Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.97%
2 BAMG 3.14%
3 MOAT 2.40%
4 MOTE 2.33%
5 MOTG 1.95%
6 HAPY 1.59%
7 NUMV 1.50%
8 TSME 1.30%
9 SMOT 1.30%
10 EVSTC 1.24%
11 GURU 1.12%
12 KLDW 1.02%
13 DTEC 1.01%
14 LEND 1.00%
15 DVYE 0.92%
16 EYLD 0.80%
17 SCAP 0.69%
18 FDWM 0.60%
19 ULVM 0.59%
20 RNIN 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Financial Services Company 22.72M (11.70%) 1.05M
Increased by +4.61%
Jun 30, 25
2 Vanguard Group Inc 18.54M (9.55%) 274.90K
Increased by +1.48%
Jun 30, 25
3 Wellington Management Company LLP 11.95M (6.15%) 1.07M
Increased by +8.94%
Jun 30, 25
4 BlackRock Inc 10.67M (5.49%) 21.67K
Increased by +0.20%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 7.53M (3.88%) 706.44K
Increased by +9.38%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 6.76M (3.48%) 2.31M
Increased by +34.14%
Mar 31, 24
7 Meritage Group LP 5.92M (3.05%) 1.64M
Increased by +27.71%
Jun 30, 25
8 Farallon Capital Management, L.L.C. 5.41M (2.79%) 86.89K
Increased by +1.61%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 5.25M (2.70%) 1.84M
Increased by +35.03%
Jun 30, 25
10 Van Eck Associates Corporation 5.11M (2.63%) -28.03K
Decreased by -0.55%
Mar 31, 25
11 William Blair Investment Management, LLC 4.74M (2.44%) 1.39M
Increased by +29.43%
Jun 30, 25
12 Independent Franchise Partners LLP 4.65M (2.39%) 2.53M
Increased by +54.45%
Jun 30, 25
13 State Street Corporation 4.30M (2.22%) 70.25K
Increased by +1.63%
Mar 31, 24
14 State Street Corp 4.22M (2.17%) -57.99K
Decreased by -1.38%
Mar 31, 25
15 FMR Inc 4.11M (2.12%) -931.88K
Decreased by -22.66%
Mar 31, 25
16 Viking Global Investors LP 4.10M (2.11%) 1.70M
Increased by +41.45%
Dec 31, 24
17 Bessemer Group Inc 4.03M (2.08%) -462.16K
Decreased by -11.46%
Mar 31, 25
18 Capital Research & Mgmt Co - Division 3 3.95M (2.03%) 26.22K
Increased by +0.66%
Mar 31, 25
19 BlueSpruce Investments, LP 3.47M (1.79%) -244.91K
Decreased by -7.06%
Jun 30, 24
20 HHG PLC 3.36M (1.73%) 125.98K
Increased by +3.75%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.28M (3.23%) 10.79K
Increased by +0.17%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 6.15M (3.17%) 4.55K
Increased by +0.07%
Sep 30, 24
3 MFS Growth B 4.91M (2.53%) 0.00
Increased by 0.00%
Jun 30, 25
4 MFS Growth Equity 4.91M (2.53%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 4.31M (2.22%) 22.63K
Increased by +0.53%
Jun 30, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 3.67M (1.89%) -22.10K
Decreased by -0.60%
Jun 30, 25
7 VanEck Morningstar Wide Moat 3.52M (1.81%) -299.43K
Decreased by -8.50%
Jun 30, 25
8 VanEck Morningstar Wide Moat ETF 3.43M (1.76%) -1.31K
Decreased by -0.04%
Jul 31, 25
9 T. Rowe Price Capital Appreciation 3.31M (1.70%) -1.36M
Decreased by -40.99%
Sep 30, 23
10 American Funds Washington Mutual A 3.22M (1.66%) -6.44K
Decreased by -0.20%
Mar 31, 25
11 Capital Group Wash Mutual Invtrs Comp 3.22M (1.66%) -6.44K
Decreased by -0.20%
Mar 31, 25
12 MFS Large Cap Growth Equity 3.13M (1.61%) 464.71K
Increased by +14.87%
Jun 30, 25
13 MFS Massachusetts Inv Gr Stk A 3.13M (1.61%) -47.86K
Decreased by -1.53%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 3.01M (1.55%) -36.76K
Decreased by -1.22%
Jun 30, 25
15 Nuveen Credit Strategies Income 2.91M (1.50%) 0.00
Increased by 0.00%
Oct 31, 24
16 MFS Mid Cap Growth A 2.82M (1.45%) 0.00
Increased by 0.00%
Jun 30, 25
17 MFS Mid Cap Growth Equity 2.82M (1.45%) 0.00
Increased by 0.00%
Jun 30, 25
18 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.58M (1.33%) 1.14M
Increased by +44.12%
Mar 31, 24
19 T. Rowe Price Mid-Cap Growth 2.50M (1.29%) 700.30K
Increased by +28.01%
Jun 30, 25
20 T. Rowe Price US Mid-Cap Growth Equity 2.50M (1.29%) 858.30K
Increased by +34.33%
Jun 30, 25