Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.08%
2 GNOM 3.29%
3 FBT 2.60%
4 SYNB 2.58%
5 JSMD 2.31%
6 PBE 2.17%
7 FMED 2.07%
8 MID 1.90%
9 PXMG 1.82%
10 BMED 1.72%
11 RSPH 1.47%
12 NBSM 1.42%
13 RYH 1.36%
14 TSME 1.23%
15 SMAP 1.21%
16 BBH 1.20%
17 RNMC 1.17%
18 SMCO 1.10%
19 BIS 1.02%
20 SMOT 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.81M (11.52%) -121.50K
Decreased by -0.68%
Dec 31, 25
2 BlackRock Inc 12.13M (7.84%) 242.04K
Increased by +2.00%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 8.35M (5.40%) 1.11M
Increased by +13.27%
Dec 31, 25
4 State Street Corporation 6.37M (4.12%) 40.76K
Increased by +0.64%
Mar 31, 24
5 State Street Corp 5.81M (3.76%) 58.64K
Increased by +1.01%
Dec 31, 25
6 Wellington Management Company LLP 5.73M (3.71%) 618.92K
Increased by +10.79%
Dec 31, 25
7 Geode Capital Management, LLC 4.93M (3.19%) 2.62K
Increased by +0.05%
Dec 31, 25
8 Amvescap Plc. 4.59M (2.97%) 910.05K
Increased by +19.83%
Mar 31, 26
9 Durable Capital Partners LP 4.46M (2.88%) 2.37M
Increased by +53.12%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 4.08M (2.63%) 725.05K
Increased by +17.79%
Dec 31, 25
11 Maverick Capital Ltd 3.85M (2.49%) 838.27K
Increased by +21.77%
Dec 31, 25
12 Massachusetts Financial Services Company 3.73M (2.41%) -279.57K
Decreased by -7.49%
Mar 31, 26
13 Ruane, Cunniff & Goldfarb L.P. 3.39M (2.19%) 1.93M
Increased by +56.78%
Mar 31, 26
14 Neuberger Berman Group LLC 3.34M (2.16%) 211.50K
Increased by +6.33%
Mar 31, 26
15 Capital Research Global Investors 3.19M (2.06%) 1.57M
Increased by +49.22%
Mar 31, 26
16 UBS Group AG 3.05M (1.97%) 830.08K
Increased by +27.18%
Mar 31, 26
17 Select Equity Group LP 2.84M (1.83%) 585.55K
Increased by +20.64%
Dec 31, 25
18 Ameriprise Financial Inc 2.80M (1.81%) -16.72K
Decreased by -0.60%
Dec 31, 25
19 BAMCO Inc 2.80M (1.81%) -480.66K
Decreased by -17.20%
Jun 30, 25
20 Mairs & Power Inc 2.75M (1.78%) -17.26K
Decreased by -0.63%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.05M (3.27%) 70.72K
Increased by +1.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.98M (3.22%) 48.85K
Increased by +0.98%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 4.49M (2.90%) 28.47K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 3.98M (2.57%) -27.13K
Decreased by -0.68%
Mar 31, 26
5 Eaton Vance Atlanta Capital SMID-Cap I 3.71M (2.40%) -355.56K
Decreased by -9.57%
Mar 31, 26
6 Vanguard Small Cap Index 3.61M (2.34%) 74.06K
Increased by +2.05%
Mar 31, 26
7 Invesco S&P 500® Equal Weight ETF 3.15M (2.04%) -949.00
Decreased by -0.03%
Apr 30, 26
8 American Funds SMALLCAP World A 2.89M (1.87%) 1.45M
Increased by +50.19%
Mar 31, 26
9 BlackRock Mid-Cap Growth Equity Instl 2.87M (1.85%) -336.31K
Decreased by -11.72%
Mar 31, 24
10 Vanguard Health Care Inv 2.46M (1.59%) -185.56K
Decreased by -7.55%
Mar 31, 26
11 Vanguard Explorer Inv 2.27M (1.47%) -25.70K
Decreased by -1.13%
Mar 31, 26
12 Brown Capital Mgmt Small Co Inv 2.17M (1.40%) 326.01K
Increased by +15.03%
Dec 31, 23
13 iShares Core S&P 500 ETF 2.02M (1.31%) 5.92K
Increased by +0.29%
Apr 30, 26
14 Vanguard Small Cap Growth Index Inv 2.02M (1.31%) 54.92K
Increased by +2.72%
Mar 31, 26
15 T. Rowe Price New Horizons Tr-Z 2.00M (1.30%) 263.26K
Increased by +13.14%
Mar 31, 25
16 Fidelity 500 Index 2.00M (1.29%) 15.13K
Increased by +0.76%
Mar 31, 26
17 SPDR® S&P 500 ETF 1.97M (1.27%) -28.83K
Decreased by -1.47%
Mar 31, 25
18 Fidelity Contrafund 1.94M (1.25%) 1.94M
Increased by +100.00%
Mar 31, 26
19 SPDR® S&P 500® ETF Trust 1.91M (1.24%) -10.04K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.91M (1.23%) 23.28K
Increased by +1.22%
Aug 31, 25