Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 9.43%
2 LCG 8.03%
3 HHH_old 5.56%
4 EBIZ 4.26%
5 UTRN 4.14%
6 LRGG 3.64%
7 BKIV 3.58%
8 FINQ 3.44%
9 RSPR 3.36%
10 XLRE 3.32%
11 EWRE 3.31%
12 TOGA 2.89%
13 PCGG 2.84%
14 CZAR 2.83%
15 IYR 2.74%
16 TOGA_old 2.54%
17 FREL 2.48%
18 DRN 2.48%
19 URE 2.35%
20 POWA 2.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.43M (16.44%) 1.73M
Increased by +2.52%
Mar 31, 25
2 BlackRock Inc 37.46M (9.00%) -1.50M
Decreased by -4.00%
Mar 31, 25
3 BAMCO Inc 19.03M (4.57%) -171.04K
Decreased by -0.90%
Mar 31, 25
4 Principal Financial Group Inc 19.01M (4.57%) -179.21K
Decreased by -0.94%
Mar 31, 25
5 State Street Corp 17.57M (4.22%) 292.56K
Increased by +1.66%
Mar 31, 25
6 State Street Corporation 16.13M (3.87%) 309.88K
Increased by +1.92%
Mar 31, 24
7 Capital Research & Mgmt Co - Division 3 14.67M (3.52%) 637.47K
Increased by +4.35%
Mar 31, 25
8 Geode Capital Management, LLC 12.07M (2.90%) 358.36K
Increased by +2.97%
Mar 31, 25
9 Akre Capital Management, LLC 9.31M (2.24%) -288.00
Decreased by -0.00%
Mar 31, 25
10 Baillie Gifford & Co Limited. 8.44M (2.03%) 524.60K
Increased by +6.22%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 7.91M (1.90%) 3.44M
Increased by +43.43%
Mar 31, 25
12 MIZUHO MARKETS AMERICAS LLC 7.40M (1.78%) 7.40M
Increased by +100.00%
Mar 31, 25
13 HHG PLC 6.63M (1.59%) -5.49M
Decreased by -82.80%
Sep 30, 24
14 Massachusetts Financial Services Company 6.62M (1.59%) -474.27K
Decreased by -7.16%
Mar 31, 25
15 Polen Capital 6.60M (1.59%) 104.61K
Increased by +1.58%
Mar 31, 25
16 T. Rowe Price Investment Management,Inc. 6.42M (1.54%) 2.31K
Increased by +0.04%
Mar 31, 25
17 Macquarie Group Ltd 6.20M (1.49%) -1.13M
Decreased by -18.17%
Mar 31, 25
18 Bank of America Corp 6.14M (1.47%) 2.55M
Increased by +41.57%
Mar 31, 25
19 Goldman Sachs Group Inc 6.00M (1.44%) 3.63M
Increased by +60.50%
Dec 31, 23
20 Mackenzie Investments 5.87M (1.41%) 3.06M
Increased by +52.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 15.64M (3.76%) -170.18K
Decreased by -1.09%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 13.54M (3.25%) 8.47K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 12.98M (3.12%) 73.31K
Increased by +0.56%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 11.98M (2.88%) 82.09K
Increased by +0.69%
May 31, 25
5 Principal Aligned MidCap Equity 10.95M (2.63%) -86.88K
Decreased by -0.79%
Mar 31, 25
6 Principal MidCap R5 10.95M (2.63%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Mid Cap Index Institutional 9.26M (2.22%) 87.50K
Increased by +0.95%
May 31, 25
8 Invesco QQQ Trust 8.49M (2.04%) 0.00
Increased by 0.00%
May 31, 25
9 Akre Focus Instl 8.34M (2.00%) 0.00
Increased by 0.00%
Jan 31, 25
10 Baron Partners Retail 7.02M (1.69%) -140.00K
Decreased by -1.99%
Mar 31, 25
11 American Funds Growth Fund of Amer A 5.60M (1.35%) -9.36K
Decreased by -0.17%
Mar 31, 25
12 Capital Group Growth Fnd of Amer Comp 5.60M (1.35%) -9.36K
Decreased by -0.17%
Mar 31, 25
13 American Funds AMCAP A 5.37M (1.29%) 380.20K
Increased by +7.08%
Mar 31, 25
14 Capital Group AMCAP Composite 5.37M (1.29%) 380.20K
Increased by +7.08%
Mar 31, 25
15 Janus Concentrated Growth CF 5.34M (1.28%) 247.74K
Increased by +4.64%
Jun 30, 24
16 Janus Henderson Forty S 5.34M (1.28%) 228.17K
Increased by +4.28%
May 31, 24
17 Fidelity 500 Index 5.29M (1.27%) 6.53K
Increased by +0.12%
Apr 30, 25
18 SPDR® S&P 500 ETF 5.24M (1.26%) -76.88K
Decreased by -1.47%
Mar 31, 25
19 MFS Growth B 5.13M (1.23%) -2.95K
Decreased by -0.06%
Sep 30, 24
20 MFS Growth Equity 5.13M (1.23%) -2.95K
Decreased by -0.06%
Sep 30, 24