Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 KMID 2.97%
3 BMED 2.10%
4 QQQN 2.04%
5 XHE 1.94%
6 POWA 1.93%
7 USRD 1.93%
8 MDEV 1.75%
9 RSPH 1.70%
10 TMFM 1.61%
11 RYH 1.56%
12 EQTY 1.51%
13 CSMD 1.34%
14 QQJG 1.11%
15 PEXL 1.05%
16 ULVM 1.00%
17 GBUY 0.95%
18 TMED 0.92%
19 FXH 0.88%
20 SZNE 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.25M (12.28%) 421.42K
Increased by +1.74%
Jun 30, 25
2 BlackRock Inc 15.45M (7.82%) 161.51K
Increased by +1.05%
Jun 30, 25
3 State Street Corp 8.66M (4.38%) 104.91K
Increased by +1.21%
Jun 30, 25
4 State Street Corporation 8.41M (4.26%) -55.95K
Decreased by -0.67%
Mar 31, 24
5 Capital World Investors 8.39M (4.25%) 645.79K
Increased by +7.70%
Jun 30, 25
6 Kayne Anderson Rudnick Investment Management LLC 7.85M (3.98%) -130.44K
Decreased by -1.66%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 7.38M (3.74%) 106.52K
Increased by +1.44%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 6.55M (3.32%) 2.59M
Increased by +39.60%
Jun 30, 25
9 Geode Capital Management, LLC 5.21M (2.64%) 127.91K
Increased by +2.46%
Jun 30, 25
10 Neuberger Berman Group LLC 5.06M (2.56%) 1.46M
Increased by +28.74%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 4.64M (2.35%) 837.93K
Increased by +18.07%
Jun 30, 24
12 Amvescap Plc. 4.62M (2.34%) -100.82K
Decreased by -2.18%
Jun 30, 25
13 Goldman Sachs Group Inc 3.86M (1.95%) -873.89K
Decreased by -22.64%
Jun 30, 25
14 Veritas Asset Management LLP 3.85M (1.95%) -207.12K
Decreased by -5.38%
Mar 31, 25
15 AllianceBernstein L.P. 3.78M (1.92%) -97.81K
Decreased by -2.58%
Jun 30, 25
16 HHG PLC 3.72M (1.88%) 752.34K
Increased by +20.22%
Jun 30, 25
17 Ameriprise Financial Inc 3.39M (1.72%) 1.68M
Increased by +49.69%
Jun 30, 25
18 Sustainable Growth Advisers, LP 3.39M (1.71%) 3.39M
Increased by +100.00%
Jun 30, 25
19 Victory Capital Management Inc. 3.37M (1.71%) -1.15M
Decreased by -33.98%
Jun 30, 25
20 UBS Asset Mgmt Americas Inc 3.01M (1.52%) 883.44K
Increased by +29.40%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.29M (3.19%) -147.62K
Decreased by -2.35%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 6.29M (3.19%) 4.45K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.68M (2.88%) 41.76K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 4.95M (2.51%) -725.48K
Decreased by -14.65%
Jul 31, 25
5 T. Rowe Price Mid-Cap Growth 4.29M (2.17%) 796.10K
Increased by +18.55%
Jul 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 3.50M (1.77%) 146.60K
Increased by +4.19%
Jun 30, 25
7 Sycamore Mid Cap Value Comp 3.25M (1.64%) 3.14M
Increased by +96.79%
Mar 31, 25
8 Bridge Builder Large Cap Growth 2.59M (1.31%) 0.00
Increased by 0.00%
Aug 31, 25
9 Fidelity 500 Index 2.53M (1.28%) 1.08K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 2.47M (1.25%) -36.27K
Decreased by -1.47%
Mar 31, 25
11 Vanguard Small Cap Index 2.43M (1.23%) -15.99K
Decreased by -0.66%
Jul 31, 25
12 Victory Sycamore Established Value R 2.41M (1.22%) -837.00K
Decreased by -34.76%
Jun 30, 25
13 iShares Core S&P 500 ETF 2.41M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® S&P 500® ETF Trust 2.41M (1.22%) -12.64K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.40M (1.22%) 29.60K
Increased by +1.23%
Aug 31, 25
16 Vanguard Growth Index Investor 2.40M (1.21%) 15.14K
Increased by +0.63%
Oct 31, 24
17 SPDR® S&P 500 ETF Trust 2.37M (1.20%) 16.52K
Increased by +0.70%
May 30, 24
18 American Funds New Perspective A 2.34M (1.19%) 345.21K
Increased by +14.74%
Jun 30, 25
19 Capital Group New Perspective Comp 2.34M (1.19%) 345.21K
Increased by +14.74%
Jun 30, 25
20 Vanguard Mid Cap Index Institutional 2.23M (1.13%) 23.81K
Increased by +1.07%
Jul 31, 25