Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 5.04%
2 QINC 3.62%
3 TMFG 3.10%
4 BCUS 3.07%
5 TPMN 2.90%
6 DDIV 2.78%
7 PRN 2.73%
8 SMAP 2.48%
9 XMHQ 2.46%
10 SMIG 2.36%
11 NBET 2.36%
12 NBCT 2.36%
13 MDCP 1.96%
14 XMMO 1.95%
15 RYJ 1.94%
16 UPGD 1.94%
17 SDOG 1.90%
18 RUNN 1.88%
19 MBOX 1.83%
20 TMFM 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.09M (12.40%) 404.77K
Increased by +9.90%
 Mar 31, 26
2 Vanguard Group Inc 3.52M (10.68%) -27.55K
Decreased by -0.78%
 Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 3.48M (10.54%) -1.17M
Decreased by -33.52%
 Mar 31, 26
4 Capital Research Global Investors 1.90M (5.76%) 1.90M
Increased by +100.00%
 Mar 31, 26
5 FMR Inc 1.89M (5.73%) -76.58K
Decreased by -4.05%
 Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.75M (5.31%) 1.75M
Increased by +100.00%
 Mar 31, 26
7 Vanguard Capital Management, LLC 1.57M (4.75%) 1.57M
Increased by +100.00%
 Mar 31, 26
8 Charles Schwab Investment Management Inc 1.34M (4.06%) -219.56K
Decreased by -16.38%
 Mar 31, 26
9 Kayne Anderson Rudnick Investment Management LLC 1.33M (4.03%) -77.68K
Decreased by -5.84%
 Mar 31, 26
10 State Street Corp 1.27M (3.86%) 33.30K
Increased by +2.61%
 Mar 31, 26
11 State Street Corporation 1.17M (3.54%) -5.69K
Decreased by -0.49%
 Mar 31, 24
12 Baillie Gifford & Co Limited. 1.14M (3.45%) 219.77K
Increased by +19.32%
 Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 890.99K (2.70%) 66.13K
Increased by +7.42%
 Mar 31, 26
14 Geode Capital Management, LLC 654.03K (1.98%) 16.02K
Increased by +2.45%
 Mar 31, 26
15 JPMorgan Chase & Co 631.25K (1.91%) 287.86K
Increased by +45.60%
 Sep 30, 25
16 CI Private Wealth LLC 617.59K (1.87%) 461.53K
Increased by +74.73%
 Dec 31, 25
17 Blair William & Co 582.70K (1.77%) -92.74K
Decreased by -15.92%
 Mar 31, 26
18 Markel Group Inc 582.17K (1.76%) 4.50K
Increased by +0.77%
 Mar 31, 26
19 The Goldman Sachs Group Inc 560.67K (1.70%) 255.91K
Increased by +45.64%
 Mar 31, 26
20 Davenport & Company LLC 545.28K (1.65%) 75.10K
Increased by +13.77%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 1.67M (5.07%) 24.77K
Increased by +1.48%
 Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 1.67M (5.07%) 24.77K
Increased by +1.48%
 Mar 31, 26
3 American Funds American Mutual A 1.55M (4.69%) 759.67K
Increased by +49.06%
 Mar 31, 26
4 Capital Group American Mutual Comp 1.55M (4.69%) 759.67K
Increased by +49.06%
 Mar 31, 26
5 iShares Core S&P Mid-Cap ETF 1.18M (3.59%) 222.00
Increased by +0.02%
 May 29, 26
6 Vanguard Total Stock Mkt Idx Inv 1.11M (3.38%) 2.65K
Increased by +0.24%
 Apr 30, 26
7 Vanguard US Total Market Shares ETF 1.10M (3.33%) 792.00
Increased by +0.07%
 Sep 30, 24
8 Fidelity Magellan 942.53K (2.86%) -4.67K
Decreased by -0.50%
 Jul 31, 25
9 Schwab US Dividend Equity ETF™ 833.80K (2.53%) 1.60K
Increased by +0.19%
 May 30, 26
10 Vanguard Small Cap Index 804.57K (2.44%) -1.87K
Decreased by -0.23%
 Apr 30, 26
11 American Funds American Balanced A 687.03K (2.08%) 259.74K
Increased by +37.81%
 Dec 31, 25
12 American Funds Capital Income Bldr A 619.52K (1.88%) 6.29K
Increased by +1.01%
 Mar 31, 26
13 Baillie Gifford US Equity Growth 617.17K (1.87%) 241.71K
Increased by +39.16%
 Mar 31, 26
14 Vanguard US Growth Investor 617.17K (1.87%) 249.47K
Increased by +40.42%
 Mar 31, 26
15 iShares Select Dividend ETF 564.60K (1.71%) 3.92K
Increased by +0.69%
 May 29, 26
16 American Funds Fundamental Invs A 466.54K (1.41%) 246.40K
Increased by +52.81%
 Mar 31, 26
17 Capital Group Fundamental Invtrs Comp 466.54K (1.41%) 246.40K
Increased by +52.81%
 Mar 31, 26
18 Vanguard Small Cap Growth Index Inv 451.36K (1.37%) 79.00
Increased by +0.02%
 Apr 30, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 394.40K (1.20%) 3.85K
Increased by +0.98%
 Apr 30, 26
20 American Funds Income Fund of Amer A 339.02K (1.03%) -95.00K
Decreased by -28.02%
 Mar 31, 26