Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 3.06%
2 XHB 2.66%
3 FIXT 2.52%
4 BELT 2.49%
5 PEZ 2.48%
6 FFLS 2.18%
7 FEMA 2.16%
8 TSCM 2.11%
9 CSMD 1.90%
10 CGGO 1.55%
11 PAMC 1.25%
12 ITB 1.23%
13 NBSM 1.11%
14 NAIL 1.03%
15 EQTY 0.98%
16 RFG 0.91%
17 FRTY 0.89%
18 QMID 0.82%
19 MMLG 0.79%
20 HOMZ 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 11.41M (10.73%) -1.91M
Decreased by -16.75%
Mar 31, 25
2 BlackRock Inc 10.87M (10.22%) 657.44K
Increased by +6.05%
Sep 30, 25
3 Vanguard Group Inc 10.04M (9.45%) -58.92K
Decreased by -0.59%
Dec 31, 25
4 FMR Inc 7.98M (7.51%) 4.37M
Increased by +54.74%
Dec 31, 25
5 Capital World Investors 7.47M (7.03%) 557.73K
Increased by +7.46%
Dec 31, 25
6 Principal Financial Group Inc 6.40M (6.02%) 2.02M
Increased by +31.51%
Sep 30, 25
7 T. Rowe Price Associates, Inc. 5.42M (5.10%) -1.56M
Decreased by -28.69%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 4.64M (4.36%) 978.76K
Increased by +21.11%
Sep 30, 25
9 WCM Investment Management 4.37M (4.11%) -119.15K
Decreased by -2.73%
Sep 30, 24
10 Berkshire Hathaway Inc 3.98M (3.74%) -802.13K
Decreased by -20.16%
Jun 30, 24
11 State Street Corp 3.94M (3.70%) 124.39K
Increased by +3.16%
Sep 30, 25
12 State Street Corporation 3.62M (3.41%) 42.89K
Increased by +1.18%
Mar 31, 24
13 JPMorgan Chase & Co 3.37M (3.17%) 1.91M
Increased by +56.60%
Sep 30, 25
14 Steadfast Capital Management LLC 2.68M (2.52%) 874.92K
Increased by +32.68%
Dec 31, 25
15 Timucuan Asset Management Inc/FL 2.56M (2.41%) -18.45K
Decreased by -0.72%
Dec 31, 25
16 Wasatch Advisors Inc. 2.54M (2.39%) -48.92K
Decreased by -1.92%
Sep 30, 23
17 Wasatch Advisors LP 2.35M (2.21%) -175.05K
Decreased by -7.44%
Dec 31, 25
18 Lone Pine Capital LLC 2.16M (2.03%) -1.60M
Decreased by -73.88%
Sep 30, 23
19 Turtle Creek Asset Management Inc. 2.16M (2.03%) -102.79K
Decreased by -4.77%
Sep 30, 25
20 Geode Capital Management, LLC 1.97M (1.85%) -1.98K
Decreased by -0.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 5.90M (5.55%) 287.04K
Increased by +4.86%
Dec 31, 24
2 Principal MidCap R5 4.77M (4.49%) 4.77M
Increased by +100.00%
Jan 31, 26
3 Principal Aligned MidCap Equity 4.74M (4.46%) 140.87K
Increased by +2.97%
Dec 31, 25
4 American Funds Growth Fund of Amer A 4.03M (3.79%) -465.75K
Decreased by -11.56%
Dec 31, 25
5 Capital Group Growth Fnd of Amer Comp 4.03M (3.79%) -465.75K
Decreased by -11.56%
Dec 31, 25
6 American Funds SMALLCAP World A 3.70M (3.48%) 748.80K
Increased by +20.26%
Dec 31, 25
7 iShares Core S&P Mid-Cap ETF 3.48M (3.28%) 89.08K
Increased by +2.56%
Feb 28, 26
8 Vanguard Total Stock Mkt Idx Inv 3.42M (3.22%) 6.34K
Increased by +0.19%
Feb 28, 26
9 Fidelity Contrafund 3.27M (3.08%) 653.96K
Increased by +19.99%
Jan 31, 26
10 Vanguard US Total Market Shares ETF 3.21M (3.02%) 2.47K
Increased by +0.08%
Sep 30, 24
11 US Small-Cap Growth II Equity Comp 2.63M (2.47%) -23.30K
Decreased by -0.89%
Jun 30, 25
12 Vanguard Small Cap Index 2.45M (2.30%) 6.18K
Increased by +0.25%
Feb 28, 26
13 T. Rowe Price New Horizons 2.36M (2.22%) -269.54K
Decreased by -11.44%
Jul 31, 25
14 Champlain Mid Cap Fund, LLC 1.71M (1.61%) 195.62K
Increased by +11.42%
Feb 28, 26
15 Fidelity Advisor® Growth Opps M 1.53M (1.44%) 223.90K
Increased by +14.59%
Nov 30, 23
16 Delaware Ivy Mid Cap Growth A 1.44M (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Small Cap Growth Index Inv 1.36M (1.28%) 2.63K
Increased by +0.19%
Feb 28, 26
18 Fidelity Greater Canada Sr F 1.32M (1.25%) 75.00K
Increased by +5.66%
Dec 31, 25
19 MS INVF US Advantage I 1.31M (1.24%) 0.00
Increased by 0.00%
Dec 31, 25
20 American Funds AMCAP A 1.31M (1.23%) -2.67M
Decreased by -203.59%
Jun 30, 25