Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 BULD 8.30%
3 MAKX 5.63%
4 IVRS 5.10%
5 BRNY 4.73%
6 LSGR 4.42%
7 IBOT 4.13%
8 UTRN 4.00%
9 CLDL 3.61%
10 FMET 3.58%
11 GGME 3.37%
12 CZAR 3.19%
13 ARTY 3.14%
14 CIRC 2.83%
15 PBS 2.67%
16 METV 2.59%
17 CLOD 2.41%
18 SSPX 2.34%
19 QTEC 2.34%
20 DEF 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.31M (9.99%) 1.24M
Increased by +5.82%
Mar 31, 25
2 Vanguard Group Inc 20.78M (9.74%) 397.46K
Increased by +1.91%
Mar 31, 25
3 State Street Corp 9.91M (4.64%) -144.59K
Decreased by -1.46%
Mar 31, 25
4 State Street Corporation 9.37M (4.39%) 387.13K
Increased by +4.13%
Mar 31, 24
5 Loomis, Sayles & Company LP 5.74M (2.69%) -73.61K
Decreased by -1.28%
Mar 31, 25
6 Ninety One UK Limited 5.15M (2.41%) 79.90K
Increased by +1.55%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 5.02M (2.35%) -372.35K
Decreased by -7.41%
Dec 31, 24
8 Polen Capital 4.94M (2.31%) -183.38K
Decreased by -3.71%
Mar 31, 24
9 Geode Capital Management, LLC 4.87M (2.28%) 156.11K
Increased by +3.20%
Mar 31, 25
10 Aristotle Capital Management LLC 4.30M (2.01%) -61.31K
Decreased by -1.43%
Jun 30, 24
11 Goldman Sachs Group Inc 4.17M (1.95%) 2.28M
Increased by +54.68%
Dec 31, 23
12 FMR Inc 3.94M (1.85%) -864.00K
Decreased by -21.92%
Mar 31, 25
13 UBS Asset Mgmt Americas Inc 3.45M (1.62%) 400.51K
Increased by +11.59%
Mar 31, 25
14 T. Rowe Price Investment Management,Inc. 3.32M (1.55%) 1.02M
Increased by +30.62%
Mar 31, 25
15 Amundi 3.09M (1.45%) -44.06K
Decreased by -1.43%
Mar 31, 25
16 Massachusetts Financial Services Company 3.00M (1.41%) 124.95K
Increased by +4.16%
Mar 31, 25
17 Brown Advisory Holdings Inc 2.99M (1.40%) -50.55K
Decreased by -1.69%
Mar 31, 25
18 Fidelity International Ltd 2.73M (1.28%) -249.15K
Decreased by -9.12%
Sep 30, 24
19 Pictet Asset Manangement SA 2.71M (1.27%) 146.81K
Increased by +5.41%
Jun 30, 24
20 Bank of America Corp 2.56M (1.20%) -26.51K
Decreased by -1.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.90M (3.23%) 106.02K
Increased by +1.54%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 6.82M (3.20%) 52.90K
Increased by +0.78%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.07M (2.85%) 96.84K
Increased by +1.59%
Apr 30, 25
4 Invesco QQQ Trust 4.39M (2.06%) -4.54K
Decreased by -0.10%
Apr 30, 25
5 Fidelity 500 Index 2.70M (1.26%) 4.65K
Increased by +0.17%
Mar 31, 25
6 SPDR® S&P 500 ETF 2.68M (1.25%) -39.06K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 2.60M (1.22%) -13.61K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 2.59M (1.21%) -15.50K
Decreased by -0.60%
Apr 30, 25
9 iShares Core S&P 500 ETF 2.55M (1.19%) -2.67K
Decreased by -0.10%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 2.53M (1.18%) 5.71K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.49M (1.17%) 15.85K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 2.41M (1.13%) 22.26K
Increased by +0.92%
Apr 30, 25
13 MFS Growth B 2.16M (1.01%) 0.00
Increased by 0.00%
Apr 30, 25
14 MFS Growth Equity 2.16M (1.01%) 113.13K
Increased by +5.23%
Mar 31, 25
15 T. Rowe Price Capital Appreciation 2.16M (1.01%) 405.30K
Increased by +18.79%
Mar 31, 25
16 The Technology Select Sector SPDR® ETF 1.67M (0.78%) 1.89K
Increased by +0.11%
Apr 30, 25
17 VanEck Morningstar Wide Moat 1.54M (0.72%) 64.50K
Increased by +4.18%
Sep 30, 24
18 VanEck Morningstar Wide Moat ETF 1.53M (0.72%) -464.00
Decreased by -0.03%
Nov 28, 24
19 Vanguard Information Technology ETF 1.50M (0.70%) 12.05K
Increased by +0.80%
Apr 30, 25
20 Technology Select Sector SPDR® ETF 1.48M (0.69%) 1.65K
Increased by +0.11%
Apr 30, 24