Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LGHT 4.09%
2 UTRN 4.04%
3 UGCE 3.86%
4 CAMX 3.67%
5 KMID 3.48%
6 EKG 3.41%
7 INVN 2.55%
8 ORR 2.41%
9 PINK 2.30%
10 SWIN_old 2.01%
11 MDEV 1.98%
12 RYH 1.63%
13 XHE 1.60%
14 RSPH 1.58%
15 PRNT 1.58%
16 QQQN 1.51%
17 BMED 1.48%
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 2.16M (3.23%) -7.07K
Decreased by -0.33%
Jun 30, 26
3 Fidelity Contrafund 2.01M (3.00%) 0.00
Increased by 0.00%
May 31, 26
4 Vanguard Institutional 500 Index Trust 2.00M (2.98%) 12.58K
Increased by +0.63%
May 31, 25
5 JPM US Large Cap Growth-MA 1.97M (2.94%) 1.80M
Increased by +91.28%
Sep 30, 23
6 American Funds New Perspective A 1.95M (2.91%) -162.27K
Decreased by -8.32%
Jun 30, 26
7 Capital Group New Perspective Comp 1.95M (2.91%) -162.27K
Decreased by -8.32%
Jun 30, 26
8 Vanguard 500 Index Investor 1.73M (2.58%) -17.70K
Decreased by -1.02%
Jun 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 1.56M (2.33%) -7.86K
Decreased by -0.50%
Jun 30, 26
11 Edgewood Growth Instl 1.49M (2.22%) -224.10K
Decreased by -15.08%
Sep 30, 23
12 American Funds Fundamental Invs A 1.29M (1.92%) 161.62K
Increased by +12.54%
Jun 30, 26
13 Capital Group Fundamental Invtrs Comp 1.29M (1.92%) 161.62K
Increased by +12.54%
Jun 30, 26
14 American Funds New Economy A 1.22M (1.83%) -38.15K
Decreased by -3.11%
Jun 30, 26
15 Capital Group New Economy Comp 1.22M (1.83%) -38.15K
Decreased by -3.11%
Jun 30, 26
16 Invesco S&P 500® Equal Weight ETF 1.07M (1.59%) 3.29K
Increased by +0.31%
Jun 30, 26
17 Vanguard Small Cap Value Index Inv 990.69K (1.48%) -19.81K
Decreased by -2.00%
Jun 30, 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 iShares Core S&P 500 ETF 919.48K (1.37%) 2.92K
Increased by +0.32%
Jun 30, 26