Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWR 4.23%
2 BCFN 4.12%
3 UTRN 4.04%
4 OCFS 4.02%
5 NEWZ 3.28%
6 AMID 3.11%
7 BBHM 2.92%
8 KMID 2.87%
9 IAI 2.86%
10 GABF 2.81%
11 GRW 2.80%
12 FCUS 2.63%
13 NUMG 2.59%
14 MOAT 2.42%
15 GK 2.42%
16 FTGS 2.36%
17 IWFG 2.29%
18 FTCS 2.28%
19 CNAV 2.21%
20 QMOM 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.15M (10.25%) -155.21K
Decreased by -1.90%
Dec 31, 25
2 BlackRock Inc 4.98M (6.26%) 143.72K
Increased by +2.89%
Sep 30, 25
3 Dodge & Cox 3.95M (4.96%) 619.72K
Increased by +15.69%
Dec 31, 25
4 Massachusetts Financial Services Company 3.72M (4.68%) 477.09K
Increased by +12.83%
Dec 31, 25
5 Capital World Investors 3.63M (4.56%) 996.81K
Increased by +27.50%
Dec 31, 25
6 Boston Partners Global Investors, Inc 3.55M (4.46%) -119.01K
Decreased by -3.35%
Dec 31, 25
7 HHG PLC 3.10M (3.89%) 19.67K
Increased by +0.64%
Sep 30, 25
8 FMR Inc 2.45M (3.09%) -710.98K
Decreased by -28.97%
Jun 30, 25
9 Kayne Anderson Rudnick Investment Management LLC 2.30M (2.89%) -184.07K
Decreased by -8.01%
Dec 31, 25
10 T. Rowe Price Associates, Inc. 2.10M (2.64%) -274.88K
Decreased by -13.09%
Jun 30, 24
11 Lone Pine Capital LLC 2.07M (2.61%) -180.77K
Decreased by -8.71%
Dec 31, 25
12 Principal Financial Group Inc 1.97M (2.48%) 373.08K
Increased by +18.94%
Sep 30, 25
13 JPMorgan Chase & Co 1.88M (2.36%) 717.19K
Increased by +38.20%
Sep 30, 25
14 State Street Corp 1.83M (2.30%) 101.29K
Increased by +5.54%
Sep 30, 25
15 WCM Investment Management 1.72M (2.16%) -21.52K
Decreased by -1.25%
Dec 31, 25
16 State Street Corporation 1.71M (2.15%) -57.74K
Decreased by -3.38%
Mar 31, 24
17 Samlyn Capital, LLC 1.58M (1.99%) 232.76K
Increased by +14.74%
Dec 31, 25
18 Capital Research Global Investors 1.58M (1.98%) -20.03K
Decreased by -1.27%
Jun 30, 24
19 Geode Capital Management, LLC 1.55M (1.95%) 11.56K
Increased by +0.74%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 1.48M (1.86%) 105.65K
Increased by +7.14%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 2.65M (3.33%) 364.30K
Increased by +13.75%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 2.53M (3.18%) 4.28K
Increased by +0.17%
Feb 28, 26
3 American Funds Growth Fund of Amer A 2.47M (3.11%) 609.64K
Increased by +24.67%
Dec 31, 25
4 Capital Group Growth Fnd of Amer Comp 2.47M (3.11%) 609.64K
Increased by +24.67%
Dec 31, 25
5 Vanguard US Total Market Shares ETF 2.37M (2.97%) 1.75K
Increased by +0.07%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 1.74M (2.19%) 6.08K
Increased by +0.35%
Feb 28, 26
7 Janus Henderson Enterprise D 1.74M (2.18%) 37.41K
Increased by +2.15%
Jan 31, 26
8 Principal MidCap R5 1.74M (2.18%) 1.74M
Increased by +100.00%
Jan 31, 26
9 Janus Inst Mid Cap Growth CF 1.70M (2.14%) 176.93K
Increased by +10.41%
Dec 31, 25
10 Principal Aligned MidCap Equity 1.46M (1.84%) -39.10K
Decreased by -2.68%
Dec 31, 25
11 Fidelity Magellan 1.19M (1.49%) 1.19M
Increased by +100.00%
Feb 28, 25
12 Capital Group AMCAP Composite 1.15M (1.45%) -456.75K
Decreased by -39.61%
Mar 31, 24
13 VA CollegeAmerica Amcap 529A 1.13M (1.42%) -21.11K
Decreased by -1.86%
Jun 30, 24
14 MFS Value A 1.06M (1.33%) 1.06M
Increased by +100.00%
Jan 31, 26
15 MFS Large Cap Value Equity 1.04M (1.31%) 48.15K
Increased by +4.61%
Dec 31, 25
16 Vanguard Growth Index Investor 1.03M (1.29%) 3.51K
Increased by +0.34%
Feb 28, 26
17 JHancock Disciplined Value Mid Cap I 1.01M (1.27%) -73.33K
Decreased by -7.25%
Jan 31, 26
18 MFS Mid Cap Growth A 897.88K (1.13%) 897.88K
Increased by +100.00%
Jan 31, 26
19 MFS Mid Cap Growth Equity 897.88K (1.13%) 27.80K
Increased by +3.10%
Dec 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 872.14K (1.10%) 7.75K
Increased by +0.89%
Feb 28, 26