Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HVAC 4.33%
2 RSHO 4.16%
3 ADPV 3.76%
4 NRSH 3.63%
5 LSAT 3.60%
6 BOUT 3.21%
7 PKB 2.78%
8 RW 2.56%
9 SUPP 2.22%
10 CGVV 2.16%
11 OCFS 2.08%
12 GVIP 2.08%
13 PRN 1.93%
14 XMMO 1.90%
15 SSPX 1.72%
16 DVOL 1.49%
17 QMID 1.40%
18 PDP 1.31%
19 NANC 1.23%
20 TMSL 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.49M (7.10%) 453.54K
Increased by +1.93%
Jun 30, 25
2 BlackRock Inc 21.07M (6.37%) 11.22M
Increased by +53.23%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 18.64M (5.63%) 2.39M
Increased by +12.81%
Jun 30, 25
4 HHG PLC 12.63M (3.82%) 348.04K
Increased by +2.76%
Jun 30, 25
5 Viking Global Investors LP 11.54M (3.49%) -10.00M
Decreased by -86.67%
Jun 30, 25
6 Durable Capital Partners LP 10.62M (3.21%) 1.71M
Increased by +16.12%
Jun 30, 25
7 State Street Corp 7.15M (2.16%) 3.25M
Increased by +45.41%
Jun 30, 25
8 Findlay Park Partners LLP 6.67M (2.01%) 220.70K
Increased by +3.31%
Jun 30, 25
9 T. Rowe Price Investment Management,Inc. 6.28M (1.90%) -484.12K
Decreased by -7.70%
Jun 30, 25
10 ADW Capital Management, LLC 5.95M (1.80%) 0.00
Increased by 0.00%
Jun 30, 24
11 Capital Research Global Investors 5.48M (1.66%) 728.38K
Increased by +13.28%
Jun 30, 25
12 Artisan Partners Limited Partnership 4.88M (1.47%) 497.00K
Increased by +10.19%
Jun 30, 25
13 State Street Corporation 4.65M (1.40%) 113.13K
Increased by +2.43%
Mar 31, 24
14 Alua Capital Management LP 4.53M (1.37%) -826.17K
Decreased by -18.23%
Sep 30, 24
15 Select Equity Group LP 4.52M (1.37%) 1.22M
Increased by +26.93%
Mar 31, 25
16 Geode Capital Management, LLC 4.23M (1.28%) 286.40K
Increased by +6.78%
Jun 30, 25
17 Egerton Capital LLP 4.08M (1.23%) 4.08M
Increased by +100.00%
Mar 31, 24
18 Gates Capital Management Inc 4.07M (1.23%) -944.04K
Decreased by -23.20%
Mar 31, 25
19 Cooke & Bieler LP 3.93M (1.19%) -91.12K
Decreased by -2.32%
Mar 31, 25
20 UBS Group AG 3.62M (1.09%) 3.11M
Increased by +85.79%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 11.95M (3.61%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 11.75M (3.55%) -294.26K
Decreased by -2.50%
Jul 31, 25
3 Vanguard Small Cap Index 9.07M (2.74%) -58.61K
Decreased by -0.65%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 7.84M (2.37%) 5.43K
Increased by +0.07%
Sep 30, 24
5 T. Rowe Price Mid-Cap Value 7.22M (2.18%) -10.88K
Decreased by -0.15%
Jul 31, 25
6 Janus Henderson Enterprise D 6.72M (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
7 Janus Inst Mid Cap Growth CF 6.72M (2.03%) 57.33K
Increased by +0.85%
Jun 30, 25
8 Findlay Park American I USD Dist 6.67M (2.01%) 220.70K
Increased by +3.31%
Jun 30, 25
9 T. Rowe Price New Horizons 5.89M (1.78%) -1.05M
Decreased by -17.73%
Jul 31, 25
10 Vanguard Small Cap Value Index Inv 5.84M (1.76%) 10.71K
Increased by +0.18%
Jul 31, 25
11 iShares Russell 2000 ETF 4.84M (1.46%) 36.78K
Increased by +0.76%
May 30, 24
12 Fidelity Small Cap America Sr B 4.82M (1.46%) 0.00
Increased by 0.00%
Jun 30, 23
13 T. Rowe Price US Mid-Cap Value Equity 4.82M (1.46%) -9.63K
Decreased by -0.20%
Jun 30, 25
14 US Small-Cap Growth II Equity Comp 4.63M (1.40%) 811.52K
Increased by +17.54%
Jun 30, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 3.92M (1.19%) -1.71M
Decreased by -43.46%
Jul 31, 25
16 Allspring Special Mid Cap Value Inst 3.82M (1.15%) 13.40K
Increased by +0.35%
Jul 31, 25
17 Allspring Mid Value SMA 3.81M (1.15%) 3.81M
Increased by +99.99%
Jun 30, 25
18 Allspring Special US Mid Cap Value Eq 3.81M (1.15%) -185.27K
Decreased by -4.87%
Jun 30, 25
19 T. Rowe Price Integrated US SmCapGrEq 3.04M (0.92%) 1.47M
Increased by +48.46%
Dec 31, 24
20 T. Rowe Price Small-Cap Stock 2.92M (0.88%) -212.32K
Decreased by -7.28%
Jul 31, 25