Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 USXF 1000.00%
3 IDRV 4.70%
4 KARS 4.17%
5 UTRN 3.96%
6 SULR 3.09%
7 SOLR 3.09%
8 MID 2.89%
9 GRID 2.65%
10 XKST 2.64%
11 WLTG 2.18%
12 USRD 2.12%
13 FORH 2.11%
14 SMRI 2.04%
15 BLCV 2.02%
16 HAIL 2.00%
17 RSPD 1.97%
18 RCD 1.95%
19 FTXR 1.94%
20 MOTO 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.74M (12.41%) -899.53K
Decreased by -3.36%
Mar 31, 25
2 BlackRock Inc 21.40M (9.93%) 108.47K
Increased by +0.51%
Mar 31, 25
3 Massachusetts Financial Services Company 14.13M (6.56%) -158.13K
Decreased by -1.12%
Mar 31, 25
4 State Street Corporation 11.02M (5.11%) -38.11K
Decreased by -0.35%
Mar 31, 24
5 State Street Corp 9.64M (4.47%) -455.77K
Decreased by -4.73%
Mar 31, 25
6 FMR Inc 8.00M (3.71%) 222.79K
Increased by +2.79%
Mar 31, 25
7 Goldman Sachs Group Inc 7.88M (3.66%) 5.38M
Increased by +68.29%
Mar 31, 25
8 Barrow Hanley Mewhinney & Strauss LLC 6.91M (3.20%) -432.96K
Decreased by -6.27%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 6.39M (2.96%) 572.05K
Increased by +8.96%
Jun 30, 24
10 UBS Asset Mgmt Americas Inc 5.93M (2.75%) 570.93K
Increased by +9.62%
Mar 31, 25
11 Geode Capital Management, LLC 5.89M (2.73%) 47.80K
Increased by +0.81%
Mar 31, 25
12 Capital World Investors 4.71M (2.18%) -1.27M
Decreased by -26.99%
Sep 30, 24
13 UBS Group AG 4.40M (2.04%) 2.83M
Increased by +64.32%
Dec 31, 24
14 Hotchkis & Wiley Capital Management LLC 4.40M (2.04%) -255.42K
Decreased by -5.80%
Mar 31, 25
15 Capital Research Global Investors 4.37M (2.03%) -798.24K
Decreased by -18.27%
Dec 31, 23
16 Sands Capital Management, LLC 4.23M (1.96%) -110.07K
Decreased by -2.60%
Sep 30, 23
17 EdgePoint Investment Group, Inc. 4.09M (1.90%) -120.47K
Decreased by -2.94%
Jun 30, 24
18 ClearBridge Advisors, LLC 4.04M (1.87%) -276.24K
Decreased by -6.84%
Jun 30, 24
19 Nomura Holdings Inc 4.04M (1.87%) 4.03M
Increased by +99.85%
Mar 31, 24
20 AllianceBernstein L.P. 4.03M (1.87%) -3.75M
Decreased by -93.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.42M (3.91%) -185.32K
Decreased by -2.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.34M (3.40%) 102.52K
Increased by +1.40%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 6.48M (3.01%) 103.50K
Increased by +1.60%
Apr 30, 25
4 UBS: Global Equity 5.05M (2.34%) 0.00
Increased by 0.00%
Sep 30, 24
5 AF High Growth (AFRIS) 4.89M (2.27%) 4.89M
Increased by +100.00%
Feb 29, 24
6 Vanguard Windsor™ II Inv 3.43M (1.59%) 0.00
Increased by 0.00%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 3.42M (1.58%) -26.23K
Decreased by -0.77%
Mar 31, 24
8 Vanguard Growth Index Investor 3.31M (1.53%) 16.26K
Increased by +0.49%
Nov 30, 24
9 Fidelity® 500 Index 3.30M (1.53%) 20.97K
Increased by +0.64%
Nov 30, 23
10 Sands Capital Global Growth Equity 3.10M (1.44%) -47.52K
Decreased by -1.53%
Sep 30, 23
11 Vanguard Small Cap Index 2.88M (1.34%) 17.38K
Increased by +0.60%
Apr 30, 25
12 Fidelity 500 Index 2.88M (1.34%) -65.04K
Decreased by -2.26%
Mar 31, 25
13 SPDR® S&P 500 ETF 2.85M (1.32%) -113.77K
Decreased by -3.99%
Mar 31, 25
14 American Funds Growth Fund of Amer A 2.83M (1.31%) -640.14K
Decreased by -22.66%
Sep 30, 24
15 Capital Group Growth Fnd of Amer Comp 2.83M (1.31%) -640.14K
Decreased by -22.66%
Sep 30, 24
16 SPDR® S&P 500® ETF Trust 2.78M (1.29%) -14.58K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.76M (1.28%) -16.61K
Decreased by -0.60%
Apr 30, 25
18 iShares Core S&P 500 ETF 2.72M (1.26%) -2.83K
Decreased by -0.10%
Apr 30, 25
19 EdgePoint Global Portfolio Series F 2.54M (1.18%) 0.00
Increased by 0.00%
Jun 30, 24
20 Impax Global Opportunities Strategy Comp 2.50M (1.16%) -234.48K
Decreased by -9.39%
Nov 30, 24