Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.76%
2 SUPL 4.49%
3 FCUS 3.91%
4 AWEG 3.66%
5 IYT 3.55%
6 CNAV 3.50%
7 NRSH 3.27%
8 CCFE 2.93%
9 TPOR 2.54%
10 XTN 2.50%
11 PRN 2.01%
12 SAMM 1.92%
13 FEMD 1.92%
14 XMMO 1.49%
15 AGRW 1.41%
16 MDYG 1.38%
17 IJK 1.38%
18 IVOG 1.37%
19 PAMC 1.34%
20 CGMM 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.62M (11.25%) -81.25K
Decreased by -0.70%
Sep 30, 25
2 MFN Partners Management, LP 11.43M (11.06%) 0.00
Increased by 0.00%
Dec 31, 25
3 Capital Research Global Investors 11.16M (10.81%) -2.86M
Decreased by -25.62%
Dec 31, 25
4 Vanguard Group Inc 10.53M (10.19%) -162.87K
Decreased by -1.55%
Dec 31, 25
5 Capital World Investors 10.47M (10.14%) -387.40K
Decreased by -3.70%
Dec 31, 25
6 Amvescap Plc. 6.27M (6.07%) 1.04M
Increased by +16.54%
Sep 30, 25
7 T. Rowe Price Investment Management,Inc. 4.90M (4.74%) 1.94M
Increased by +39.64%
Dec 31, 25
8 Durable Capital Partners LP 3.95M (3.82%) -382.18K
Decreased by -9.68%
Dec 31, 25
9 Orbis Allan Gray Ltd 3.65M (3.54%) 499.22K
Increased by +13.67%
Dec 31, 25
10 State Street Corp 3.53M (3.42%) -47.30K
Decreased by -1.34%
Sep 30, 25
11 State Street Corporation 3.43M (3.32%) 64.25K
Increased by +1.87%
Mar 31, 24
12 ClearBridge Advisors, LLC 2.97M (2.88%) 261.94K
Increased by +8.82%
Dec 31, 25
13 FMR Inc 2.91M (2.81%) 819.39K
Increased by +28.19%
Dec 31, 25
14 Geode Capital Management, LLC 2.12M (2.05%) 22.61K
Increased by +1.07%
Dec 31, 25
15 AllianceBernstein L.P. 2.09M (2.02%) 286.60K
Increased by +13.72%
Dec 31, 23
16 D1 Capital Partners L.P. 2.04M (1.97%) -470.70K
Decreased by -23.13%
Dec 31, 25
17 Cercano Management LLC 1.95M (1.88%) 0.00
Increased by 0.00%
Dec 31, 25
18 Balyasny Asset Management LLC 1.75M (1.70%) 617.60K
Increased by +35.28%
Jun 30, 24
19 Bank of America Corp 1.61M (1.56%) 548.52K
Increased by +33.99%
Sep 30, 24
20 JPMorgan Chase & Co 1.58M (1.53%) 775.97K
Increased by +49.17%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds AMCAP A 5.87M (5.69%) 1.76M
Increased by +30.05%
Dec 31, 25
2 Capital Group AMCAP Composite 5.87M (5.69%) 1.76M
Increased by +30.05%
Dec 31, 25
3 VA CollegeAmerica Amcap 529A 5.84M (5.66%) 14.00K
Increased by +0.24%
Dec 31, 24
4 iShares Core S&P Mid-Cap ETF 3.79M (3.67%) 103.83K
Increased by +2.74%
Feb 28, 26
5 American Funds Growth Fund of Amer A 3.78M (3.66%) -3.88M
Decreased by -102.48%
Dec 31, 25
6 Capital Group Growth Fnd of Amer Comp 3.78M (3.66%) -3.88M
Decreased by -102.48%
Dec 31, 25
7 Vanguard Total Stock Mkt Idx Inv 3.53M (3.42%) 23.14K
Increased by +0.66%
Feb 28, 26
8 Vanguard US Total Market Shares ETF 3.49M (3.38%) 2.60K
Increased by +0.07%
Sep 30, 24
9 American Funds Fundamental Invs A 2.68M (2.60%) 23.84K
Increased by +0.89%
Dec 31, 25
10 Capital Group Fundamental Invtrs Comp 2.68M (2.60%) 23.84K
Increased by +0.89%
Dec 31, 25
11 Vanguard Small Cap Index 2.53M (2.45%) 6.59K
Increased by +0.26%
Feb 28, 26
12 American Funds SMALLCAP World A 1.70M (1.65%) -101.78K
Decreased by -5.98%
Dec 31, 25
13 American Funds IS® Growth-Income 1 1.70M (1.64%) -346.99K
Decreased by -20.47%
Dec 31, 25
14 Capital Group Core Equity Composite 1.70M (1.64%) -346.99K
Decreased by -20.47%
Dec 31, 25
15 American Funds Capital World Gr&Inc A 1.69M (1.63%) 130.60K
Increased by +7.74%
Dec 31, 25
16 Capital Group World Growth & Inc Cmp 1.69M (1.63%) 130.60K
Increased by +7.74%
Dec 31, 25
17 Fidelity® Series Stk Selec Lg Cp Val 1.56M (1.51%) 0.00
Increased by 0.00%
Nov 30, 23
18 Findlay Park American I USD Dist 1.42M (1.37%) -11.10K
Decreased by -0.78%
Dec 31, 25
19 T. Rowe Price US Mid-Cap Growth Equity 1.40M (1.36%) -1.90K
Decreased by -0.14%
Dec 31, 25
20 T. Rowe Price Mid-Cap Growth 1.40M (1.36%) -1.20K
Decreased by -0.09%
Jan 31, 26