Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 FMCX 4.98%
3 XWEB 4.54%
4 UTRN 4.30%
5 EBIZ 3.42%
6 BUL 3.11%
7 SCAP 2.89%
8 AMID 2.49%
9 RJMG 2.40%
10 GVIP 2.32%
11 XMMO 2.21%
12 PTF 2.11%
13 CPAI 2.05%
14 JMID 1.87%
15 BOUT 1.71%
16 SRHQ 1.70%
17 BMVP 1.63%
18 MDYG 1.42%
19 IVOG 1.41%
20 IJK 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.13M (12.80%) 462.81K
Increased by +2.55%
Mar 31, 25
2 BlackRock Inc 14.58M (10.29%) 337.66K
Increased by +2.32%
Mar 31, 25
3 State Street Corp 7.05M (4.97%) 78.08K
Increased by +1.11%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 5.90M (4.16%) -591.58K
Decreased by -10.03%
Mar 31, 25
5 State Street Corporation 5.49M (3.87%) 9.20K
Increased by +0.17%
Mar 31, 24
6 HHG PLC 4.98M (3.51%) -1.51M
Decreased by -30.41%
Mar 31, 25
7 Geode Capital Management, LLC 3.70M (2.61%) 183.16K
Increased by +4.95%
Mar 31, 25
8 WCM Investment Management 3.47M (2.45%) 67.15K
Increased by +1.93%
Mar 31, 25
9 Arrowstreet Capital Limited Partnership 3.16M (2.23%) -272.85K
Decreased by -8.63%
Mar 31, 25
10 Wellington Management Company LLP 3.15M (2.22%) 371.19K
Increased by +11.79%
Mar 31, 25
11 Amvescap Plc. 2.91M (2.06%) 304.03K
Increased by +10.43%
Dec 31, 24
12 Starboard Value LP 2.83M (2.00%) -303.99K
Decreased by -10.74%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 2.59M (1.83%) -1.22M
Decreased by -47.21%
Mar 31, 25
14 Capital Research & Mgmt Co - Division 3 2.45M (1.73%) 1.35K
Increased by +0.06%
Mar 31, 25
15 JPMorgan Chase & Co 2.44M (1.72%) 710.84K
Increased by +29.13%
Mar 31, 25
16 Ameriprise Financial Inc 2.35M (1.66%) -443.32K
Decreased by -18.87%
Mar 31, 25
17 Goldman Sachs Group Inc 2.24M (1.58%) 1.61M
Increased by +72.02%
Mar 31, 25
18 Neuberger Berman Group LLC 1.88M (1.33%) 357.08K
Increased by +18.96%
Mar 31, 25
19 NORGES BANK 1.80M (1.27%) 27.40K
Increased by +1.52%
Dec 31, 24
20 AQR Capital Management LLC 1.72M (1.22%) 1.16M
Increased by +67.31%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Inst Mid Cap Growth CF 4.83M (3.41%) -447.49K
Decreased by -9.26%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 4.53M (3.20%) 62.49K
Increased by +1.38%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 4.45M (3.14%) 3.07K
Increased by +0.07%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 4.37M (3.08%) -780.00
Decreased by -0.02%
Apr 30, 24
5 Vanguard Institutional 500 Index Trust 3.99M (2.82%) 63.45K
Increased by +1.59%
Apr 30, 25
6 Janus Henderson Enterprise D 3.75M (2.65%) -229.26K
Decreased by -6.11%
Mar 31, 25
7 AF High Growth (AFRIS) 3.66M (2.58%) 3.66M
Increased by +100.00%
Feb 29, 24
8 Vanguard Mid Cap Index Institutional 3.07M (2.17%) 29.52K
Increased by +0.96%
Apr 30, 25
9 Columbia Seligman Tech & Inf SMA Cmp 2.91M (2.05%) 2.91M
Increased by +100.00%
Dec 31, 23
10 Eaton Vance Atlanta Capital SMID-Cap I 2.88M (2.03%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.48%) 8.01K
Increased by +0.38%
Mar 31, 24
12 American Funds New Perspective A 1.97M (1.39%) -2.74K
Decreased by -0.14%
Mar 31, 25
13 Capital Group New Perspective Comp 1.97M (1.39%) -2.74K
Decreased by -0.14%
Mar 31, 25
14 Fidelity 500 Index 1.77M (1.25%) 13.29K
Increased by +0.75%
Mar 31, 25
15 SPDR® S&P 500 ETF 1.75M (1.23%) -25.73K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.70M (1.20%) -8.96K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.69M (1.19%) -10.21K
Decreased by -0.60%
Apr 30, 25
18 Global Balanced (AFRIS) 1.68M (1.18%) 1.68M
Increased by +100.00%
Feb 29, 24
19 iShares Core S&P 500 ETF 1.67M (1.18%) -1.74K
Decreased by -0.10%
Apr 30, 25
20 Columbia Seligman Tech & Info A 1.39M (0.98%) 0.00
Increased by 0.00%
Apr 30, 25