Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.08%
2 GNOM 3.57%
3 FBT 2.91%
4 PBE 2.64%
5 SYNB 2.58%
6 MID 2.52%
7 JSMD 2.31%
8 BMED 1.91%
9 PXMG 1.82%
10 RSPH 1.71%
11 SMAP 1.68%
12 NBSM 1.51%
13 BBH 1.37%
14 SMCO 1.37%
15 RYH 1.36%
16 TSME 1.36%
17 SMOT 1.23%
18 RNMC 1.17%
19 MEDI 1.17%
20 BIS 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.81M (11.52%) -121.50K
Decreased by -0.68%
Dec 31, 25
2 BlackRock Inc 11.89M (7.69%) -284.13K
Decreased by -2.39%
Sep 30, 25
3 Morgan Stanley - Brokerage Accounts 7.24M (4.68%) 658.93K
Increased by +9.10%
Sep 30, 25
4 State Street Corporation 6.37M (4.12%) 40.76K
Increased by +0.64%
Mar 31, 24
5 State Street Corp 5.75M (3.72%) -105.19K
Decreased by -1.83%
Sep 30, 25
6 Wellington Management Company LLP 5.73M (3.71%) 618.92K
Increased by +10.79%
Dec 31, 25
7 Geode Capital Management, LLC 4.93M (3.19%) 2.62K
Increased by +0.05%
Dec 31, 25
8 Massachusetts Financial Services Company 4.01M (2.60%) 2.50M
Increased by +62.18%
Dec 31, 25
9 Amvescap Plc. 3.95M (2.55%) 283.30K
Increased by +7.18%
Sep 30, 25
10 Maverick Capital Ltd 3.85M (2.49%) 838.27K
Increased by +21.77%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 3.35M (2.17%) -5.50M
Decreased by -164.11%
Sep 30, 25
12 Neuberger Berman Group LLC 3.13M (2.02%) -177.78K
Decreased by -5.68%
Dec 31, 25
13 Select Equity Group LP 2.84M (1.84%) 585.55K
Increased by +20.64%
Dec 31, 25
14 Ameriprise Financial Inc 2.82M (1.82%) -621.80K
Decreased by -22.09%
Sep 30, 25
15 BAMCO Inc 2.80M (1.81%) -480.66K
Decreased by -17.20%
Jun 30, 25
16 Mairs & Power Inc 2.77M (1.79%) -39.87K
Decreased by -1.44%
Dec 31, 25
17 Champlain Investment Partners, LLC 2.67M (1.72%) 217.36K
Increased by +8.15%
Jun 30, 25
18 DF Dent & Co Inc 2.59M (1.68%) -188.75K
Decreased by -7.28%
Dec 31, 25
19 Mackenzie Investments 2.56M (1.66%) -59.51K
Decreased by -2.33%
Sep 30, 25
20 Citadel Advisors Llc 2.47M (1.60%) 2.01M
Increased by +81.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.05M (3.27%) 70.72K
Increased by +1.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.93M (3.19%) 8.88K
Increased by +0.18%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 4.49M (2.91%) 28.47K
Increased by +0.63%
May 31, 25
4 Eaton Vance Atlanta Capital SMID-Cap I 4.07M (2.63%) 261.72K
Increased by +6.43%
Jan 31, 26
5 Vanguard 500 Index Investor 4.01M (2.59%) 38.26K
Increased by +0.95%
Feb 28, 26
6 Vanguard Small Cap Index 3.54M (2.29%) 9.09K
Increased by +0.26%
Feb 28, 26
7 BlackRock Mid-Cap Growth Equity Instl 2.87M (1.86%) -336.31K
Decreased by -11.72%
Mar 31, 24
8 Invesco S&P 500® Equal Weight ETF 2.80M (1.81%) -1.20K
Decreased by -0.04%
Feb 27, 26
9 Vanguard Health Care Inv 2.64M (1.71%) 598.74K
Increased by +22.65%
Dec 31, 25
10 Vanguard Explorer Inv 2.30M (1.49%) 315.74K
Increased by +13.72%
Dec 31, 25
11 Brown Capital Mgmt Small Co Inv 2.17M (1.40%) 326.01K
Increased by +15.03%
Dec 31, 23
12 US Small-Cap Growth II Equity Comp 2.08M (1.34%) 241.51K
Increased by +11.64%
Dec 31, 25
13 T. Rowe Price New Horizons Tr-Z 2.00M (1.30%) 263.26K
Increased by +13.14%
Mar 31, 25
14 iShares Core S&P 500 ETF 2.00M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity 500 Index 1.98M (1.28%) 9.18K
Increased by +0.46%
Jan 31, 26
16 SPDR® S&P 500 ETF 1.97M (1.27%) -28.83K
Decreased by -1.47%
Mar 31, 25
17 Vanguard Small Cap Growth Index Inv 1.97M (1.27%) 5.78K
Increased by +0.29%
Feb 28, 26
18 SPDR® S&P 500® ETF Trust 1.91M (1.24%) -10.04K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.91M (1.24%) 23.28K
Increased by +1.22%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 1.87M (1.21%) 4.18K
Increased by +0.22%
Apr 30, 24