Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QVAL 2.30%
2 SMCO 2.13%
3 FFLS 2.03%
4 FFOX 1.70%
5 FXD 1.41%
6 RNSC 1.22%
7 FSGS 1.22%
8 LSAF 1.21%
9 MPAY 0.97%
10 FFND 0.95%
11 JPSV 0.94%
12 HAPS 0.83%
13 SMDX 0.64%
14 DSMC 0.62%
15 NIXT 0.61%
16 HART 0.53%
17 SFLO 0.50%
18 PAMC 0.50%
19 AVUV 0.41%
20 XMHQ 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.78M (10.37%) -320.70K
Decreased by -4.12%
Dec 31, 25
2 BlackRock Inc 7.15M (9.53%) 144.49K
Increased by +2.02%
Mar 31, 26
3 Wasatch Advisors Inc. 5.62M (7.49%) 75.39K
Increased by +1.34%
Sep 30, 23
4 Wellington Management Company LLP 4.77M (6.36%) -617.01K
Decreased by -12.94%
Mar 31, 26
5 Franklin Resources Inc 4.28M (5.70%) 278.00K
Increased by +6.50%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 3.70M (4.93%) 3.70M
Increased by +100.00%
Mar 31, 26
7 Baillie Gifford & Co Limited. 3.70M (4.93%) -249.72K
Decreased by -6.76%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.49M (4.65%) 3.49M
Increased by +100.00%
Mar 31, 26
9 Reinhart Mahoney Capital Management Inc 3.12M (4.16%) 82.78K
Increased by +2.65%
Mar 31, 26
10 Macquarie Group Ltd 2.67M (3.56%) 1.34M
Increased by +50.20%
Sep 30, 25
11 Capital Research Global Investors 2.63M (3.50%) -61.73K
Decreased by -2.35%
Mar 31, 25
12 American Century Companies Inc 2.57M (3.43%) 241.80K
Increased by +9.41%
Mar 31, 26
13 State Street Corporation 2.51M (3.34%) 59.61K
Increased by +2.38%
Mar 31, 24
14 FMR Inc 2.50M (3.33%) 359.09K
Increased by +14.37%
Mar 31, 26
15 State Street Corp 2.39M (3.19%) 50.02K
Increased by +2.09%
Mar 31, 26
16 Gates Capital Management Inc 2.32M (3.09%) -1.20M
Decreased by -51.74%
Mar 31, 25
17 Capital World Investors 1.98M (2.64%) 0.00
Increased by 0.00%
Mar 31, 25
18 Citadel Advisors Llc 1.92M (2.57%) -57.07K
Decreased by -2.97%
Mar 31, 26
19 Wasatch Advisors LP 1.92M (2.56%) -3.87M
Decreased by -201.82%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 1.89M (2.52%) 70.27K
Increased by +3.72%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.62M (7.49%) -4.02K
Decreased by -0.07%
Jun 30, 24
2 VA CollegeAmerica Amcap 529A 5.62M (7.49%) -4.02K
Decreased by -0.07%
Jun 30, 24
3 Templeton Growth A 4.07M (5.42%) 0.00
Increased by 0.00%
Mar 31, 24
4 Templeton Growth Inc A 4.07M (5.42%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard US Total Market Shares ETF 2.73M (3.64%) 2.54K
Increased by +0.09%
Sep 30, 24
6 iShares Core S&P Mid-Cap ETF 2.64M (3.52%) 498.00
Increased by +0.02%
May 29, 26
7 Vanguard Total Stock Mkt Idx Inv 2.48M (3.31%) 6.88K
Increased by +0.28%
Apr 30, 26
8 Vanguard US Growth Investor 2.15M (2.87%) 0.00
Increased by 0.00%
Mar 31, 26
9 Avantis US Small Cap Value ETF 2.10M (2.80%) 0.00
Increased by 0.00%
May 30, 26
10 Vanguard Explorer Inv 2.09M (2.79%) -547.17K
Decreased by -26.15%
Mar 31, 26
11 Templeton Growth (Euro) I(acc)EUR 1.91M (2.55%) 1.91M
Increased by +100.00%
Mar 31, 24
12 Vanguard Small Cap Index 1.79M (2.39%) -2.40K
Decreased by -0.13%
Apr 30, 26
13 American Funds Growth Fund of Amer A 1.72M (2.29%) -260.53K
Decreased by -15.16%
Sep 30, 24
14 Capital Group Growth Fnd of Amer Comp 1.72M (2.29%) -260.53K
Decreased by -15.16%
Sep 30, 24
15 Fidelity VIP Mid Cap Initial 1.40M (1.87%) 0.00
Increased by 0.00%
Apr 30, 26
16 Wasatch Core Growth 1.35M (1.79%) 83.58K
Increased by +6.21%
Mar 31, 25
17 Van Berkom Sm-Cap Eq 1.30M (1.74%) -317.00K
Decreased by -24.31%
Mar 31, 26
18 Vanguard Small Cap Value Index Inv 1.15M (1.54%) 9.52K
Increased by +0.83%
Apr 30, 26
19 American Century Growth Inv 1.15M (1.53%) 207.34K
Increased by +18.10%
Mar 31, 25
20 American Century U.S. Large Cap Growth 1.15M (1.53%) 207.34K
Increased by +18.10%
Mar 31, 25