Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 SUPL 4.71%
3 FCUS 3.91%
4 AWEG 3.66%
5 HULL 3.60%
6 NRSH 3.27%
7 BCUS 3.03%
8 IYT 3.00%
9 CCFE 2.93%
10 SAMM 2.86%
11 CNAV 2.62%
12 TPOR 2.51%
13 ARWG 2.48%
14 NUMG 2.42%
15 XTN 2.42%
16 WBIL 2.25%
17 SSMG 2.17%
18 QMOM 2.16%
19 PRN 2.01%
20 AMID 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.17M (11.75%) 522.63K
Increased by +4.30%
Mar 31, 26
2 MFN Partners Management, LP 11.43M (11.04%) 0.00
Increased by 0.00%
Mar 31, 26
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 Vanguard Capital Management, LLC 5.06M (4.89%) 5.06M
Increased by +100.00%
Mar 31, 26
7 Amvescap Plc. 4.83M (4.67%) -1.41M
Decreased by -29.11%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 4.75M (4.59%) 4.75M
Increased by +100.00%
Mar 31, 26
9 FMR Inc 3.60M (3.48%) 698.72K
Increased by +19.38%
Mar 31, 26
10 State Street Corp 3.58M (3.46%) 72.82K
Increased by +2.03%
Mar 31, 26
11 State Street Corporation 3.43M (3.31%) 64.25K
Increased by +1.87%
Mar 31, 24
12 Orbis Allan Gray Ltd 3.41M (3.29%) -243.50K
Decreased by -7.14%
Mar 31, 26
13 Durable Capital Partners LP 2.94M (2.84%) -1.01M
Decreased by -34.51%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 2.79M (2.69%) -2.11M
Decreased by -75.79%
Mar 31, 26
15 ClearBridge Advisors, LLC 2.77M (2.68%) -197.57K
Decreased by -7.13%
Mar 31, 26
16 Bessemer Group Inc 2.42M (2.34%) 1.30M
Increased by +53.68%
Mar 31, 26
17 Geode Capital Management, LLC 2.18M (2.11%) 65.39K
Increased by +3.00%
Mar 31, 26
18 AllianceBernstein L.P. 2.09M (2.02%) 286.60K
Increased by +13.72%
Dec 31, 23
19 Cercano Management LLC 1.95M (1.88%) 0.00
Increased by 0.00%
Dec 31, 25
20 Balyasny Asset Management LLC 1.75M (1.69%) 617.60K
Increased by +35.28%
Jun 30, 24

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 3.97M (3.84%) 744.00
Increased by +0.02%
May 29, 26
5 Vanguard Total Stock Mkt Idx Inv 3.54M (3.42%) 8.67K
Increased by +0.24%
Apr 30, 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 2.56M (2.48%) -5.58K
Decreased by -0.22%
Apr 30, 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 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.28%) 13.29K
Increased by +1.00%
Apr 30, 26
18 American Funds New Perspective A 1.32M (1.27%) 360.35K
Increased by +27.36%
Jun 30, 25
19 T. Rowe Price US Mid-Cap Growth Equity 1.27M (1.23%) -131.20K
Decreased by -10.31%
Mar 31, 26
20 T. Rowe Price Mid-Cap Growth 1.22M (1.17%) -56.33K
Decreased by -4.63%
Apr 30, 26