Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.04%
2 UGCE 3.86%
3 EKG 3.78%
4 CAMX 3.71%
5 KMID 3.58%
6 PINK 3.48%
7 LGHT 2.96%
8 INVN 2.55%
9 ORR 2.41%
10 MDEV 2.12%
11 SWIN_old 2.01%
12 XHE 1.71%
13 RSPH 1.67%
14 RYH 1.63%
15 QQQN 1.51%
16 BMED 1.48%
17 PRNT 1.43%
18 HELS 1.39%
19 SMRI 1.38%
20 USRD 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.18M (12.20%) -121.83K
Decreased by -1.49%
Dec 31, 25
2 Vanguard Capital Management, LLC 4.39M (6.55%) 4.39M
Increased by +100.00%
Mar 31, 26
3 BlackRock Inc 4.29M (6.40%) -70.64K
Decreased by -1.65%
Mar 31, 26
4 Capital World Investors 4.07M (6.08%) 2.58M
Increased by +63.40%
Mar 31, 26
5 Capital Research & Mgmt Co - Division 3 3.81M (5.68%) -834.02K
Decreased by -21.89%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.15M (4.70%) 3.15M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 3.05M (4.56%) -7.47K
Decreased by -0.24%
Mar 31, 24
8 T. Rowe Price Investment Management,Inc. 3.03M (4.52%) 771.01K
Increased by +25.47%
Dec 31, 25
9 Edgewood Management LLC 2.86M (4.26%) -420.59K
Decreased by -14.72%
Sep 30, 23
10 FMR Inc 2.70M (4.03%) 700.83K
Increased by +25.95%
Mar 31, 26
11 State Street Corp 2.52M (3.75%) -12.00K
Decreased by -0.48%
Mar 31, 26
12 Ninety One UK Limited 2.23M (3.32%) 911.00
Increased by +0.04%
Mar 31, 26
13 Wellington Management Company LLP 2.17M (3.23%) 134.68K
Increased by +6.22%
Jun 30, 25
14 JPMorgan Chase & Co 2.16M (3.22%) 1.04M
Increased by +48.14%
Sep 30, 25
15 Kayne Anderson Rudnick Investment Management LLC 1.90M (2.84%) 1.14M
Increased by +60.02%
Mar 31, 26
16 The Goldman Sachs Group Inc 1.80M (2.68%) 1.03M
Increased by +57.16%
Mar 31, 26
17 Geode Capital Management, LLC 1.79M (2.67%) 30.82K
Increased by +1.72%
Mar 31, 26
18 Citadel Advisors Llc 1.67M (2.50%) 62.92K
Increased by +3.76%
Jun 30, 25
19 UBS Group AG 1.41M (2.10%) 1.16M
Increased by +82.56%
Mar 31, 26
20 Amvescap Plc. 1.31M (1.96%) 46.93K
Increased by +3.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.25M (3.36%) -18.37K
Decreased by -0.82%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.18M (3.25%) 5.29K
Increased by +0.24%
Apr 30, 26
3 American Funds New Perspective A 2.11M (3.15%) 15.42K
Increased by +0.73%
Mar 31, 26
4 Capital Group New Perspective Comp 2.11M (3.15%) 15.42K
Increased by +0.73%
Mar 31, 26
5 Fidelity Contrafund 2.01M (3.00%) 449.15K
Increased by +22.35%
Apr 30, 26
6 Vanguard Institutional 500 Index Trust 2.00M (2.98%) 12.58K
Increased by +0.63%
May 31, 25
7 JPM US Large Cap Growth-MA 1.97M (2.94%) 1.80M
Increased by +91.28%
Sep 30, 23
8 Vanguard 500 Index Investor 1.73M (2.58%) 31.27K
Increased by +1.81%
Apr 30, 26
9 Vanguard Health Care Inv 1.58M (2.36%) 114.59K
Increased by +7.26%
Jun 30, 25
10 Vanguard Small Cap Index 1.57M (2.34%) -3.31K
Decreased by -0.21%
Apr 30, 26
11 Edgewood Growth Instl 1.49M (2.22%) -224.10K
Decreased by -15.08%
Sep 30, 23
12 American Funds New Economy A 1.26M (1.88%) 773.00K
Increased by +61.20%
Mar 31, 26
13 Capital Group New Economy Comp 1.26M (1.88%) 773.00K
Increased by +61.20%
Mar 31, 26
14 American Funds Fundamental Invs A 1.13M (1.68%) 751.80K
Increased by +66.70%
Mar 31, 26
15 Capital Group Fundamental Invtrs Comp 1.13M (1.68%) 751.80K
Increased by +66.70%
Mar 31, 26
16 Vanguard Small Cap Value Index Inv 1.01M (1.50%) 7.16K
Increased by +0.71%
Apr 30, 26
17 Invesco S&P 500® Equal Weight ETF 960.77K (1.43%) 1.80K
Increased by +0.19%
May 29, 26
18 American Funds Growth Fund of Amer A 945.99K (1.41%) 240.58K
Increased by +25.43%
Mar 31, 26
19 Capital Group Growth Fnd of Amer Comp 945.99K (1.41%) 240.58K
Increased by +25.43%
Mar 31, 26
20 Ninety One GSF Glb Frchs I Acc USD 894.56K (1.33%) 894.56K
Increased by +100.00%
Feb 28, 26