Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 4.90%
2 THNR 4.65%
3 KMID 4.57%
4 BBHM 4.15%
5 UTRN 3.89%
6 SMAP 3.58%
7 MGRO 3.18%
8 EQWM 3.17%
9 PXMG 2.82%
10 BASG 2.67%
11 MDEV 2.52%
12 MOTE 2.43%
13 ARWG 2.42%
14 MDCP 2.32%
15 RSPH 2.28%
16 MID 2.25%
17 SMCO 2.16%
18 KONG 1.91%
19 RYH 1.77%
20 NUMG 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.54M (13.60%) -165.78K
Decreased by -1.74%
Dec 31, 25
2 BlackRock Inc 6.60M (9.41%) 143.87K
Increased by +2.18%
Dec 31, 25
3 State Street Corp 3.25M (4.64%) 44.11K
Increased by +1.36%
Dec 31, 25
4 State Street Corporation 3.22M (4.59%) -52.95K
Decreased by -1.64%
Mar 31, 24
5 Artisan Partners Limited Partnership 2.66M (3.79%) -192.51K
Decreased by -7.24%
Mar 31, 26
6 AllianceBernstein L.P. 2.59M (3.70%) -11.06K
Decreased by -0.43%
Dec 31, 24
7 Bank of New York Mellon Corp 2.47M (3.51%) -196.18K
Decreased by -7.96%
Mar 31, 26
8 Generation Investment Management LLP 2.24M (3.20%) 682.11K
Increased by +30.40%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 1.97M (2.80%) 1.27M
Increased by +64.35%
Dec 31, 25
10 Brown Advisory Holdings Inc 1.94M (2.77%) -554.48K
Decreased by -28.53%
Dec 31, 25
11 Geode Capital Management, LLC 1.87M (2.66%) 11.96K
Increased by +0.64%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 1.53M (2.18%) 53.23K
Increased by +3.47%
Dec 31, 25
13 APG Asset Management 1.27M (1.81%) 68.28K
Increased by +5.39%
Mar 31, 26
14 Apg All Pensions Group 1.27M (1.81%) 68.28K
Increased by +5.39%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 1.26M (1.80%) -432.35K
Decreased by -34.27%
Sep 30, 24
16 Longview Partners (Guernsey) Limited 1.13M (1.61%) 778.89K
Increased by +68.87%
Dec 31, 25
17 Amvescap Plc. 1.06M (1.51%) 147.38K
Increased by +13.96%
Mar 31, 26
18 JPMorgan Chase & Co 1.04M (1.49%) 768.46K
Increased by +73.65%
Mar 31, 26
19 Durable Capital Partners LP 1.04M (1.48%) -532.47K
Decreased by -51.17%
Jun 30, 25
20 NORGES BANK 988.74K (1.41%) 70.94K
Increased by +7.18%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.31M (3.29%) 1.67K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.29M (3.27%) 17.15K
Increased by +0.75%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 2.06M (2.94%) 15.53K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 1.83M (2.61%) -17.51K
Decreased by -0.96%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 1.56M (2.22%) -7.21K
Decreased by -0.46%
Mar 31, 26
6 T. Rowe Price Mid-Cap Growth 1.06M (1.51%) 235.88K
Increased by +22.24%
Mar 31, 26
7 T. Rowe Price US Mid-Cap Growth Equity 1.06M (1.51%) 542.30K
Increased by +51.13%
Mar 31, 26
8 Vanguard Growth Index Investor 981.01K (1.40%) -25.01K
Decreased by -2.55%
Mar 31, 26
9 iShares Core S&P 500 ETF 930.55K (1.33%) 2.73K
Increased by +0.29%
Apr 30, 26
10 Fidelity 500 Index 918.77K (1.31%) 3.20K
Increased by +0.35%
Mar 31, 26
11 SPDR® S&P 500 ETF 901.61K (1.29%) -13.33K
Decreased by -1.48%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 892.61K (1.27%) -6.95K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 877.48K (1.25%) -4.64K
Decreased by -0.53%
Mar 31, 25
14 AllianceBernstein US L/C Growth Eqty MF 871.90K (1.24%) 38.37K
Increased by +4.40%
Jan 31, 25
15 SPDR® S&P 500® ETF 863.05K (1.23%) 10.63K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 862.34K (1.23%) 2.81K
Increased by +0.33%
Apr 30, 26
17 Fidelity® 500 Index 860.69K (1.23%) 5.48K
Increased by +0.64%
Nov 30, 23
18 T. Rowe Price New Horizons 789.08K (1.12%) -210.87K
Decreased by -26.72%
Sep 30, 24
19 US Small-Cap Growth II Equity Comp 789.08K (1.12%) -245.17K
Decreased by -31.07%
Sep 30, 24
20 Invesco S&P 500® Equal Weight ETF 708.73K (1.01%) -208.00
Decreased by -0.03%
Apr 30, 26