Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 5.60%
2 UTRN 3.97%
3 CWS 3.63%
4 PXMG 3.58%
5 EQWM 3.34%
6 TADS 3.03%
7 BIGD 2.96%
8 BCUS 2.76%
9 KMID 2.40%
10 LSGR 2.24%
11 RUNN 1.88%
12 IAI 1.82%
13 KCE 1.65%
14 PRAY 1.55%
15 RSPF 1.39%
16 RYF 1.33%
17 HAPY 1.29%
18 AIVL 1.20%
19 RNMC 1.00%
20 FSCS 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.80M (12.68%) 137.87K
Increased by +2.88%
Mar 31, 25
2 BlackRock Inc 3.52M (9.29%) 30.39K
Increased by +0.86%
Mar 31, 25
3 BAMCO Inc 2.25M (5.94%) -107.58K
Decreased by -4.79%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 1.95M (5.15%) 166.46K
Increased by +8.54%
Mar 31, 25
5 State Street Corp 1.92M (5.08%) -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 (3.92%) -18.17K
Decreased by -1.22%
Mar 31, 25
8 Wells Fargo & Co 1.41M (3.73%) -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 (2.84%) -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 Citadel Advisors Llc 467.84K (1.24%) 139.62K
Increased by +29.84%
Dec 31, 24
16 Amvescap Plc. 456.15K (1.21%) 66.86K
Increased by +14.66%
Dec 31, 24
17 GAMMA Investing LLC 430.09K (1.14%) 429.03K
Increased by +99.75%
Mar 31, 25
18 Northern Trust Corp 398.18K (1.05%) 48.44K
Increased by +12.17%
Dec 31, 24
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%) 15.70K
Increased by +1.29%
Apr 30, 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 1.07M (2.84%) 16.72K
Increased by +1.56%
Apr 30, 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 826.94K (2.19%) 7.92K
Increased by +0.96%
Apr 30, 25
7 Baron Partners Retail 650.00K (1.72%) -5.00K
Decreased by -0.77%
Mar 31, 25
8 Vanguard Growth Index Investor 516.65K (1.37%) 4.37K
Increased by +0.85%
Apr 30, 25
9 MS INVF Global Brands A USD 483.59K (1.28%) -9.48K
Decreased by -1.96%
Jun 30, 24
10 Fidelity 500 Index 477.13K (1.26%) 1.34K
Increased by +0.28%
Mar 31, 25
11 SPDR® S&P 500 ETF 472.61K (1.25%) -6.82K
Decreased by -1.44%
Mar 31, 25
12 Ninety One GSF Glb Frchs I Acc USD 471.49K (1.25%) 0.00
Increased by 0.00%
Jan 31, 25
13 Ninety One Global Franchise 471.49K (1.25%) 0.00
Increased by 0.00%
Dec 31, 24
14 SPDR® S&P 500® ETF Trust 460.27K (1.22%) -2.38K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 457.90K (1.21%) -2.71K
Decreased by -0.59%
Apr 30, 25
16 iShares Core S&P 500 ETF 449.86K (1.19%) -462.00
Decreased by -0.10%
Apr 30, 25
17 SPDR® S&P 500 ETF Trust 447.20K (1.18%) -989.00
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 444.51K (1.17%) 2.83K
Increased by +0.64%
Nov 30, 23
19 MS INVF Global Brands A 430.12K (1.14%) -6.05K
Decreased by -1.41%
Dec 31, 24
20 Morgan Stanley Glbl Franchise 430.12K (1.14%) -31.25K
Decreased by -7.26%
Dec 31, 24