Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 10.28%
2 LCG 6.03%
3 HHH_old 5.56%
4 AKRE 5.19%
5 RONB 4.32%
6 UTRN 4.14%
7 TOGA 3.87%
8 BKIV 3.54%
9 FINQ 3.44%
10 EWRE 3.31%
11 EBIZ 3.21%
12 PCLG 3.08%
13 RSPR 3.00%
14 TIME 2.91%
15 CZAR 2.83%
16 TOGA_old 2.54%
17 LRGG 2.44%
18 GFGF 2.43%
19 POWA 2.27%
20 PCGG 2.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.11M (16.92%) 52.56K
Increased by +0.07%
Dec 31, 25
2 BlackRock Inc 36.13M (8.72%) 1.09M
Increased by +3.03%
Sep 30, 25
3 BAMCO Inc 19.50M (4.70%) 242.53K
Increased by +1.24%
Dec 31, 25
4 Principal Financial Group Inc 18.62M (4.49%) -23.28K
Decreased by -0.12%
Sep 30, 25
5 State Street Corp 18.28M (4.41%) 551.16K
Increased by +3.01%
Sep 30, 25
6 State Street Corporation 16.13M (3.89%) 309.88K
Increased by +1.92%
Mar 31, 24
7 Baillie Gifford & Co Limited. 12.93M (3.12%) 4.69M
Increased by +36.28%
Dec 31, 25
8 Geode Capital Management, LLC 12.18M (2.94%) -419.29K
Decreased by -3.44%
Dec 31, 25
9 Capital Research & Mgmt Co - Division 3 10.84M (2.62%) 4.05M
Increased by +37.39%
Dec 31, 25
10 Akre Capital Management, LLC 9.62M (2.32%) 311.32K
Increased by +3.24%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 8.54M (2.06%) 1.13M
Increased by +13.24%
Sep 30, 25
12 NORGES BANK 7.09M (1.71%) 1.78M
Increased by +25.14%
Dec 31, 25
13 Massachusetts Financial Services Company 6.59M (1.59%) -33.80K
Decreased by -0.51%
Jun 30, 25
14 HHG PLC 6.22M (1.50%) 2.18M
Increased by +35.08%
Sep 30, 25
15 Goldman Sachs Group Inc 6.00M (1.45%) 3.63M
Increased by +60.50%
Dec 31, 23
16 Mackenzie Investments 5.87M (1.42%) 3.06M
Increased by +52.19%
Dec 31, 24
17 T. Rowe Price Investment Management,Inc. 5.72M (1.38%) 2.21M
Increased by +38.62%
Dec 31, 25
18 Artisan Partners Limited Partnership 5.64M (1.36%) -168.67K
Decreased by -2.99%
Sep 30, 24
19 Capital Research Global Investors 5.57M (1.34%) 573.11K
Increased by +10.29%
Dec 31, 25
20 Sands Capital Management, LLC 5.38M (1.30%) -245.32K
Decreased by -4.56%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.76M (3.80%) 28.10K
Increased by +0.18%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 13.39M (3.23%) 84.65K
Increased by +0.63%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 12.98M (3.13%) 73.31K
Increased by +0.56%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 11.98M (2.89%) 82.09K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 10.90M (2.63%) 103.85K
Increased by +0.95%
Feb 28, 26
6 Principal Aligned MidCap Equity 10.62M (2.56%) -301.43K
Decreased by -2.84%
Dec 31, 25
7 Principal MidCap R5 10.62M (2.56%) 5.43M
Increased by +51.13%
Jan 31, 26
8 Vanguard Mid Cap Index Institutional 9.21M (2.22%) 31.76K
Increased by +0.34%
Feb 28, 26
9 Invesco QQQ Trust 9.00M (2.17%) 0.00
Increased by 0.00%
Feb 28, 26
10 Akre Focus Instl 8.34M (2.01%) 0.00
Increased by 0.00%
Jan 31, 25
11 Akre Focus ETF 8.32M (2.01%) -1.08M
Decreased by -12.95%
Feb 27, 26
12 American Funds AMCAP A 7.34M (1.77%) 514.35K
Increased by +7.01%
Dec 31, 25
13 Capital Group AMCAP Composite 7.34M (1.77%) 514.35K
Increased by +7.01%
Dec 31, 25
14 Baron Partners Retail 6.87M (1.66%) 0.00
Increased by 0.00%
Dec 31, 25
15 American Funds Growth Fund of Amer A 5.60M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Growth Fnd of Amer Comp 5.60M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
17 Janus Henderson Enterprise D 5.53M (1.33%) 122.23K
Increased by +2.21%
Jan 31, 26
18 Vanguard Growth Index Investor 5.48M (1.32%) 15.60K
Increased by +0.28%
Feb 28, 26
19 Janus Inst Mid Cap Growth CF 5.41M (1.31%) 1.31M
Increased by +24.29%
Dec 31, 25
20 iShares Core S&P 500 ETF 5.40M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26