Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FIXT 2.71%
2 FEMA 2.70%
3 RW 2.53%
4 PYZ 2.23%
5 ALIL 2.10%
6 CPAI 2.00%
7 SMIZ 1.13%
8 AFSM 0.99%
9 FFTY 0.98%
10 VAMO 0.81%
11 SCDS 0.80%
12 DWAS 0.71%
13 SFLO 0.60%
14 FYC 0.58%
15 FEMS 0.51%
16 SVAL 0.50%
17 EHLS 0.43%
18 FSCC 0.40%
19 CALF 0.39%
20 FMAT 0.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 WINDACRE PARTNERSHIP LLC 21.85M (14.68%) 0.00
Increased by 0.00%
Mar 31, 26
2 Principal Financial Group Inc 12.51M (8.40%) 1.63M
Increased by +13.06%
Mar 31, 26
3 BlackRock Inc 10.83M (7.27%) -37.62K
Decreased by -0.35%
Mar 31, 26
4 FMR Inc 9.04M (6.07%) 269.62K
Increased by +2.98%
Mar 31, 26
5 Vanguard Group Inc 8.57M (5.76%) 156.79K
Increased by +1.83%
Dec 31, 25
6 Matrix Capital Management Company, LLC 6.55M (4.40%) -171.00K
Decreased by -2.61%
Dec 31, 24
7 Vanguard Capital Management, LLC 6.18M (4.15%) 6.18M
Increased by +100.00%
Mar 31, 26
8 Dimensional Fund Advisors, Inc. 4.76M (3.20%) 27.64K
Increased by +0.58%
Mar 31, 26
9 CI Private Wealth LLC 4.09M (2.75%) 1.62M
Increased by +39.64%
Dec 31, 25
10 HHG PLC 4.01M (2.69%) 315.76K
Increased by +7.88%
Mar 31, 26
11 DF Dent & Co Inc 3.93M (2.64%) 1.40M
Increased by +35.52%
Mar 31, 26
12 Meritage Group LP 3.92M (2.63%) -4.08M
Decreased by -104.28%
Dec 31, 24
13 Geode Capital Management, LLC 3.80M (2.55%) 374.79K
Increased by +9.87%
Mar 31, 26
14 Ensemble Capital Management, LLC 3.44M (2.31%) -848.59K
Decreased by -24.65%
Sep 30, 24
15 State Street Corp 3.24M (2.18%) 43.54K
Increased by +1.34%
Mar 31, 26
16 JPMorgan Chase & Co 2.81M (1.88%) 269.37K
Increased by +9.60%
Mar 31, 26
17 BALANCE CAPITAL PARTNERS L.P. 2.74M (1.84%) 225.00K
Increased by +8.23%
Mar 31, 26
18 Petrus Trust Company, LTA 2.69M (1.80%) 0.00
Increased by 0.00%
Jun 30, 24
19 Brown Brothers Harriman & Co 2.61M (1.75%) 349.20K
Increased by +13.39%
Mar 31, 26
20 Senator Investment Group LP 2.37M (1.59%) 22.00K
Increased by +0.93%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Principal Aligned MidCap Equity 8.28M (5.56%) 311.16K
Increased by +3.76%
Mar 31, 26
2 Principal MidCap R5 8.12M (5.45%) -161.73K
Decreased by -1.99%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 4.51M (3.03%) 50.82K
Increased by +1.13%
Apr 30, 26
4 iShares Russell 2000 ETF 3.33M (2.24%) 30.78K
Increased by +0.92%
May 29, 26
5 Janus Henderson US Small Cap Growth MA 2.87M (1.93%) 2.87M
Increased by +99.99%
Dec 31, 24
6 Fidelity Low-Priced Stock 2.49M (1.67%) 0.00
Increased by 0.00%
Mar 31, 26
7 Janus Henderson US Small Cap Growth 2.15M (1.44%) -23.93K
Decreased by -1.11%
Mar 31, 26
8 Janus Henderson Venture D 2.15M (1.44%) 0.00
Increased by 0.00%
Mar 31, 26
9 DF Dent Small Cap Growth 1.79M (1.20%) -113.27K
Decreased by -6.34%
May 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.07%) 18.89K
Increased by +1.19%
Apr 30, 26
11 Fidelity® Small Cap Index 1.49M (1.00%) 42.14K
Increased by +2.83%
Oct 31, 23
12 Fidelity Small Cap Index 1.36M (0.92%) 2.86K
Increased by +0.21%
Mar 31, 26
13 iShares Russell 2000 Value ETF 1.21M (0.81%) 4.33K
Increased by +0.36%
May 29, 26
14 PRIMECAP Odyssey Aggressive Growth 1.20M (0.80%) -3.35K
Decreased by -0.28%
Mar 31, 26
15 JPM US Smaller Companies A (dist) USD 1.19M (0.80%) -86.13K
Decreased by -7.26%
Apr 30, 24
16 Fidelity Small Cap Stock 1.12M (0.75%) 43.20K
Increased by +3.87%
Mar 31, 26
17 Weitz Multi Cap Equity-Investor Cl 1.10M (0.74%) -61.33K
Decreased by -5.58%
Jun 30, 25
18 Weitz Multi-Cap Value 1.10M (0.74%) -61.33K
Decreased by -5.58%
Jun 30, 25
19 JPM Small Cap Equity-MA 1.08M (0.72%) 263.06K
Increased by +24.46%
Mar 31, 26
20 JPM US Small Cap Core-Composite 1.08M (0.72%) 263.06K
Increased by +24.46%
Mar 31, 26