Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MUSQ 4.60%
2 UTRN 4.01%
3 PEJ 2.32%
4 POWA 1.73%
5 BMVP 1.56%
6 WBIF 1.40%
7 GURU 1.27%
8 PEXL 1.16%
9 XMLV 1.07%
10 CZA 1.06%
11 CHGX 1.03%
12 CSB 0.98%
13 JOET 0.78%
14 HSMV 0.66%
15 SMOT 0.62%
16 OUSM 0.59%
17 PAMC 0.57%
18 FPX 0.53%
19 QSML 0.46%
20 QDYN 0.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 28.89M (19.87%) 14.01M
Increased by +48.51%
Sep 30, 25
2 Capital World Investors 13.37M (9.20%) 82.15K
Increased by +0.61%
Dec 31, 24
3 Independent Franchise Partners LLP 13.10M (9.01%) -57.18K
Decreased by -0.44%
Dec 31, 25
4 Vanguard Group Inc 12.84M (8.83%) -4.07M
Decreased by -31.72%
Dec 31, 25
5 BlackRock Inc 9.31M (6.41%) -109.90K
Decreased by -1.18%
Sep 30, 25
6 Darsana Capital Partners LP 8.00M (5.50%) 1.75M
Increased by +21.88%
Dec 31, 25
7 Barrow Hanley Mewhinney & Strauss LLC 7.85M (5.40%) -1.06M
Decreased by -13.50%
Dec 31, 25
8 Mawer Investment Management Ltd 7.37M (5.07%) -510.74K
Decreased by -6.93%
Jun 30, 25
9 Darlington Partners Capital Management, LP 6.65M (4.58%) -5.34M
Decreased by -80.33%
Dec 31, 25
10 Fidelity International Ltd 5.88M (4.05%) 47.76K
Increased by +0.81%
Dec 31, 25
11 Cooke & Bieler LP 5.24M (3.61%) -11.59K
Decreased by -0.22%
Dec 31, 25
12 Ako Capital Llp 4.32M (2.97%) -2.54M
Decreased by -58.70%
Dec 31, 24
13 Millennium Management LLC 3.89M (2.67%) 701.83K
Increased by +18.06%
Dec 31, 25
14 Point72 Asset Management, L.P. 3.16M (2.17%) 3.16M
Increased by +100.00%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 3.00M (2.06%) 706.00
Increased by +0.02%
Jun 30, 24
16 Thrivent Financial For Lutherans 2.98M (2.05%) 802.69K
Increased by +26.97%
Dec 31, 25
17 D1 Capital Partners L.P. 2.67M (1.84%) -2.60M
Decreased by -97.21%
Dec 31, 24
18 Balyasny Asset Management LLC 2.61M (1.79%) 1.89M
Increased by +72.46%
Sep 30, 23
19 State Street Corp 2.57M (1.77%) 27.38K
Increased by +1.06%
Sep 30, 25
20 Royal Bank of Canada 2.56M (1.76%) -363.48K
Decreased by -14.19%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 6.64M (4.57%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group Fundamental Invtrs Comp 6.64M (4.57%) 0.00
Increased by 0.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 4.72M (3.25%) 229.60K
Increased by +4.87%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 4.39M (3.02%) 8.49K
Increased by +0.19%
Feb 28, 26
5 American Funds New Perspective A 4.24M (2.92%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group New Perspective Comp 4.24M (2.92%) 0.00
Increased by 0.00%
Dec 31, 24
7 HIL Fidelity Global Technology USD 4.20M (2.89%) -29.00
Decreased by -0.00%
Feb 28, 25
8 Fidelity Global Technology A-Dis-EUR 4.18M (2.88%) -258.12K
Decreased by -6.17%
Jan 31, 26
9 Vanguard US Total Market Shares ETF 4.03M (2.77%) 3.32K
Increased by +0.08%
Sep 30, 24
10 Bridge Builder Large Cap Value 3.33M (2.29%) 0.00
Increased by 0.00%
Feb 28, 26
11 JPM US Mid Cap Value-MA 3.22M (2.21%) 11.36K
Increased by +0.35%
Mar 31, 25
12 Vanguard Small Cap Index 3.17M (2.18%) 10.04K
Increased by +0.32%
Feb 28, 26
13 JPM US Mid Cap Value-Composite 3.00M (2.07%) 410.42K
Increased by +13.66%
Dec 31, 25
14 JPMorgan Mid Cap Value L 3.00M (2.07%) 0.00
Increased by 0.00%
Jan 31, 26
15 American Funds Capital Income Bldr A 2.93M (2.01%) 0.00
Increased by 0.00%
Jun 30, 24
16 VIP Growth Initial 2.91M (2.00%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Advisor® Equity Growth I 2.67M (1.84%) 45.10K
Increased by +1.69%
Nov 30, 23
18 Vanguard Growth Index Investor 2.47M (1.70%) 2.25K
Increased by +0.09%
Jul 31, 25
19 Franchise Partners - US Equity 2.19M (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
20 Independent Franchise Partners US Equity 2.07M (1.42%) 2.07M
Increased by +100.00%
Dec 31, 25