1.90M (2.76%) 34.69K
Increased by +1.82%
Apr 30, 26
6 Loomis Sayles MFD Class C 1.71M (2.48%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 1.51M (2.19%) 3.40K
Increased by +0.23%
Apr 30, 26
8 Baron Small Cap Growth Strategy 1.23M (1.79%) -18.00K
Decreased by -1.46%
Jun 30, 25
9 iShares Core S&P 500 ETF 968.08K (1.40%) 2.97K
Increased by +0.31%
May 29, 26
10 SPDR® S&P 500 ETF 966.06K (1.40%) -23.56K
Decreased by -2.44%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 954.48K (1.38%) -7.43K
Decreased by -0.78%
Mar 31, 24
12 Fidelity 500 Index 941.56K (1.37%) 3.24K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500® ETF Trust 940.26K (1.36%) -4.97K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 933.39K (1.35%) 11.38K
Increased by +1.22%
Aug 31, 25
15 Principal Aligned MidCap Equity 924.48K (1.34%) -188.78K
Decreased by -20.42%
Mar 31, 26
16 Fidelity® 500 Index 921.61K (1.34%) 5.87K
Increased by +0.64%
Nov 30, 23
17 Baron Partners Retail 898.50K (1.30%) 98.50K
Increased by +10.96%
Mar 31, 26
18 Baron Generational Growth Retail 893.40K (1.30%) -286.60K
Decreased by -32.08%
Mar 31, 26
19 Baron Generational Growth Strategy 893.40K (1.30%) -286.60K
Decreased by -32.08%
Mar 31, 26
20 Baron Growth Retail 893.40K (1.30%) -286.60K
Decreased by -32.08%
Mar 31, 26