Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.51%
2 UTRN 3.99%
3 MDCP 3.65%
4 FEVR 2.96%
5 MID 2.58%
6 RISN 2.39%
7 KMID 2.37%
8 DFRA 2.36%
9 CBLS 2.30%
10 PXMG 2.26%
11 CBSE 2.25%
12 EQWM 2.16%
13 FMCX 2.12%
14 FMCE 2.07%
15 RSPD 1.89%
16 RCD 1.85%
17 FTDS 1.70%
18 JMID 1.67%
19 RYJ 1.49%
20 UPGD 1.47%

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 Berkshire Hathaway Inc 3.07M (8.73%) -390.00K
Decreased by -12.71%
Dec 31, 25
3 Wellington Management Company LLP 2.87M (8.16%) 313.40K
Increased by +10.93%
Mar 31, 26
4 Kayne Anderson Rudnick Investment Management LLC 2.85M (8.11%) 1.09M
Increased by +38.24%
Mar 31, 26
5 BlackRock Inc 2.29M (6.53%) -13.34K
Decreased by -0.58%
Mar 31, 26
6 T. Rowe Price Investment Management,Inc. 2.25M (6.39%) -1.04M
Decreased by -46.45%
Mar 31, 26
7 Vanguard Capital Management, LLC 2.15M (6.10%) 2.15M
Increased by +100.00%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 1.71M (4.86%) 337.54K
Increased by +19.75%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 1.67M (4.74%) 1.67M
Increased by +100.00%
Mar 31, 26
10 State Street Corporation 1.57M (4.46%) -4.26K
Decreased by -0.27%
Mar 31, 24
11 State Street Corp 1.19M (3.39%) -17.39K
Decreased by -1.46%
Mar 31, 26
12 Amvescap Plc. 1.06M (3.00%) 217.96K
Increased by +20.65%
Mar 31, 26
13 Geode Capital Management, LLC 893.58K (2.54%) 11.55K
Increased by +1.29%
Mar 31, 26
14 Pictet Asset Manangement SA 796.43K (2.27%) 160.42K
Increased by +20.14%
Mar 31, 25
15 Citadel Advisors Llc 683.28K (1.94%) 134.31K
Increased by +19.66%
Dec 31, 25
16 Goldman Sachs Group Inc 664.92K (1.89%) 422.61K
Increased by +63.56%
Dec 31, 23
17 Select Equity Group LP 647.25K (1.84%) -53.69K
Decreased by -8.29%
Mar 31, 24
18 Steadfast Capital Management LLC 562.89K (1.60%) 562.89K
Increased by +100.00%
Jun 30, 25
19 Baillie Gifford & Co Limited. 549.13K (1.56%) -8.76K
Decreased by -1.60%
Jun 30, 24
20 Southpoint Capital Advisors LP 500.00K (1.42%) 200.00K
Increased by +40.00%
Mar 31, 26

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 T. Rowe Price Mid-Cap Growth 1.08M (3.06%) 50.23K
Increased by +4.67%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.05M (3.00%) 2.61K
Increased by +0.25%
Apr 30, 26
5 T. Rowe Price US Mid-Cap Growth Equity 1.03M (2.92%) 110.98K
Increased by +10.82%
Mar 31, 26
6 Vanguard 500 Index Investor 849.76K (2.42%) 15.58K
Increased by +1.83%
Apr 30, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 826.34K (2.35%) -43.66K
Decreased by -5.28%
Apr 30, 26
8 Invesco S&P 500® Equal Weight ETF 796.43K (2.27%) 1.56K
Increased by +0.20%
May 29, 26
9 Vanguard Small Cap Index 762.62K (2.17%) -933.00
Decreased by -0.12%
Apr 30, 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 431.67K (1.23%) 1.31K
Increased by +0.30%
May 29, 26
17 Fidelity 500 Index 420.06K (1.19%) 1.45K
Increased by +0.34%
Apr 30, 26
18 State Street® SPDR® S&P 500® ETF 395.74K (1.13%) 418.00
Increased by +0.11%
May 31, 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