Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GARY 5.42%
2 BCSM 2.60%
3 LSEQ 0.72%
4 QQJG 0.13%
5 VFMV 0.10%
6 VBK 0.06%
7 FMCX 0.05%
8 GLDM 0.05%
9 GLOF 0.04%
10 ACWF 0.04%
11 VB 0.03%
12 JKH 0.03%
13 IMCG 0.03%
14 IYC 0.03%
15 VXF 0.02%
16 VFMO 0.02%
17 IWP 0.02%
18 IWR 0.01%
19 IMCB 0.01%
20 JKG 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Linonia Partnership LP 2.12M (0.88%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Group Inc 2.11M (0.88%) 1.22K
Increased by +0.06%
Dec 31, 25
3 State Of Wisconsin Investment Board 1.30M (0.54%) -84.53K
Decreased by -6.49%
Dec 31, 25
4 Ashe Capital Management, LLC 1.18M (0.49%) 0.00
Increased by 0.00%
Dec 31, 25
5 BlackRock Inc 1.13M (0.47%) 19.35K
Increased by +1.71%
Sep 30, 25
6 NORGES BANK 1.01M (0.42%) 0.00
Increased by 0.00%
Dec 31, 25
7 OZ Management LLC 1.00M (0.42%) 250.00K
Increased by +25.00%
Dec 31, 25
8 Principal Financial Group Inc 989.60K (0.41%) 102.59K
Increased by +10.37%
Sep 30, 25
9 HHG PLC 974.86K (0.41%) 7.57K
Increased by +0.78%
Sep 30, 25
10 Fort Baker Capital Management LP 901.34K (0.38%) 901.34K
Increased by +100.00%
Sep 30, 23
11 Darsana Capital Partners LP 812.75K (0.34%) 176.78K
Increased by +21.75%
Dec 31, 25
12 Ruane, Cunniff & Goldfarb L.P. 738.88K (0.31%) -3.43K
Decreased by -0.46%
Dec 31, 25
13 TPG GP A, LLC 501.61K (0.21%) -10.43K
Decreased by -2.08%
Mar 31, 25
14 Madison Asset Management, LLC 454.86K (0.19%) 0.00
Increased by 0.00%
Dec 31, 25
15 Madison Investment Advisors, LLC 454.86K (0.19%) 454.86K
Increased by +100.00%
Dec 31, 24
16 Geode Capital Management, LLC 445.17K (0.19%) -11.21K
Decreased by -2.52%
Dec 31, 25
17 FMR Inc 403.34K (0.17%) 6.29K
Increased by +1.56%
Dec 31, 25
18 State Street Corporation 385.96K (0.16%) 5.78K
Increased by +1.50%
Mar 31, 24
19 Bank of America Corp 377.19K (0.16%) -65.47K
Decreased by -17.36%
Sep 30, 25
20 Davis Selected Advisers 357.86K (0.15%) -10.98K
Decreased by -3.07%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 1.10M (0.46%) -4.36K
Decreased by -0.40%
Jun 30, 25
2 Principal MidCap R5 855.34K (0.36%) 855.34K
Increased by +100.00%
Jan 31, 26
3 AMOne Global High Quality Growth Eq MF 815.25K (0.34%) -41.59K
Decreased by -5.10%
Sep 8, 25
4 Principal Aligned MidCap Equity 796.62K (0.33%) 189.65K
Increased by +23.81%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 789.82K (0.33%) 0.00
Increased by 0.00%
Feb 28, 26
6 Janus Henderson Enterprise D 731.60K (0.30%) 0.00
Increased by 0.00%
Jan 31, 26
7 Janus Henderson Mid Cap Growth MA 731.60K (0.30%) 731.60K
Increased by +100.00%
Sep 30, 25
8 Janus Inst Mid Cap Growth CF 731.60K (0.30%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Small Cap Index 544.54K (0.23%) 2.17K
Increased by +0.40%
Feb 28, 26
10 Fidelity Select Communication Services 505.46K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
11 Madison Mid Cap Y 454.86K (0.19%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity® Select Communication Services 340.06K (0.14%) 29.30K
Increased by +8.62%
Nov 30, 23
13 Fidelity® Mid-Cap Stock 316.65K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 306.25K (0.13%) 4.75K
Increased by +1.55%
Feb 28, 26
15 Spiltan Globalfond Investmentbolag 284.17K (0.12%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity Mid-Cap Stock 283.78K (0.12%) 0.00
Increased by 0.00%
Jan 31, 26
17 Principal Aligned SMA MidCap Equity 196.87K (0.08%) -3.77K
Decreased by -1.91%
Feb 28, 26
18 AMOne Global Opportunity Partners Fund 196.56K (0.08%) 7.01K
Increased by +3.57%
Sep 8, 25
19 Baron Discovery Institutional 185.00K (0.08%) 0.00
Increased by 0.00%
Dec 31, 25
20 Baron Discovery Strategy 185.00K (0.08%) 0.00
Increased by 0.00%
Dec 31, 25