Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 5.77%
2 QINC 3.62%
3 BCUS 3.07%
4 TMFG 3.02%
5 TPMN 2.90%
6 PRN 2.73%
7 DDIV 2.70%
8 SMAP 2.60%
9 XMHQ 2.46%
10 UPGD 2.40%
11 SMIG 2.33%
12 NBET 2.28%
13 NBCT 2.28%
14 RYJ 2.16%
15 SDOG 1.97%
16 MDCP 1.96%
17 XMMO 1.95%
18 RUNN 1.88%
19 MBOX 1.83%
20 TMFM 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.69M (10.36%) -57.21K
Decreased by -1.55%
Dec 31, 25
2 Vanguard Group Inc 3.52M (9.90%) -27.55K
Decreased by -0.78%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 3.48M (9.77%) -1.17M
Decreased by -33.52%
Mar 31, 26
4 FMR Inc 1.97M (5.53%) -1.03M
Decreased by -52.62%
Dec 31, 25
5 Capital Research Global Investors 1.90M (5.34%) 1.90M
Increased by +100.00%
Mar 31, 26
6 Charles Schwab Investment Management Inc 1.56M (4.38%) 46.80K
Increased by +3.00%
Dec 31, 25
7 Kayne Anderson Rudnick Investment Management LLC 1.41M (3.95%) -139.52K
Decreased by -9.92%
Dec 31, 25
8 State Street Corp 1.24M (3.49%) 2.52K
Increased by +0.20%
Dec 31, 25
9 State Street Corporation 1.17M (3.29%) -5.69K
Decreased by -0.49%
Mar 31, 24
10 Baillie Gifford & Co Limited. 1.14M (3.20%) 219.77K
Increased by +19.32%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 824.87K (2.32%) 211.92K
Increased by +25.69%
Dec 31, 25
12 Blair William & Co 675.44K (1.90%) -124.52K
Decreased by -18.43%
Dec 31, 25
13 Geode Capital Management, LLC 638.01K (1.79%) 5.18K
Increased by +0.81%
Dec 31, 25
14 JPMorgan Chase & Co 631.25K (1.77%) 287.86K
Increased by +45.60%
Sep 30, 25
15 CI Private Wealth LLC 617.59K (1.74%) 461.53K
Increased by +74.73%
Dec 31, 25
16 Markel Group Inc 582.17K (1.64%) 4.50K
Increased by +0.77%
Mar 31, 26
17 Davenport & Company LLC 545.28K (1.53%) 75.10K
Increased by +13.77%
Mar 31, 26
18 Citadel Advisors Llc 492.20K (1.38%) 425.10K
Increased by +86.37%
Sep 30, 23
19 GAMMA Investing LLC 477.80K (1.34%) 477.27K
Increased by +99.89%
Mar 31, 25
20 Amvescap Plc. 476.35K (1.34%) 104.71K
Increased by +21.98%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 1.67M (4.70%) 24.77K
Increased by +1.48%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 1.67M (4.70%) 24.77K
Increased by +1.48%
Mar 31, 26
3 American Funds American Mutual A 1.55M (4.35%) 759.67K
Increased by +49.06%
Mar 31, 26
4 Capital Group American Mutual Comp 1.55M (4.35%) 759.67K
Increased by +49.06%
Mar 31, 26
5 iShares Core S&P Mid-Cap ETF 1.18M (3.32%) -592.00
Decreased by -0.05%
Apr 30, 26
6 Vanguard Total Stock Mkt Idx Inv 1.11M (3.13%) 8.15K
Increased by +0.73%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 1.10M (3.09%) 792.00
Increased by +0.07%
Sep 30, 24
8 Fidelity Magellan 942.53K (2.65%) -4.67K
Decreased by -0.50%
Jul 31, 25
9 Schwab US Dividend Equity ETF™ 807.06K (2.27%) 686.00
Increased by +0.09%
Apr 30, 26
10 Vanguard Small Cap Index 806.44K (2.27%) 13.30K
Increased by +1.65%
Mar 31, 26
11 American Funds American Balanced A 687.03K (1.93%) 259.74K
Increased by +37.81%
Dec 31, 25
12 American Funds Capital Income Bldr A 619.52K (1.74%) 6.29K
Increased by +1.01%
Mar 31, 26
13 Baillie Gifford US Equity Growth 617.17K (1.73%) 241.71K
Increased by +39.16%
Mar 31, 26
14 Vanguard US Growth Investor 617.17K (1.73%) 249.47K
Increased by +40.42%
Mar 31, 26
15 iShares Select Dividend ETF 566.86K (1.59%) 0.00
Increased by 0.00%
Apr 30, 26
16 American Funds Fundamental Invs A 466.54K (1.31%) 246.40K
Increased by +52.81%
Mar 31, 26
17 Capital Group Fundamental Invtrs Comp 466.54K (1.31%) 246.40K
Increased by +52.81%
Mar 31, 26
18 Vanguard Small Cap Growth Index Inv 451.28K (1.27%) 10.70K
Increased by +2.37%
Mar 31, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 390.55K (1.10%) 9.90K
Increased by +2.54%
Mar 31, 26
20 American Funds Income Fund of Amer A 339.02K (0.95%) -95.00K
Decreased by -28.02%
Mar 31, 26