Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 2.70%
2 XAR 2.69%
3 SCAP 2.55%
4 SMLL 2.25%
5 IPO 1.80%
6 EPSB 1.36%
7 EPMV 1.31%
8 GCAD 1.00%
9 JMID 0.90%
10 FXR 0.82%
11 FTKI 0.75%
12 PPA 0.72%
13 TMSL 0.71%
14 TIME 0.65%
15 FNY 0.61%
16 FSST 0.41%
17 TGRT 0.38%
18 ITA 0.38%
19 FPX 0.27%
20 DFEN 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 The Carlyle Group Inc 84.59M (37.79%) -68.09M
Decreased by -80.49%
Mar 31, 26
2 T. Rowe Price Associates, Inc. 39.05M (17.44%) 25.05M
Increased by +64.14%
Mar 31, 26
3 BlackRock Inc 21.79M (9.73%) 12.46M
Increased by +57.20%
Mar 31, 26
4 Allspring Global Investments Holdings, LLC 15.08M (6.74%) 4.52M
Increased by +29.99%
Mar 31, 26
5 T. Rowe Price Investment Management,Inc. 13.35M (5.96%) -6.90M
Decreased by -51.67%
Mar 31, 26
6 State Street Corp 12.67M (5.66%) 7.00M
Increased by +55.26%
Mar 31, 26
7 HHG PLC 12.04M (5.38%) 816.28K
Increased by +6.78%
Mar 31, 26
8 Vanguard Group Inc 10.92M (4.88%) -291.03K
Decreased by -2.67%
Dec 31, 25
9 Victory Capital Management Inc. 9.51M (4.25%) 4.47M
Increased by +46.98%
Mar 31, 26
10 Wellington Management Company LLP 8.17M (3.65%) -2.70M
Decreased by -33.01%
Mar 31, 26
11 Vanguard Capital Management, LLC 7.78M (3.48%) 7.78M
Increased by +100.00%
Mar 31, 26
12 NORGES BANK 7.59M (3.39%) 1.17M
Increased by +15.47%
Dec 31, 25
13 Vanguard Portfolio Management, LLC 7.18M (3.21%) 7.18M
Increased by +100.00%
Mar 31, 26
14 Bessemer Group Inc 4.80M (2.14%) 1.70M
Increased by +35.32%
Mar 31, 26
15 Findlay Park Partners LLP 4.08M (1.82%) 4.08M
Increased by +100.00%
Mar 31, 26
16 FMR Inc 3.84M (1.71%) 830.89K
Increased by +21.66%
Mar 31, 26
17 Geode Capital Management, LLC 3.68M (1.65%) 1.30M
Increased by +35.20%
Mar 31, 26
18 Bank of America Corp 3.50M (1.56%) 1.59M
Increased by +45.29%
Mar 31, 26
19 Amvescap Plc. 3.49M (1.56%) 532.19K
Increased by +15.25%
Mar 31, 26
20 UBS Group AG 3.47M (1.55%) 2.66M
Increased by +76.53%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Allspring Special Mid Cap Value Inst 10.04M (4.48%) 0.00
Increased by 0.00%
Apr 30, 26
2 Allspring Special US Mid Cap Value Eq 10.04M (4.48%) 1.85M
Increased by +18.39%
Mar 31, 26
3 T. Rowe Price US Mid-Cap Value Equity 8.65M (3.86%) 1.74M
Increased by +20.13%
Mar 31, 26
4 T. Rowe Price Mid-Cap Value 8.64M (3.86%) -5.65K
Decreased by -0.07%
Apr 30, 26
5 Victory Sycamore Established Value R 6.89M (3.08%) 3.28M
Increased by +47.61%
Mar 31, 26
6 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 6.61M (2.95%) 7.36K
Increased by +0.11%
May 29, 26
7 iShares Core S&P Mid-Cap ETF 6.43M (2.87%) 1.21K
Increased by +0.02%
May 29, 26
8 Janus Henderson Enterprise D 6.09M (2.72%) 307.18K
Increased by +5.05%
Mar 31, 26
9 Janus Inst Mid Cap Growth CF 6.09M (2.72%) 307.18K
Increased by +5.05%
Mar 31, 26
10 T. Rowe Price US Mid-Cap Growth Equity 5.59M (2.50%) 662.90K
Increased by +11.86%
Mar 31, 26
11 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 5.42M (2.42%) 1.18M
Increased by +21.70%
Mar 31, 26
12 Vanguard Total Stock Mkt Idx Inv 5.32M (2.37%) 13.14K
Increased by +0.25%
Apr 30, 26
13 T. Rowe Price Lrg Cp Gr I 4.83M (2.16%) 1.30M
Increased by +26.89%
Apr 30, 26
14 T. Rowe Price Mid-Cap Growth 4.70M (2.10%) -888.24K
Decreased by -18.89%
Apr 30, 26
15 Vanguard Explorer Inv 4.39M (1.96%) -594.53K
Decreased by -13.54%
Mar 31, 26
16 Findlay Park American I USD Dist 4.08M (1.82%) 1.39M
Increased by +34.12%
Mar 31, 26
17 Vanguard Small Cap Index 3.83M (1.71%) -12.03K
Decreased by -0.31%
Apr 30, 26
18 T. Rowe Price US Large-Cap Growth Equity 3.53M (1.58%) 3.53M
Increased by +100.00%
Mar 31, 26
19 EARNEST Partners Smid Cap Core Fdrs 2.89M (1.29%) -12.64K
Decreased by -0.44%
May 31, 26
20 T. Rowe Price Equity Income 2.40M (1.07%) 415.00K
Increased by +17.27%
Apr 30, 26