Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 4.67%
2 TOGA 4.64%
3 TOGA_old 4.33%
4 HOTL 4.04%
5 GCIG 3.09%
6 LPRE 2.45%
7 PEJ 2.18%
8 QVAL 2.18%
9 JRE 2.10%
10 BEDZ 1.99%
11 TUSA 1.88%
12 FTDS 1.79%
13 JMID 1.77%
14 TMVE 1.67%
15 TSME 1.60%
16 MNA 1.57%
17 CRUZ 1.41%
18 BASV 1.32%
19 OUSM 1.27%
20 TSCV 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 8.21M (11.10%) 375.89K
Increased by +4.58%
Dec 31, 25
2 T. Rowe Price Investment Management,Inc. 8.15M (11.02%) 3.54M
Increased by +43.50%
Dec 31, 25
3 Vanguard Group Inc 7.35M (9.94%) -100.28K
Decreased by -1.36%
Dec 31, 25
4 BlackRock Inc 7.16M (9.68%) -193.94K
Decreased by -2.71%
Sep 30, 25
5 JPMorgan Chase & Co 3.17M (4.29%) 1.63M
Increased by +51.46%
Sep 30, 25
6 Boston Partners Global Investors, Inc 2.98M (4.03%) -118.34K
Decreased by -3.98%
Dec 31, 25
7 NORGES BANK 2.90M (3.93%) 1.56M
Increased by +53.65%
Dec 31, 25
8 State Street Corporation 2.50M (3.38%) 77.89K
Increased by +3.11%
Mar 31, 24
9 Burgundy Asset Management Ltd 2.45M (3.32%) -11.64K
Decreased by -0.47%
Sep 30, 25
10 State Street Corp 2.37M (3.20%) -32.41K
Decreased by -1.37%
Dec 31, 25
11 Alyeska Investment Group, L.P. 2.11M (2.85%) 1.39M
Increased by +65.74%
Dec 31, 25
12 Citadel Advisors Llc 2.07M (2.80%) 2.00M
Increased by +96.60%
Dec 31, 25
13 Bank of America Corp 2.03M (2.75%) -90.34K
Decreased by -4.44%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 1.93M (2.61%) 78.30K
Increased by +4.06%
Sep 30, 25
15 Goldman Sachs Group Inc 1.80M (2.43%) 1.16M
Increased by +64.57%
Dec 31, 23
16 Champlain Investment Partners, LLC 1.77M (2.40%) -439.61K
Decreased by -24.79%
Dec 31, 25
17 Amvescap Plc. 1.56M (2.11%) 17.21K
Increased by +1.10%
Dec 31, 25
18 Geode Capital Management, LLC 1.51M (2.05%) 17.98K
Increased by +1.19%
Dec 31, 25
19 Long Pond Capital, LP 1.51M (2.04%) 1.27M
Increased by +84.52%
Jun 30, 25
20 Nuveen Asset Management, LLC 1.48M (2.00%) -379.44K
Decreased by -25.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds IS® Growth-Income 1 4.91M (6.64%) 207.72K
Increased by +4.23%
Dec 31, 25
2 Capital Group Core Equity Composite 4.91M (6.64%) 207.72K
Increased by +4.23%
Dec 31, 25
3 American Funds SMALLCAP World A 2.89M (3.91%) -233.31K
Decreased by -8.07%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 2.51M (3.39%) 5.20K
Increased by +0.21%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 2.49M (3.37%) -62.51K
Decreased by -2.51%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.40M (3.24%) 12.18K
Increased by +0.51%
Mar 31, 26
7 Capital Group AMCAP Composite 2.38M (3.22%) -3.11K
Decreased by -0.13%
Mar 31, 24
8 VA CollegeAmerica Amcap 529A 2.38M (3.22%) -3.11K
Decreased by -0.13%
Mar 31, 24
9 Vanguard Small Cap Index 1.74M (2.35%) 19.25K
Increased by +1.11%
Mar 31, 26
10 T. Rowe Price Mid-Cap Growth 1.70M (2.30%) 0.00
Increased by 0.00%
Mar 31, 26
11 T. Rowe Price US Mid-Cap Growth Equity 1.70M (2.30%) -1.40K
Decreased by -0.08%
Mar 31, 26
12 Vanguard Windsor Investor Shares 1.50M (2.03%) -3.72K
Decreased by -0.25%
Jun 30, 25
13 JHancock Disciplined Value Mid Cap I 1.34M (1.81%) 0.00
Increased by 0.00%
Feb 28, 26
14 Champlain Mid Cap Fund, LLC 971.77K (1.31%) -347.70K
Decreased by -35.78%
Mar 31, 26
15 Fidelity® Mid-Cap Stock 946.47K (1.28%) -177.18K
Decreased by -18.72%
Nov 30, 23
16 Capital Group Core Equity ETF 942.50K (1.27%) 63.55K
Increased by +6.74%
Aug 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 844.55K (1.14%) 21.25K
Increased by +2.52%
Mar 31, 26
18 Fidelity Mid-Cap Stock 843.58K (1.14%) 86.90K
Increased by +10.30%
Jul 31, 25
19 Calvert Small-Cap A 679.10K (0.92%) -67.63K
Decreased by -9.96%
Dec 31, 25
20 Calvert US Small-Cap SMA 679.10K (0.92%) 678.66K
Increased by +99.94%
Dec 31, 25