Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.85%
2 BAMG 2.71%
3 MOTE 2.46%
4 MOAT 2.10%
5 MOTG 1.83%
6 HAPY 1.59%
7 NUMV 1.41%
8 TSME 1.30%
9 EVSTC 1.24%
10 SMOT 1.19%
11 GURU 1.09%
12 KLDW 1.02%
13 MDYG 1.01%
14 IJK 1.01%
15 RFG 1.01%
16 LEND 1.00%
17 IVOG 0.95%
18 DVYE 0.92%
19 DTEC 0.90%
20 EYLD 0.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Financial Services Company 22.72M (11.75%) 1.05M
Increased by +4.61%
Jun 30, 25
2 Vanguard Group Inc 18.54M (9.59%) 274.90K
Increased by +1.48%
Jun 30, 25
3 Wellington Management Company LLP 11.95M (6.18%) 1.07M
Increased by +8.94%
Jun 30, 25
4 BlackRock Inc 10.65M (5.51%) -13.28K
Decreased by -0.12%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 7.48M (3.87%) -51.81K
Decreased by -0.69%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 6.76M (3.49%) 2.31M
Increased by +34.14%
Mar 31, 24
7 Meritage Group LP 5.92M (3.06%) 1.64M
Increased by +27.71%
Jun 30, 25
8 Farallon Capital Management, L.L.C. 5.40M (2.80%) -8.63K
Decreased by -0.16%
Jun 30, 25
9 T. Rowe Price Investment Management,Inc. 5.25M (2.72%) 1.84M
Increased by +35.03%
Jun 30, 25
10 Van Eck Associates Corporation 4.79M (2.48%) -316.94K
Decreased by -6.61%
Jun 30, 25
11 William Blair Investment Management, LLC 4.74M (2.45%) 1.39M
Increased by +29.43%
Jun 30, 25
12 Independent Franchise Partners LLP 4.65M (2.40%) 2.53M
Increased by +54.45%
Jun 30, 25
13 State Street Corporation 4.30M (2.23%) 70.25K
Increased by +1.63%
Mar 31, 24
14 State Street Corp 4.18M (2.16%) -35.45K
Decreased by -0.85%
Jun 30, 25
15 FMR Inc 4.11M (2.13%) -931.88K
Decreased by -22.66%
Mar 31, 25
16 Viking Global Investors LP 4.10M (2.12%) 1.70M
Increased by +41.45%
Dec 31, 24
17 Capital Research & Mgmt Co - Division 3 3.95M (2.04%) 26.22K
Increased by +0.66%
Mar 31, 25
18 Bessemer Group Inc 3.60M (1.86%) -434.72K
Decreased by -12.08%
Jun 30, 25
19 BlueSpruce Investments, LP 3.47M (1.79%) -244.91K
Decreased by -7.06%
Jun 30, 24
20 HHG PLC 3.36M (1.74%) 125.98K
Increased by +3.75%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.15M (3.18%) 4.55K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.13M (3.17%) -145.97K
Decreased by -2.38%
Jul 31, 25
3 MFS Growth Equity 4.91M (2.54%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Mid Cap Index Institutional 4.35M (2.25%) 46.92K
Increased by +1.08%
Jul 31, 25
5 Eaton Vance Atlanta Capital SMID-Cap I 3.67M (1.90%) 0.00
Increased by 0.00%
Jul 31, 25
6 VanEck Morningstar Wide Moat 3.52M (1.82%) -299.43K
Decreased by -8.50%
Jun 30, 25
7 VanEck Morningstar Wide Moat ETF 3.38M (1.75%) -2.61K
Decreased by -0.08%
Aug 30, 25
8 T. Rowe Price Capital Appreciation 3.31M (1.71%) -1.36M
Decreased by -40.99%
Sep 30, 23
9 MFS Growth B 3.30M (1.71%) -1.61M
Decreased by -48.78%
Jul 31, 25
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 (1.62%) 464.71K
Increased by +14.87%
Jun 30, 25
13 MFS Massachusetts Inv Gr Stk A 3.08M (1.59%) -46.53K
Decreased by -1.51%
Jul 31, 25
14 Nuveen Credit Strategies Income 2.91M (1.51%) 0.00
Increased by 0.00%
Oct 31, 24
15 MFS Mid Cap Growth Equity 2.82M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
16 MFS Mid Cap Growth A 2.75M (1.42%) -73.73K
Decreased by -2.68%
Jul 31, 25
17 T. Rowe Price Mid-Cap Growth 2.63M (1.36%) 125.00K
Increased by +4.76%
Jul 31, 25
18 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.58M (1.34%) 1.14M
Increased by +44.12%
Mar 31, 24
19 T. Rowe Price US Mid-Cap Growth Equity 2.50M (1.29%) 858.30K
Increased by +34.33%
Jun 30, 25
20 Parnassus Mid-Cap 2.40M (1.24%) 0.00
Increased by 0.00%
Dec 31, 23