Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 4.51%
2 TOLL 4.24%
3 TSCM 3.61%
4 FXG 3.09%
5 RWK 2.90%
6 PBJ 2.52%
7 TMFM 2.49%
8 DVOL 2.27%
9 DVLU 2.17%
10 EPSV 2.03%
11 XMMO 1.94%
12 FEMD 1.91%
13 VNMC 1.82%
14 PXMV 1.64%
15 XMVM 1.64%
16 PAMC 1.49%
17 QMID 1.32%
18 RFV 1.22%
19 CGVV 1.19%
20 XMLV 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 23.03M (14.96%) 367.05K
Increased by +1.59%
Mar 31, 26
2 Vanguard Group Inc 14.52M (9.43%) -707.42K
Decreased by -4.87%
Dec 31, 25
3 BlackRock Inc 14.06M (9.13%) 227.05K
Increased by +1.61%
Mar 31, 26
4 FMR Inc 11.75M (7.63%) 756.70K
Increased by +6.44%
Mar 31, 26
5 JPMorgan Chase & Co 7.61M (4.94%) 3.81M
Increased by +50.13%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.88M (4.47%) 6.88M
Increased by +100.00%
Mar 31, 26
7 Amvescap Plc. 6.85M (4.45%) 4.32M
Increased by +63.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 6.80M (4.41%) 6.80M
Increased by +100.00%
Mar 31, 26
9 Wellington Management Company LLP 4.99M (3.24%) -1.22M
Decreased by -24.43%
Dec 31, 25
10 State Street Corp 4.75M (3.09%) 79.68K
Increased by +1.68%
Mar 31, 26
11 State Street Corporation 4.51M (2.93%) 69.71K
Increased by +1.54%
Mar 31, 24
12 Victory Capital Management Inc. 4.37M (2.84%) -577.66K
Decreased by -13.22%
Dec 31, 25
13 Lone Pine Capital LLC 3.98M (2.58%) 3.98M
Increased by +100.00%
Mar 31, 26
14 Eminence Capital LLC 3.72M (2.42%) 1.07M
Increased by +28.82%
Mar 31, 26
15 ClearBridge Advisors, LLC 3.71M (2.41%) -176.71K
Decreased by -4.76%
Mar 31, 26
16 Steadfast Capital Management LLC 3.40M (2.21%) 1.67M
Increased by +49.09%
Mar 31, 26
17 Sachem Head Capital Management LP 3.35M (2.18%) 0.00
Increased by 0.00%
Mar 31, 26
18 Geode Capital Management, LLC 2.90M (1.88%) 92.71K
Increased by +3.20%
Mar 31, 26
19 PRIMECAP Management Company 2.71M (1.76%) 177.81K
Increased by +6.57%
Mar 31, 26
20 William Blair Investment Management, LLC 2.62M (1.70%) -414.97K
Decreased by -15.82%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 13.84M (8.99%) 13.84M
Increased by +100.00%
Feb 29, 24
2 American Funds Fundamental Invs A 10.01M (6.50%) 0.00
Increased by 0.00%
Mar 31, 26
3 Capital Group Fundamental Invtrs Comp 10.01M (6.50%) 0.00
Increased by 0.00%
Mar 31, 26
4 Global Balanced (AFRIS) 6.35M (4.12%) 6.35M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P Mid-Cap ETF 5.33M (3.46%) 1.00K
Increased by +0.02%
May 29, 26
6 Vanguard US Total Market Shares ETF 4.92M (3.20%) 3.63K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 4.76M (3.09%) 11.20K
Increased by +0.24%
Apr 30, 26
8 American Funds Growth Fund of Amer A 3.84M (2.49%) 0.00
Increased by 0.00%
Mar 31, 26
9 Capital Group Growth Fnd of Amer Comp 3.84M (2.49%) 0.00
Increased by 0.00%
Mar 31, 26
10 American Funds IS® Growth 1 3.56M (2.31%) 0.00
Increased by 0.00%
Mar 31, 26
11 Capital Group Growth Composite 3.56M (2.31%) 0.00
Increased by 0.00%
Mar 31, 26
12 Sycamore Mid Cap Value Comp 3.52M (2.28%) 3.45M
Increased by +98.25%
Mar 31, 25
13 Vanguard Small Cap Index 3.44M (2.23%) -8.00K
Decreased by -0.23%
Apr 30, 26
14 Victory Sycamore Established Value R 2.84M (1.84%) -490.00K
Decreased by -17.25%
Dec 31, 25
15 JPM Large Cap Value - MA 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
16 JPM US Large Cap Value-Composite 2.29M (1.49%) 1.21M
Increased by +52.90%
Mar 31, 25
17 Vanguard Small Cap Value Index Inv 2.21M (1.43%) 16.31K
Increased by +0.74%
Apr 30, 26
18 Capital Group Growth ETF 2.11M (1.37%) 132.03K
Increased by +6.25%
May 31, 26
19 Fidelity Low-Priced Stock 2.10M (1.37%) 52.30K
Increased by +2.49%
Mar 31, 26
20 Vanguard Wellington Inv 2.09M (1.36%) 0.00
Increased by 0.00%
Dec 31, 25