Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFLS 2.33%
2 QVAL 2.30%
3 SMCO 1.93%
4 FFOX 1.62%
5 FXD 1.32%
6 LSAF 1.14%
7 RNSC 1.11%
8 FSGS 1.11%
9 FFND 1.07%
10 MPAY 0.97%
11 HAPS 0.76%
12 NIXT 0.75%
13 JPSV 0.72%
14 DSMC 0.62%
15 SMDX 0.59%
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 7.01M (9.34%) -240.60K
Decreased by -3.43%
Dec 31, 25
3 Wasatch Advisors Inc. 5.62M (7.49%) 75.39K
Increased by +1.34%
Sep 30, 23
4 Wellington Management Company LLP 5.39M (7.18%) -191.38K
Decreased by -3.55%
Dec 31, 25
5 Franklin Resources Inc 4.28M (5.70%) 278.00K
Increased by +6.50%
Mar 31, 24
6 Baillie Gifford & Co Limited. 3.70M (4.93%) -249.72K
Decreased by -6.76%
Mar 31, 26
7 Reinhart Mahoney Capital Management Inc 3.12M (4.16%) 82.78K
Increased by +2.65%
Mar 31, 26
8 Macquarie Group Ltd 2.67M (3.56%) 1.34M
Increased by +50.20%
Sep 30, 25
9 Capital Research Global Investors 2.63M (3.50%) -61.73K
Decreased by -2.35%
Mar 31, 25
10 State Street Corporation 2.51M (3.34%) 59.61K
Increased by +2.38%
Mar 31, 24
11 State Street Corp 2.34M (3.12%) -101.17K
Decreased by -4.32%
Dec 31, 25
12 American Century Companies Inc 2.33M (3.10%) 346.03K
Increased by +14.86%
Dec 31, 25
13 Gates Capital Management Inc 2.32M (3.09%) -1.20M
Decreased by -51.74%
Mar 31, 25
14 FMR Inc 2.14M (2.85%) -263.42K
Decreased by -12.31%
Dec 31, 25
15 Engaged Capital LLC 2.03M (2.71%) -136.86K
Decreased by -6.73%
Dec 31, 25
16 Citadel Advisors Llc 1.98M (2.64%) 1.80M
Increased by +90.60%
Dec 31, 25
17 Capital World Investors 1.98M (2.64%) 0.00
Increased by 0.00%
Mar 31, 25
18 Wasatch Advisors LP 1.92M (2.56%) -3.87M
Decreased by -201.82%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 1.89M (2.52%) 70.27K
Increased by +3.72%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 1.88M (2.51%) 1.02M
Increased by +54.02%
Dec 31, 25

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 2.62M (3.50%) -1.33K
Decreased by -0.05%
Apr 30, 26
7 Vanguard Total Stock Mkt Idx Inv 2.48M (3.30%) 13.82K
Increased by +0.56%
Mar 31, 26
8 Baillie Gifford US Equity Growth 2.15M (2.87%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard US Growth Investor 2.15M (2.87%) 0.00
Increased by 0.00%
Mar 31, 26
10 Avantis US Small Cap Value ETF 2.11M (2.81%) 0.00
Increased by 0.00%
Apr 30, 26
11 Vanguard Explorer Inv 2.09M (2.79%) -547.17K
Decreased by -26.15%
Mar 31, 26
12 Templeton Growth (Euro) I(acc)EUR 1.91M (2.55%) 1.91M
Increased by +100.00%
Mar 31, 24
13 Vanguard Small Cap Index 1.80M (2.39%) 27.81K
Increased by +1.55%
Mar 31, 26
14 American Funds Growth Fund of Amer A 1.72M (2.29%) -260.53K
Decreased by -15.16%
Sep 30, 24
15 Capital Group Growth Fnd of Amer Comp 1.72M (2.29%) -260.53K
Decreased by -15.16%
Sep 30, 24
16 Fidelity VIP Mid Cap Initial 1.40M (1.87%) 64.70K
Increased by +4.62%
Mar 31, 26
17 Wasatch Core Growth 1.35M (1.79%) 83.58K
Increased by +6.21%
Mar 31, 25
18 Van Berkom Sm-Cap Eq 1.30M (1.74%) -317.00K
Decreased by -24.31%
Mar 31, 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