Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.85%
2 BAMG 3.41%
3 MOTE 2.46%
4 KBWR 2.36%
5 MOAT 2.13%
6 HCOW 1.63%
7 HAPY 1.59%
8 COWS 1.56%
9 AQEC 1.47%
10 TSME 1.30%
11 EVSTC 1.24%
12 CSTK 1.17%
13 BCFN 1.11%
14 NUMV 1.10%
15 GURU 1.08%
16 SMOT 1.04%
17 KLDW 1.02%
18 VUSV 1.00%
19 RFG 1.00%
20 LEND 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.82M (9.83%) 582.72K
Increased by +3.10%
Mar 31, 26
2 Vanguard Group Inc 18.63M (9.73%) -428.83K
Decreased by -2.30%
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 Wellington Management Company LLP 10.95M (5.72%) -765.80K
Decreased by -6.99%
Mar 31, 26
7 FMR Inc 9.60M (5.01%) 5.13M
Increased by +53.43%
Mar 31, 26
8 Vanguard Capital Management, LLC 8.64M (4.51%) 8.64M
Increased by +100.00%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 8.28M (4.32%) 8.28M
Increased by +100.00%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 7.30M (3.81%) -4.42M
Decreased by -60.48%
Mar 31, 26
11 State Street Corp 6.94M (3.63%) 108.43K
Increased by +1.56%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 6.93M (3.62%) -1.05M
Decreased by -15.11%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 6.76M (3.53%) 2.31M
Increased by +34.14%
Mar 31, 24
14 Farallon Capital Management, L.L.C. 5.40M (2.82%) -8.63K
Decreased by -0.16%
Jun 30, 25
15 Van Eck Associates Corporation 5.24M (2.74%) 306.81K
Increased by +5.86%
Mar 31, 26
16 State Street Corporation 4.30M (2.25%) 70.25K
Increased by +1.63%
Mar 31, 24
17 Amvescap Plc. 4.11M (2.15%) 1.32M
Increased by +32.15%
Mar 31, 26
18 Viking Global Investors LP 4.10M (2.14%) 1.70M
Increased by +41.45%
Dec 31, 24
19 Bessemer Group Inc 3.77M (1.97%) 205.45K
Increased by +5.45%
Dec 31, 25
20 HHG PLC 3.74M (1.95%) 293.09K
Increased by +7.84%
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 6.53M (3.41%) 1.22K
Increased by +0.02%
May 29, 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 6.13M (3.20%) 15.28K
Increased by +0.25%
Apr 30, 26
5 MFS Growth Equity 4.91M (2.57%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Index 4.43M (2.32%) -10.13K
Decreased by -0.23%
Apr 30, 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 3.78M (1.98%) -4.98K
Decreased by -0.13%
May 30, 26
9 Eaton Vance Atlanta Capital SMID-Cap I 3.54M (1.85%) -134.53K
Decreased by -3.81%
Apr 30, 26
10 T. Rowe Price US Mid-Cap Growth Equity 3.38M (1.77%) 164.00K
Increased by +4.85%
Mar 31, 26
11 T. Rowe Price Mid-Cap Growth 3.38M (1.77%) -1.47K
Decreased by -0.04%
Apr 30, 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 2.96M (1.55%) -41.12K
Decreased by -1.39%
Apr 30, 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 2.85M (1.49%) 20.44K
Increased by +0.72%
Apr 30, 26
19 Strategic Advisers Fidelity US TtlStk 2.67M (1.39%) 66.50K
Increased by +2.49%
Apr 30, 26
20 MFS Large Cap Growth Equity 2.66M (1.39%) -651.23K
Decreased by -24.47%
Mar 31, 26