Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.10%
2 FDD 4.45%
3 UTRN 4.11%
4 BCFN 3.02%
5 RJMG 2.82%
6 TPMN 2.71%
7 CNAV 2.68%
8 BBHM 2.55%
9 BCDF 2.37%
10 WBIF 2.28%
11 WBIG 2.18%
12 KBWR 2.12%
13 NBDS 2.11%
14 WBIL 2.00%
15 EVSTC_old 1.85%
16 IMOM 1.57%
17 CZA 1.57%
18 KCE 1.53%
19 EFAS 1.48%
20 FRTY 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 15.79M (13.64%) 2.90M
Increased by +18.40%
Dec 31, 25
2 Vanguard Group Inc 11.96M (10.33%) -687.28K
Decreased by -5.75%
Dec 31, 25
3 Wellington Management Company LLP 9.35M (8.08%) 378.26K
Increased by +4.05%
Dec 31, 25
4 BlackRock Inc 6.84M (5.91%) -1.05M
Decreased by -15.35%
Dec 31, 25
5 T. Rowe Price Investment Management,Inc. 4.80M (4.15%) 2.52M
Increased by +52.52%
Dec 31, 25
6 ING Investment Management LLC 2.94M (2.54%) 1.36M
Increased by +46.29%
Mar 31, 25
7 Linonia Partnership LP 2.79M (2.41%) 2.79M
Increased by +100.00%
Mar 31, 26
8 Viking Global Investors LP 2.77M (2.39%) 2.77M
Increased by +100.00%
Dec 31, 25
9 State Street Corp 2.70M (2.34%) 24.55K
Increased by +0.91%
Dec 31, 25
10 Grantham, Mayo, Van Otterloo & Co., LLC 2.52M (2.18%) 549.68K
Increased by +21.82%
Dec 31, 25
11 State Street Corporation 2.45M (2.12%) 24.50K
Increased by +1.00%
Mar 31, 24
12 Cantillon Capital Management LLC 2.37M (2.05%) -321.20K
Decreased by -13.57%
Mar 31, 26
13 Carmignac Gestion 2.21M (1.91%) 954.60K
Increased by +43.11%
Dec 31, 25
14 Van Eck Associates Corporation 2.20M (1.90%) 289.61K
Increased by +13.17%
Sep 30, 23
15 Capital World Investors 2.20M (1.90%) 123.28K
Increased by +5.61%
Mar 31, 26
16 Franklin Resources Inc 2.17M (1.88%) -1.44M
Decreased by -66.27%
Dec 31, 25
17 Geode Capital Management, LLC 2.08M (1.80%) 75.77K
Increased by +3.64%
Dec 31, 25
18 JPMorgan Chase & Co 2.01M (1.74%) 793.62K
Increased by +39.51%
Mar 31, 26
19 UBS Group AG 1.93M (1.67%) 983.29K
Increased by +50.98%
Mar 31, 26
20 Axiom Investors 1.89M (1.64%) -1.99M
Decreased by -105.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.68M (3.18%) -9.72K
Decreased by -0.26%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 3.67M (3.18%) 2.94K
Increased by +0.08%
Sep 30, 24
3 American Funds Growth Fund of Amer A 2.70M (2.33%) 188.15K
Increased by +6.97%
Mar 31, 26
4 Capital Group Growth Fnd of Amer Comp 2.70M (2.33%) 188.15K
Increased by +6.97%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 2.50M (2.16%) -33.26K
Decreased by -1.33%
Mar 31, 26
6 Franklin Innovation Composite 2.11M (1.83%) 114.49K
Increased by +5.41%
Jun 30, 25
7 VanEck Morningstar Wide Moat ETF 2.11M (1.82%) 1.42K
Increased by +0.07%
Nov 30, 23
8 Franklin DynaTech A 2.00M (1.73%) 0.00
Increased by 0.00%
Jul 31, 25
9 Franklin DynaTech Fund A 2.00M (1.73%) 0.00
Increased by 0.00%
May 31, 25
10 VanEck Morningstar Wide Moat 1.98M (1.71%) 281.80K
Increased by +14.22%
Sep 30, 23
11 Vanguard Growth Index Investor 1.66M (1.43%) -215.37K
Decreased by -12.99%
Mar 31, 26
12 Vanguard Windsor Investor Shares 1.64M (1.42%) -254.85K
Decreased by -15.52%
Mar 31, 26
13 T. Rowe Price Mid-Cap Growth 1.62M (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
14 T. Rowe Price US Mid-Cap Growth Equity 1.62M (1.40%) 238.70K
Increased by +14.76%
Mar 31, 26
15 American Funds IS® Global Growth 1 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
16 Capital Group Global Composite 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
17 Carmignac Investissement A EUR Acc 1.52M (1.31%) 220.00K
Increased by +14.47%
Apr 30, 26
18 Vanguard US Growth Investor 1.46M (1.27%) -203.72K
Decreased by -13.91%
Mar 31, 26
19 T. Rowe Price Lrg Cp Gr I 1.46M (1.26%) -209.78K
Decreased by -14.37%
Mar 31, 26
20 T. Rowe Price US Large-Cap Growth Equity 1.46M (1.26%) -187.62K
Decreased by -12.85%
Mar 31, 26