Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 4.79%
2 UTRN 4.01%
3 PEJ 2.32%
4 BMVP 1.64%
5 SMOT 1.40%
6 PEXL 1.16%
7 CSB 1.13%
8 CZA 1.06%
9 XMLV 1.04%
10 CHGX 0.91%
11 JOET 0.78%
12 OUSM 0.59%
13 PAMC 0.57%
14 QSML 0.56%
15 FPX 0.53%
16 QDYN 0.46%
17 FNY 0.45%
18 RBUS 0.44%
19 FDRR 0.43%
20 AIEQ 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.08M (10.35%) 697.11K
Increased by +4.62%
Jun 30, 25
2 JPMorgan Chase & Co 14.88M (10.21%) -420.55K
Decreased by -2.83%
Jun 30, 25
3 Capital World Investors 13.37M (9.18%) 82.15K
Increased by +0.61%
Dec 31, 24
4 Independent Franchise Partners LLP 13.28M (9.12%) -98.68K
Decreased by -0.74%
Jun 30, 25
5 Darlington Partners Capital Management, LP 12.00M (8.24%) 0.00
Increased by 0.00%
Jun 30, 25
6 BlackRock Inc 9.42M (6.47%) 164.43K
Increased by +1.74%
Jun 30, 25
7 Barrow Hanley Mewhinney & Strauss LLC 8.55M (5.87%) 335.41K
Increased by +3.92%
Jun 30, 25
8 Darsana Capital Partners LP 8.00M (5.49%) 1.00M
Increased by +12.50%
Jun 30, 25
9 Mawer Investment Management Ltd 7.37M (5.06%) -510.74K
Decreased by -6.93%
Jun 30, 25
10 Fidelity International Ltd 5.81M (3.99%) 35.37K
Increased by +0.61%
Jun 30, 25
11 Cooke & Bieler LP 5.64M (3.87%) -111.05K
Decreased by -1.97%
Jun 30, 25
12 Ako Capital Llp 4.32M (2.97%) -2.54M
Decreased by -58.70%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 3.00M (2.06%) 706.00
Increased by +0.02%
Jun 30, 24
14 Harris Associates L.P. 2.76M (1.89%) -1.26M
Decreased by -45.74%
Jun 30, 25
15 D1 Capital Partners L.P. 2.67M (1.83%) -2.60M
Decreased by -97.21%
Dec 31, 24
16 Balyasny Asset Management LLC 2.61M (1.79%) 1.89M
Increased by +72.46%
Sep 30, 23
17 State Street Corp 2.55M (1.75%) -83.78K
Decreased by -3.29%
Jun 30, 25
18 FMR Inc 2.21M (1.51%) -59.04K
Decreased by -2.68%
Jun 30, 25
19 Allspring Global Investments Holdings, LLC 2.19M (1.51%) 36.32K
Increased by +1.66%
Sep 30, 23
20 Stephens Inv Mgmt Group LLC 2.16M (1.49%) 163.25K
Increased by +7.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 6.64M (4.56%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 6.64M (4.56%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 4.75M (3.26%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.35M (2.99%) -91.80K
Decreased by -2.11%
Jul 31, 25
5 American Funds New Perspective A 4.24M (2.91%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group New Perspective Comp 4.24M (2.91%) 0.00
Increased by 0.00%
Dec 31, 24
7 HIL Fidelity Global Technology USD 4.20M (2.89%) -29.00
Decreased by -0.00%
Feb 28, 25
8 Fidelity Global Technology A-Dis-EUR 4.18M (2.87%) 8.01K
Increased by +0.19%
Jul 31, 25
9 Vanguard US Total Market Shares ETF 4.03M (2.76%) 3.32K
Increased by +0.08%
Sep 30, 24
10 JPM US Mid Cap Value-Composite 3.22M (2.21%) 0.00
Increased by 0.00%
Jun 30, 25
11 JPM US Mid Cap Value-MA 3.22M (2.21%) 11.36K
Increased by +0.35%
Mar 31, 25
12 American Funds Capital Income Bldr A 2.93M (2.01%) 0.00
Increased by 0.00%
Jun 30, 24
13 VIP Growth Initial 2.91M (2.00%) 0.00
Increased by 0.00%
Nov 30, 23
14 Bridge Builder Large Cap Value 2.82M (1.94%) 0.00
Increased by 0.00%
Aug 31, 25
15 Fidelity Advisor® Equity Growth I 2.67M (1.83%) 45.10K
Increased by +1.69%
Nov 30, 23
16 JPMorgan Mid Cap Value L 2.57M (1.76%) -653.20K
Decreased by -25.46%
Jul 31, 25
17 Vanguard Growth Index Investor 2.47M (1.69%) 2.25K
Increased by +0.09%
Jul 31, 25
18 Harris Assoc. Oakmark Eq & Inc CIT 2.45M (1.68%) -395.50K
Decreased by -16.17%
Jun 30, 25
19 Oakmark Equity And Income Investor 2.45M (1.68%) -395.50K
Decreased by -16.17%
Jun 30, 25
20 Franchise Partners - US Equity 2.19M (1.50%) 0.00
Increased by 0.00%
Jun 30, 25