Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 KMID 2.94%
3 BMED 2.10%
4 QQQN 2.04%
5 XHE 1.93%
6 MDEV 1.76%
7 RSPH 1.72%
8 POWA 1.67%
9 GDOC 1.58%
10 RYH 1.56%
11 TMFM 1.53%
12 USRD 1.46%
13 CSMD 1.42%
14 QQJG 1.17%
15 JDOC 1.06%
16 ULVM 1.00%
17 PEXL 0.99%
18 GBUY 0.95%
19 FXH 0.93%
20 QQQJ 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.83M (12.03%) -16.03K
Decreased by -0.07%
Mar 31, 25
2 BlackRock Inc 15.29M (7.72%) -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 (4.25%) -55.95K
Decreased by -0.67%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 7.99M (4.03%) -97.64K
Decreased by -1.22%
Mar 31, 25
6 Capital World Investors 7.75M (3.91%) 3.56M
Increased by +45.93%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 7.27M (3.67%) -405.86K
Decreased by -5.58%
Mar 31, 25
8 JPMorgan Chase & Co 5.18M (2.61%) 172.49K
Increased by +3.33%
Mar 31, 25
9 Geode Capital Management, LLC 5.08M (2.56%) 171.25K
Increased by +3.37%
Mar 31, 25
10 Goldman Sachs Group Inc 4.73M (2.39%) 686.75K
Increased by +14.51%
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 T. Rowe Price Associates, Inc. 3.95M (2.00%) 425.40K
Increased by +10.76%
Mar 31, 25
15 AllianceBernstein L.P. 3.88M (1.96%) -647.27K
Decreased by -16.67%
Mar 31, 25
16 Veritas Asset Management LLP 3.85M (1.94%) -207.12K
Decreased by -5.38%
Mar 31, 25
17 Neuberger Berman Group LLC 3.61M (1.82%) 1.06M
Increased by +29.40%
Mar 31, 25
18 HHG PLC 2.97M (1.50%) -57.40K
Decreased by -1.93%
Mar 31, 25
19 Ameriprise Financial Inc 2.92M (1.47%) -90.72K
Decreased by -3.11%
Dec 31, 24
20 Generation Investment Management LLP 2.87M (1.45%) -1.06M
Decreased by -36.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.42M (3.24%) 3.93K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.29M (3.18%) 4.45K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.68M (2.87%) 41.76K
Increased by +0.74%
May 31, 25
4 Vanguard Mid Cap Index Institutional 4.39M (2.22%) 41.60K
Increased by +0.95%
May 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 Fidelity 500 Index 2.52M (1.27%) 10.83K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 2.47M (1.25%) -36.27K
Decreased by -1.47%
Mar 31, 25
10 Victory Sycamore Established Value R 2.41M (1.22%) -837.00K
Decreased by -34.76%
Jun 30, 25
11 SPDR® S&P 500® ETF Trust 2.41M (1.21%) -12.64K
Decreased by -0.53%
Mar 31, 25
12 Vanguard Growth Index Investor 2.40M (1.21%) 15.14K
Increased by +0.63%
Oct 31, 24
13 SPDR® S&P 500® ETF 2.39M (1.21%) -8.50K
Decreased by -0.35%
Jun 30, 25
14 iShares Core S&P 500 ETF 2.37M (1.20%) 3.78K
Increased by +0.16%
Jun 30, 25
15 SPDR® S&P 500 ETF Trust 2.37M (1.19%) 16.52K
Increased by +0.70%
May 30, 24
16 American Funds New Perspective A 2.34M (1.18%) 345.21K
Increased by +14.74%
Jun 30, 25
17 Capital Group New Perspective Comp 2.34M (1.18%) 345.21K
Increased by +14.74%
Jun 30, 25
18 Bridge Builder Large Cap Growth 2.11M (1.06%) 381.27K
Increased by +18.07%
Jun 30, 25
19 Champlain Mid Cap Fund, LLC 2.05M (1.04%) 156.09K
Increased by +7.60%
Jun 30, 25
20 Invesco S&P 500® Equal Weight ETF 2.00M (1.01%) 23.45K
Increased by +1.17%
Jun 30, 25