Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MGRO 4.85%
2 BAMG 3.41%
3 MOTE 2.46%
4 KBWR 2.40%
5 MOAT 2.35%
6 HCOW 1.80%
7 COWS 1.72%
8 HAPY 1.59%
9 TSME 1.30%
10 EVSTC 1.24%
11 SMOT 1.18%
12 BCFN 1.16%
13 NUMV 1.13%
14 GURU 1.08%
15 DTEC 1.03%
16 KLDW 1.02%
17 RFG 1.00%
18 LEND 1.00%
19 BSMC 0.95%
20 TMAT 0.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.10M (9.96%) 8.45M
Increased by +44.23%
Sep 30, 25
2 Vanguard Group Inc 18.63M (9.72%) -428.83K
Decreased by -2.30%
Dec 31, 25
3 Massachusetts Financial Services Company 15.54M (8.11%) -2.73M
Decreased by -17.60%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 11.72M (6.11%) 4.67M
Increased by +39.80%
Dec 31, 25
5 Wellington Management Company LLP 11.72M (6.11%) -238.11K
Decreased by -2.03%
Dec 31, 25
6 Dodge & Cox 9.84M (5.13%) 9.84M
Increased by +100.00%
Dec 31, 25
7 Independent Franchise Partners LLP 9.14M (4.77%) 4.56M
Increased by +49.93%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 8.31M (4.33%) 828.96K
Increased by +9.98%
Sep 30, 25
9 State Street Corp 6.78M (3.54%) 2.60M
Increased by +38.34%
Sep 30, 25
10 T. Rowe Price Associates, Inc. 6.76M (3.52%) 2.31M
Increased by +34.14%
Mar 31, 24
11 Farallon Capital Management, L.L.C. 5.40M (2.82%) -8.63K
Decreased by -0.16%
Jun 30, 25
12 Meritage Group LP 5.33M (2.78%) -133.57K
Decreased by -2.50%
Dec 31, 25
13 Van Eck Associates Corporation 4.93M (2.57%) 323.15K
Increased by +6.55%
Dec 31, 25
14 FMR Inc 4.47M (2.33%) 2.79M
Increased by +62.46%
Dec 31, 25
15 State Street Corporation 4.30M (2.25%) 70.25K
Increased by +1.63%
Mar 31, 24
16 Viking Global Investors LP 4.10M (2.14%) 1.70M
Increased by +41.45%
Dec 31, 24
17 William Blair Investment Management, LLC 3.97M (2.07%) -713.31K
Decreased by -17.99%
Dec 31, 25
18 Capital Research & Mgmt Co - Division 3 3.95M (2.06%) 26.22K
Increased by +0.66%
Mar 31, 25
19 Bessemer Group Inc 3.77M (1.97%) 205.45K
Increased by +5.45%
Dec 31, 25
20 Ninety One UK Limited 3.60M (1.88%) -3.47M
Decreased by -96.36%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 6.48M (3.38%) 6.48M
Increased by +100.00%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 6.27M (3.27%) 6.27M
Increased by +100.00%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 6.15M (3.21%) 4.55K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.14M (3.20%) 45.31K
Increased by +0.74%
Feb 28, 26
5 MFS Growth Equity 4.91M (2.56%) 0.00
Increased by 0.00%
Jun 30, 25
6 VanEck Morningstar Wide Moat 3.67M (1.92%) 303.23K
Increased by +8.26%
Dec 31, 25
7 VanEck Morningstar Wide Moat ETF 3.59M (1.87%) -4.42K
Decreased by -0.12%
Feb 28, 26
8 MFS Large Cap Growth Equity 3.31M (1.73%) 336.10K
Increased by +10.15%
Dec 31, 25
9 T. Rowe Price Capital Appreciation 3.31M (1.73%) -1.36M
Decreased by -40.99%
Sep 30, 23
10 Eaton Vance Atlanta Capital SMID-Cap I 3.30M (1.72%) 0.00
Increased by 0.00%
Jan 31, 26
11 MFS Growth B 3.30M (1.72%) -1.61M
Decreased by -48.78%
Jul 31, 25
12 T. Rowe Price US Mid-Cap Growth Equity 3.22M (1.68%) -4.40K
Decreased by -0.14%
Dec 31, 25
13 American Funds Washington Mutual A 3.22M (1.68%) -6.44K
Decreased by -0.20%
Mar 31, 25
14 Capital Group Wash Mutual Invtrs Comp 3.22M (1.68%) -6.44K
Decreased by -0.20%
Mar 31, 25
15 T. Rowe Price Mid-Cap Growth 3.22M (1.68%) -2.70K
Decreased by -0.08%
Jan 31, 26
16 MFS Massachusetts Inv Gr Stk A 3.13M (1.63%) 3.13M
Increased by +100.00%
Jan 31, 26
17 Nuveen Credit Strategies Income 2.91M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
18 CPR Invest Glbl Dsrpt Opp R EUR Acc 2.58M (1.35%) 1.14M
Increased by +44.12%
Mar 31, 24
19 Parnassus Mid-Cap 2.40M (1.25%) 0.00
Increased by 0.00%
Dec 31, 23
20 Vanguard Windsor Investor Shares 2.39M (1.25%) 395.40K
Increased by +16.56%
Dec 31, 25