Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 SUPL 4.42%
3 FCUS 3.91%
4 AWEG 3.66%
5 IYT 3.46%
6 NRSH 3.27%
7 CCFE 2.93%
8 SAMM 2.68%
9 CNAV 2.62%
10 ARWG 2.48%
11 TPOR 2.38%
12 XTN 2.36%
13 SSMG 2.02%
14 PRN 2.01%
15 AMID 1.93%
16 BOUT 1.92%
17 QMOM 1.85%
18 FEMD 1.70%
19 BUYZ 1.59%
20 XMMO 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.64M (11.25%) 24.14K
Increased by +0.21%
Dec 31, 25
2 MFN Partners Management, LP 11.43M (11.04%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 10.53M (10.17%) -162.87K
Decreased by -1.55%
Dec 31, 25
4 Capital Research Global Investors 9.59M (9.26%) -1.57M
Decreased by -16.37%
Mar 31, 26
5 Capital World Investors 5.78M (5.58%) -4.70M
Decreased by -81.26%
Mar 31, 26
6 T. Rowe Price Investment Management,Inc. 4.90M (4.73%) 1.94M
Increased by +39.64%
Dec 31, 25
7 Amvescap Plc. 4.83M (4.67%) -1.41M
Decreased by -29.11%
Mar 31, 26
8 Orbis Allan Gray Ltd 3.65M (3.53%) 499.22K
Increased by +13.67%
Dec 31, 25
9 State Street Corp 3.51M (3.39%) -17.12K
Decreased by -0.49%
Dec 31, 25
10 State Street Corporation 3.43M (3.31%) 64.25K
Increased by +1.87%
Mar 31, 24
11 Durable Capital Partners LP 2.94M (2.84%) -1.01M
Decreased by -34.51%
Mar 31, 26
12 FMR Inc 2.91M (2.81%) 819.39K
Increased by +28.19%
Dec 31, 25
13 ClearBridge Advisors, LLC 2.77M (2.68%) -197.57K
Decreased by -7.13%
Mar 31, 26
14 Geode Capital Management, LLC 2.12M (2.05%) 22.61K
Increased by +1.07%
Dec 31, 25
15 AllianceBernstein L.P. 2.09M (2.02%) 286.60K
Increased by +13.72%
Dec 31, 23
16 Cercano Management LLC 1.95M (1.88%) 0.00
Increased by 0.00%
Dec 31, 25
17 Balyasny Asset Management LLC 1.75M (1.69%) 617.60K
Increased by +35.28%
Jun 30, 24
18 Bank of America Corp 1.61M (1.56%) 548.52K
Increased by +33.99%
Sep 30, 24
19 JPMorgan Chase & Co 1.58M (1.52%) 775.97K
Increased by +49.17%
Sep 30, 25
20 NORGES BANK 1.50M (1.45%) 166.31K
Increased by +11.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 5.84M (5.64%) 14.00K
Increased by +0.24%
Dec 31, 24
2 American Funds AMCAP A 5.40M (5.22%) -473.06K
Decreased by -8.76%
Mar 31, 26
3 Capital Group AMCAP Composite 5.40M (5.22%) -473.06K
Decreased by -8.76%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 3.96M (3.82%) -2.00K
Decreased by -0.05%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 3.53M (3.41%) 7.47K
Increased by +0.21%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 3.49M (3.37%) 2.60K
Increased by +0.07%
Sep 30, 24
7 Vanguard Small Cap Index 2.57M (2.48%) 36.95K
Increased by +1.44%
Mar 31, 26
8 American Funds Growth Fund of Amer A 2.43M (2.34%) -1.36M
Decreased by -55.96%
Mar 31, 26
9 Capital Group Growth Fnd of Amer Comp 2.43M (2.34%) -1.36M
Decreased by -55.96%
Mar 31, 26
10 American Funds Fundamental Invs A 2.21M (2.13%) -472.79K
Decreased by -21.40%
Mar 31, 26
11 Capital Group Fundamental Invtrs Comp 2.21M (2.13%) -472.79K
Decreased by -21.40%
Mar 31, 26
12 American Funds IS® Growth-Income 1 1.70M (1.64%) 0.00
Increased by 0.00%
Mar 31, 26
13 Capital Group Core Equity Composite 1.70M (1.64%) 0.00
Increased by 0.00%
Mar 31, 26
14 American Funds Capital World Gr&Inc A 1.69M (1.63%) 130.60K
Increased by +7.74%
Dec 31, 25
15 Capital Group World Growth & Inc Cmp 1.69M (1.63%) 130.60K
Increased by +7.74%
Dec 31, 25
16 Fidelity® Series Stk Selec Lg Cp Val 1.56M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
17 Findlay Park American I USD Dist 1.40M (1.35%) 0.00
Increased by 0.00%
Feb 28, 26
18 American Funds New Perspective A 1.32M (1.27%) 360.35K
Increased by +27.36%
Jun 30, 25
19 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (1.26%) 30.22K
Increased by +2.31%
Mar 31, 26
20 T. Rowe Price Mid-Cap Growth 1.27M (1.23%) 0.00
Increased by 0.00%
Mar 31, 26