Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 3.56%
2 GAST 3.40%
3 FMTM 3.28%
4 IPDP 2.23%
5 BUL 2.14%
6 NBSM 1.93%
7 OUSM 1.86%
8 RUNN 1.73%
9 GRNJ 1.73%
10 XMMO 1.49%
11 SMAP 1.49%
12 GRPM 1.44%
13 BNE 1.39%
14 DVOL 1.32%
15 DRIV 1.29%
16 FFSM 1.28%
17 PRN 1.26%
18 VFMV 1.20%
19 EQWM 1.15%
20 RNSC 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 8.94M (10.44%) 3.64M
Increased by +40.74%
Sep 30, 25
2 Capital Research & Mgmt Co - Division 3 8.80M (10.27%) 258.94K
Increased by +2.94%
Dec 31, 25
3 Vanguard Group Inc 8.46M (9.88%) 620.22K
Increased by +7.33%
Dec 31, 25
4 BlackRock Inc 7.36M (8.60%) -130.91K
Decreased by -1.78%
Sep 30, 25
5 FMR Inc 4.74M (5.54%) 190.10K
Increased by +4.01%
Dec 31, 25
6 Select Equity Group LP 3.63M (4.23%) -315.72K
Decreased by -8.71%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 3.09M (3.61%) 966.28K
Increased by +31.25%
Dec 31, 25
8 State Street Corporation 2.46M (2.87%) 81.71K
Increased by +3.33%
Mar 31, 24
9 State Street Corp 2.37M (2.77%) -25.00K
Decreased by -1.05%
Sep 30, 25
10 Geode Capital Management, LLC 1.61M (1.89%) 217.36K
Increased by +13.46%
Dec 31, 25
11 Findlay Park Partners LLP 1.23M (1.44%) 476.70K
Increased by +38.73%
Dec 31, 25
12 AllianceBernstein L.P. 1.19M (1.39%) 119.60K
Increased by +10.07%
Sep 30, 25
13 Goldman Sachs Group Inc 1.14M (1.33%) 435.03K
Increased by +38.12%
Dec 31, 23
14 Nuveen Asset Management, LLC 1.14M (1.33%) 171.47K
Increased by +15.05%
Dec 31, 24
15 Amvescap Plc. 1.13M (1.32%) 34.18K
Increased by +3.03%
Sep 30, 25
16 NORGES BANK 1.12M (1.31%) 225.30K
Increased by +20.06%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 1.12M (1.31%) -172.01K
Decreased by -15.36%
Jun 30, 24
18 Nuveen, LLC 1.07M (1.25%) -109.61K
Decreased by -10.24%
Dec 31, 25
19 Massachusetts Financial Services Company 960.39K (1.12%) 45.83K
Increased by +4.77%
Jun 30, 25
20 Boston Partners Global Investors, Inc 930.07K (1.09%) 61.13K
Increased by +6.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 4.51M (5.27%) -935.05K
Decreased by -20.73%
Dec 31, 25
2 Capital Group Fundamental Invtrs Comp 4.51M (5.27%) -935.05K
Decreased by -20.73%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 2.75M (3.21%) 136.56K
Increased by +4.97%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 2.69M (3.14%) 4.20K
Increased by +0.16%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 2.59M (3.03%) 2.07K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 1.93M (2.25%) 4.99K
Increased by +0.26%
Feb 28, 26
7 American Funds New Perspective A 1.68M (1.96%) 626.90K
Increased by +37.32%
Dec 31, 25
8 Capital Group New Perspective Comp 1.68M (1.96%) 626.90K
Increased by +37.32%
Dec 31, 25
9 American Funds IS® Growth-Income 1 1.24M (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
10 Capital Group Core Equity Composite 1.24M (1.45%) 0.00
Increased by 0.00%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 1.24M (1.45%) 3.53K
Increased by +0.28%
Feb 28, 26
12 Findlay Park American I USD Dist 1.23M (1.44%) 598.80K
Increased by +48.65%
Dec 31, 25
13 JPMorgan Growth Advantage A 1.11M (1.29%) -30.11K
Decreased by -2.71%
Jan 31, 26
14 VIP Mid Cap Initial 1.06M (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
15 JPM US Mid Cap Value-MA 1.01M (1.17%) -157.97K
Decreased by -15.70%
Mar 31, 25
16 JPM US Mid Cap Growth-MA 1.00M (1.17%) 627.25K
Increased by +62.63%
Sep 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 925.92K (1.08%) 7.82K
Increased by +0.84%
Feb 28, 26
18 T. Rowe Price US Mid-Cap Growth Equity 879.80K (1.03%) -56.30K
Decreased by -6.40%
Dec 31, 25
19 T. Rowe Price Mid-Cap Growth 879.10K (1.03%) -700.00
Decreased by -0.08%
Jan 31, 26
20 Fidelity Equity-Income 842.53K (0.98%) 0.00
Increased by 0.00%
Jan 31, 26