Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.95%
2 VICE 3.84%
3 FCUS 3.71%
4 TOGA 3.45%
5 BOUT 3.38%
6 PXSG 2.88%
7 PEZ 2.41%
8 PBJ 2.10%
9 RJMG 2.07%
10 PEJ 1.85%
11 FFTY 1.83%
12 GSC 1.77%
13 TMFS 1.64%
14 NSCS 1.57%
15 XMMO 1.55%
16 BCSM 1.18%
17 TMFM 1.17%
18 FRTY 1.10%
19 TXS 0.90%
20 FQAL 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.14M (12.30%) 389.61K
Increased by +12.41%
Dec 31, 25
2 Vanguard Group Inc 2.60M (10.21%) -15.75K
Decreased by -0.60%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 2.11M (8.27%) 58.39K
Increased by +2.77%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 1.76M (6.89%) 654.18K
Increased by +37.22%
Dec 31, 25
5 Lone Pine Capital LLC 1.60M (6.25%) 104.01K
Increased by +6.52%
Dec 31, 25
6 FMR Inc 1.38M (5.40%) 889.31K
Increased by +64.56%
Dec 31, 25
7 Massachusetts Financial Services Company 1.30M (5.08%) -110.35K
Decreased by -8.52%
Mar 31, 26
8 Darsana Capital Partners LP 1.25M (4.90%) 250.00K
Increased by +20.00%
Mar 31, 26
9 American Century Companies Inc 1.13M (4.41%) -302.20K
Decreased by -26.82%
Dec 31, 25
10 Steadfast Capital Management LLC 951.05K (3.73%) 532.00
Increased by +0.06%
Dec 31, 25
11 State Street Corporation 861.67K (3.38%) 29.01K
Increased by +3.37%
Mar 31, 24
12 Wellington Management Company LLP 848.95K (3.33%) 668.14K
Increased by +78.70%
Jun 30, 25
13 State Street Corp 830.95K (3.26%) -5.15K
Decreased by -0.62%
Dec 31, 25
14 Capital World Investors 740.90K (2.90%) 456.64K
Increased by +61.63%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 733.59K (2.87%) 87.93K
Increased by +11.99%
Jun 30, 24
16 Alyeska Investment Group, L.P. 693.12K (2.72%) 158.98K
Increased by +22.94%
Mar 31, 25
17 HHG PLC 675.30K (2.65%) 31.62K
Increased by +4.68%
Dec 31, 25
18 AllianceBernstein L.P. 579.73K (2.27%) 115.62K
Increased by +19.94%
Dec 31, 25
19 Wasatch Advisors LP 572.08K (2.24%) 212.73K
Increased by +37.19%
Mar 31, 26
20 Franklin Resources Inc 566.32K (2.22%) -9.71K
Decreased by -1.72%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 938.54K (3.68%) -480.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 927.11K (3.63%) 704.00
Increased by +0.08%
Sep 30, 24
3 MFS Mid Cap Growth A 905.45K (3.55%) -4.20K
Decreased by -0.46%
Mar 31, 26
4 MFS Mid Cap Growth Equity 905.45K (3.55%) -4.20K
Decreased by -0.46%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 873.28K (3.42%) -11.06K
Decreased by -1.27%
Mar 31, 26
6 American Funds SMALLCAP World A 715.25K (2.80%) 17.19K
Increased by +2.40%
Mar 31, 26
7 Vanguard Small Cap Index 634.82K (2.49%) 3.73K
Increased by +0.59%
Mar 31, 26
8 Nicholas II I 515.27K (2.02%) 464.90K
Increased by +90.23%
Dec 31, 25
9 US Small-Cap Growth II Equity Comp 505.09K (1.98%) -252.31K
Decreased by -49.95%
Jun 30, 25
10 Janus Henderson US Opportunistic Alpha 466.03K (1.83%) 201.48K
Increased by +43.23%
Mar 31, 26
11 T. Rowe Price New Horizons 454.14K (1.78%) -50.95K
Decreased by -11.22%
Jul 31, 25
12 American Century US Premier Lg Cp Gr 446.00K (1.75%) 0.00
Increased by 0.00%
Mar 31, 26
13 American Century Ultra® Inv 446.00K (1.75%) 0.00
Increased by 0.00%
Mar 31, 26
14 T. Rowe Price Integrated US SmCapGrEq 441.94K (1.73%) 238.17K
Increased by +53.89%
Dec 31, 24
15 Fidelity Blue Chip Growth 429.90K (1.68%) 15.60K
Increased by +3.63%
Mar 31, 26
16 Fidelity Blue Chip Growth Composite 429.90K (1.68%) 429.90K
Increased by +100.00%
Mar 31, 26
17 Franklin US Small-Mid Cap Growth Equity 426.38K (1.67%) 278.80K
Increased by +65.39%
Mar 31, 25
18 BlackRock Mid-Cap Growth Equity Instl 384.06K (1.50%) -12.01K
Decreased by -3.13%
Mar 31, 26
19 T. Rowe Price Mid-Cap Growth 367.90K (1.44%) 0.00
Increased by 0.00%
Mar 31, 26
20 T. Rowe Price US Mid-Cap Growth Equity 367.90K (1.44%) -300.00
Decreased by -0.08%
Mar 31, 26