Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSL 6.40%
2 CWS 6.25%
3 EATZ 6.13%
4 EASY 5.82%
5 FXG 5.09%
6 PRAY 4.92%
7 MDCP 4.34%
8 GLRY 4.23%
9 NEWZ 3.69%
10 SMAP 3.69%
11 FMTM 3.43%
12 LCAP 3.34%
13 RSPS 3.27%
14 RHS 3.27%
15 BCUS 3.09%
16 XMMO 2.76%
17 ARWG 2.71%
18 HELS 2.51%
19 PXMG 2.50%
20 OSCV 2.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 3.73M (10.15%) -29.49K
Decreased by -0.79%
Dec 31, 25
2 BlackRock Inc 3.50M (9.52%) 188.23K
Increased by +5.38%
Dec 31, 25
3 State Street Corporation 1.38M (3.75%) 6.23K
Increased by +0.45%
Mar 31, 24
4 State Street Corp 1.24M (3.37%) -773.00
Decreased by -0.06%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 1.23M (3.34%) -101.89K
Decreased by -8.30%
Dec 31, 25
6 T. Rowe Price Investment Management,Inc. 1.21M (3.28%) 262.31K
Increased by +21.75%
Dec 31, 25
7 Franklin Resources Inc 1.07M (2.91%) 310.47K
Increased by +29.05%
Dec 31, 25
8 Vontobel Asset Management Inc 981.61K (2.67%) -34.42K
Decreased by -3.51%
Mar 31, 24
9 FMR Inc 952.57K (2.59%) -54.95K
Decreased by -5.77%
Dec 31, 25
10 Geode Capital Management, LLC 760.44K (2.07%) 52.25K
Increased by +6.87%
Dec 31, 25
11 JPMorgan Chase & Co 748.43K (2.04%) -776.65K
Decreased by -103.77%
Dec 31, 25
12 Vontobel Holding Ltd. 697.04K (1.90%) -193.84K
Decreased by -27.81%
Dec 31, 25
13 Victory Capital Management Inc. 688.92K (1.87%) -102.50K
Decreased by -14.88%
Dec 31, 25
14 CI Private Wealth LLC 636.59K (1.73%) 440.32K
Increased by +69.17%
Dec 31, 25
15 ClearBridge Advisors, LLC 629.09K (1.71%) -84.91K
Decreased by -13.50%
Dec 31, 25
16 Amvescap Plc. 572.15K (1.56%) 64.15K
Increased by +11.21%
Dec 31, 25
17 GAMMA Investing LLC 543.85K (1.48%) 542.86K
Increased by +99.82%
Mar 31, 25
18 NORGES BANK 479.75K (1.31%) 67.91K
Increased by +14.15%
Dec 31, 25
19 The Goldman Sachs Group Inc 471.54K (1.28%) 300.25K
Increased by +63.67%
Dec 31, 25
20 Bank of New York Mellon Corp 471.34K (1.28%) 53.13K
Increased by +11.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.23M (3.35%) 1.88K
Increased by +0.15%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 1.18M (3.20%) 83.00
Increased by +0.01%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.17M (3.18%) 880.00
Increased by +0.08%
Sep 30, 24
4 Vanguard Small Cap Index 855.86K (2.33%) 11.45K
Increased by +1.34%
Mar 31, 26
5 Eaton Vance Atlanta Capital SMID-Cap I 530.42K (1.44%) -17.89K
Decreased by -3.37%
Feb 28, 26
6 Franklin Rising Dividends Fund A 500.00K (1.36%) 0.00
Increased by 0.00%
Feb 28, 26
7 Vanguard Small Cap Growth Index Inv 479.01K (1.30%) 10.07K
Increased by +2.10%
Mar 31, 26
8 iShares Core S&P 500 ETF 478.04K (1.30%) 872.00
Increased by +0.18%
Apr 29, 26
9 State Street® SPDR® S&P 500® ETF 436.45K (1.19%) -484.00
Decreased by -0.11%
Apr 30, 26
10 Franklin Rising Dividends 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 Fidelity® Contrafund® 303.53K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vontobel US Equity A USD 287.25K (0.78%) -2.65K
Decreased by -0.92%
Feb 29, 24
16 SPDR® S&P MIDCAP 400 ETF Trust 284.34K (0.77%) -7.11K
Decreased by -2.50%
Jul 31, 25
17 State Street® SPDR® S&P MIDCAP 400® ETF 279.38K (0.76%) 6.78K
Increased by +2.43%
Mar 31, 26
18 Thrivent Mid Cap Stock A 271.08K (0.74%) 0.00
Increased by 0.00%
Nov 30, 23
19 JPMorgan Small Cap Equity A 269.88K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
20 Vontobel Quality Growth US Equity 268.60K (0.73%) -23.68K
Decreased by -8.81%
Mar 31, 24