Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 UTRN 4.04%
3 UGCE 3.86%
4 EKG 3.86%
5 KMID 3.69%
6 AIEQ 2.47%
7 LGHT 2.38%
8 SWIN_old 2.01%
9 XHE 1.96%
10 USRD 1.91%
11 RSPH 1.87%
12 HTEC 1.67%
13 RYH 1.63%
14 QQQN 1.51%
15 BMED 1.48%
16 BKIV 1.44%
17 FDMO 1.28%
18 TSME 1.22%
19 MPAY 1.17%
20 GDOC 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.44M (12.49%) 185.19K
Increased by +2.19%
Mar 31, 25
2 BlackRock Inc 5.93M (8.78%) -1.74M
Decreased by -29.38%
Mar 31, 25
3 State Street Corporation 3.05M (4.52%) -7.47K
Decreased by -0.24%
Mar 31, 24
4 State Street Corp 2.99M (4.43%) -10.67K
Decreased by -0.36%
Mar 31, 25
5 Edgewood Management LLC 2.86M (4.23%) -420.59K
Decreased by -14.72%
Sep 30, 23
6 Wellington Management Company LLP 2.03M (3.00%) -354.01K
Decreased by -17.43%
Mar 31, 25
7 Ninety One UK Limited 1.94M (2.87%) 716.95K
Increased by +37.00%
Mar 31, 25
8 Geode Capital Management, LLC 1.86M (2.75%) 66.97K
Increased by +3.61%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 1.82M (2.70%) -148.03K
Decreased by -8.12%
Mar 31, 25
10 Citadel Advisors Llc 1.75M (2.59%) 198.31K
Increased by +11.33%
Dec 31, 24
11 Capital World Investors 1.25M (1.85%) 131.93K
Increased by +10.54%
Mar 31, 25
12 Polen Capital 1.22M (1.80%) -52.05K
Decreased by -4.28%
Mar 31, 24
13 Millennium Management LLC 1.13M (1.67%) 376.38K
Increased by +33.43%
Dec 31, 24
14 FMR Inc 1.12M (1.66%) -79.57K
Decreased by -7.09%
Mar 31, 25
15 Amvescap Plc. 1.08M (1.60%) 158.31K
Increased by +14.63%
Dec 31, 24
16 Nuveen Asset Management, LLC 1.01M (1.50%) -45.12K
Decreased by -4.45%
Dec 31, 24
17 Bank of New York Mellon Corp 974.66K (1.44%) -90.88K
Decreased by -9.32%
Mar 31, 25
18 AllianceBernstein L.P. 920.04K (1.36%) -862.43K
Decreased by -93.74%
Jun 30, 24
19 NORGES BANK 915.03K (1.35%) 22.39K
Increased by +2.45%
Dec 31, 24
20 Brown Advisory Holdings Inc 860.08K (1.27%) -111.86K
Decreased by -13.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.27M (3.36%) 28.81K
Increased by +1.27%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.25M (3.33%) -18.37K
Decreased by -0.82%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.98M (2.93%) 31.71K
Increased by +1.60%
Apr 30, 25
4 JPM US Large Cap Growth-MA 1.97M (2.92%) 1.80M
Increased by +91.28%
Sep 30, 23
5 Edgewood Growth Instl 1.49M (2.20%) -224.10K
Decreased by -15.08%
Sep 30, 23
6 Vanguard Health Care Inv 1.46M (2.17%) -203.82K
Decreased by -13.92%
Mar 31, 25
7 Vanguard Small Cap Index 890.20K (1.32%) 5.11K
Increased by +0.57%
Apr 30, 25
8 Fidelity 500 Index 880.40K (1.30%) 1.52K
Increased by +0.17%
Mar 31, 25
9 T. Rowe Price Mid-Cap Growth 879.00K (1.30%) -1.00K
Decreased by -0.11%
Mar 31, 25
10 T. Rowe Price US Mid-Cap Growth Equity 879.00K (1.30%) -74.50K
Decreased by -8.48%
Mar 31, 25
11 SPDR® S&P 500 ETF 870.24K (1.29%) -12.71K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 859.77K (1.27%) -6.64K
Decreased by -0.77%
Mar 31, 24
13 Invesco S&P 500® Equal Weight ETF 854.58K (1.26%) -2.83K
Decreased by -0.33%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 847.24K (1.25%) -4.43K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 842.81K (1.25%) -5.04K
Decreased by -0.60%
Apr 30, 25
16 iShares Core S&P 500 ETF 831.31K (1.23%) -861.00
Decreased by -0.10%
Apr 30, 25
17 Fidelity® 500 Index 829.41K (1.23%) 5.28K
Increased by +0.64%
Nov 30, 23
18 Vanguard Mid Cap Index Institutional 771.06K (1.14%) 7.26K
Increased by +0.94%
Apr 30, 25
19 American Funds Growth Fund of Amer A 738.32K (1.09%) -1.23K
Decreased by -0.17%
Mar 31, 25
20 Capital Group Growth Fnd of Amer Comp 738.32K (1.09%) -1.23K
Decreased by -0.17%
Mar 31, 25