Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.81%
2 UTRN 3.97%
3 MDPL 3.67%
4 PXMG 3.58%
5 RONB 3.53%
6 EQWM 3.34%
7 CWS 3.28%
8 TADS 3.03%
9 BIGD 2.96%
10 BCUS 2.81%
11 GAUD 2.80%
12 HCOW 2.08%
13 COWS 1.95%
14 SMLL 1.89%
15 TIME 1.88%
16 RUNN 1.88%
17 KCE 1.67%
18 KBWR 1.62%
19 FXO 1.61%
20 PRAY 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.46M (12.57%) -477.37K
Decreased by -10.72%
Dec 31, 25
2 BAMCO Inc 3.76M (10.60%) 867.74K
Increased by +23.10%
Mar 31, 26
3 BlackRock Inc 2.83M (7.97%) -206.06K
Decreased by -7.29%
Mar 31, 26
4 Vanguard Capital Management, LLC 2.41M (6.80%) 2.41M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 1.90M (5.36%) -2.49K
Decreased by -0.13%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 1.81M (5.10%) 1.81M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 1.77M (4.99%) -72.76K
Decreased by -4.11%
Mar 31, 24
8 Loomis, Sayles & Company LP 1.48M (4.17%) -17.13K
Decreased by -1.16%
Mar 31, 26
9 Ninety One UK Limited 1.19M (3.37%) 20.00
Increased by +0.00%
Mar 31, 26
10 Geode Capital Management, LLC 1.14M (3.22%) 83.90K
Increased by +7.34%
Mar 31, 26
11 Amvescap Plc. 1.07M (3.02%) 355.18K
Increased by +33.14%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 1.05M (2.96%) -70.42K
Decreased by -6.70%
Mar 31, 26
13 Kayne Anderson Rudnick Investment Management LLC 1.04M (2.93%) -30.80K
Decreased by -2.97%
Sep 30, 25
14 Citadel Advisors Llc 868.47K (2.45%) 354.44K
Increased by +40.81%
Dec 31, 25
15 Mitsubishi UFJ Asset Management Co.,Ltd 856.04K (2.42%) 26.86K
Increased by +3.14%
Sep 30, 25
16 Bank of America Corp 842.72K (2.38%) 212.02K
Increased by +25.16%
Mar 31, 26
17 Marshall Wace Asset Management Ltd 790.83K (2.23%) 209.42K
Increased by +26.48%
Mar 31, 26
18 AQR Capital Management LLC 705.06K (1.99%) 689.89K
Increased by +97.85%
Dec 31, 25
19 Wells Fargo & Co 693.23K (1.96%) -499.64K
Decreased by -72.07%
Mar 31, 26
20 ProShare Advisors LLC 596.00K (1.68%) 36.50K
Increased by +6.12%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Partners Retail 1.88M (5.29%) 575.00K
Increased by +30.67%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 1.21M (3.40%) 841.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.18M (3.33%) 2.82K
Increased by +0.24%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 1.08M (3.05%) 7.73K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 961.94K (2.71%) 17.38K
Increased by +1.81%
Apr 30, 26
6 Baron Small Cap Growth Strategy 954.00K (2.69%) -21.00K
Decreased by -2.20%
Jun 30, 25
7 Vanguard Small Cap Index 854.65K (2.41%) -945.00
Decreased by -0.11%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 846.65K (2.39%) 9.12K
Increased by +1.08%
Jul 31, 25
9 Invesco S&P 500® Equal Weight ETF 818.85K (2.31%) 1.56K
Increased by +0.19%
May 29, 26
10 ProShares S&P 500 Dividend Aristocrats 675.00K (1.90%) -2.27K
Decreased by -0.34%
May 29, 26
11 Baron Generational Growth Retail 675.00K (1.90%) -48.00K
Decreased by -7.11%
Mar 31, 26
12 Baron Growth Retail 675.00K (1.90%) -48.00K
Decreased by -7.11%
Mar 31, 26
13 Baron Growth Strategy 675.00K (1.90%) -48.00K
Decreased by -7.11%
Mar 31, 26
14 Baron Focused Growth Retail 604.10K (1.70%) 274.10K
Increased by +45.37%
Mar 31, 26
15 Baron Focused Growth Strategy 604.10K (1.70%) 274.10K
Increased by +45.37%
Mar 31, 26
16 Vanguard Growth Index Investor 497.12K (1.40%) 1.83K
Increased by +0.37%
Jul 31, 25
17 MS INVF Global Brands A 491.62K (1.39%) -171.56K
Decreased by -34.90%
Sep 30, 25
18 Morgan Stanley Glbl Franchise 491.62K (1.39%) -171.56K
Decreased by -34.90%
Sep 30, 25
19 iShares Core S&P 500 ETF 488.91K (1.38%) 1.52K
Increased by +0.31%
May 29, 26
20 MS INVF Global Brands A USD 483.59K (1.36%) -9.48K
Decreased by -1.96%
Jun 30, 24