Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.54%
2 UTRN 3.99%
3 MDCP 3.65%
4 FEVR 2.96%
5 RISN 2.67%
6 MID 2.58%
7 KMID 2.37%
8 DFRA 2.36%
9 PXMG 2.26%
10 EQWM 2.16%
11 FMCX 2.12%
12 RCD 2.09%
13 FMCE 2.07%
14 RSPD 2.06%
15 JMID 1.67%
16 RYJ 1.49%
17 QDIV 1.49%
18 UPGD 1.47%
19 FTDS 1.46%
20 QQQN 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.91M (12.06%) -14.08K
Decreased by -0.36%
Dec 31, 25
2 Berkshire Hathaway Inc 3.46M (10.66%) 0.00
Increased by 0.00%
Sep 30, 25
3 T. Rowe Price Investment Management,Inc. 3.29M (10.15%) 3.24M
Increased by +98.45%
Dec 31, 25
4 BlackRock Inc 2.98M (9.17%) -292.58K
Decreased by -9.83%
Sep 30, 25
5 Wellington Management Company LLP 2.55M (7.87%) -9.35K
Decreased by -0.37%
Dec 31, 25
6 Kayne Anderson Rudnick Investment Management LLC 1.76M (5.42%) -453.83K
Decreased by -25.78%
Dec 31, 25
7 State Street Corporation 1.57M (4.84%) -4.26K
Decreased by -0.27%
Mar 31, 24
8 State Street Corp 1.41M (4.35%) -168.14K
Decreased by -11.92%
Sep 30, 25
9 Morgan Stanley - Brokerage Accounts 1.35M (4.15%) 118.94K
Increased by +8.82%
Sep 30, 25
10 Geode Capital Management, LLC 882.03K (2.72%) -44.86K
Decreased by -5.09%
Dec 31, 25
11 Pictet Asset Manangement SA 796.43K (2.45%) 160.42K
Increased by +20.14%
Mar 31, 25
12 Amvescap Plc. 689.14K (2.12%) -10.49K
Decreased by -1.52%
Sep 30, 25
13 Citadel Advisors Llc 683.28K (2.11%) 134.31K
Increased by +19.66%
Dec 31, 25
14 Goldman Sachs Group Inc 664.92K (2.05%) 422.61K
Increased by +63.56%
Dec 31, 23
15 Select Equity Group LP 647.25K (1.99%) -53.69K
Decreased by -8.29%
Mar 31, 24
16 Steadfast Capital Management LLC 562.89K (1.73%) 562.89K
Increased by +100.00%
Jun 30, 25
17 Baillie Gifford & Co Limited. 549.13K (1.69%) -8.76K
Decreased by -1.60%
Jun 30, 24
18 JPMorgan Chase & Co 548.01K (1.69%) 232.94K
Increased by +42.51%
Sep 30, 25
19 Massachusetts Financial Services Company 524.80K (1.62%) -44.44K
Decreased by -8.47%
Dec 31, 25
20 William Blair Investment Management, LLC 519.84K (1.60%) -35.39K
Decreased by -6.81%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.16M (3.57%) 836.00
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 1.08M (3.34%) 8.23K
Increased by +0.76%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.06M (3.28%) 1.89K
Increased by +0.18%
Feb 28, 26
4 T. Rowe Price US Mid-Cap Growth Equity 914.60K (2.82%) 914.60K
Increased by +100.00%
Dec 31, 25
5 T. Rowe Price Mid-Cap Growth 913.90K (2.82%) -700.00
Decreased by -0.08%
Jan 31, 26
6 Vanguard 500 Index Investor 843.23K (2.60%) 8.20K
Increased by +0.97%
Feb 28, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 815.31K (2.51%) 188.78K
Increased by +23.15%
Jan 31, 26
8 Vanguard Small Cap Index 761.34K (2.35%) 1.92K
Increased by +0.25%
Feb 28, 26
9 Invesco S&P 500® Equal Weight ETF 707.49K (2.18%) -304.00
Decreased by -0.04%
Feb 27, 26
10 SPDR® S&P 500 ETF 473.43K (1.46%) -6.82K
Decreased by -1.44%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 461.09K (1.42%) -2.38K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 457.38K (1.41%) 1.03K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 455.06K (1.40%) 2.90K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 450.56K (1.39%) 5.57K
Increased by +1.24%
Aug 31, 25
15 Vanguard Small Cap Growth Index Inv 422.79K (1.30%) 856.00
Increased by +0.20%
Feb 28, 26
16 iShares Core S&P 500 ETF 417.78K (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity 500 Index 416.47K (1.28%) 1.93K
Increased by +0.46%
Jan 31, 26
18 Touchstone Mid Cap Y 407.85K (1.26%) -27.54K
Decreased by -6.75%
Dec 31, 25
19 Vanguard Mid Cap Index Institutional 390.36K (1.20%) 1.34K
Increased by +0.34%
Feb 28, 25
20 State Street® SPDR® S&P 500® ETF 385.20K (1.19%) -2.91K
Decreased by -0.75%
Feb 28, 26