Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 5.29%
2 TINY 4.68%
3 EPAI 3.39%
4 EPMB 2.64%
5 PSI 2.53%
6 DRKY 2.27%
7 SAMT 2.27%
8 CSMD 2.17%
9 BELT 1.98%
10 PTF 1.95%
11 FTXL 1.85%
12 FEMD 1.78%
13 EPSV 1.63%
14 SMCO 1.58%
15 NBSM 1.56%
16 SOXX 1.54%
17 QQQN 1.52%
18 PDP 1.39%
19 MOAT 1.33%
20 AMID 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 17.06M (11.27%) -678.35K
Decreased by -3.98%
Sep 30, 25
2 Vanguard Group Inc 15.75M (10.40%) -269.05K
Decreased by -1.71%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 15.34M (10.13%) 205.26K
Increased by +1.34%
Sep 30, 25
4 Sands Capital Management, LLC 7.21M (4.76%) -552.99K
Decreased by -7.67%
Dec 31, 24
5 Barrow Hanley Mewhinney & Strauss LLC 6.82M (4.50%) -640.98K
Decreased by -9.40%
Dec 31, 25
6 Capital Research Global Investors 5.98M (3.95%) -994.50K
Decreased by -16.63%
Dec 31, 25
7 Principal Financial Group Inc 5.88M (3.88%) 540.75K
Increased by +9.20%
Sep 30, 25
8 State Street Corp 5.09M (3.36%) 62.62K
Increased by +1.23%
Sep 30, 25
9 WCM Investment Management 4.78M (3.16%) -271.73K
Decreased by -5.68%
Dec 31, 24
10 JPMorgan Chase & Co 4.16M (2.75%) -224.77K
Decreased by -5.40%
Mar 31, 25
11 UBS Group AG 3.41M (2.25%) 559.43K
Increased by +16.43%
Sep 30, 25
12 Bank of America Corp 3.20M (2.12%) 173.37K
Increased by +5.41%
Sep 30, 25
13 London Company of Virginia 3.17M (2.09%) -366.75K
Decreased by -11.57%
Dec 31, 25
14 Amvescap Plc. 3.17M (2.09%) 2.05M
Increased by +64.73%
Sep 30, 25
15 PRIMECAP Management Company 3.16M (2.09%) -1.30K
Decreased by -0.04%
Dec 31, 25
16 Durable Capital Partners LP 3.06M (2.02%) 141.50K
Increased by +4.63%
Jun 30, 25
17 Lone Pine Capital LLC 3.05M (2.02%) 3.05M
Increased by +100.00%
Dec 31, 25
18 State Street Corporation 3.05M (2.02%) 15.72K
Increased by +0.52%
Mar 31, 24
19 Select Equity Group LP 2.92M (1.93%) -1.15M
Decreased by -39.56%
Jun 30, 25
20 Geode Capital Management, LLC 2.88M (1.90%) 26.54K
Increased by +0.92%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.90M (3.23%) 4.90M
Increased by +100.00%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 4.80M (3.17%) 8.10K
Increased by +0.17%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 4.78M (3.16%) 3.55K
Increased by +0.07%
Sep 30, 24
4 Principal MidCap R5 3.91M (2.58%) 3.91M
Increased by +100.00%
Jan 31, 26
5 Principal Aligned MidCap Equity 3.89M (2.57%) -4.42K
Decreased by -0.11%
Dec 31, 25
6 Vanguard Small Cap Index 3.44M (2.27%) 9.00K
Increased by +0.26%
Feb 28, 26
7 Sands Capital Global Growth Equity 3.19M (2.11%) -120.50K
Decreased by -3.78%
Dec 31, 24
8 iShares Semiconductor ETF 2.80M (1.85%) 0.00
Increased by 0.00%
Feb 28, 26
9 American Funds AMCAP A 2.54M (1.67%) -1.25M
Decreased by -49.30%
Dec 31, 25
10 Capital Group AMCAP Composite 2.54M (1.67%) -1.25M
Decreased by -49.30%
Dec 31, 25
11 T. Rowe Price US Large-Cap Growth Equity 2.49M (1.64%) -240.99K
Decreased by -9.69%
Dec 31, 25
12 T. Rowe Price Lrg Cp Gr I 2.29M (1.51%) -201.25K
Decreased by -8.81%
Jan 31, 26
13 Touchstone Mid Cap Y 2.08M (1.37%) -140.20K
Decreased by -6.75%
Dec 31, 25
14 BlackRock Mid-Cap Growth Equity Instl 1.99M (1.31%) 135.88K
Increased by +6.83%
Apr 30, 25
15 Vanguard Small Cap Growth Index Inv 1.91M (1.26%) 4.39K
Increased by +0.23%
Feb 28, 26
16 VanEck Morningstar Wide Moat 1.90M (1.25%) -53.15K
Decreased by -2.80%
Dec 31, 25
17 VanEck Morningstar Wide Moat ETF 1.85M (1.22%) -2.28K
Decreased by -0.12%
Feb 28, 26
18 Vanguard PRIMECAP Inv 1.82M (1.20%) -49.90K
Decreased by -2.74%
Dec 31, 25
19 American Funds IS® Growth-Income 1 1.77M (1.17%) 272.73K
Increased by +15.42%
Dec 31, 25
20 Capital Group Core Equity Composite 1.77M (1.17%) 272.73K
Increased by +15.42%
Dec 31, 25