Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PINK 4.64%
2 UTRN 4.04%
3 UGCE 3.86%
4 CAMX 3.29%
5 EKG 2.99%
6 KMID 2.91%
7 AIEQ 2.47%
8 ORR 2.41%
9 SWIN_old 2.01%
10 LGHT 1.86%
11 TOLL 1.79%
12 RYH 1.63%
13 MDEV 1.60%
14 SMRI 1.51%
15 QQQN 1.51%
16 BMED 1.48%
17 XHE 1.39%
18 USRD 1.35%
19 FDMO 1.28%
20 PRNT 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.24M (12.20%) -198.53K
Decreased by -2.41%
Jun 30, 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 2.17M (3.20%) 134.68K
Increased by +6.22%
Jun 30, 25
7 Ninety One UK Limited 1.92M (2.84%) -21.25K
Decreased by -1.11%
Jun 30, 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. 1.84M (2.73%) 18.75K
Increased by +1.02%
Jun 30, 25
10 Capital Research & Mgmt Co - Division 3 1.62M (2.39%) 1.62M
Increased by +100.00%
Jun 30, 25
11 Citadel Advisors Llc 1.61M (2.38%) -139.19K
Decreased by -8.64%
Mar 31, 25
12 Capital World Investors 1.30M (1.92%) 45.20K
Increased by +3.49%
Jun 30, 25
13 Amvescap Plc. 1.22M (1.80%) 137.55K
Increased by +11.28%
Mar 31, 25
14 Polen Capital 1.22M (1.80%) -52.05K
Decreased by -4.28%
Mar 31, 24
15 FMR Inc 1.12M (1.66%) -79.57K
Decreased by -7.09%
Mar 31, 25
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 Millennium Management LLC 896.93K (1.33%) -228.93K
Decreased by -25.52%
Mar 31, 25
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 US Total Market Shares ETF 2.25M (3.33%) -18.37K
Decreased by -0.82%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.17M (3.20%) -49.95K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.00M (2.95%) 12.58K
Increased by +0.63%
May 31, 25
4 JPM US Large Cap Growth-MA 1.97M (2.92%) 1.80M
Increased by +91.28%
Sep 30, 23
5 Vanguard 500 Index Investor 1.69M (2.50%) -247.44K
Decreased by -14.67%
Jul 31, 25
6 Vanguard Small Cap Index 1.67M (2.47%) -10.69K
Decreased by -0.64%
Jul 31, 25
7 Vanguard Health Care Inv 1.58M (2.34%) 114.59K
Increased by +7.26%
Jun 30, 25
8 Edgewood Growth Instl 1.49M (2.20%) -224.10K
Decreased by -15.08%
Sep 30, 23
9 Vanguard Small Cap Value Index Inv 1.08M (1.59%) 2.39K
Increased by +0.22%
Jul 31, 25
10 T. Rowe Price Mid-Cap Growth 878.10K (1.30%) -600.00
Decreased by -0.07%
Jun 30, 25
11 T. Rowe Price US Mid-Cap Growth Equity 878.10K (1.30%) -900.00
Decreased by -0.10%
Jun 30, 25
12 SPDR® S&P 500 ETF 870.24K (1.29%) -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 863.32K (1.28%) -21.91K
Decreased by -2.54%
Jun 30, 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 SPDR® S&P 500® ETF 835.41K (1.24%) 3.56K
Increased by +0.43%
Jul 31, 25
19 Fidelity® 500 Index 829.41K (1.23%) 5.28K
Increased by +0.64%
Nov 30, 23
20 iShares Core S&P 500 ETF 813.67K (1.20%) 3.68K
Increased by +0.45%
Jul 31, 25