Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 10.86%
2 LIMI 9.62%
3 ILIT 9.00%
4 REMX 7.42%
5 LIT 7.05%
6 ACES 6.74%
7 IDRV 5.49%
8 DMAT 5.46%
9 QCLN 4.75%
10 KARS 4.73%
11 SETM 4.71%
12 UTRN 4.20%
13 RSPM 4.08%
14 RTM 4.08%
15 GRZZ 3.91%
16 PYZ 3.64%
17 FCUS 3.26%
18 ION 3.24%
19 FMTM 3.19%
20 GNRX 2.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.53M (12.37%) -74.50K
Decreased by -0.51%
Dec 31, 25
2 Capital World Investors 8.26M (7.03%) 20.46K
Increased by +0.25%
Sep 30, 25
3 BlackRock Inc 8.21M (6.99%) -6.79K
Decreased by -0.08%
Sep 30, 25
4 State Street Corporation 5.93M (5.05%) 332.65K
Increased by +5.61%
Mar 31, 24
5 State Street Corp 5.62M (4.78%) -1.02M
Decreased by -18.16%
Sep 30, 25
6 Capital Research Global Investors 4.15M (3.53%) -750.00
Decreased by -0.02%
Jun 30, 25
7 Franklin Resources Inc 3.30M (2.81%) -2.47M
Decreased by -74.79%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 3.17M (2.70%) 789.41K
Increased by +24.93%
Sep 30, 25
9 Bank of America Corp 3.03M (2.58%) 671.94K
Increased by +22.18%
Sep 30, 25
10 Geode Capital Management, LLC 3.00M (2.55%) 44.18K
Increased by +1.47%
Sep 30, 25
11 PRIMECAP Management Company 2.81M (2.39%) -450.84K
Decreased by -16.07%
Dec 31, 25
12 Amvescap Plc. 2.76M (2.35%) -197.25K
Decreased by -7.15%
Sep 30, 25
13 Baillie Gifford & Co Limited. 2.13M (1.82%) -270.74K
Decreased by -12.69%
Dec 31, 24
14 UBS Group AG 2.11M (1.80%) -272.69K
Decreased by -12.92%
Sep 30, 25
15 NORGES BANK 2.04M (1.73%) -575.59K
Decreased by -28.27%
Jun 30, 24
16 Capital Research & Mgmt Co - Division 3 1.94M (1.65%) -3.86M
Decreased by -199.62%
Mar 31, 24
17 ProShare Advisors LLC 1.77M (1.50%) -247.11K
Decreased by -13.99%
Dec 31, 25
18 Squarepoint Ops LLC 1.73M (1.47%) 955.23K
Increased by +55.21%
Jun 30, 25
19 Earnest Partners LLC 1.63M (1.39%) 207.77K
Increased by +12.74%
Dec 31, 25
20 Manning & Napier Advisors, LLC 1.60M (1.36%) 1.60M
Increased by +100.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.99M (3.40%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 3.99M (3.40%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.72M (3.17%) 8.12K
Increased by +0.22%
Jan 31, 26
4 Vanguard US Total Market Shares ETF 3.72M (3.17%) 2.85K
Increased by +0.08%
Sep 30, 24
5 American Funds Invmt Co of Amer A 3.49M (2.98%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Investment Co of Amer Comp 3.49M (2.98%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Institutional 500 Index Trust 3.34M (2.85%) 21.18K
Increased by +0.63%
May 31, 25
8 American Funds American Balanced A 3.00M (2.55%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard 500 Index Investor 3.00M (2.55%) 18.94K
Increased by +0.63%
Jan 31, 26
10 Capital Group AMCAP Composite 2.90M (2.47%) -3.79K
Decreased by -0.13%
Mar 31, 24
11 Vanguard Small Cap Index 2.67M (2.27%) -348.00
Decreased by -0.01%
Jan 31, 26
12 VA CollegeAmerica Amcap 529A 2.46M (2.10%) -443.06K
Decreased by -18.01%
Jun 30, 24
13 Templeton Growth A 2.28M (1.94%) 145.06K
Increased by +6.37%
Jan 31, 24
14 Franklin Income A1 2.00M (1.70%) -2.00M
Decreased by -100.00%
Jul 31, 25
15 Vanguard PRIMECAP Inv 1.67M (1.42%) -221.10K
Decreased by -13.25%
Dec 31, 25
16 iShares Core S&P 500 ETF 1.50M (1.28%) 279.63K
Increased by +18.65%
Feb 25, 26
17 Fidelity 500 Index 1.49M (1.27%) 2.22K
Increased by +0.15%
Dec 31, 25
18 SPDR® S&P 500 ETF 1.47M (1.25%) -21.39K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.43M (1.22%) -7.45K
Decreased by -0.52%
Mar 31, 25
20 American Funds New Perspective A 1.42M (1.21%) 0.00
Increased by 0.00%
Dec 31, 23