Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 UTRN 4.23%
3 RHS 3.17%
4 RSPS 3.17%
5 CBSE 3.08%
6 NBCC 2.69%
7 EQTY 2.55%
8 POWA 2.44%
9 CBLS 2.28%
10 DEF 2.21%
11 FCTR 2.01%
12 QQJG 1.79%
13 RPV 1.71%
14 CVRD 1.70%
15 XRT 1.68%
16 MXDU 1.64%
17 SZNE 1.61%
18 QQXT 1.52%
19 XLP 1.43%
20 QQQJ 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.84M (12.24%) 389.49K
Increased by +1.63%
Mar 31, 25
2 BlackRock Inc 16.38M (8.41%) 714.00K
Increased by +4.36%
Mar 31, 25
3 Mantle Ridge LP 12.10M (6.22%) 0.00
Increased by 0.00%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.99M (5.13%) 74.23K
Increased by +0.74%
Mar 31, 25
5 Capital Research & Mgmt Co - Division 3 9.95M (5.11%) 1.20M
Increased by +12.06%
Mar 31, 25
6 EdgePoint Investment Group, Inc. 9.64M (4.95%) 1.70M
Increased by +17.65%
Mar 31, 25
7 State Street Corp 9.29M (4.77%) -41.67K
Decreased by -0.45%
Mar 31, 25
8 Capital World Investors 9.25M (4.75%) -5.54M
Decreased by -59.87%
Jun 30, 24
9 State Street Corporation 8.87M (4.56%) -104.97K
Decreased by -1.18%
Mar 31, 24
10 Viking Global Investors LP 6.81M (3.50%) 4.24M
Increased by +62.23%
Jun 30, 24
11 Kovitz Investment Group Partners, LLC 6.52M (3.35%) 5.17M
Increased by +79.28%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 5.85M (3.00%) 2.40M
Increased by +41.05%
Mar 31, 25
13 Fidelity International Ltd 5.68M (2.92%) 3.17M
Increased by +55.78%
Mar 31, 25
14 Geode Capital Management, LLC 5.30M (2.72%) 193.49K
Increased by +3.65%
Mar 31, 25
15 D. E. Shaw & Co LP 4.01M (2.06%) 2.42M
Increased by +60.35%
Dec 31, 24
16 PRIMECAP Management Company 3.91M (2.01%) -65.59K
Decreased by -1.68%
Mar 31, 25
17 Amvescap Plc. 3.53M (1.81%) 286.91K
Increased by +8.13%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 3.39M (1.74%) -989.91K
Decreased by -29.22%
Mar 31, 25
19 Corvex Management LP 3.21M (1.65%) 324.02K
Increased by +10.09%
Mar 31, 25
20 FMR Inc 3.20M (1.65%) 513.35K
Increased by +16.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.56M (3.37%) 4.16K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.48M (3.33%) -64.36K
Decreased by -0.99%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.75M (2.95%) 36.41K
Increased by +0.63%
May 31, 25
4 Vanguard Mid Cap Index Institutional 4.48M (2.30%) 42.42K
Increased by +0.95%
May 31, 25
5 EdgePoint Global 4.22M (2.17%) 4.22M
Increased by +100.00%
Mar 31, 25
6 EdgePoint Global Portfolio Series F 4.22M (2.17%) 691.11K
Increased by +16.39%
Mar 31, 25
7 Invesco QQQ Trust 4.16M (2.14%) -19.32K
Decreased by -0.46%
Oct 31, 24
8 T. Rowe Price Mid-Cap Growth 3.80M (1.95%) -402.50K
Decreased by -10.60%
Jun 30, 25
9 T. Rowe Price US Mid-Cap Growth Equity 3.80M (1.95%) -929.40K
Decreased by -24.48%
Jun 30, 25
10 American Funds American Balanced A 3.29M (1.69%) 1.74M
Increased by +52.80%
Sep 30, 24
11 UBS: Global Equity 3.11M (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
12 VA CollegeAmerica Amcap 529A 2.68M (1.38%) -1.57K
Decreased by -0.06%
Sep 30, 24
13 Touchstone Mid Cap Y 2.62M (1.35%) 880.21K
Increased by +33.54%
Jun 30, 25
14 T. Rowe Price U.S. Value Equity Tr-Z 2.60M (1.33%) 1.18M
Increased by +45.37%
Mar 31, 25
15 Fidelity 500 Index 2.55M (1.31%) 10.88K
Increased by +0.43%
May 31, 25
16 SPDR® S&P 500 ETF 2.52M (1.29%) -36.89K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 2.49M (1.28%) 17.22K
Increased by +0.69%
May 30, 24
18 American Funds AMCAP A 2.49M (1.28%) -660.65K
Decreased by -26.57%
Jun 30, 25
19 Capital Group AMCAP Composite 2.49M (1.28%) -660.65K
Decreased by -26.57%
Jun 30, 25
20 SPDR® S&P 500® ETF Trust 2.45M (1.26%) -12.85K
Decreased by -0.52%
Mar 31, 25