Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.69%
2 UTRN 3.90%
3 GCIG 3.43%
4 TMFM 3.34%
5 VNMC 3.02%
6 BOUT 2.95%
7 BAMG 2.89%
8 EASI 2.73%
9 MOTE 2.29%
10 MOAT 2.27%
11 SMAP 2.22%
12 FIXT 2.19%
13 FEMA 2.19%
14 SWIN_old 2.01%
15 MGRO 1.70%
16 EQUL 1.60%
17 NUMG 1.60%
18 RYT 1.58%
19 QIS 1.53%
20 NBSM 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.79M (13.54%) -17.52K
Decreased by -0.30%
Dec 31, 25
2 BlackRock Inc 4.24M (9.91%) -41.27K
Decreased by -0.97%
Sep 30, 25
3 T. Rowe Price Investment Management,Inc. 3.13M (7.31%) 1.28M
Increased by +41.02%
Dec 31, 25
4 NORGES BANK 2.03M (4.75%) 827.47K
Increased by +40.78%
Dec 31, 25
5 State Street Corp 1.95M (4.56%) 34.18K
Increased by +1.75%
Sep 30, 25
6 State Street Corporation 1.69M (3.96%) 40.23K
Increased by +2.38%
Mar 31, 24
7 FMR Inc 1.43M (3.34%) 1.33M
Increased by +92.89%
Dec 31, 25
8 Principal Financial Group Inc 1.41M (3.30%) 144.61K
Increased by +10.25%
Sep 30, 25
9 Geode Capital Management, LLC 1.23M (2.87%) 13.61K
Increased by +1.11%
Dec 31, 25
10 Van Eck Associates Corporation 1.22M (2.85%) 367.20K
Increased by +30.17%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 1.05M (2.46%) -37.30K
Decreased by -3.55%
Sep 30, 25
12 Massachusetts Financial Services Company 1.04M (2.43%) 39.55K
Increased by +3.81%
Jun 30, 25
13 GAMMA Investing LLC 878.48K (2.06%) 876.96K
Increased by +99.83%
Mar 31, 25
14 JPMorgan Chase & Co 865.13K (2.02%) 432.36K
Increased by +49.98%
Sep 30, 25
15 Franklin Resources Inc 840.50K (1.97%) -133.98K
Decreased by -15.94%
Sep 30, 25
16 AllianceBernstein L.P. 710.10K (1.66%) -649.25K
Decreased by -91.43%
Dec 31, 23
17 Artisan Partners Limited Partnership 698.62K (1.63%) -38.17K
Decreased by -5.46%
Jun 30, 25
18 APG Asset Management 660.40K (1.54%) -687.55K
Decreased by -104.11%
Dec 31, 25
19 Apg All Pensions Group 660.40K (1.54%) -45.48K
Decreased by -6.89%
Dec 31, 25
20 Echo Street Capital Management LLC 650.73K (1.52%) 104.36K
Increased by +16.04%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.36M (3.18%) 7.32K
Increased by +0.54%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 1.35M (3.16%) 9.47K
Increased by +0.70%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.22M (2.85%) 8.84K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 1.11M (2.59%) 10.93K
Increased by +0.99%
Feb 28, 26
5 Principal MidCap R5 1.06M (2.48%) 604.45K
Increased by +57.02%
Jan 31, 26
6 Principal Aligned MidCap Equity 1.03M (2.42%) 33.05K
Increased by +3.19%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 935.18K (2.19%) 3.21K
Increased by +0.34%
Feb 28, 26
8 T. Rowe Price US Mid-Cap Growth Equity 891.00K (2.08%) 18.80K
Increased by +2.11%
Dec 31, 25
9 T. Rowe Price Mid-Cap Growth 890.30K (2.08%) -700.00
Decreased by -0.08%
Jan 31, 26
10 VanEck Morningstar Wide Moat 628.98K (1.47%) 346.19K
Increased by +55.04%
Dec 31, 25
11 VanEck Morningstar Wide Moat ETF 614.59K (1.44%) -759.00
Decreased by -0.12%
Feb 28, 26
12 Vanguard Growth Index Investor 601.44K (1.41%) 1.74K
Increased by +0.29%
Feb 28, 26
13 MFS Mid Cap Growth Equity 553.29K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
14 iShares Core S&P 500 ETF 548.62K (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity 500 Index 546.68K (1.28%) 2.54K
Increased by +0.46%
Jan 31, 26
16 Eaton Vance Atlanta Capital SMID-Cap I 542.87K (1.27%) 280.94K
Increased by +51.75%
Jan 31, 26
17 SPDR® S&P 500 ETF 532.19K (1.24%) -7.75K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF 521.91K (1.22%) 6.33K
Increased by +1.21%
Aug 31, 25
19 SPDR® S&P 500® ETF Trust 518.16K (1.21%) -2.70K
Decreased by -0.52%
Mar 31, 25
20 State Street® SPDR® S&P 500® ETF 506.88K (1.19%) -3.83K
Decreased by -0.75%
Feb 28, 26