Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THNR 4.65%
2 UTRN 3.89%
3 TMFM 3.89%
4 KMID 3.77%
5 BBHM 3.59%
6 MGRO 3.18%
7 EQWM 3.17%
8 SMAP 3.05%
9 PXMG 2.82%
10 MID 2.54%
11 MOTE 2.43%
12 MDCP 2.32%
13 BASG 2.22%
14 MDEV 2.07%
15 KONG 1.91%
16 SMCO 1.87%
17 RSPH 1.81%
18 RYH 1.77%
19 NUMG 1.76%
20 NUMV 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.54M (13.34%) -165.78K
Decreased by -1.74%
Dec 31, 25
2 BlackRock Inc 6.46M (9.03%) -149.06K
Decreased by -2.31%
Sep 30, 25
3 State Street Corporation 3.22M (4.50%) -52.95K
Decreased by -1.64%
Mar 31, 24
4 State Street Corp 3.21M (4.49%) -63.95K
Decreased by -1.99%
Sep 30, 25
5 Bank of New York Mellon Corp 2.90M (4.06%) -301.67K
Decreased by -10.39%
Sep 30, 25
6 Artisan Partners Limited Partnership 2.85M (3.99%) 79.48K
Increased by +2.79%
Dec 31, 25
7 AllianceBernstein L.P. 2.59M (3.63%) -11.06K
Decreased by -0.43%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 1.97M (2.75%) 1.27M
Increased by +64.35%
Dec 31, 25
9 Brown Advisory Holdings Inc 1.94M (2.72%) -554.48K
Decreased by -28.53%
Dec 31, 25
10 Geode Capital Management, LLC 1.87M (2.61%) 11.96K
Increased by +0.64%
Dec 31, 25
11 Generation Investment Management LLP 1.56M (2.18%) 585.86K
Increased by +37.51%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 1.48M (2.07%) -6.47K
Decreased by -0.44%
Sep 30, 25
13 T. Rowe Price Associates, Inc. 1.26M (1.76%) -432.35K
Decreased by -34.27%
Sep 30, 24
14 APG Asset Management 1.20M (1.68%) -1.36M
Decreased by -113.58%
Dec 31, 25
15 Apg All Pensions Group 1.20M (1.68%) -214.69K
Decreased by -17.91%
Dec 31, 25
16 Longview Partners (Guernsey) Limited 1.13M (1.58%) 778.89K
Increased by +68.87%
Dec 31, 25
17 Durable Capital Partners LP 1.04M (1.46%) -532.47K
Decreased by -51.17%
Jun 30, 25
18 NORGES BANK 988.74K (1.38%) 70.94K
Increased by +7.18%
Dec 31, 25
19 Franklin Resources Inc 965.93K (1.35%) -138.20K
Decreased by -14.31%
Sep 30, 25
20 Kayne Anderson Rudnick Investment Management LLC 955.15K (1.34%) -82.94K
Decreased by -8.68%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.31M (3.23%) 1.67K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.28M (3.18%) 6.81K
Increased by +0.30%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 2.06M (2.88%) 15.53K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 1.85M (2.59%) 17.31K
Increased by +0.94%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 1.56M (2.19%) 4.84K
Increased by +0.31%
Feb 28, 26
6 Vanguard Growth Index Investor 1.01M (1.41%) 2.90K
Increased by +0.29%
Feb 28, 26
7 iShares Core S&P 500 ETF 917.13K (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 914.06K (1.28%) 4.24K
Increased by +0.46%
Jan 31, 26
9 SPDR® S&P 500 ETF 901.61K (1.26%) -13.33K
Decreased by -1.48%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 892.61K (1.25%) -6.95K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 877.48K (1.23%) -4.64K
Decreased by -0.53%
Mar 31, 25
12 AllianceBernstein US L/C Growth Eqty MF 871.90K (1.22%) 38.37K
Increased by +4.40%
Jan 31, 25
13 SPDR® S&P 500® ETF 863.05K (1.21%) 10.63K
Increased by +1.23%
Aug 31, 25
14 Fidelity® 500 Index 860.69K (1.20%) 5.48K
Increased by +0.64%
Nov 30, 23
15 State Street® SPDR® S&P 500® ETF 847.47K (1.19%) -6.43K
Decreased by -0.76%
Feb 28, 26
16 T. Rowe Price New Horizons 789.08K (1.10%) -210.87K
Decreased by -26.72%
Sep 30, 24
17 US Small-Cap Growth II Equity Comp 789.08K (1.10%) -245.17K
Decreased by -31.07%
Sep 30, 24
18 Franklin Rising Dividends A 788.50K (1.10%) 0.00
Increased by 0.00%
Jan 31, 26
19 T. Rowe Price Mid-Cap Growth 702.90K (0.98%) 184.50K
Increased by +26.25%
Jan 31, 26
20 AB Large Cap Growth A 669.38K (0.94%) -7.20K
Decreased by -1.08%
Jan 31, 25