Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 UTRN 4.04%
3 UGCE 3.86%
4 EKG 3.62%
5 CAMX 3.07%
6 KMID 2.71%
7 ORR 2.41%
8 MDEV 2.01%
9 SWIN_old 2.01%
10 INVN 1.95%
11 LGHT 1.79%
12 XHE 1.78%
13 TOLL 1.64%
14 RYH 1.63%
15 RSPH 1.57%
16 QQQN 1.51%
17 BMED 1.48%
18 SMRI 1.38%
19 FXH 1.36%
20 USRD 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.24M (12.13%) -198.53K
Decreased by -2.41%
Jun 30, 25
2 BlackRock Inc 5.13M (7.54%) -807.69K
Decreased by -15.75%
Jun 30, 25
3 State Street Corporation 3.05M (4.49%) -7.47K
Decreased by -0.24%
Mar 31, 24
4 State Street Corp 2.93M (4.31%) -66.73K
Decreased by -2.28%
Jun 30, 25
5 Edgewood Management LLC 2.86M (4.20%) -420.59K
Decreased by -14.72%
Sep 30, 23
6 Wellington Management Company LLP 2.17M (3.19%) 134.68K
Increased by +6.22%
Jun 30, 25
7 Ninety One UK Limited 1.92M (2.82%) -21.25K
Decreased by -1.11%
Jun 30, 25
8 T. Rowe Price Investment Management,Inc. 1.84M (2.71%) 18.75K
Increased by +1.02%
Jun 30, 25
9 Geode Capital Management, LLC 1.78M (2.63%) -72.26K
Decreased by -4.05%
Jun 30, 25
10 Citadel Advisors Llc 1.67M (2.46%) 62.92K
Increased by +3.76%
Jun 30, 25
11 Capital Research & Mgmt Co - Division 3 1.62M (2.38%) 1.62M
Increased by +100.00%
Jun 30, 25
12 FMR Inc 1.34M (1.98%) 222.20K
Increased by +16.53%
Jun 30, 25
13 Capital World Investors 1.30M (1.91%) 45.20K
Increased by +3.49%
Jun 30, 25
14 Polen Capital 1.22M (1.79%) -52.05K
Decreased by -4.28%
Mar 31, 24
15 JPMorgan Chase & Co 1.12M (1.65%) 294.83K
Increased by +26.34%
Jun 30, 25
16 Amvescap Plc. 1.09M (1.60%) -129.74K
Decreased by -11.90%
Jun 30, 25
17 Nuveen Asset Management, LLC 1.01M (1.49%) -45.12K
Decreased by -4.45%
Dec 31, 24
18 Bank of New York Mellon Corp 974.66K (1.43%) -90.88K
Decreased by -9.32%
Mar 31, 25
19 Federated Hermes Inc 926.73K (1.36%) 219.22K
Increased by +23.66%
Jun 30, 25
20 AllianceBernstein L.P. 920.04K (1.35%) -862.43K
Decreased by -93.74%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.25M (3.31%) -18.37K
Decreased by -0.82%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.17M (3.19%) -49.95K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.00M (2.94%) 12.58K
Increased by +0.63%
May 31, 25
4 JPM US Large Cap Growth-MA 1.97M (2.90%) 1.80M
Increased by +91.28%
Sep 30, 23
5 Vanguard 500 Index Investor 1.69M (2.48%) -247.44K
Decreased by -14.67%
Jul 31, 25
6 Vanguard Small Cap Index 1.67M (2.46%) -10.69K
Decreased by -0.64%
Jul 31, 25
7 Vanguard Health Care Inv 1.58M (2.32%) 114.59K
Increased by +7.26%
Jun 30, 25
8 Edgewood Growth Instl 1.49M (2.19%) -224.10K
Decreased by -15.08%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 1.08M (1.58%) 2.39K
Increased by +0.22%
Jul 31, 25
10 T. Rowe Price US Mid-Cap Growth Equity 878.10K (1.29%) -900.00
Decreased by -0.10%
Jun 30, 25
11 T. Rowe Price Mid-Cap Growth 876.50K (1.29%) -1.60K
Decreased by -0.18%
Jul 31, 25
12 SPDR® S&P 500 ETF 870.24K (1.28%) -12.71K
Decreased by -1.46%
Mar 31, 25
13 American Funds New Perspective A 866.71K (1.28%) 866.71K
Increased by +100.00%
Jun 30, 25
14 Capital Group New Perspective Comp 866.71K (1.28%) 866.71K
Increased by +100.00%
Jun 30, 25
15 Fidelity 500 Index 863.69K (1.27%) 368.00
Increased by +0.04%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 859.77K (1.27%) -6.64K
Decreased by -0.77%
Mar 31, 24
17 SPDR® S&P 500® ETF Trust 847.24K (1.25%) -4.43K
Decreased by -0.52%
Mar 31, 25
18 Fidelity® 500 Index 829.41K (1.22%) 5.28K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF 824.89K (1.21%) 10.12K
Increased by +1.23%
Aug 31, 25
20 iShares Core S&P 500 ETF 819.67K (1.21%) 0.00
Increased by 0.00%
Aug 31, 25