Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 5.72%
2 UTRN 4.01%
3 PEJ 2.32%
4 AQEC 1.80%
5 RSMC 1.80%
6 POWA 1.73%
7 BMVP 1.69%
8 WBIF 1.55%
9 GURU 1.27%
10 CSB 1.27%
11 XMLV 1.18%
12 PEXL 1.16%
13 CHGX 1.10%
14 CZA 1.06%
15 CDC 1.05%
16 CDL 1.05%
17 HSMV 0.85%
18 JOET 0.78%
19 SMOT 0.77%
20 OUSM 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 13.71M (9.48%) -2.94M
Decreased by -21.43%
Mar 31, 26
2 Capital World Investors 13.37M (9.25%) 82.15K
Increased by +0.61%
Dec 31, 24
3 Independent Franchise Partners LLP 13.03M (9.01%) -61.95K
Decreased by -0.48%
Mar 31, 26
4 Vanguard Group Inc 12.84M (8.88%) -4.07M
Decreased by -31.72%
Dec 31, 25
5 Darsana Capital Partners LP 11.85M (8.19%) 3.85M
Increased by +32.49%
Mar 31, 26
6 BlackRock Inc 9.52M (6.58%) 206.33K
Increased by +2.17%
Dec 31, 25
7 Barrow Hanley Mewhinney & Strauss LLC 9.26M (6.40%) 1.41M
Increased by +15.19%
Mar 31, 26
8 Darlington Partners Capital Management, LP 7.55M (5.22%) 900.00K
Increased by +11.92%
Mar 31, 26
9 Mawer Investment Management Ltd 7.37M (5.10%) -510.74K
Decreased by -6.93%
Jun 30, 25
10 Fidelity International Ltd 5.88M (4.07%) 47.76K
Increased by +0.81%
Dec 31, 25
11 Cooke & Bieler LP 5.24M (3.63%) -11.59K
Decreased by -0.22%
Dec 31, 25
12 Ako Capital Llp 4.32M (2.99%) -2.54M
Decreased by -58.70%
Dec 31, 24
13 Millennium Management LLC 3.89M (2.69%) 701.83K
Increased by +18.06%
Dec 31, 25
14 Point72 Asset Management, L.P. 3.16M (2.18%) 3.16M
Increased by +100.00%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 3.00M (2.07%) 706.00
Increased by +0.02%
Jun 30, 24
16 Thrivent Financial For Lutherans 2.98M (2.06%) 802.69K
Increased by +26.97%
Dec 31, 25
17 D1 Capital Partners L.P. 2.67M (1.85%) -2.60M
Decreased by -97.21%
Dec 31, 24
18 Balyasny Asset Management LLC 2.61M (1.80%) 1.89M
Increased by +72.46%
Sep 30, 23
19 Royal Bank of Canada 2.56M (1.77%) -363.48K
Decreased by -14.19%
Sep 30, 25
20 State Street Corp 2.56M (1.77%) -13.61K
Decreased by -0.53%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 6.64M (4.59%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 6.64M (4.59%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 4.96M (3.43%) -2.50K
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 4.45M (3.08%) 58.43K
Increased by +1.31%
Mar 31, 26
5 American Funds New Perspective A 4.24M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group New Perspective Comp 4.24M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
7 HIL Fidelity Global Technology USD 4.20M (2.91%) -29.00
Decreased by -0.00%
Feb 28, 25
8 Fidelity Global Technology A-Dis-EUR 4.17M (2.88%) -13.44K
Decreased by -0.32%
Mar 31, 26
9 Vanguard US Total Market Shares ETF 4.03M (2.78%) 3.32K
Increased by +0.08%
Sep 30, 24
10 Bridge Builder Large Cap Value 3.33M (2.30%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Small Cap Index 3.22M (2.23%) 50.93K
Increased by +1.58%
Mar 31, 26
12 JPM US Mid Cap Value-MA 3.22M (2.23%) 11.36K
Increased by +0.35%
Mar 31, 25
13 American Funds Capital Income Bldr A 2.93M (2.03%) 0.00
Increased by 0.00%
Jun 30, 24
14 VIP Growth Initial 2.91M (2.01%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Advisor® Equity Growth I 2.67M (1.85%) 45.10K
Increased by +1.69%
Nov 30, 23
16 Vanguard Growth Index Investor 2.47M (1.71%) 2.25K
Increased by +0.09%
Jul 31, 25
17 Barrow Hanley Global Value Equity 2.30M (1.59%) 296.51K
Increased by +12.90%
Mar 31, 26
18 Franchise Partners - US Equity 2.19M (1.52%) 0.00
Increased by 0.00%
Dec 31, 25
19 Independent Franchise Partners US Equity 2.07M (1.43%) 2.07M
Increased by +100.00%
Dec 31, 25
20 Vanguard Selected Value Inv 1.86M (1.28%) 0.00
Increased by 0.00%
Mar 31, 26