Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.81%
2 RONB 4.18%
3 UTRN 3.97%
4 PXMG 3.58%
5 EQWM 3.34%
6 MDPL 3.33%
7 CWS 3.15%
8 TADS 3.03%
9 BIGD 2.96%
10 GAUD 2.84%
11 BCUS 2.81%
12 COWS 1.94%
13 HCOW 1.89%
14 TIME 1.88%
15 RUNN 1.88%
16 SMLL 1.70%
17 KCE 1.63%
18 FXO 1.57%
19 PRAY 1.55%
20 KMID 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.46M (12.28%) -477.37K
Decreased by -10.72%
Dec 31, 25
2 BlackRock Inc 3.40M (9.38%) 38.95K
Increased by +1.14%
Sep 30, 25
3 BAMCO Inc 2.89M (7.96%) 1.07M
Increased by +37.03%
Dec 31, 25
4 Morgan Stanley - Brokerage Accounts 2.17M (5.98%) -205.65K
Decreased by -9.48%
Sep 30, 25
5 State Street Corp 1.96M (5.40%) 23.66K
Increased by +1.21%
Sep 30, 25
6 State Street Corporation 1.77M (4.88%) -72.76K
Decreased by -4.11%
Mar 31, 24
7 Loomis, Sayles & Company LP 1.50M (4.12%) -37.53K
Decreased by -2.51%
Dec 31, 25
8 Wells Fargo & Co 1.33M (3.68%) -39.30K
Decreased by -2.95%
Sep 30, 25
9 Ninety One UK Limited 1.19M (3.29%) -1.22M
Decreased by -101.99%
Dec 31, 25
10 Geode Capital Management, LLC 1.06M (2.92%) -45.42K
Decreased by -4.29%
Dec 31, 25
11 Kayne Anderson Rudnick Investment Management LLC 1.04M (2.86%) -30.80K
Decreased by -2.97%
Sep 30, 25
12 Citadel Advisors Llc 868.47K (2.39%) 354.44K
Increased by +40.81%
Dec 31, 25
13 Mitsubishi UFJ Asset Management Co.,Ltd 856.04K (2.36%) 26.86K
Increased by +3.14%
Sep 30, 25
14 Amvescap Plc. 793.83K (2.19%) 110.69K
Increased by +13.94%
Sep 30, 25
15 AQR Capital Management LLC 705.06K (1.94%) 689.89K
Increased by +97.85%
Dec 31, 25
16 Marshall Wace Asset Management Ltd 581.41K (1.60%) 482.98K
Increased by +83.07%
Dec 31, 25
17 Bank of America Corp 572.76K (1.58%) 43.75K
Increased by +7.64%
Sep 30, 25
18 ProShare Advisors LLC 559.50K (1.54%) 150.45K
Increased by +26.89%
Dec 31, 25
19 NORGES BANK 522.04K (1.44%) 448.57K
Increased by +85.93%
Dec 31, 25
20 The Goldman Sachs Group Inc 455.48K (1.26%) 186.77K
Increased by +41.01%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Partners Retail 1.88M (5.17%) 575.00K
Increased by +30.67%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 1.21M (3.32%) 841.00
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.18M (3.24%) -8.59K
Decreased by -0.73%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 1.08M (2.98%) 7.73K
Increased by +0.71%
May 31, 25
5 Baron Small Cap Growth Strategy 954.00K (2.63%) -21.00K
Decreased by -2.20%
Jun 30, 25
6 Vanguard 500 Index Investor 944.56K (2.60%) -18.82K
Decreased by -1.99%
Mar 31, 26
7 Vanguard Small Cap Index 855.60K (2.36%) 5.81K
Increased by +0.68%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 846.65K (2.33%) 9.12K
Increased by +1.08%
Jul 31, 25
9 Invesco S&P 500® Equal Weight ETF 844.73K (2.33%) 2.49K
Increased by +0.29%
Mar 31, 26
10 Baron Growth Retail 675.00K (1.86%) -48.00K
Decreased by -7.11%
Mar 31, 26
11 Baron Growth Strategy 675.00K (1.86%) -48.00K
Decreased by -7.11%
Mar 31, 26
12 Baron Focused Growth Retail 604.10K (1.66%) 274.10K
Increased by +45.37%
Mar 31, 26
13 Baron Focused Growth Strategy 604.10K (1.66%) 274.10K
Increased by +45.37%
Mar 31, 26
14 ProShares S&P 500 Dividend Aristocrats 581.77K (1.60%) -277.00
Decreased by -0.05%
Mar 31, 26
15 Vanguard Growth Index Investor 497.12K (1.37%) 1.83K
Increased by +0.37%
Jul 31, 25
16 MS INVF Global Brands A 491.62K (1.35%) -171.56K
Decreased by -34.90%
Sep 30, 25
17 Morgan Stanley Glbl Franchise 491.62K (1.35%) -171.56K
Decreased by -34.90%
Sep 30, 25
18 MS INVF Global Brands A USD 483.59K (1.33%) -9.48K
Decreased by -1.96%
Jun 30, 24
19 Vanguard Small Cap Growth Index Inv 479.30K (1.32%) 7.45K
Increased by +1.55%
Mar 31, 26
20 iShares Core S&P 500 ETF 477.34K (1.32%) -264.00
Decreased by -0.06%
Mar 31, 26