Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRID 7.89%
2 GEX 7.85%
3 AIPO 7.43%
4 POWR 6.48%
5 FILL 6.38%
6 SUPP 5.67%
7 TSES 5.49%
8 RSHO 5.48%
9 VOLT 5.31%
10 CCSO 5.26%
11 NBET 4.98%
12 NBCT 4.98%
13 CTIF 4.46%
14 MADE 4.21%
15 SULR 4.08%
16 SOLR 4.08%
17 UTRN 4.02%
18 POW 3.97%
19 IVEP 3.96%
20 WCAP 3.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 J Stern & Co LLP 59.03M (15.23%) 58.80M
Increased by +99.60%
Dec 31, 25
2 Vanguard Group Inc 37.95M (9.79%) 275.23K
Increased by +0.73%
Dec 31, 25
3 BlackRock Inc 30.54M (7.88%) 1.15M
Increased by +3.77%
Mar 31, 26
4 Vanguard Capital Management, LLC 25.25M (6.51%) 25.25M
Increased by +100.00%
Mar 31, 26
5 JPMorgan Chase & Co 19.30M (4.98%) 1.12M
Increased by +5.81%
Mar 31, 26
6 State Street Corp 16.98M (4.38%) 115.50K
Increased by +0.68%
Mar 31, 26
7 State Street Corporation 16.83M (4.34%) -119.00K
Decreased by -0.71%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 13.11M (3.38%) 132.83K
Increased by +1.01%
Mar 31, 26
9 Bank of America Corp 12.08M (3.12%) 564.26K
Increased by +4.67%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 9.19M (2.37%) 9.19M
Increased by +100.00%
Mar 31, 26
11 Geode Capital Management, LLC 8.85M (2.28%) 195.68K
Increased by +2.21%
Mar 31, 26
12 FMR Inc 8.44M (2.18%) -463.28K
Decreased by -5.49%
Mar 31, 26
13 Wellington Management Company LLP 5.71M (1.47%) 3.87M
Increased by +67.83%
Mar 31, 26
14 The Goldman Sachs Group Inc 5.35M (1.38%) 508.63K
Increased by +9.50%
Mar 31, 26
15 HHG PLC 5.09M (1.31%) 43.22K
Increased by +0.85%
Mar 31, 26
16 UBS Group AG 4.86M (1.25%) 962.27K
Increased by +19.82%
Mar 31, 26
17 NORGES BANK 4.78M (1.23%) 117.71K
Increased by +2.46%
Dec 31, 25
18 Coatue Management LLC 4.75M (1.22%) 27.27K
Increased by +0.57%
Mar 31, 26
19 Goldman Sachs Group Inc 4.74M (1.22%) 764.49K
Increased by +16.14%
Jun 30, 25
20 Massachusetts Financial Services Company 4.69M (1.21%) -814.65K
Decreased by -17.38%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.63M (3.26%) -33.03K
Decreased by -0.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.38M (3.19%) 38.14K
Increased by +0.31%
Apr 30, 26
3 Vanguard 500 Index Investor 10.07M (2.60%) 180.94K
Increased by +1.80%
Apr 30, 26
4 iShares Core S&P 500 ETF 5.12M (1.32%) 15.66K
Increased by +0.31%
May 29, 26
5 Fidelity 500 Index 4.98M (1.28%) 17.12K
Increased by +0.34%
Apr 30, 26
6 SPDR® S&P 500 ETF 4.91M (1.27%) -71.92K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 4.82M (1.24%) -37.45K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 4.78M (1.23%) -25.06K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.73M (1.22%) 58.19K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 4.68M (1.21%) 4.97K
Increased by +0.11%
May 31, 26
11 Fidelity® 500 Index 4.65M (1.20%) 29.59K
Increased by +0.64%
Nov 30, 23
12 JPM US Large Cap Growth-MA 3.74M (0.97%) 3.74M
Increased by +100.00%
Sep 30, 23
13 Vanguard Value Index Inv 3.60M (0.93%) 10.43K
Increased by +0.29%
Apr 30, 26
14 Columbia Dividend Value 2.51M (0.65%) -28.36K
Decreased by -1.13%
Sep 30, 23
15 JPM US Equity Income-MA 2.51M (0.65%) 158.49K
Increased by +6.31%
Dec 31, 25
16 JPM US Equity Income-Composite 2.50M (0.64%) -16.11K
Decreased by -0.65%
Mar 31, 26
17 JPMorgan Equity Income I 2.48M (0.64%) -13.31K
Decreased by -0.54%
Apr 30, 26
18 Fidelity® Puritan® 2.32M (0.60%) -22.30K
Decreased by -0.96%
Oct 31, 23
19 Vanguard Wellington Inv 2.25M (0.58%) 2.25M
Increased by +100.00%
Mar 31, 26
20 Fidelity Contrafund 2.23M (0.57%) 37.50K
Increased by +1.68%
Jan 31, 25