Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 10.37%
2 AKRE 7.65%
3 LBO 7.48%
4 FMCX 5.42%
5 PSP 4.91%
6 GABF 4.87%
7 AAUM 4.68%
8 JHAC 3.98%
9 UTRN 3.89%
10 FMCE 3.69%
11 NEWZ 3.69%
12 BCFN 3.47%
13 BAFE 3.37%
14 PFI 3.36%
15 ICAP 3.12%
16 BGRO 2.79%
17 GGRW 2.65%
18 RPG 2.56%
19 BASG 2.53%
20 EQOP 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.06M (8.78%) 821.74K
Increased by +1.37%
Dec 31, 25
2 BlackRock Inc 48.13M (7.04%) -531.80K
Decreased by -1.10%
Sep 30, 25
3 Capital Research & Mgmt Co - Division 3 37.17M (5.43%) 5.83M
Increased by +15.69%
Dec 31, 25
4 State Street Corp 28.11M (4.11%) 432.41K
Increased by +1.54%
Sep 30, 25
5 Wellington Management Company LLP 27.01M (3.95%) 2.95M
Increased by +10.92%
Dec 31, 25
6 FMR Inc 23.68M (3.46%) 2.84M
Increased by +12.00%
Dec 31, 25
7 Principal Financial Group Inc 19.05M (2.78%) -310.41K
Decreased by -1.63%
Sep 30, 25
8 Massachusetts Financial Services Company 18.65M (2.73%) -853.88K
Decreased by -4.58%
Dec 31, 25
9 Geode Capital Management, LLC 15.00M (2.19%) 146.28K
Increased by +0.98%
Dec 31, 25
10 T. Rowe Price Investment Management,Inc. 14.56M (2.13%) 14.49M
Increased by +99.47%
Dec 31, 25
11 State Street Corporation 13.52M (1.98%) 54.18K
Increased by +0.40%
Mar 31, 24
12 NORGES BANK 13.46M (1.97%) 1.96M
Increased by +14.53%
Dec 31, 25
13 Amvescap Plc. 12.54M (1.83%) 1.76M
Increased by +14.02%
Sep 30, 25
14 Valueact Holdings, L.p. 11.42M (1.67%) -9.11M
Decreased by -79.80%
Sep 30, 23
15 Harris Associates L.P. 10.68M (1.56%) -10.07M
Decreased by -94.34%
Mar 31, 24
16 Bank of America Corp 10.62M (1.55%) 432.01K
Increased by +4.07%
Sep 30, 25
17 Millennium Management LLC 9.16M (1.34%) -215.73K
Decreased by -2.35%
Mar 31, 24
18 First Manhattan Co. LLC 8.60M (1.26%) 67.44K
Increased by +0.78%
Dec 31, 25
19 JPMorgan Chase & Co 8.45M (1.24%) 1.98M
Increased by +23.49%
Sep 30, 25
20 Akre Capital Management, LLC 8.11M (1.19%) -607.22K
Decreased by -7.49%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.14M (3.09%) 91.37K
Increased by +0.43%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 21.07M (3.08%) 17.30K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 19.20M (2.81%) 134.00K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 17.65M (2.58%) 167.62K
Increased by +0.95%
Feb 28, 26
5 American Funds Growth Fund of Amer A 13.76M (2.01%) -3.13M
Decreased by -22.74%
Dec 31, 25
6 Capital Group Growth Fnd of Amer Comp 13.76M (2.01%) -3.13M
Decreased by -22.74%
Dec 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 9.90M (1.45%) -10.98K
Decreased by -0.11%
Apr 30, 24
8 Principal MidCap R5 9.80M (1.43%) -1.57M
Decreased by -16.04%
Jan 31, 26
9 Principal Aligned MidCap Equity 9.77M (1.43%) -143.20K
Decreased by -1.47%
Dec 31, 25
10 American Funds Washington Mutual A 9.34M (1.37%) 1.90M
Increased by +20.34%
Dec 31, 25
11 Capital Group Wash Mutual Invtrs Comp 9.34M (1.37%) 1.90M
Increased by +20.34%
Dec 31, 25
12 iShares Core S&P 500 ETF 8.75M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 8.72M (1.27%) 40.42K
Increased by +0.46%
Jan 31, 26
14 Akre Focus Instl 8.54M (1.25%) -1.38M
Decreased by -16.18%
Jan 31, 25
15 SPDR® S&P 500 ETF 8.40M (1.23%) -123.07K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 8.17M (1.19%) -42.88K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 8.17M (1.19%) 100.69K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 8.09M (1.18%) -61.20K
Decreased by -0.76%
Feb 28, 26
19 MFS Large Cap Value Equity 7.34M (1.07%) -299.87K
Decreased by -4.09%
Dec 31, 25
20 Vanguard Wellington™ Inv 7.34M (1.07%) -154.90K
Decreased by -2.11%
Dec 31, 24