Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRBN 1000.00%
2 TOK 1000.00%
3 URTH 1000.00%
4 USCL 1000.00%
5 ACWI 1000.00%
6 EUSA 1000.00%
7 RSBA 11.45%
8 BEDZ 4.22%
9 VICE 3.95%
10 AIEQ 3.87%
11 MNA 3.10%
12 PSCD 2.54%
13 MRGR 2.36%
14 PEZ 2.35%
15 BJK 2.30%
16 BETZ 2.05%
17 GVIP 1.68%
18 HELS 1.59%
19 RSPD 1.57%
20 RCD 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.41M (13.17%) 212.89K
Increased by +0.84%
Mar 31, 26
2 Vanguard Group Inc 20.39M (10.56%) -320.33K
Decreased by -1.57%
Dec 31, 25
3 Capital World Investors 14.70M (7.62%) -844.91K
Decreased by -5.75%
Mar 31, 26
4 Cohen & Steers Inc 12.21M (6.33%) -1.43M
Decreased by -11.69%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 10.34M (5.36%) 10.34M
Increased by +100.00%
Mar 31, 26
6 Capital Research Global Investors 9.92M (5.14%) -5.40M
Decreased by -54.49%
Dec 31, 25
7 Vanguard Capital Management, LLC 8.83M (4.57%) 8.83M
Increased by +100.00%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 8.24M (4.27%) 29.08K
Increased by +0.35%
Jun 30, 24
9 State Street Corporation 8.08M (4.19%) -55.86K
Decreased by -0.69%
Mar 31, 24
10 Amvescap Plc. 6.68M (3.46%) -140.71K
Decreased by -2.11%
Jun 30, 25
11 State Street Corp 6.63M (3.43%) 26.89K
Increased by +0.41%
Mar 31, 26
12 HHG PLC 6.53M (3.38%) 355.76K
Increased by +5.45%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 5.58M (2.89%) -1.56M
Decreased by -28.05%
Mar 31, 26
14 EdgePoint Investment Group, Inc. 4.93M (2.55%) -932.72K
Decreased by -18.93%
Sep 30, 24
15 Bank of America Corp 4.92M (2.55%) -793.94K
Decreased by -16.13%
Mar 31, 26
16 Assenagon Asset Management SA 4.36M (2.26%) 1.09M
Increased by +24.90%
Mar 31, 26
17 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 4.00M (2.07%) -938.00K
Decreased by -23.45%
Mar 31, 26
18 Davenport & Company LLC 3.99M (2.07%) -347.54K
Decreased by -8.71%
Mar 31, 26
19 Arini Captial Management Ltd 3.86M (2.00%) 2.77M
Increased by +71.79%
Mar 31, 26
20 Frontier Capital Management CO Inc 3.81M (1.97%) 150.01K
Increased by +3.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 14.06M (7.29%) 2.50M
Increased by +17.76%
Dec 31, 24
2 iShares Core S&P Small-Cap ETF 12.38M (6.42%) 4.33K
Increased by +0.04%
May 29, 26
3 American Funds AMCAP A 9.43M (4.88%) 0.00
Increased by 0.00%
Dec 31, 25
4 Capital Group AMCAP Composite 9.43M (4.88%) 0.00
Increased by 0.00%
Dec 31, 25
5 American Funds Fundamental Invs A 7.50M (3.89%) -500.00K
Decreased by -6.67%
Mar 31, 26
6 Capital Group Fundamental Invtrs Comp 7.50M (3.89%) -500.00K
Decreased by -6.67%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 6.56M (3.40%) 5.29K
Increased by +0.08%
Sep 30, 24
8 Janus Henderson Opportunistic Alpha MA 6.22M (3.22%) 6.22M
Increased by +99.99%
Jun 30, 24
9 Vanguard Total Stock Mkt Idx Inv 6.19M (3.21%) 16.73K
Increased by +0.27%
Apr 30, 26
10 Vanguard Institutional 500 Index Trust 6.04M (3.13%) 37.76K
Increased by +0.62%
May 31, 25
11 Janus Henderson Contrarian D 5.84M (3.03%) 0.00
Increased by 0.00%
Apr 30, 26
12 Janus Henderson US Opportunistic Alpha 5.84M (3.03%) -240.97K
Decreased by -4.13%
Mar 31, 26
13 Vanguard 500 Index Investor 5.15M (2.67%) -754.57K
Decreased by -14.65%
Jul 31, 25
14 Invesco S&P 500® Equal Weight ETF 5.08M (2.63%) 7.42K
Increased by +0.15%
Aug 29, 25
15 American Funds SMALLCAP World A 4.62M (2.39%) -352.24K
Decreased by -7.62%
Mar 31, 26
16 Vanguard Small Cap Index 4.45M (2.31%) -4.55K
Decreased by -0.10%
Apr 30, 26
17 Janus Concentrated Growth CF 4.26M (2.21%) 954.83K
Increased by +22.40%
Sep 30, 24
18 Janus Henderson Forty S 4.26M (2.21%) 0.00
Increased by 0.00%
Nov 30, 24
19 T. Rowe Price Mid-Cap Growth 3.99M (2.07%) 998.30K
Increased by +24.99%
Mar 31, 24
20 T. Rowe Price US Mid-Cap Growth Equity 3.99M (2.07%) 998.30K
Increased by +24.99%
Mar 31, 24