Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 BCUS 3.31%
3 PTF 2.67%
4 NEWZ 2.55%
5 POWA 2.10%
6 JMID 2.09%
7 FCFY 1.98%
8 OAKG 1.86%
9 RYT 1.60%
10 BMVP 1.58%
11 NUMG 1.58%
12 AIEQ 1.53%
13 SRHQ 1.43%
14 BOUT 1.41%
15 RSPT 1.40%
16 PWB 1.38%
17 AMID 1.37%
18 SMRI 1.35%
19 CALF 1.34%
20 FTCS 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.05M (13.32%) -1.03M
Decreased by -11.36%
Dec 31, 25
2 BlackRock Inc 7.63M (11.22%) 38.14K
Increased by +0.50%
Sep 30, 25
3 BAMCO Inc 4.21M (6.20%) -109.16K
Decreased by -2.59%
Dec 31, 25
4 Capital Research & Mgmt Co - Division 3 4.00M (5.89%) 884.25K
Increased by +22.08%
Dec 31, 25
5 State Street Corp 3.51M (5.17%) 96.81K
Increased by +2.76%
Sep 30, 25
6 Independent Franchise Partners LLP 3.31M (4.87%) 112.44K
Increased by +3.40%
Dec 31, 25
7 State Street Corporation 3.19M (4.70%) 31.81K
Increased by +1.00%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 2.36M (3.47%) 416.53K
Increased by +17.65%
Sep 30, 25
9 Geode Capital Management, LLC 2.22M (3.26%) -19.56K
Decreased by -0.88%
Dec 31, 25
10 AQR Capital Management LLC 1.89M (2.78%) 646.05K
Increased by +34.15%
Dec 31, 25
11 FMR Inc 1.86M (2.74%) -1.31M
Decreased by -70.09%
Jun 30, 25
12 JPMorgan Chase & Co 1.83M (2.70%) 693.71K
Increased by +37.82%
Sep 30, 25
13 Massachusetts Financial Services Company 1.74M (2.57%) -1.03M
Decreased by -59.27%
Mar 31, 25
14 Principal Financial Group Inc 1.62M (2.39%) -374.16K
Decreased by -23.04%
Jun 30, 25
15 J Stern & Co LLP 1.54M (2.26%) 1.52M
Increased by +98.79%
Dec 31, 25
16 Amvescap Plc. 1.36M (2.01%) 451.89K
Increased by +33.16%
Sep 30, 25
17 Generation Investment Management LLP 1.34M (1.97%) 189.51K
Increased by +14.13%
Mar 31, 25
18 T. Rowe Price Investment Management,Inc. 1.26M (1.86%) 197.22K
Increased by +15.60%
Jun 30, 25
19 Sustainable Growth Advisers, LP 1.24M (1.83%) -223.62K
Decreased by -17.99%
Dec 31, 25
20 NORGES BANK 1.19M (1.75%) 212.43K
Increased by +17.89%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 4.97M (7.31%) 4.97M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 2.32M (3.42%) -9.64K
Decreased by -0.42%
Sep 30, 24
3 Global Balanced (AFRIS) 2.28M (3.35%) 2.28M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 2.18M (3.21%) 15.20K
Increased by +0.70%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 2.16M (3.18%) 8.57K
Increased by +0.40%
Feb 28, 26
6 Vanguard 500 Index Investor 1.85M (2.73%) 17.31K
Increased by +0.93%
Feb 28, 26
7 American Funds Growth Fund of Amer A 1.68M (2.47%) 270.42K
Increased by +16.13%
Dec 31, 25
8 Capital Group Growth Fnd of Amer Comp 1.68M (2.47%) 270.42K
Increased by +16.13%
Dec 31, 25
9 Baron Small Cap Growth Strategy 1.25M (1.84%) -50.00K
Decreased by -4.00%
Jun 30, 25
10 Baron Partners Retail 1.23M (1.81%) 0.00
Increased by 0.00%
Dec 31, 25
11 Baron Growth Retail 1.20M (1.77%) 0.00
Increased by 0.00%
Dec 31, 25
12 Baron Growth Strategy 1.20M (1.77%) 0.00
Increased by 0.00%
Dec 31, 25
13 Principal Aligned MidCap Equity 1.16M (1.70%) -109.51K
Decreased by -9.45%
Jun 30, 25
14 Fidelity Magellan 1.01M (1.49%) -1.80K
Decreased by -0.18%
May 31, 25
15 Principal MidCap R5 964.57K (1.42%) -194.07K
Decreased by -20.12%
Jul 31, 25
16 SPDR® S&P 500 ETF 958.55K (1.41%) -13.95K
Decreased by -1.46%
Mar 31, 25
17 Fidelity® Magellan® 954.75K (1.40%) -600.00
Decreased by -0.06%
Nov 30, 23
18 SPDR® S&P 500 ETF Trust 939.81K (1.38%) -7.27K
Decreased by -0.77%
Mar 31, 24
19 SPDR® S&P 500® ETF Trust 933.30K (1.37%) -4.86K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 931.71K (1.37%) 11.38K
Increased by +1.22%
Aug 31, 25