Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 12.71%
2 GRW 7.63%
3 JETU 6.12%
4 JETD 6.12%
5 SUPP 5.04%
6 BCHP 4.67%
7 ITA 4.56%
8 ABIG 4.14%
9 MISL 4.02%
10 STNC 4.01%
11 BWTG 3.88%
12 IBLN 3.46%
13 DFEN 3.19%
14 NATO 3.15%
15 LOGO 3.05%
16 XAR 3.01%
17 BCUS 2.90%
18 XKFF 2.88%
19 RW 2.73%
20 FRTY 2.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.80M (12.10%) -15.40K
Decreased by -0.23%
Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 6.54M (11.65%) 55.23K
Increased by +0.84%
Dec 31, 25
3 BlackRock Inc 4.20M (7.47%) -67.15K
Decreased by -1.60%
Sep 30, 25
4 Capital World Investors 3.95M (7.04%) 15.82K
Increased by +0.40%
Dec 31, 25
5 JPMorgan Chase & Co 2.52M (4.49%) 528.86K
Increased by +20.95%
Sep 30, 25
6 Capital Research Global Investors 2.48M (4.41%) 268.82K
Increased by +10.85%
Dec 31, 25
7 State Street Corp 2.39M (4.25%) 45.55K
Increased by +1.91%
Sep 30, 25
8 Principal Financial Group Inc 2.38M (4.23%) 367.76K
Increased by +15.45%
Sep 30, 25
9 State Street Corporation 2.17M (3.86%) 6.16K
Increased by +0.28%
Mar 31, 24
10 FMR Inc 1.62M (2.88%) -663.14K
Decreased by -40.95%
Dec 31, 25
11 GAMMA Investing LLC 1.24M (2.21%) 1.24M
Increased by +99.94%
Mar 31, 25
12 Geode Capital Management, LLC 1.23M (2.19%) -191.00
Decreased by -0.02%
Dec 31, 25
13 Matrix Capital Management Company, LLC 1.09M (1.95%) 0.00
Increased by 0.00%
Jun 30, 24
14 ALTAROCK PARTNERS LLC 969.40K (1.73%) -6.99K
Decreased by -0.72%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 883.90K (1.57%) -63.38K
Decreased by -7.17%
Sep 30, 25
16 NORGES BANK 771.21K (1.37%) -67.28K
Decreased by -8.72%
Dec 31, 25
17 T. Rowe Price Associates, Inc. 748.71K (1.33%) 29.02K
Increased by +3.88%
Sep 30, 25
18 Soroban Capital Partners LP 747.97K (1.33%) 166.87K
Increased by +22.31%
Dec 31, 25
19 Edgewood Management LLC 581.41K (1.03%) -55.43K
Decreased by -9.53%
Dec 31, 25
20 WINDACRE PARTNERSHIP LLC 566.10K (1.01%) -46.40K
Decreased by -8.20%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 2.88M (5.13%) 106.66K
Increased by +3.70%
Mar 31, 26
2 Capital Group Fundamental Invtrs Comp 2.78M (4.94%) 0.00
Increased by 0.00%
Dec 31, 25
3 American Funds Growth Fund of Amer A 2.67M (4.76%) 13.48K
Increased by +0.50%
Mar 31, 26
4 Capital Group Growth Fnd of Amer Comp 2.66M (4.73%) -24.78K
Decreased by -0.93%
Dec 31, 25
5 JPM High Quality High Yield-Composite 2.34M (4.16%) -5.93K
Decreased by -0.25%
Dec 31, 25
6 VA CollegeAmerica Amcap 529A 1.95M (3.47%) 0.00
Increased by 0.00%
Dec 31, 24
7 Capital Group AMCAP Composite 1.88M (3.34%) 21.01K
Increased by +1.12%
Dec 31, 25
8 Vanguard Total Stock Mkt Idx Inv 1.79M (3.19%) 12.03K
Increased by +0.67%
Mar 31, 26
9 American Funds AMCAP A 1.76M (3.14%) -116.55K
Decreased by -6.61%
Mar 31, 26
10 Vanguard US Total Market Shares ETF 1.69M (3.00%) 7.23K
Increased by +0.43%
Sep 30, 24
11 Vanguard Institutional 500 Index Trust 1.60M (2.84%) 10.94K
Increased by +0.69%
May 31, 25
12 American Funds American Balanced A 1.47M (2.62%) 46.28K
Increased by +3.14%
Mar 31, 26
13 Vanguard 500 Index Investor 1.44M (2.56%) -9.69K
Decreased by -0.67%
Mar 31, 26
14 Vanguard Mid Cap Index Institutional 1.22M (2.17%) -4.11K
Decreased by -0.34%
Mar 31, 26
15 Principal Aligned MidCap Equity 1.15M (2.05%) -131.83K
Decreased by -11.44%
Dec 31, 25
16 Principal MidCap R5 1.11M (1.98%) 20.59K
Increased by +1.85%
Feb 28, 26
17 Loomis Sayles MFD Class C 1.05M (1.86%) -458.15K
Decreased by -43.72%
Dec 31, 25
18 Capital Group World Growth & Inc Cmp 808.81K (1.44%) 50.00K
Increased by +6.18%
Dec 31, 25
19 JPM US Large Cap Growth-MA 732.74K (1.30%) 685.54K
Increased by +93.56%
Sep 30, 23
20 iShares Core S&P 500 ETF 726.02K (1.29%) -396.00
Decreased by -0.05%
Mar 31, 26