Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EWCO 4.16%
2 RSPC 4.14%
3 SCAP 3.00%
4 CPAI 1.99%
5 SRHQ 1.77%
6 OUSM 1.50%
7 PXMG 1.41%
8 EQUL 1.25%
9 XMLV 1.13%
10 SURE 1.03%
11 RNMC 0.99%
12 FSCS 0.99%
13 RNSC 0.99%
14 FSGS 0.99%
15 SMMV 0.97%
16 HSMV 0.94%
17 LOWV 0.93%
18 USMF 0.92%
19 DFNV 0.90%
20 XMMO 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.99M (10.53%) 187.06K
Increased by +1.17%
Mar 31, 25
2 BlackRock Inc 15.61M (10.28%) -72.68K
Decreased by -0.47%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 10.39M (6.84%) 698.43K
Increased by +6.72%
Mar 31, 25
4 Farallon Capital Management, L.L.C. 8.93M (5.88%) 1.56M
Increased by +17.42%
Mar 31, 25
5 Darsana Capital Partners LP 6.25M (4.11%) 500.00K
Increased by +8.00%
Mar 31, 25
6 State Street Corp 5.02M (3.31%) 42.56K
Increased by +0.85%
Mar 31, 25
7 State Street Corporation 4.83M (3.18%) 166.67K
Increased by +3.45%
Mar 31, 24
8 Wellington Management Company LLP 4.58M (3.02%) -940.22K
Decreased by -20.51%
Mar 31, 25
9 Stockbridge Partners LLC 4.39M (2.89%) -1.94M
Decreased by -44.14%
Dec 31, 24
10 Geode Capital Management, LLC 3.78M (2.49%) -254.68K
Decreased by -6.74%
Mar 31, 25
11 Route One Investment Co, LP 3.70M (2.44%) -95.00K
Decreased by -2.57%
Mar 31, 25
12 Renaissance Technologies Corp 3.44M (2.27%) -128.30K
Decreased by -3.73%
Mar 31, 25
13 Citadel Advisors Llc 3.29M (2.17%) 1.25M
Increased by +38.03%
Sep 30, 24
14 Baillie Gifford & Co Limited. 3.02M (1.99%) 481.68K
Increased by +15.96%
Mar 31, 25
15 Franklin Resources Inc 2.77M (1.83%) -604.16K
Decreased by -21.79%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 2.71M (1.78%) 211.06K
Increased by +7.79%
Mar 31, 25
17 AllianceBernstein L.P. 2.62M (1.73%) 714.32K
Increased by +27.23%
Mar 31, 25
18 AQR Capital Management LLC 2.35M (1.55%) 1.18M
Increased by +50.39%
Mar 31, 25
19 Burgundy Asset Management Ltd 2.33M (1.53%) 917.77K
Increased by +39.47%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 2.29M (1.51%) -76.07K
Decreased by -3.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.30M (3.49%) 346.00
Increased by +0.01%
Jul 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.96M (3.26%) -13.43K
Decreased by -0.27%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 4.90M (3.23%) 3.28K
Increased by +0.07%
Sep 30, 24
4 T. Rowe Price Mid-Cap Growth 3.79M (2.50%) -2.90K
Decreased by -0.08%
Jun 30, 25
5 T. Rowe Price US Mid-Cap Growth Equity 3.79M (2.50%) -4.30K
Decreased by -0.11%
Jun 30, 25
6 Vanguard Small Cap Index 3.77M (2.48%) -143.00K
Decreased by -3.80%
Jun 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.50M (1.65%) -46.54K
Decreased by -1.86%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 2.40M (1.58%) -110.19K
Decreased by -4.58%
Jun 30, 25
9 Vanguard Explorer Inv 1.88M (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
10 American Funds SMALLCAP World A 1.50M (0.99%) 0.00
Increased by 0.00%
Jun 30, 25
11 T. Rowe Price Small-Cap Value 1.39M (0.92%) 215.43K
Increased by +15.49%
Jun 30, 25
12 First Trust SMID Cp Rising Div Achv ETF 1.29M (0.85%) -2.52K
Decreased by -0.19%
Jul 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 1.27M (0.84%) 14.22K
Increased by +1.12%
Jun 30, 25
14 Franklin Technology A Acc USD 1.26M (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 1.20M (0.79%) 60.60K
Increased by +5.03%
Jun 30, 25
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 1.14M (0.75%) 215.30K
Increased by +18.83%
Mar 31, 25
17 iShares S&P Mid-Cap 400 Growth ETF 1.02M (0.67%) 0.00
Increased by 0.00%
Nov 27, 24
18 Baillie Gifford Positive Change 1.01M (0.67%) 32.76K
Increased by +3.24%
Jun 30, 25
19 American Funds New Economy A 1.01M (0.66%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group New Economy Comp 1.01M (0.66%) 0.00
Increased by 0.00%
Jun 30, 25