Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RONB 5.50%
2 FCTE 5.13%
3 KBWR 4.82%
4 FDIQ 4.74%
5 GFGF 4.65%
6 UTRN 4.11%
7 LCG 3.89%
8 BCFN 3.81%
9 KMID 3.59%
10 PCLG 3.54%
11 MID 3.31%
12 LBAY 3.14%
13 RISN 2.97%
14 LRGG 2.72%
15 AQGX 2.72%
16 TOLL 2.71%
17 AILG 2.64%
18 BCGD 2.45%
19 POWA 2.30%
20 CBLS 2.24%

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 5.90M (8.56%) 29.90K
Increased by +0.51%
Dec 31, 25
3 State Street Corp 3.19M (4.62%) -134.03K
Decreased by -4.21%
Dec 31, 25
4 State Street Corporation 3.11M (4.52%) -53.58K
Decreased by -1.72%
Mar 31, 24
5 BAMCO Inc 2.76M (4.00%) 361.63K
Increased by +13.12%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 2.47M (3.58%) 52.24K
Increased by +2.12%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 2.40M (3.48%) 1.12M
Increased by +46.81%
Dec 31, 25
8 Geode Capital Management, LLC 1.99M (2.89%) -31.82K
Decreased by -1.60%
Dec 31, 25
9 AllianceBernstein L.P. 1.89M (2.74%) -103.09K
Decreased by -5.46%
Mar 31, 24
10 Capital Research Global Investors 1.42M (2.06%) -85.39K
Decreased by -6.02%
Jun 30, 24
11 Wellington Management Company LLP 1.41M (2.04%) -52.06K
Decreased by -3.70%
Dec 31, 23
12 Edgewood Management LLC 1.40M (2.03%) -5.07K
Decreased by -0.36%
Mar 31, 26
13 Principal Financial Group Inc 1.35M (1.95%) -370.32K
Decreased by -27.49%
Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 1.25M (1.81%) -232.44K
Decreased by -18.64%
Sep 30, 24
15 Massachusetts Financial Services Company 1.07M (1.55%) -165.24K
Decreased by -15.48%
Mar 31, 25
16 StonePine Asset Management Inc. 976.77K (1.42%) -24.17K
Decreased by -2.47%
Mar 31, 26
17 Fiera Capital Corporation 962.63K (1.40%) -30.81K
Decreased by -3.20%
Dec 31, 25
18 Sustainable Growth Advisers, LP 943.68K (1.37%) -204.49K
Decreased by -21.67%
Dec 31, 24
19 American Century Companies Inc 932.45K (1.35%) -76.33K
Decreased by -8.19%
Jun 30, 25
20 Polen Capital 929.51K (1.35%) -401.58K
Decreased by -43.20%
Mar 31, 26

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 (3.22%) -40.48K
Decreased by -1.83%
Mar 31, 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 1.87M (2.71%) -62.04K
Decreased by -3.32%
Mar 31, 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%) -43.62K
Decreased by -2.89%
Mar 31, 26
8 Baron Small Cap Growth Strategy 1.23M (1.79%) -18.00K
Decreased by -1.46%
Jun 30, 25
9 SPDR® S&P 500 ETF 966.06K (1.40%) -23.56K
Decreased by -2.44%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 954.48K (1.38%) -7.43K
Decreased by -0.78%
Mar 31, 24
11 iShares Core S&P 500 ETF 950.36K (1.38%) 2.79K
Increased by +0.29%
Apr 30, 26
12 SPDR® S&P 500® ETF Trust 940.26K (1.36%) -4.97K
Decreased by -0.53%
Mar 31, 25
13 Fidelity 500 Index 938.32K (1.36%) -17.93K
Decreased by -1.91%
Mar 31, 26
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 Principal MidCap R5 924.48K (1.34%) -146.40K
Decreased by -15.84%
Mar 31, 26
17 Fidelity® 500 Index 921.61K (1.34%) 5.87K
Increased by +0.64%
Nov 30, 23
18 Baron Partners Retail 898.50K (1.30%) 98.50K
Increased by +10.96%
Mar 31, 26
19 Baron Growth Retail 893.40K (1.30%) -286.60K
Decreased by -32.08%
Mar 31, 26
20 Baron Growth Strategy 893.40K (1.30%) -286.60K
Decreased by -32.08%
Mar 31, 26