Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 UTRN 4.23%
3 RSPS 3.82%
4 RHS 3.82%
5 CBSE 3.08%
6 POWA 2.56%
7 NBCC 2.48%
8 CBLS 2.28%
9 EQTY 2.24%
10 DEF 2.21%
11 SZNE 2.01%
12 XRT 1.93%
13 CVRD 1.70%
14 MXDU 1.64%
15 QQXT 1.52%
16 BLCV 1.47%
17 QQJG 1.47%
18 RPV 1.40%
19 QQQJ 1.23%
20 DQML 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.84M (11.86%) 389.49K
Increased by +1.63%
Mar 31, 25
2 BlackRock Inc 16.38M (8.15%) 714.00K
Increased by +4.36%
Mar 31, 25
3 Mantle Ridge LP 12.10M (6.02%) 0.00
Increased by 0.00%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 9.99M (4.97%) 74.23K
Increased by +0.74%
Mar 31, 25
5 Capital Research & Mgmt Co - Division 3 9.95M (4.95%) 1.20M
Increased by +12.06%
Mar 31, 25
6 EdgePoint Investment Group, Inc. 9.64M (4.80%) 1.70M
Increased by +17.65%
Mar 31, 25
7 State Street Corp 9.29M (4.62%) -41.67K
Decreased by -0.45%
Mar 31, 25
8 Capital World Investors 9.25M (4.60%) -5.54M
Decreased by -59.87%
Jun 30, 24
9 State Street Corporation 8.87M (4.41%) -104.97K
Decreased by -1.18%
Mar 31, 24
10 Viking Global Investors LP 6.81M (3.39%) 4.24M
Increased by +62.23%
Jun 30, 24
11 Kovitz Investment Group Partners, LLC 6.52M (3.25%) 5.17M
Increased by +79.28%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 5.85M (2.91%) 2.40M
Increased by +41.05%
Mar 31, 25
13 Fidelity International Ltd 5.68M (2.83%) 3.17M
Increased by +55.78%
Mar 31, 25
14 Geode Capital Management, LLC 5.30M (2.64%) 193.49K
Increased by +3.65%
Mar 31, 25
15 D. E. Shaw & Co LP 4.01M (1.99%) 2.42M
Increased by +60.35%
Dec 31, 24
16 PRIMECAP Management Company 3.91M (1.95%) -65.59K
Decreased by -1.68%
Mar 31, 25
17 Nomura Holdings Inc 3.50M (1.74%) -533.27K
Decreased by -15.22%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 3.39M (1.69%) -989.91K
Decreased by -29.22%
Mar 31, 25
19 Amvescap Plc. 3.24M (1.61%) -56.81K
Decreased by -1.75%
Dec 31, 24
20 Corvex Management LP 3.21M (1.60%) 324.02K
Increased by +10.09%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.56M (3.26%) 78.44K
Increased by +1.20%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 6.48M (3.23%) -64.36K
Decreased by -0.99%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.71M (2.84%) 91.78K
Increased by +1.61%
Apr 30, 25
4 T. Rowe Price Mid-Cap Growth 4.73M (2.35%) -5.80K
Decreased by -0.12%
Mar 31, 25
5 T. Rowe Price US Mid-Cap Growth Equity 4.73M (2.35%) -7.80K
Decreased by -0.17%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 4.44M (2.21%) 42.42K
Increased by +0.95%
Apr 30, 25
7 Invesco QQQ Trust 4.16M (2.07%) -19.32K
Decreased by -0.46%
Oct 31, 24
8 EdgePoint Global 3.53M (1.75%) 0.00
Increased by 0.00%
Dec 31, 24
9 EdgePoint Global Portfolio Series F 3.53M (1.75%) 0.00
Increased by 0.00%
Dec 31, 24
10 American Funds American Balanced A 3.29M (1.64%) 1.74M
Increased by +52.80%
Sep 30, 24
11 American Funds AMCAP A 3.15M (1.57%) 464.49K
Increased by +14.76%
Mar 31, 25
12 Capital Group AMCAP Composite 3.15M (1.57%) 464.49K
Increased by +14.76%
Mar 31, 25
13 UBS: Global Equity 3.11M (1.55%) 0.00
Increased by 0.00%
Sep 30, 24
14 VA CollegeAmerica Amcap 529A 2.68M (1.34%) -1.57K
Decreased by -0.06%
Sep 30, 24
15 T. Rowe Price U.S. Value Equity Tr-D 2.60M (1.29%) 1.18M
Increased by +45.37%
Mar 31, 25
16 T. Rowe Price U.S. Value Equity Tr-Z 2.60M (1.29%) 1.18M
Increased by +45.37%
Mar 31, 25
17 Fidelity 500 Index 2.54M (1.26%) 4.93K
Increased by +0.19%
Mar 31, 25
18 SPDR® S&P 500 ETF 2.52M (1.25%) -36.89K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 2.49M (1.24%) 17.22K
Increased by +0.69%
May 30, 24
20 SPDR® S&P 500® ETF Trust 2.45M (1.22%) -12.85K
Decreased by -0.52%
Mar 31, 25