Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RONB 6.01%
2 FCTE 5.13%
3 GFGF 4.79%
4 KBWR 4.77%
5 IAI 4.53%
6 UTRN 4.11%
7 LCG 3.89%
8 PCGG 3.78%
9 FDIQ 3.62%
10 PCLG 3.54%
11 KMID 3.42%
12 BCFN 3.40%
13 MID 3.33%
14 LBAY 3.14%
15 TOLL 2.88%
16 RISN 2.86%
17 AQGX 2.72%
18 AILG 2.64%
19 LRGG 2.59%
20 CBLS 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.37M (13.50%) -308.38K
Decreased by -3.29%
Dec 31, 25
2 BlackRock Inc 5.87M (8.46%) -5.76K
Decreased by -0.10%
Sep 30, 25
3 State Street Corp 3.32M (4.79%) 39.45K
Increased by +1.19%
Sep 30, 25
4 State Street Corporation 3.11M (4.49%) -53.58K
Decreased by -1.72%
Mar 31, 24
5 BAMCO Inc 2.76M (3.97%) 361.63K
Increased by +13.12%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 2.42M (3.48%) 1.32M
Increased by +54.54%
Sep 30, 25
7 T. Rowe Price Investment Management,Inc. 2.40M (3.46%) 1.12M
Increased by +46.81%
Dec 31, 25
8 JPMorgan Chase & Co 2.14M (3.08%) 1.35M
Increased by +63.23%
Sep 30, 25
9 Geode Capital Management, LLC 1.99M (2.87%) -31.82K
Decreased by -1.60%
Dec 31, 25
10 AllianceBernstein L.P. 1.89M (2.72%) -103.09K
Decreased by -5.46%
Mar 31, 24
11 Principal Financial Group Inc 1.78M (2.56%) 109.29K
Increased by +6.15%
Sep 30, 25
12 Capital Research Global Investors 1.42M (2.04%) -85.39K
Decreased by -6.02%
Jun 30, 24
13 Wellington Management Company LLP 1.41M (2.03%) -52.06K
Decreased by -3.70%
Dec 31, 23
14 Edgewood Management LLC 1.41M (2.03%) -506.22K
Decreased by -35.98%
Dec 31, 25
15 Polen Capital 1.33M (1.92%) -252.85K
Decreased by -19.00%
Dec 31, 25
16 Capital Research & Mgmt Co - Division 3 1.25M (1.80%) -232.44K
Decreased by -18.64%
Sep 30, 24
17 Massachusetts Financial Services Company 1.07M (1.54%) -165.24K
Decreased by -15.48%
Mar 31, 25
18 StonePine Asset Management Inc. 1.00M (1.44%) 39.10K
Increased by +3.91%
Dec 31, 25
19 Fiera Capital Corporation 962.63K (1.39%) -30.81K
Decreased by -3.20%
Dec 31, 25
20 Sustainable Growth Advisers, LP 943.68K (1.36%) -204.49K
Decreased by -21.67%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.37M (3.42%) -11.98K
Decreased by -0.51%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.26M (3.25%) 11.23K
Increased by +0.50%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 2.21M (3.18%) 15.41K
Increased by +0.70%
May 31, 25
4 Loomis Sayles Strategic Alpha 2.09M (3.01%) 2.09M
Increased by +100.00%
Dec 31, 25
5 Vanguard 500 Index Investor 1.93M (2.78%) 18.22K
Increased by +0.94%
Feb 28, 26
6 Loomis Sayles MFD Class C 1.71M (2.46%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 1.55M (2.24%) 5.41K
Increased by +0.35%
Feb 28, 26
8 Baron Small Cap Growth Strategy 1.23M (1.78%) -18.00K
Decreased by -1.46%
Jun 30, 25
9 Baron Growth Retail 1.18M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
10 Baron Growth Strategy 1.18M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
11 Principal Aligned MidCap Equity 1.11M (1.60%) -29.65K
Decreased by -2.66%
Dec 31, 25
12 Principal MidCap R5 1.11M (1.60%) 644.60K
Increased by +57.90%
Jan 31, 26
13 SPDR® S&P 500 ETF 966.06K (1.39%) -23.56K
Decreased by -2.44%
Mar 31, 25
14 iShares Core S&P 500 ETF 956.87K (1.38%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity 500 Index 954.67K (1.38%) 4.42K
Increased by +0.46%
Jan 31, 26
16 SPDR® S&P 500 ETF Trust 954.48K (1.38%) -7.43K
Decreased by -0.78%
Mar 31, 24
17 SPDR® S&P 500® ETF Trust 940.26K (1.36%) -4.97K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 933.39K (1.35%) 11.38K
Increased by +1.22%
Aug 31, 25
19 Fidelity® 500 Index 921.61K (1.33%) 5.87K
Increased by +0.64%
Nov 30, 23
20 State Street® SPDR® S&P 500® ETF 885.10K (1.28%) -6.73K
Decreased by -0.76%
Feb 28, 26