Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.85%
2 BAMG 3.41%
3 MOTE 2.46%
4 KBWR 2.44%
5 MOAT 2.29%
6 COWS 1.72%
7 HCOW 1.68%
8 HAPY 1.59%
9 AQEC 1.51%
10 TSME 1.30%
11 CSTK 1.27%
12 EVSTC 1.24%
13 BCFN 1.18%
14 SMOT 1.13%
15 NUMV 1.09%
16 GURU 1.08%
17 DTEC 1.03%
18 KLDW 1.02%
19 VUSV 1.00%
20 RFG 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.63M (9.73%) -428.83K
Decreased by -2.30%
Dec 31, 25
2 BlackRock Inc 18.23M (9.52%) -865.97K
Decreased by -4.75%
Dec 31, 25
3 Dodge & Cox 16.19M (8.46%) 6.35M
Increased by +39.21%
Mar 31, 26
4 Massachusetts Financial Services Company 13.15M (6.87%) -2.39M
Decreased by -18.21%
Mar 31, 26
5 Independent Franchise Partners LLP 12.13M (6.34%) 3.00M
Increased by +24.69%
Mar 31, 26
6 T. Rowe Price Investment Management,Inc. 11.72M (6.12%) 4.67M
Increased by +39.80%
Dec 31, 25
7 Wellington Management Company LLP 11.72M (6.12%) -238.11K
Decreased by -2.03%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 7.98M (4.17%) -331.50K
Decreased by -4.16%
Dec 31, 25
9 State Street Corp 6.83M (3.57%) 50.23K
Increased by +0.74%
Dec 31, 25
10 T. Rowe Price Associates, Inc. 6.76M (3.53%) 2.31M
Increased by +34.14%
Mar 31, 24
11 Farallon Capital Management, L.L.C. 5.40M (2.82%) -8.63K
Decreased by -0.16%
Jun 30, 25
12 Van Eck Associates Corporation 4.93M (2.58%) 323.15K
Increased by +6.55%
Dec 31, 25
13 FMR Inc 4.47M (2.33%) 2.79M
Increased by +62.46%
Dec 31, 25
14 State Street Corporation 4.30M (2.25%) 70.25K
Increased by +1.63%
Mar 31, 24
15 Amvescap Plc. 4.11M (2.15%) 1.32M
Increased by +32.15%
Mar 31, 26
16 Viking Global Investors LP 4.10M (2.14%) 1.70M
Increased by +41.45%
Dec 31, 24
17 William Blair Investment Management, LLC 3.97M (2.07%) -713.31K
Decreased by -17.99%
Dec 31, 25
18 Bessemer Group Inc 3.77M (1.97%) 205.45K
Increased by +5.45%
Dec 31, 25
19 Meritage Group LP 3.63M (1.90%) -1.70M
Decreased by -46.84%
Mar 31, 26
20 Ninety One UK Limited 3.55M (1.85%) -54.33K
Decreased by -1.53%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.06M (5.26%) 3.58M
Increased by +35.62%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 6.50M (3.39%) -3.28K
Decreased by -0.05%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 6.15M (3.21%) 4.55K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.11M (3.19%) -26.05K
Decreased by -0.43%
Mar 31, 26
5 MFS Growth Equity 4.91M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Index 4.44M (2.32%) 2.24M
Increased by +50.37%
Mar 31, 26
7 VanEck Morningstar Wide Moat 3.98M (2.08%) 303.93K
Increased by +7.64%
Mar 31, 26
8 VanEck Morningstar Wide Moat ETF 3.89M (2.03%) -9.95K
Decreased by -0.26%
Apr 30, 26
9 Eaton Vance Atlanta Capital SMID-Cap I 3.67M (1.92%) 366.64K
Increased by +9.99%
Mar 31, 26
10 T. Rowe Price Mid-Cap Growth 3.38M (1.77%) 0.00
Increased by 0.00%
Mar 31, 26
11 T. Rowe Price US Mid-Cap Growth Equity 3.38M (1.77%) 164.00K
Increased by +4.85%
Mar 31, 26
12 T. Rowe Price Capital Appreciation 3.31M (1.73%) -1.36M
Decreased by -40.99%
Sep 30, 23
13 MFS Growth B 3.30M (1.72%) -1.61M
Decreased by -48.78%
Jul 31, 25
14 American Funds Washington Mutual A 3.22M (1.68%) -6.44K
Decreased by -0.20%
Mar 31, 25
15 Capital Group Wash Mutual Invtrs Comp 3.22M (1.68%) -6.44K
Decreased by -0.20%
Mar 31, 25
16 MFS Massachusetts Inv Gr Stk A 3.00M (1.57%) -52.75K
Decreased by -1.76%
Mar 31, 26
17 Nuveen Credit Strategies Income 2.91M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Small Cap Value Index Inv 2.83M (1.48%) 1.41M
Increased by +49.90%
Mar 31, 26
19 MFS Large Cap Growth Equity 2.66M (1.39%) -651.23K
Decreased by -24.47%
Mar 31, 26
20 Strategic Advisers Fidelity US TtlStk 2.60M (1.36%) 105.03K
Increased by +4.04%
Mar 31, 26