Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 12.12%
2 CARU 12.12%
3 JUNE_old 6.24%
4 FCTE 4.67%
5 ENDW 4.62%
6 UTRN 3.93%
7 FMCX 3.11%
8 STNC 2.97%
9 RTH 2.75%
10 EQRR 2.73%
11 FMCE 2.58%
12 BCUS 2.54%
13 PRCS 2.46%
14 LOGO 2.41%
15 DVOL 2.32%
16 RISN 2.30%
17 SAWG 2.21%
18 RSPD 1.98%
19 EMOT 1.93%
20 SRHQ 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 1.80M (11.41%) -1.62K
Decreased by -0.09%
Dec 30, 25
2 BlackRock Inc 1.24M (7.91%) -29.97K
Decreased by -2.41%
Mar 30, 26
3 JPMorgan Chase & Co 1.14M (7.27%) 580.19K
Increased by +50.74%
Mar 30, 26
4 Vanguard Capital Management, LLC 1.08M (6.84%) 1.08M
Increased by +100.00%
Mar 30, 26
5 International Assets Investment Management, LLC 993.42K (6.31%) 993.14K
Increased by +99.97%
Sep 29, 24
6 Laurel Wealth Advisors, LLC 935.48K (5.94%) 935.23K
Increased by +99.97%
Jun 29, 25
7 State Street Corporation 781.02K (4.96%) 794.00
Increased by +0.10%
Dec 30, 23
8 GAMMA Investing LLC 770.18K (4.89%) 770.00K
Increased by +99.98%
Mar 30, 25
9 State Street Corp 702.89K (4.47%) -12.92K
Decreased by -1.84%
Mar 30, 26
10 Curated Wealth Partners LLC 603.60K (3.84%) 603.60K
Increased by +100.00%
Jun 29, 26
11 Vanguard Portfolio Management, LLC 545.78K (3.47%) 545.78K
Increased by +100.00%
Mar 30, 26
12 Morgan Stanley - Brokerage Accounts 446.13K (2.84%) -46.66K
Decreased by -10.46%
Mar 30, 26
13 Geode Capital Management, LLC 414.69K (2.64%) 5.20K
Increased by +1.25%
Mar 30, 26
14 T. Rowe Price Associates, Inc. 391.00K (2.48%) 3.96K
Increased by +1.01%
Mar 30, 26
15 Royal Bank of Canada 325.48K (2.07%) -22.53K
Decreased by -6.92%
Mar 30, 26
16 Wellington Management Company LLP 321.97K (2.05%) -13.22K
Decreased by -4.11%
Dec 30, 23
17 FMR Inc 285.72K (1.82%) 8.48K
Increased by +2.97%
Mar 30, 26
18 NORGES BANK 276.93K (1.76%) 12.61K
Increased by +4.55%
Dec 30, 25
19 First Manhattan Co. LLC 261.81K (1.66%) 501.00
Increased by +0.19%
Mar 30, 26
20 Fiera Capital Corporation 261.04K (1.66%) -9.60K
Decreased by -3.68%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF Global Equity (AFRIS) 1.32M (8.39%) 1.32M
Increased by +100.00%
Feb 28, 24
2 Vanguard US Total Market Shares ETF 541.33K (3.44%) -6.21K
Decreased by -1.15%
Sep 29, 24
3 Vanguard Morn Total Stk Mkt Idx Investor 523.18K (3.32%) -4.18K
Decreased by -0.80%
Jun 29, 26
4 Vanguard Total Stock Mkt Idx Inv 523.18K (3.32%) -4.18K
Decreased by -0.80%
Jun 29, 26
5 Vanguard Institutional 500 Index Trust 477.23K (3.03%) 3.30K
Increased by +0.69%
May 30, 25
6 Vanguard 500 Index Investor 429.58K (2.73%) -2.42K
Decreased by -0.56%
Jun 29, 26
7 Vanguard Mid Cap Index Institutional 357.08K (2.27%) 177.32K
Increased by +49.66%
Jun 29, 26
8 Vanguard Morn Mid Cap Index Instl 357.08K (2.27%) 177.32K
Increased by +49.66%
Jun 29, 26
9 Alexander Forbes Bal Combined (AFRIS) 311.66K (1.98%) 311.66K
Increased by +100.00%
Feb 28, 24
10 iShares Core S&P 500 ETF 223.34K (1.42%) -540.00
Decreased by -0.24%
Jul 27, 26
11 Fidelity® 500 Index 211.57K (1.34%) 1.35K
Increased by +0.64%
Nov 29, 23
12 Fidelity 500 Index 211.37K (1.34%) -649.00
Decreased by -0.31%
Jun 29, 26
13 Alexander Forbes Mod Combined (AFRIS) 210.22K (1.34%) 210.22K
Increased by +100.00%
Feb 28, 24
14 SPDR® S&P 500 ETF 208.86K (1.33%) -4.40K
Decreased by -2.11%
Mar 30, 25
15 SPDR® S&P 500 ETF Trust 204.46K (1.30%) 450.00
Increased by +0.22%
Apr 29, 24
16 State Street® SPDR® S&P 500® ETF 203.51K (1.29%) 610.00
Increased by +0.30%
Jul 27, 26
17 SPDR® S&P 500® ETF Trust 203.25K (1.29%) -1.08K
Decreased by -0.53%
Mar 30, 25
18 SPDR® S&P 500® ETF 202.03K (1.28%) 2.53K
Increased by +1.25%
Aug 30, 25
19 Intermediate Duration Fixed Income CIT 200.00K (1.27%) 200.00K
Increased by +100.00%
Dec 30, 25
20 Loomis Sayles Intermediate Duration FI 200.00K (1.27%) 0.00
Increased by 0.00%
Dec 30, 25