Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 4.44%
2 TOGA_old 4.33%
3 TOGA 4.26%
4 HOTL 4.04%
5 GCIG 3.09%
6 PEJ 2.18%
7 QVAL 2.18%
8 JRE 2.10%
9 BEDZ 1.99%
10 TUSA 1.88%
11 FTDS 1.79%
12 TSME 1.60%
13 TMVE 1.60%
14 JMID 1.59%
15 MNA 1.57%
16 KDVD 1.53%
17 LPRE 1.47%
18 CRUZ 1.41%
19 TSCV 1.39%
20 OUSM 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.37M (10.01%) 126.49K
Increased by +1.72%
Mar 31, 26
2 Vanguard Group Inc 7.35M (9.98%) -100.28K
Decreased by -1.36%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 4.40M (5.97%) -3.75M
Decreased by -85.23%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.50M (4.75%) 3.50M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.37M (4.58%) 3.37M
Increased by +100.00%
Mar 31, 26
6 Boston Partners Global Investors, Inc 3.02M (4.10%) 47.60K
Increased by +1.57%
Mar 31, 26
7 NORGES BANK 2.90M (3.94%) 1.56M
Increased by +53.65%
Dec 31, 25
8 State Street Corporation 2.50M (3.40%) 77.89K
Increased by +3.11%
Mar 31, 24
9 Burgundy Asset Management Ltd 2.45M (3.33%) -11.64K
Decreased by -0.47%
Sep 30, 25
10 State Street Corp 2.41M (3.26%) 35.92K
Increased by +1.49%
Mar 31, 26
11 Citadel Advisors Llc 2.35M (3.18%) 274.40K
Increased by +11.70%
Mar 31, 26
12 Alyeska Investment Group, L.P. 2.30M (3.12%) 189.77K
Increased by +8.26%
Mar 31, 26
13 Capital Research Global Investors 2.25M (3.05%) -5.96M
Decreased by -264.95%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.24M (3.04%) -630.83K
Decreased by -28.14%
Mar 31, 26
15 BMO Capital Markets Corp. 2.13M (2.89%) -431.67K
Decreased by -20.26%
Mar 31, 26
16 Bank of Montreal 2.13M (2.89%) -431.67K
Decreased by -20.26%
Mar 31, 26
17 Bank of America Corp 2.03M (2.76%) -90.34K
Decreased by -4.44%
Sep 30, 23
18 Goldman Sachs Group Inc 1.80M (2.44%) 1.16M
Increased by +64.57%
Dec 31, 23
19 JPMorgan Chase & Co 1.63M (2.21%) 53.23K
Increased by +3.26%
Mar 31, 26
20 Amvescap Plc. 1.56M (2.11%) 17.21K
Increased by +1.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds IS® Growth-Income 1 4.91M (6.66%) 207.72K
Increased by +4.23%
Dec 31, 25
2 Capital Group Core Equity Composite 4.91M (6.66%) 207.72K
Increased by +4.23%
Dec 31, 25
3 American Funds SMALLCAP World A 2.89M (3.92%) -233.31K
Decreased by -8.07%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 2.56M (3.48%) 480.00
Increased by +0.02%
May 29, 26
5 Vanguard US Total Market Shares ETF 2.49M (3.38%) -62.51K
Decreased by -2.51%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.40M (3.26%) 6.03K
Increased by +0.25%
Apr 30, 26
7 Capital Group AMCAP Composite 2.38M (3.24%) -3.11K
Decreased by -0.13%
Mar 31, 24
8 VA CollegeAmerica Amcap 529A 2.38M (3.24%) -3.11K
Decreased by -0.13%
Mar 31, 24
9 Vanguard Small Cap Index 1.73M (2.35%) -4.47K
Decreased by -0.26%
Apr 30, 26
10 T. Rowe Price US Mid-Cap Growth Equity 1.70M (2.31%) -1.40K
Decreased by -0.08%
Mar 31, 26
11 T. Rowe Price Mid-Cap Growth 1.70M (2.31%) -738.00
Decreased by -0.04%
Apr 30, 26
12 Vanguard Windsor Investor Shares 1.50M (2.04%) -3.72K
Decreased by -0.25%
Jun 30, 25
13 JHancock Disciplined Value Mid Cap I 1.24M (1.68%) -100.94K
Decreased by -8.15%
Mar 31, 26
14 Findlay Park American I USD Dist 1.24M (1.68%) 122.80K
Increased by +9.94%
Mar 31, 26
15 Champlain Mid Cap Fund, LLC 965.18K (1.31%) -6.59K
Decreased by -0.68%
Apr 30, 26
16 Fidelity® Mid-Cap Stock 946.47K (1.28%) -177.18K
Decreased by -18.72%
Nov 30, 23
17 Capital Group Core Equity ETF 942.50K (1.28%) 63.55K
Increased by +6.74%
Aug 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 852.56K (1.16%) 8.01K
Increased by +0.94%
Apr 30, 26
19 Fidelity Mid-Cap Stock 843.58K (1.14%) 86.90K
Increased by +10.30%
Jul 31, 25
20 Vanguard Mid Cap Growth Inv 831.34K (1.13%) 831.34K
Increased by +100.00%
Mar 31, 26