Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 4.07%
2 NLSI 3.97%
3 UTRN 3.90%
4 DAT 3.57%
5 GCIG 3.43%
6 VNMC 3.02%
7 BOUT 2.95%
8 BAMG 2.89%
9 EASI 2.73%
10 MOTE 2.29%
11 SMAP 2.22%
12 FIXT 2.19%
13 FEMA 2.19%
14 SWIN_old 2.01%
15 MOAT 1.97%
16 MGRO 1.70%
17 EQUL 1.60%
18 NUMG 1.60%
19 RYT 1.58%
20 FMKT 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.79M (14.65%) -17.52K
Decreased by -0.30%
Dec 31, 25
2 BlackRock Inc 4.12M (10.42%) -120.70K
Decreased by -2.93%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 3.13M (7.91%) 1.28M
Increased by +41.02%
Dec 31, 25
4 NORGES BANK 2.03M (5.14%) 827.47K
Increased by +40.78%
Dec 31, 25
5 State Street Corp 1.95M (4.93%) -450.00
Decreased by -0.02%
Dec 31, 25
6 Principal Financial Group Inc 1.75M (4.42%) 291.56K
Increased by +16.70%
Mar 31, 26
7 State Street Corporation 1.69M (4.28%) 40.23K
Increased by +2.38%
Mar 31, 24
8 FMR Inc 1.43M (3.61%) 1.33M
Increased by +92.89%
Dec 31, 25
9 Geode Capital Management, LLC 1.23M (3.11%) 13.61K
Increased by +1.11%
Dec 31, 25
10 Van Eck Associates Corporation 1.22M (3.08%) 367.20K
Increased by +30.17%
Dec 31, 25
11 Massachusetts Financial Services Company 1.04M (2.63%) 39.55K
Increased by +3.81%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 1.03M (2.61%) -20.70K
Decreased by -2.01%
Dec 31, 25
13 APG Asset Management 939.99K (2.38%) 279.59K
Increased by +29.74%
Mar 31, 26
14 Apg All Pensions Group 939.99K (2.38%) 279.59K
Increased by +29.74%
Mar 31, 26
15 GAMMA Investing LLC 878.48K (2.22%) 876.96K
Increased by +99.83%
Mar 31, 25
16 JPMorgan Chase & Co 865.13K (2.19%) 432.36K
Increased by +49.98%
Sep 30, 25
17 Amvescap Plc. 857.04K (2.17%) 218.91K
Increased by +25.54%
Mar 31, 26
18 AllianceBernstein L.P. 710.10K (1.80%) -649.25K
Decreased by -91.43%
Dec 31, 23
19 Echo Street Capital Management LLC 650.73K (1.65%) 104.36K
Increased by +16.04%
Sep 30, 23
20 Franklin Resources Inc 630.67K (1.60%) -209.83K
Decreased by -33.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.36M (3.44%) 414.00
Increased by +0.03%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 1.35M (3.42%) 9.47K
Increased by +0.70%
Sep 30, 24
3 Principal Aligned MidCap Equity 1.23M (3.12%) 199.43K
Increased by +16.16%
Mar 31, 26
4 Principal MidCap R5 1.23M (3.12%) 26.12K
Increased by +2.12%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 1.22M (3.08%) 8.84K
Increased by +0.73%
May 31, 25
6 Vanguard 500 Index Investor 1.09M (2.77%) -13.63K
Decreased by -1.25%
Mar 31, 26
7 T. Rowe Price Mid-Cap Growth 973.62K (2.46%) 0.00
Increased by 0.00%
Mar 31, 26
8 T. Rowe Price US Mid-Cap Growth Equity 973.62K (2.46%) 82.62K
Increased by +8.49%
Mar 31, 26
9 VanEck Morningstar Wide Moat 768.52K (1.95%) 139.54K
Increased by +18.16%
Mar 31, 26
10 VanEck Morningstar Wide Moat ETF 751.15K (1.90%) -1.93K
Decreased by -0.26%
Apr 30, 26
11 Vanguard Growth Index Investor 601.44K (1.52%) 1.74K
Increased by +0.29%
Feb 28, 26
12 Eaton Vance Atlanta Capital SMID-Cap I 593.06K (1.50%) 0.00
Increased by 0.00%
Mar 31, 26
13 iShares Core S&P 500 ETF 556.56K (1.41%) 1.63K
Increased by +0.29%
Apr 30, 26
14 MFS Mid Cap Growth Equity 553.29K (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity 500 Index 549.50K (1.39%) 1.92K
Increased by +0.35%
Mar 31, 26
16 SPDR® S&P 500 ETF 532.19K (1.35%) -7.75K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF 521.91K (1.32%) 6.33K
Increased by +1.21%
Aug 31, 25
18 SPDR® S&P 500® ETF Trust 518.16K (1.31%) -2.70K
Decreased by -0.52%
Mar 31, 25
19 State Street® SPDR® S&P 500® ETF 515.73K (1.31%) 1.68K
Increased by +0.32%
Apr 30, 26
20 Vanguard Small Cap Index 496.32K (1.26%) 496.32K
Increased by +100.00%
Mar 31, 26