Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 KMID 3.07%
3 USRD 2.15%
4 BMED 2.10%
5 QQQN 2.04%
6 XHE 1.87%
7 MDEV 1.78%
8 RSPH 1.71%
9 POWA 1.67%
10 TMFM 1.61%
11 GDOC 1.58%
12 RYH 1.56%
13 CSMD 1.48%
14 QQJG 1.20%
15 JDOC 1.07%
16 ULVM 1.00%
17 PEXL 0.98%
18 GBUY 0.95%
19 FXH 0.88%
20 SZNE 0.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.25M (12.24%) 421.42K
Increased by +1.74%
Jun 30, 25
2 BlackRock Inc 15.29M (7.71%) -924.11K
Decreased by -6.04%
Mar 31, 25
3 State Street Corp 8.55M (4.32%) -128.82K
Decreased by -1.51%
Mar 31, 25
4 State Street Corporation 8.41M (4.24%) -55.95K
Decreased by -0.67%
Mar 31, 24
5 Capital World Investors 8.39M (4.23%) 645.79K
Increased by +7.70%
Jun 30, 25
6 Kayne Anderson Rudnick Investment Management LLC 7.99M (4.03%) -97.64K
Decreased by -1.22%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 7.38M (3.72%) 106.52K
Increased by +1.44%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 6.55M (3.30%) 2.59M
Increased by +39.60%
Jun 30, 25
9 JPMorgan Chase & Co 5.18M (2.61%) 172.49K
Increased by +3.33%
Mar 31, 25
10 Geode Capital Management, LLC 5.08M (2.56%) 171.25K
Increased by +3.37%
Mar 31, 25
11 Amvescap Plc. 4.72M (2.38%) -122.12K
Decreased by -2.58%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 4.64M (2.34%) 837.93K
Increased by +18.07%
Jun 30, 24
13 Victory Capital Management Inc. 4.52M (2.28%) -5.75K
Decreased by -0.13%
Mar 31, 25
14 AllianceBernstein L.P. 3.88M (1.96%) -647.27K
Decreased by -16.67%
Mar 31, 25
15 Goldman Sachs Group Inc 3.86M (1.95%) -873.89K
Decreased by -22.64%
Jun 30, 25
16 Veritas Asset Management LLP 3.85M (1.94%) -207.12K
Decreased by -5.38%
Mar 31, 25
17 HHG PLC 3.72M (1.88%) 752.34K
Increased by +20.22%
Jun 30, 25
18 Neuberger Berman Group LLC 3.61M (1.82%) 1.06M
Increased by +29.40%
Mar 31, 25
19 Sustainable Growth Advisers, LP 3.39M (1.71%) 3.39M
Increased by +100.00%
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 (3.18%) -147.62K
Decreased by -2.35%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 6.29M (3.17%) 4.45K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.68M (2.86%) 41.76K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 4.95M (2.50%) -725.48K
Decreased by -14.65%
Jul 31, 25
5 T. Rowe Price Mid-Cap Growth 3.50M (1.76%) -2.70K
Decreased by -0.08%
Jun 30, 25
6 T. Rowe Price US Mid-Cap Growth Equity 3.50M (1.76%) 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 (1.30%) 476.65K
Increased by +18.43%
Jul 31, 25
9 Fidelity 500 Index 2.53M (1.28%) 15.98K
Increased by +0.63%
Jun 30, 25
10 SPDR® S&P 500 ETF 2.47M (1.25%) -36.27K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.43M (1.23%) 10.41K
Increased by +0.43%
Jul 31, 25
12 Vanguard Small Cap Index 2.43M (1.22%) -15.99K
Decreased by -0.66%
Jul 31, 25
13 Victory Sycamore Established Value R 2.41M (1.21%) -837.00K
Decreased by -34.76%
Jun 30, 25
14 SPDR® S&P 500® ETF Trust 2.41M (1.21%) -12.64K
Decreased by -0.53%
Mar 31, 25
15 Vanguard Growth Index Investor 2.40M (1.21%) 15.14K
Increased by +0.63%
Oct 31, 24
16 iShares Core S&P 500 ETF 2.39M (1.21%) 10.86K
Increased by +0.45%
Jul 31, 25
17 SPDR® S&P 500 ETF Trust 2.37M (1.19%) 16.52K
Increased by +0.70%
May 30, 24
18 American Funds New Perspective A 2.34M (1.18%) 345.21K
Increased by +14.74%
Jun 30, 25
19 Capital Group New Perspective Comp 2.34M (1.18%) 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