Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 UTRN 4.23%
3 CBSE 3.08%
4 RSPS 2.83%
5 RHS 2.83%
6 NBCC 2.69%
7 BMVP 2.54%
8 POWA 2.44%
9 DEF 2.21%
10 FLOW 2.19%
11 LYLD 2.03%
12 QVAL 2.02%
13 QQJG 2.01%
14 RPV 1.76%
15 TIME 1.74%
16 CPAI 1.71%
17 CVRD 1.70%
18 MXDU 1.64%
19 QMOM 1.55%
20 QQXT 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.91M (11.96%) -348.60K
Decreased by -1.52%
Dec 31, 25
2 FMR Inc 19.49M (10.18%) 3.35M
Increased by +17.18%
Mar 31, 26
3 BlackRock Inc 15.82M (8.26%) -93.34K
Decreased by -0.59%
Mar 31, 26
4 Vanguard Capital Management, LLC 12.15M (6.34%) 12.15M
Increased by +100.00%
Mar 31, 26
5 Mantle Ridge LP 12.10M (6.32%) 0.00
Increased by 0.00%
Mar 31, 26
6 EdgePoint Investment Group, Inc. 10.83M (5.65%) 1.18M
Increased by +10.94%
Jun 30, 25
7 Capital World Investors 9.25M (4.83%) -5.54M
Decreased by -59.87%
Jun 30, 24
8 State Street Corp 9.13M (4.77%) -126.71K
Decreased by -1.39%
Mar 31, 26
9 State Street Corporation 8.87M (4.63%) -104.97K
Decreased by -1.18%
Mar 31, 24
10 Capital Research & Mgmt Co - Division 3 8.76M (4.57%) -500.56K
Decreased by -5.71%
Dec 31, 25
11 Vanguard Portfolio Management, LLC 8.50M (4.44%) 8.50M
Increased by +100.00%
Mar 31, 26
12 EdgePoint Investment 8.31M (4.34%) -348.41K
Decreased by -4.19%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 8.29M (4.33%) -1.50M
Decreased by -18.04%
Mar 31, 26
14 Viking Global Investors LP 6.81M (3.55%) 4.24M
Increased by +62.23%
Jun 30, 24
15 Kovitz Investment Group Partners, LLC 6.52M (3.41%) 5.17M
Increased by +79.28%
Dec 31, 24
16 T. Rowe Price Investment Management,Inc. 6.13M (3.20%) -5.78M
Decreased by -94.23%
Mar 31, 26
17 Geode Capital Management, LLC 5.05M (2.64%) 4.91K
Increased by +0.10%
Mar 31, 26
18 Nomura Holdings Inc 4.90M (2.56%) 1.09M
Increased by +22.21%
Mar 31, 26
19 D. E. Shaw & Co LP 4.23M (2.21%) 1.95M
Increased by +45.97%
Jun 30, 25
20 PRIMECAP Management Company 3.73M (1.95%) -103.55K
Decreased by -2.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Contrafund 8.75M (4.57%) 1.88M
Increased by +21.46%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 6.48M (3.38%) -64.36K
Decreased by -0.99%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 6.02M (3.14%) 14.83K
Increased by +0.25%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 5.75M (3.00%) 36.41K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 4.79M (2.50%) 85.42K
Increased by +1.78%
Apr 30, 26
6 Invesco QQQ Trust 4.16M (2.17%) -19.32K
Decreased by -0.46%
Oct 31, 24
7 Vanguard Mid Cap Index Institutional 4.09M (2.14%) 9.16K
Increased by +0.22%
Apr 30, 26
8 EdgePoint Global 3.48M (1.82%) -118.46K
Decreased by -3.40%
Mar 31, 26
9 EdgePoint Global Portfolio Series F 3.48M (1.82%) -118.46K
Decreased by -3.40%
Mar 31, 26
10 Fidelity Contrafund Commingled Pl Cl S 3.40M (1.78%) 628.72K
Increased by +18.49%
Apr 30, 26
11 American Funds American Balanced A 3.29M (1.72%) 1.74M
Increased by +52.80%
Sep 30, 24
12 UBS: Global Equity 3.11M (1.63%) 0.00
Increased by 0.00%
Sep 30, 24
13 T. Rowe Price US Mid-Cap Growth Equity 2.91M (1.52%) -287.70K
Decreased by -9.88%
Mar 31, 26
14 T. Rowe Price Mid-Cap Growth 2.91M (1.52%) -1.26K
Decreased by -0.04%
Apr 30, 26
15 T. Rowe Price U.S. Value Equity Tr-D 2.91M (1.52%) -529.47K
Decreased by -18.20%
Mar 31, 26
16 Fidelity Contrafund Commingled Pl S 2.77M (1.45%) 227.14K
Increased by +8.20%
Mar 31, 26
17 VA CollegeAmerica Amcap 529A 2.68M (1.40%) -1.57K
Decreased by -0.06%
Sep 30, 24
18 T. Rowe Price U.S. Value Equity Tr-Z 2.60M (1.35%) 1.18M
Increased by +45.37%
Mar 31, 25
19 SPDR® S&P 500 ETF 2.52M (1.32%) -36.89K
Decreased by -1.46%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 2.49M (1.30%) 17.22K
Increased by +0.69%
May 30, 24