Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 5.57%
2 QINC 3.62%
3 BCUS 3.07%
4 TMFG 3.02%
5 TPMN 2.90%
6 PRN 2.73%
7 SMAP 2.61%
8 XMHQ 2.46%
9 UPGD 2.40%
10 SMIG 2.34%
11 RYJ 2.16%
12 MDCP 1.96%
13 XMMO 1.95%
14 SDOG 1.88%
15 RUNN 1.88%
16 MBOX 1.83%
17 NBET 1.75%
18 NBCT 1.75%
19 TMFM 1.66%
20 CLAW 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 4.64M (14.13%) 2.36M
Increased by +50.77%
Dec 31, 25
2 BlackRock Inc 3.74M (11.39%) -29.83K
Decreased by -0.80%
Sep 30, 25
3 Vanguard Group Inc 3.52M (10.72%) -27.55K
Decreased by -0.78%
Dec 31, 25
4 FMR Inc 1.97M (5.98%) -1.03M
Decreased by -52.62%
Dec 31, 25
5 Charles Schwab Investment Management Inc 1.56M (4.75%) 46.80K
Increased by +3.00%
Dec 31, 25
6 Kayne Anderson Rudnick Investment Management LLC 1.41M (4.28%) -139.52K
Decreased by -9.92%
Dec 31, 25
7 State Street Corp 1.24M (3.77%) 16.59K
Increased by +1.34%
Sep 30, 25
8 State Street Corporation 1.17M (3.56%) -5.69K
Decreased by -0.49%
Mar 31, 24
9 Baillie Gifford & Co Limited. 917.49K (2.79%) -26.59K
Decreased by -2.90%
Dec 31, 25
10 Blair William & Co 675.44K (2.06%) -124.52K
Decreased by -18.43%
Dec 31, 25
11 Geode Capital Management, LLC 638.01K (1.94%) 5.18K
Increased by +0.81%
Dec 31, 25
12 JPMorgan Chase & Co 631.25K (1.92%) 287.86K
Increased by +45.60%
Sep 30, 25
13 CI Private Wealth LLC 617.59K (1.88%) 461.53K
Increased by +74.73%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 612.94K (1.87%) 22.78K
Increased by +3.72%
Sep 30, 25
15 Markel Group Inc 565.17K (1.72%) 0.00
Increased by 0.00%
Sep 30, 25
16 Citadel Advisors Llc 492.20K (1.50%) 425.10K
Increased by +86.37%
Sep 30, 23
17 GAMMA Investing LLC 477.80K (1.45%) 477.27K
Increased by +99.89%
Mar 31, 25
18 Amvescap Plc. 476.35K (1.45%) 104.71K
Increased by +21.98%
Mar 31, 24
19 Davenport & Company LLC 470.18K (1.43%) 113.33K
Increased by +24.10%
Dec 31, 25
20 Wells Fargo & Co 452.61K (1.38%) -11.26K
Decreased by -2.49%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 1.65M (5.01%) 1.10M
Increased by +66.65%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 1.65M (5.01%) 1.10M
Increased by +66.65%
Dec 31, 25
3 iShares Core S&P Mid-Cap ETF 1.13M (3.43%) 113.28K
Increased by +10.04%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.10M (3.36%) 1.89K
Increased by +0.17%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.10M (3.35%) 792.00
Increased by +0.07%
Sep 30, 24
6 Schwab US Dividend Equity ETF™ 1.08M (3.28%) 3.25K
Increased by +0.30%
Feb 28, 26
7 Fidelity Magellan 942.53K (2.87%) -4.67K
Decreased by -0.50%
Jul 31, 25
8 Vanguard Small Cap Index 793.14K (2.41%) 2.04K
Increased by +0.26%
Feb 28, 26
9 American Funds American Mutual A 788.87K (2.40%) 118.14K
Increased by +14.98%
Dec 31, 25
10 Capital Group American Mutual Comp 788.87K (2.40%) 118.14K
Increased by +14.98%
Dec 31, 25
11 American Funds American Balanced A 687.03K (2.09%) 259.74K
Increased by +37.81%
Dec 31, 25
12 American Funds Capital Income Bldr A 613.24K (1.87%) 311.92K
Increased by +50.86%
Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 440.58K (1.34%) 1.17K
Increased by +0.27%
Feb 28, 26
14 American Funds Income Fund of Amer A 434.02K (1.32%) 0.00
Increased by 0.00%
Dec 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 380.65K (1.16%) 3.54K
Increased by +0.93%
Feb 28, 26
16 Baillie Gifford US Equity Growth 375.46K (1.14%) 7.76K
Increased by +2.07%
Jan 31, 26
17 Vanguard US Growth Investor 367.70K (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
18 iShares Select Dividend ETF 275.54K (0.84%) 0.00
Increased by 0.00%
Feb 28, 26
19 SPDR® S&P MIDCAP 400 ETF Trust 267.22K (0.81%) -6.69K
Decreased by -2.50%
Jul 31, 25
20 State Street® SPDR® S&P MIDCAP 400® ETF 256.06K (0.78%) 2.73K
Increased by +1.07%
Feb 28, 26