Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 7.55%
2 EKG 5.52%
3 UTRN 4.04%
4 CAMX 3.97%
5 UGCE 3.86%
6 KMID 3.55%
7 MDEV 2.76%
8 INVN 2.47%
9 LGHT 2.43%
10 ORR 2.41%
11 SWIN_old 2.01%
12 XHE 1.96%
13 PRNT 1.80%
14 RSPH 1.73%
15 RYH 1.63%
16 QQQN 1.51%
17 HELS 1.49%
18 BMED 1.48%
19 HTEC 1.46%
20 CGMM 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.18M (12.26%) -121.83K
Decreased by -1.49%
Dec 31, 25
2 BlackRock Inc 4.95M (7.43%) -173.01K
Decreased by -3.49%
Sep 30, 25
3 State Street Corporation 3.05M (4.58%) -7.47K
Decreased by -0.24%
Mar 31, 24
4 Capital Research & Mgmt Co - Division 3 3.05M (4.57%) 1.43M
Increased by +46.99%
Sep 30, 25
5 State Street Corp 2.89M (4.33%) -39.11K
Decreased by -1.35%
Sep 30, 25
6 Edgewood Management LLC 2.86M (4.28%) -420.59K
Decreased by -14.72%
Sep 30, 23
7 T. Rowe Price Investment Management,Inc. 2.26M (3.38%) 414.13K
Increased by +18.35%
Sep 30, 25
8 Ninety One UK Limited 2.23M (3.34%) -2.31M
Decreased by -103.58%
Dec 31, 25
9 Wellington Management Company LLP 2.17M (3.25%) 134.68K
Increased by +6.22%
Jun 30, 25
10 JPMorgan Chase & Co 2.16M (3.24%) 1.04M
Increased by +48.14%
Sep 30, 25
11 FMR Inc 2.00M (3.00%) 1.15M
Increased by +57.75%
Dec 31, 25
12 Geode Capital Management, LLC 1.80M (2.70%) 19.29K
Increased by +1.07%
Sep 30, 25
13 Citadel Advisors Llc 1.67M (2.51%) 62.92K
Increased by +3.76%
Jun 30, 25
14 Amvescap Plc. 1.50M (2.24%) 407.56K
Increased by +27.22%
Sep 30, 25
15 Bank of America Corp 1.35M (2.03%) 566.49K
Increased by +41.87%
Sep 30, 25
16 Capital World Investors 1.32M (1.97%) 19.95K
Increased by +1.52%
Sep 30, 25
17 Ruane, Cunniff & Goldfarb L.P. 1.22M (1.83%) 1.22M
Increased by +100.00%
Dec 31, 25
18 Polen Capital 1.22M (1.82%) -52.05K
Decreased by -4.28%
Mar 31, 24
19 Nuveen Asset Management, LLC 1.01M (1.52%) -45.12K
Decreased by -4.45%
Dec 31, 24
20 Jacobs Levy Equity Management, Inc. 1.01M (1.51%) 237.58K
Increased by +23.62%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.25M (3.37%) -18.37K
Decreased by -0.82%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.14M (3.21%) 4.72K
Increased by +0.22%
Jan 31, 26
3 American Funds New Perspective A 2.10M (3.14%) 446.12K
Increased by +21.27%
Dec 31, 25
4 Capital Group New Perspective Comp 2.10M (3.14%) 446.12K
Increased by +21.27%
Dec 31, 25
5 Vanguard Institutional 500 Index Trust 2.00M (2.99%) 12.58K
Increased by +0.63%
May 31, 25
6 JPM US Large Cap Growth-MA 1.97M (2.96%) 1.80M
Increased by +91.28%
Sep 30, 23
7 Vanguard 500 Index Investor 1.70M (2.55%) 10.66K
Increased by +0.63%
Jan 31, 26
8 Vanguard Health Care Inv 1.58M (2.37%) 114.59K
Increased by +7.26%
Jun 30, 25
9 Vanguard Small Cap Index 1.54M (2.31%) -168.00
Decreased by -0.01%
Jan 31, 26
10 Fidelity Contrafund 1.49M (2.24%) 284.95K
Increased by +19.08%
Jan 31, 26
11 Edgewood Growth Instl 1.49M (2.23%) -224.10K
Decreased by -15.08%
Sep 30, 23
12 Invesco S&P 500® Equal Weight ETF 1.04M (1.55%) -437.00
Decreased by -0.04%
Feb 27, 26
13 Vanguard Small Cap Value Index Inv 991.32K (1.49%) -7.59K
Decreased by -0.77%
Jan 31, 26
14 Ninety One GSF Glb Frchs I Acc USD 894.56K (1.34%) 0.00
Increased by 0.00%
Nov 30, 25
15 Ninety One Global Franchise 894.56K (1.34%) 143.53K
Increased by +16.04%
Sep 30, 25
16 SPDR® S&P 500 ETF 870.24K (1.30%) -12.71K
Decreased by -1.46%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Growth Equity 868.90K (1.30%) -206.30K
Decreased by -23.74%
Dec 31, 25
18 SPDR® S&P 500 ETF Trust 859.77K (1.29%) -6.64K
Decreased by -0.77%
Mar 31, 24
19 iShares Core S&P 500 ETF 849.77K (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
20 Fidelity 500 Index 847.79K (1.27%) 3.93K
Increased by +0.46%
Jan 31, 26