Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 6.73%
2 CWS 6.56%
3 EATZ 6.13%
4 EASY 6.09%
5 FXG 5.34%
6 PRAY 5.24%
7 MDCP 4.34%
8 GLRY 4.29%
9 NEWZ 3.69%
10 RHS 3.40%
11 RSPS 3.40%
12 SMAP 3.30%
13 FMTM 3.18%
14 GROZ 3.06%
15 NUMG 2.83%
16 XMMO 2.76%
17 BCUS 2.74%
18 ARWG 2.71%
19 PXMG 2.50%
20 OSCV 2.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.24M (11.52%) 740.42K
Increased by +17.47%
Mar 31, 26
2 Vanguard Group Inc 3.73M (10.13%) -29.49K
Decreased by -0.79%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 1.86M (5.05%) 1.86M
Increased by +100.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 1.66M (4.52%) 1.66M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 1.38M (3.75%) 139.70K
Increased by +10.13%
Mar 31, 26
6 State Street Corporation 1.38M (3.74%) 6.23K
Increased by +0.45%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 1.21M (3.28%) 262.31K
Increased by +21.75%
Dec 31, 25
8 Vontobel Asset Management Inc 981.61K (2.67%) -34.42K
Decreased by -3.51%
Mar 31, 24
9 Franklin Resources Inc 950.91K (2.58%) -117.77K
Decreased by -12.39%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 935.99K (2.54%) -291.14K
Decreased by -31.10%
Mar 31, 26
11 Geode Capital Management, LLC 847.40K (2.30%) 86.96K
Increased by +10.26%
Mar 31, 26
12 FMR Inc 831.45K (2.26%) -121.12K
Decreased by -14.57%
Mar 31, 26
13 JPMorgan Chase & Co 751.59K (2.04%) 3.15K
Increased by +0.42%
Mar 31, 26
14 Victory Capital Management Inc. 688.92K (1.87%) -102.50K
Decreased by -14.88%
Dec 31, 25
15 CI Private Wealth LLC 636.59K (1.73%) 440.32K
Increased by +69.17%
Dec 31, 25
16 Amvescap Plc. 631.11K (1.72%) 58.96K
Increased by +9.34%
Mar 31, 26
17 GAMMA Investing LLC 543.85K (1.48%) 542.86K
Increased by +99.82%
Mar 31, 25
18 ClearBridge Advisors, LLC 506.65K (1.38%) -122.44K
Decreased by -24.17%
Mar 31, 26
19 Vontobel Holding Ltd. 506.15K (1.38%) -190.89K
Decreased by -37.71%
Mar 31, 26
20 The Goldman Sachs Group Inc 481.39K (1.31%) 9.86K
Increased by +2.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.23M (3.34%) 1.88K
Increased by +0.15%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.21%) 2.91K
Increased by +0.25%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 1.17M (3.18%) 880.00
Increased by +0.08%
Sep 30, 24
4 Vanguard 500 Index Investor 960.20K (2.61%) 960.20K
Increased by +100.00%
Apr 30, 26
5 Vanguard Small Cap Index 853.96K (2.32%) -1.89K
Decreased by -0.22%
Apr 30, 26
6 iShares Core S&P 500 ETF 488.54K (1.33%) 1.52K
Increased by +0.31%
May 29, 26
7 Vanguard Small Cap Growth Index Inv 479.20K (1.30%) 188.00
Increased by +0.04%
Apr 30, 26
8 Fidelity 500 Index 475.01K (1.29%) 475.01K
Increased by +100.00%
Apr 30, 26
9 State Street® SPDR® S&P 500® ETF 445.67K (1.21%) 484.00
Increased by +0.11%
May 31, 26
10 Franklin Rising Dividends Fund A 415.00K (1.13%) -85.00K
Decreased by -20.48%
Mar 31, 26
11 Vanguard Institutional Extnd Mkt Idx Tr 414.26K (1.13%) 9.16K
Increased by +2.21%
Mar 31, 26
12 American Funds Growth Fund of Amer A 395.86K (1.08%) 0.00
Increased by 0.00%
Mar 31, 26
13 Capital Group Growth Fnd of Amer Comp 395.86K (1.08%) 0.00
Increased by 0.00%
Mar 31, 26
14 Franklin Rising Dividends A 395.00K (1.07%) -20.00K
Decreased by -5.06%
Apr 30, 26
15 Eaton Vance Atlanta Capital SMID-Cap I 323.54K (0.88%) -53.88K
Decreased by -16.65%
Apr 30, 26
16 Fidelity® Contrafund® 303.53K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
18 SPDR® S&P MIDCAP 400 ETF Trust 284.34K (0.77%) -7.11K
Decreased by -2.50%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 279.38K (0.76%) 6.78K
Increased by +2.43%
Mar 31, 26
20 Thrivent Mid Cap Stock A 271.08K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23