Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 5.60%
2 UTRN 3.97%
3 PXMG 3.58%
4 CWS 3.41%
5 EQWM 3.34%
6 TADS 3.03%
7 BIGD 2.96%
8 BCUS 2.81%
9 KMID 2.41%
10 LSGR 2.07%
11 RUNN 1.88%
12 IAI 1.74%
13 KCE 1.69%
14 PRAY 1.55%
15 NUMG 1.46%
16 NOBL 1.45%
17 KNG 1.44%
18 RSPF 1.38%
19 RYF 1.33%
20 HAPY 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.80M (12.69%) 137.87K
Increased by +2.88%
Mar 31, 25
2 BlackRock Inc 3.52M (9.30%) 30.39K
Increased by +0.86%
Mar 31, 25
3 BAMCO Inc 2.25M (5.95%) -107.58K
Decreased by -4.79%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 1.95M (5.16%) 166.46K
Increased by +8.54%
Mar 31, 25
5 State Street Corp 1.92M (5.09%) -24.79K
Decreased by -1.29%
Mar 31, 25
6 State Street Corporation 1.77M (4.68%) -72.76K
Decreased by -4.11%
Mar 31, 24
7 Loomis, Sayles & Company LP 1.48M (3.93%) -18.17K
Decreased by -1.22%
Mar 31, 25
8 Wells Fargo & Co 1.41M (3.74%) -33.90K
Decreased by -2.40%
Dec 31, 24
9 Ninety One UK Limited 1.19M (3.15%) -18.93K
Decreased by -1.59%
Mar 31, 25
10 Geode Capital Management, LLC 1.14M (3.00%) 38.63K
Increased by +3.40%
Mar 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.08M (2.85%) -162.87K
Decreased by -15.14%
Mar 31, 25
12 Bank of America Corp 544.17K (1.44%) 2.90K
Increased by +0.53%
Mar 31, 25
13 Mitsubishi UFJ Asset Management Co.,Ltd 528.04K (1.40%) 22.46K
Increased by +4.25%
Mar 31, 25
14 JPMorgan Chase & Co 505.76K (1.34%) 4.69K
Increased by +0.93%
Mar 31, 25
15 Amvescap Plc. 490.70K (1.30%) 34.55K
Increased by +7.04%
Mar 31, 25
16 Citadel Advisors Llc 468.37K (1.24%) 533.00
Increased by +0.11%
Mar 31, 25
17 GAMMA Investing LLC 430.09K (1.14%) 429.03K
Increased by +99.75%
Mar 31, 25
18 Northern Trust Corp 405.62K (1.07%) 7.44K
Increased by +1.83%
Mar 31, 25
19 Charles Schwab Investment Management Inc 396.17K (1.05%) 13.74K
Increased by +3.47%
Mar 31, 25
20 Massachusetts Financial Services Company 389.90K (1.03%) -21.79K
Decreased by -5.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.22M (3.23%) 684.00
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.21M (3.19%) 841.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.08M (2.86%) 7.73K
Increased by +0.71%
May 31, 25
4 Baron Growth Retail 975.00K (2.58%) -75.00K
Decreased by -7.69%
Mar 31, 25
5 Baron Small Cap Growth Strategy 975.00K (2.58%) -75.00K
Decreased by -7.69%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 834.90K (2.21%) 7.96K
Increased by +0.95%
May 31, 25
7 Baron Partners Retail 650.00K (1.72%) -5.00K
Decreased by -0.77%
Mar 31, 25
8 Vanguard Growth Index Investor 517.85K (1.37%) 1.20K
Increased by +0.23%
May 31, 25
9 Morgan Stanley Glbl Franchise 489.76K (1.30%) 59.64K
Increased by +12.18%
Mar 31, 25
10 MS INVF Global Brands A USD 483.59K (1.28%) -9.48K
Decreased by -1.96%
Jun 30, 24
11 Fidelity 500 Index 477.71K (1.26%) 589.00
Increased by +0.12%
Apr 30, 25
12 SPDR® S&P 500 ETF 472.61K (1.25%) -6.82K
Decreased by -1.44%
Mar 31, 25
13 Ninety One GSF Glb Frchs I Acc USD 471.49K (1.25%) 0.00
Increased by 0.00%
Feb 28, 25
14 Ninety One Global Franchise 471.49K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
15 MS INVF Global Brands A 463.65K (1.23%) 44.76K
Increased by +9.65%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 460.27K (1.22%) -2.38K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 454.95K (1.20%) -2.00K
Decreased by -0.44%
May 31, 25
18 SPDR® S&P 500 ETF Trust 447.20K (1.18%) -989.00
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 444.51K (1.18%) 2.83K
Increased by +0.64%
Nov 30, 23
20 iShares Core S&P 500 ETF 440.63K (1.17%) 0.00
Increased by 0.00%
May 31, 25