Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 6.60%
2 KLXY 5.94%
3 CAMX 3.96%
4 UTRN 3.94%
5 NBCC 3.91%
6 EWQ 3.71%
7 DIP 3.53%
8 RHS 3.45%
9 RSPS 3.39%
10 MVAL 3.24%
11 FLFR 3.20%
12 MOAT 3.15%
13 CBLS 3.13%
14 BCIL 3.11%
15 MOTE 3.11%
16 TOGA 3.03%
17 EAGL 2.66%
18 USRD 2.60%
19 MGRO 2.56%
20 TOGA_old 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.56M (11.40%) -451.10K
Decreased by -1.70%
Mar 31, 25
2 BlackRock Inc 15.62M (6.70%) 117.67K
Increased by +0.75%
Mar 31, 25
3 FMR Inc 14.61M (6.27%) 224.68K
Increased by +1.54%
Mar 31, 25
4 State Street Corp 10.79M (4.63%) 100.84K
Increased by +0.93%
Mar 31, 25
5 Eagle Capital Management LLC 9.68M (4.15%) 7.41M
Increased by +76.55%
Mar 31, 25
6 State Street Corporation 9.66M (4.14%) -30.20K
Decreased by -0.31%
Mar 31, 24
7 JPMorgan Chase & Co 8.34M (3.58%) 2.53M
Increased by +30.40%
Mar 31, 25
8 Independent Franchise Partners LLP 7.98M (3.42%) 118.28K
Increased by +1.48%
Mar 31, 25
9 Edgewood Management LLC 7.92M (3.40%) -77.31K
Decreased by -0.98%
Jun 30, 24
10 Amvescap Plc. 6.68M (2.87%) 1.20M
Increased by +17.97%
Mar 31, 25
11 Capital World Investors 5.71M (2.45%) -1.68M
Decreased by -29.48%
Mar 31, 25
12 Van Eck Associates Corporation 5.19M (2.23%) 196.64K
Increased by +3.79%
Mar 31, 25
13 Geode Capital Management, LLC 5.02M (2.15%) 223.84K
Increased by +4.46%
Mar 31, 25
14 Massachusetts Financial Services Company 4.67M (2.01%) -837.01K
Decreased by -17.91%
Mar 31, 25
15 Capital Research & Mgmt Co - Division 3 4.64M (1.99%) -619.70K
Decreased by -13.37%
Dec 31, 23
16 Goldman Sachs Group Inc 4.53M (1.94%) -210.43K
Decreased by -4.64%
Dec 31, 24
17 American Century Companies Inc 4.51M (1.94%) 1.17M
Increased by +25.88%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 4.18M (1.79%) -177.76K
Decreased by -4.25%
Mar 31, 25
19 Royal Bank of Canada 3.98M (1.71%) -884.84K
Decreased by -22.22%
Sep 30, 23
20 UBS Group AG 3.61M (1.55%) 1.90M
Increased by +52.58%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.00M (3.00%) 5.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.76M (2.90%) 4.18K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 6.66M (2.86%) 49.43K
Increased by +0.74%
May 31, 25
4 Fundsmith Equity I Acc 4.94M (2.12%) 0.00
Increased by 0.00%
Jun 30, 23
5 Vanguard Mid Cap Index Institutional 4.63M (1.99%) 43.64K
Increased by +0.94%
May 31, 25
6 VanEck Morningstar Wide Moat ETF 4.46M (1.91%) -11.54K
Decreased by -0.26%
Jun 28, 25
7 VanEck Morningstar Wide Moat 4.45M (1.91%) -444.01K
Decreased by -9.98%
Jun 30, 25
8 Vanguard Wellington™ Inv 4.23M (1.81%) 4.23M
Increased by +100.00%
Jun 30, 24
9 Edgewood Growth Instl 4.19M (1.80%) -35.98K
Decreased by -0.86%
Jun 30, 24
10 American Funds American Balanced A 3.11M (1.33%) 3.11M
Increased by +100.00%
Dec 31, 24
11 Fidelity 500 Index 2.95M (1.27%) 12.66K
Increased by +0.43%
May 31, 25
12 SPDR® S&P 500 ETF 2.91M (1.25%) -42.01K
Decreased by -1.44%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 2.83M (1.21%) -14.90K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.81M (1.21%) -9.94K
Decreased by -0.35%
Jun 30, 25
15 SPDR® S&P 500 ETF Trust 2.81M (1.20%) -21.80K
Decreased by -0.78%
Mar 31, 24
16 iShares Core S&P 500 ETF 2.78M (1.19%) 4.42K
Increased by +0.16%
Jun 30, 25
17 Fidelity® 500 Index 2.70M (1.16%) 17.19K
Increased by +0.64%
Nov 30, 23
18 American Funds New Perspective A 2.70M (1.16%) 2.70M
Increased by +100.00%
Jun 30, 25
19 Capital Group New Perspective Comp 2.70M (1.16%) 2.70M
Increased by +100.00%
Jun 30, 25
20 American Funds Washington Mutual A 2.49M (1.07%) 331.40K
Increased by +13.28%
Jun 30, 25