Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 SMLL 3.92%
3 MDCP 3.65%
4 FEVR 2.96%
5 MID 2.58%
6 KMID 2.37%
7 DFRA 2.36%
8 RISN 2.31%
9 PXMG 2.26%
10 EQWM 2.16%
11 FMCX 2.12%
12 FMCE 2.07%
13 RCD 1.85%
14 RSPD 1.85%
15 JMID 1.67%
16 FTDS 1.65%
17 RYJ 1.49%
18 UPGD 1.47%
19 QQQN 1.44%
20 QDIV 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.91M (11.13%) -14.08K
Decreased by -0.36%
Dec 31, 25
2 T. Rowe Price Investment Management,Inc. 3.29M (9.37%) 3.24M
Increased by +98.45%
Dec 31, 25
3 Berkshire Hathaway Inc 3.07M (8.73%) -390.00K
Decreased by -12.71%
Dec 31, 25
4 Wellington Management Company LLP 2.55M (7.27%) -9.35K
Decreased by -0.37%
Dec 31, 25
5 BlackRock Inc 2.31M (6.57%) -668.90K
Decreased by -28.99%
Dec 31, 25
6 Kayne Anderson Rudnick Investment Management LLC 1.76M (5.01%) -453.83K
Decreased by -25.78%
Dec 31, 25
7 State Street Corporation 1.57M (4.46%) -4.26K
Decreased by -0.27%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 1.37M (3.90%) 23.74K
Increased by +1.73%
Dec 31, 25
9 State Street Corp 1.21M (3.44%) -201.36K
Decreased by -16.65%
Dec 31, 25
10 Amvescap Plc. 1.06M (3.00%) 217.96K
Increased by +20.65%
Mar 31, 26
11 Geode Capital Management, LLC 882.03K (2.51%) -44.86K
Decreased by -5.09%
Dec 31, 25
12 Pictet Asset Manangement SA 796.43K (2.27%) 160.42K
Increased by +20.14%
Mar 31, 25
13 Citadel Advisors Llc 683.28K (1.94%) 134.31K
Increased by +19.66%
Dec 31, 25
14 Goldman Sachs Group Inc 664.92K (1.89%) 422.61K
Increased by +63.56%
Dec 31, 23
15 Select Equity Group LP 647.25K (1.84%) -53.69K
Decreased by -8.29%
Mar 31, 24
16 Steadfast Capital Management LLC 562.89K (1.60%) 562.89K
Increased by +100.00%
Jun 30, 25
17 Baillie Gifford & Co Limited. 549.13K (1.56%) -8.76K
Decreased by -1.60%
Jun 30, 24
18 William Blair Investment Management, LLC 519.84K (1.48%) -35.39K
Decreased by -6.81%
Dec 31, 25
19 Southpoint Capital Advisors LP 500.00K (1.42%) 200.00K
Increased by +40.00%
Mar 31, 26
20 Mawer Investment Management Ltd 498.34K (1.42%) -31.68K
Decreased by -6.36%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.16M (3.29%) 836.00
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 1.08M (3.08%) 8.23K
Increased by +0.76%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.05M (2.99%) -12.59K
Decreased by -1.20%
Mar 31, 26
4 T. Rowe Price Mid-Cap Growth 1.03M (2.92%) 55.16K
Increased by +5.38%
Mar 31, 26
5 T. Rowe Price US Mid-Cap Growth Equity 1.03M (2.92%) 110.98K
Increased by +10.82%
Mar 31, 26
6 Eaton Vance Atlanta Capital SMID-Cap I 870.00K (2.48%) 54.69K
Increased by +6.29%
Mar 31, 26
7 Vanguard 500 Index Investor 834.17K (2.37%) -9.05K
Decreased by -1.09%
Mar 31, 26
8 Invesco S&P 500® Equal Weight ETF 799.76K (2.28%) -247.00
Decreased by -0.03%
Apr 30, 26
9 Vanguard Small Cap Index 763.55K (2.17%) 2.21K
Increased by +0.29%
Mar 31, 26
10 Vanguard Windsor Investor Shares 503.60K (1.43%) 503.60K
Increased by +100.00%
Mar 31, 26
11 SPDR® S&P 500 ETF 473.43K (1.35%) -6.82K
Decreased by -1.44%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 461.09K (1.31%) -2.38K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 457.38K (1.30%) 1.03K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 455.06K (1.29%) 2.90K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 450.56K (1.28%) 5.57K
Increased by +1.24%
Aug 31, 25
16 iShares Core S&P 500 ETF 423.84K (1.21%) 1.24K
Increased by +0.29%
Apr 30, 26
17 Fidelity 500 Index 418.61K (1.19%) 1.46K
Increased by +0.35%
Mar 31, 26
18 State Street® SPDR® S&P 500® ETF 391.92K (1.11%) 1.27K
Increased by +0.32%
Apr 30, 26
19 Vanguard Mid Cap Index Institutional 390.36K (1.11%) 1.34K
Increased by +0.34%
Feb 28, 25
20 Touchstone Mid Cap Y 367.83K (1.05%) -40.02K
Decreased by -10.88%
Mar 31, 26