Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.10%
2 FDD 5.41%
3 UTRN 4.11%
4 CNAV 3.72%
5 BCFN 3.54%
6 NBDS 3.15%
7 BCDF 3.04%
8 RJMG 2.82%
9 BBHM 2.81%
10 TPMN 2.71%
11 KBWR 2.55%
12 WBIF 2.39%
13 WBIG 2.24%
14 DVOL 2.02%
15 WBIL 1.92%
16 EVSTC_old 1.85%
17 FDFF 1.59%
18 IMOM 1.57%
19 KCE 1.57%
20 CZA 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 12.89M (11.15%) 4.35M
Increased by +33.79%
Sep 30, 25
2 Vanguard Group Inc 11.96M (10.35%) -687.28K
Decreased by -5.75%
Dec 31, 25
3 Wellington Management Company LLP 9.35M (8.09%) 378.26K
Increased by +4.05%
Dec 31, 25
4 BlackRock Inc 7.89M (6.83%) -516.54K
Decreased by -6.54%
Sep 30, 25
5 JPMorgan Chase & Co 4.90M (4.24%) 2.30M
Increased by +46.96%
Sep 30, 25
6 T. Rowe Price Investment Management,Inc. 4.80M (4.15%) 2.52M
Increased by +52.52%
Dec 31, 25
7 Franklin Resources Inc 3.61M (3.12%) -233.06K
Decreased by -6.46%
Sep 30, 25
8 ING Investment Management LLC 2.94M (2.55%) 1.36M
Increased by +46.29%
Mar 31, 25
9 Viking Global Investors LP 2.77M (2.40%) 2.77M
Increased by +100.00%
Dec 31, 25
10 Cantillon Capital Management LLC 2.69M (2.33%) 753.92K
Increased by +28.05%
Dec 31, 25
11 State Street Corp 2.68M (2.32%) 55.73K
Increased by +2.08%
Sep 30, 25
12 Grantham, Mayo, Van Otterloo & Co., LLC 2.52M (2.18%) 549.68K
Increased by +21.82%
Dec 31, 25
13 State Street Corporation 2.45M (2.12%) 24.50K
Increased by +1.00%
Mar 31, 24
14 Carmignac Gestion 2.21M (1.92%) 954.60K
Increased by +43.11%
Dec 31, 25
15 Van Eck Associates Corporation 2.20M (1.90%) 289.61K
Increased by +13.17%
Sep 30, 23
16 Geode Capital Management, LLC 2.08M (1.80%) 75.77K
Increased by +3.64%
Dec 31, 25
17 Capital World Investors 2.08M (1.80%) 30.23K
Increased by +1.46%
Dec 31, 25
18 Axiom Investors 1.89M (1.64%) -1.99M
Decreased by -105.14%
Jun 30, 25
19 AQR Capital Management LLC 1.85M (1.61%) 1.38M
Increased by +74.18%
Dec 31, 25
20 Artisan Partners Limited Partnership 1.83M (1.59%) -331.88K
Decreased by -18.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.69M (3.19%) 6.46K
Increased by +0.18%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 3.67M (3.18%) 2.94K
Increased by +0.08%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 2.53M (2.19%) 8.73K
Increased by +0.34%
Feb 28, 26
4 American Funds Growth Fund of Amer A 2.51M (2.17%) 556.75K
Increased by +22.16%
Dec 31, 25
5 Capital Group Growth Fnd of Amer Comp 2.51M (2.17%) 556.75K
Increased by +22.16%
Dec 31, 25
6 Franklin Innovation Composite 2.11M (1.83%) 114.49K
Increased by +5.41%
Jun 30, 25
7 VanEck Morningstar Wide Moat ETF 2.11M (1.83%) 1.42K
Increased by +0.07%
Nov 30, 23
8 Franklin DynaTech A 2.00M (1.73%) 0.00
Increased by 0.00%
Jul 31, 25
9 Franklin DynaTech Fund A 2.00M (1.73%) 0.00
Increased by 0.00%
May 31, 25
10 VanEck Morningstar Wide Moat 1.98M (1.72%) 281.80K
Increased by +14.22%
Sep 30, 23
11 Vanguard Windsor Investor Shares 1.90M (1.64%) 1.90M
Increased by +100.00%
Dec 31, 25
12 Vanguard Growth Index Investor 1.87M (1.62%) 5.31K
Increased by +0.28%
Feb 28, 26
13 T. Rowe Price Lrg Cp Gr I 1.68M (1.45%) 31.29K
Increased by +1.86%
Jan 31, 26
14 Vanguard US Growth Investor 1.67M (1.44%) -550.09K
Decreased by -32.98%
Dec 31, 25
15 T. Rowe Price US Large-Cap Growth Equity 1.65M (1.43%) 317.49K
Increased by +19.27%
Dec 31, 25
16 T. Rowe Price Mid-Cap Growth 1.62M (1.40%) 238.70K
Increased by +14.76%
Jan 31, 26
17 American Funds IS® Global Growth 1 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
18 Capital Group Global Composite 1.53M (1.32%) 0.00
Increased by 0.00%
Dec 31, 23
19 Champlain Mid Cap Fund, LLC 1.38M (1.19%) 212.30K
Increased by +15.39%
Feb 28, 26
20 T. Rowe Price US Mid-Cap Growth Equity 1.38M (1.19%) 308.40K
Increased by +22.37%
Dec 31, 25