Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MID 4.05%
2 UTRN 3.99%
3 SMLL 3.69%
4 MDCP 3.65%
5 FEVR 2.96%
6 KMID 2.84%
7 RISN 2.63%
8 DFRA 2.36%
9 PXMG 2.26%
10 EQWM 2.16%
11 JMID 1.67%
12 RCD 1.63%
13 RSPD 1.62%
14 UPGD 1.55%
15 RYJ 1.55%
16 QQQN 1.44%
17 SPGP 1.29%
18 SMCO 1.26%
19 CSMD 1.14%
20 QMID 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.38M (13.45%) -71.95K
Decreased by -1.64%
Jun 30, 25
2 Berkshire Hathaway Inc 3.46M (10.61%) 1.99M
Increased by +57.67%
Jun 30, 25
3 BlackRock Inc 3.27M (10.03%) -382.23K
Decreased by -11.69%
Jun 30, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.21M (6.78%) -40.62K
Decreased by -1.84%
Jun 30, 25
5 Wellington Management Company LLP 2.21M (6.77%) 1.15M
Increased by +52.21%
Jun 30, 25
6 State Street Corp 1.58M (4.84%) 18.00
Increased by +0.00%
Jun 30, 25
7 State Street Corporation 1.57M (4.82%) -4.26K
Decreased by -0.27%
Mar 31, 24
8 JPMorgan Chase & Co 1.28M (3.94%) 44.90K
Increased by +3.49%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.23M (3.77%) 94.00K
Increased by +7.65%
Jun 30, 25
10 Geode Capital Management, LLC 998.33K (3.06%) -28.31K
Decreased by -2.84%
Jun 30, 25
11 Pictet Asset Manangement SA 796.43K (2.44%) 160.42K
Increased by +20.14%
Mar 31, 25
12 Amvescap Plc. 699.63K (2.15%) 70.08K
Increased by +10.02%
Jun 30, 25
13 Goldman Sachs Group Inc 664.92K (2.04%) 422.61K
Increased by +63.56%
Dec 31, 23
14 Select Equity Group LP 647.25K (1.99%) -53.69K
Decreased by -8.29%
Mar 31, 24
15 Massachusetts Financial Services Company 616.04K (1.89%) 160.88K
Increased by +26.11%
Jun 30, 25
16 William Blair Investment Management, LLC 586.31K (1.80%) 71.37K
Increased by +12.17%
Jun 30, 25
17 Steadfast Capital Management LLC 562.89K (1.73%) 562.89K
Increased by +100.00%
Jun 30, 25
18 Baillie Gifford & Co Limited. 549.13K (1.69%) -8.76K
Decreased by -1.60%
Jun 30, 24
19 Mawer Investment Management Ltd 498.34K (1.53%) -31.68K
Decreased by -6.36%
Jun 30, 25
20 London Company of Virginia 492.96K (1.51%) -21.65K
Decreased by -4.39%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.16M (3.55%) 836.00
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.12M (3.45%) -26.30K
Decreased by -2.34%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.08M (3.32%) 8.23K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 930.95K (2.86%) -136.50K
Decreased by -14.66%
Jul 31, 25
5 Vanguard Small Cap Index 867.11K (2.66%) -5.64K
Decreased by -0.65%
Jul 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 560.38K (1.72%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard Small Cap Growth Index Inv 488.43K (1.50%) -1.10K
Decreased by -0.22%
Jul 31, 25
8 Fidelity 500 Index 476.56K (1.46%) 206.00
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 473.43K (1.45%) -6.82K
Decreased by -1.44%
Mar 31, 25
10 Invesco S&P 500® Equal Weight ETF 471.68K (1.45%) 696.00
Increased by +0.15%
Aug 29, 25
11 SPDR® S&P 500® ETF Trust 461.09K (1.41%) -2.38K
Decreased by -0.52%
Mar 31, 25
12 Touchstone Mid Cap Y 458.24K (1.41%) -20.31K
Decreased by -4.43%
Jun 30, 25
13 SPDR® S&P 500 ETF Trust 457.38K (1.40%) 1.03K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 455.06K (1.40%) 2.90K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 452.16K (1.39%) 0.00
Increased by 0.00%
Aug 31, 25
16 SPDR® S&P 500® ETF 450.56K (1.38%) 5.57K
Increased by +1.24%
Aug 31, 25
17 Vanguard Mid Cap Index Institutional 390.36K (1.20%) 1.34K
Increased by +0.34%
Feb 28, 25
18 iShares MSCI USA Quality Factor ETF 361.21K (1.11%) 0.00
Increased by 0.00%
Aug 31, 25
19 Pictet Water Segregated Accounts 350.94K (1.08%) 350.94K
Increased by +100.00%
Mar 31, 24
20 Delaware Ivy Mid Cap Growth A 349.08K (1.07%) -35.33K
Decreased by -10.12%
Oct 31, 24