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 4.07%
6 NLSI 4.06%
7 LSAT 3.32%
8 NEWZ 2.89%
9 FCFY 2.67%
10 RJMG 2.38%
11 GVIP 2.32%
12 SCAP 2.23%
13 XMMO 2.21%
14 PTF 2.11%
15 POWA 2.09%
16 CPAI 2.05%
17 CALF 2.03%
18 CNAV 1.97%
19 AIEQ 1.92%
20 BUL 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.44M (14.03%) -471.70K
Decreased by -2.56%
Dec 31, 25
2 BlackRock Inc 13.97M (10.63%) -1.03M
Decreased by -7.40%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 6.49M (4.94%) -22.45K
Decreased by -0.35%
Dec 31, 25
4 State Street Corp 6.39M (4.86%) -172.55K
Decreased by -2.70%
Dec 31, 25
5 State Street Corporation 5.49M (4.18%) 9.20K
Increased by +0.17%
Mar 31, 24
6 Ameriprise Financial Inc 3.91M (2.97%) 376.00K
Increased by +9.62%
Dec 31, 25
7 Geode Capital Management, LLC 3.72M (2.83%) -50.11K
Decreased by -1.35%
Dec 31, 25
8 HHG PLC 3.60M (2.74%) -1.37M
Decreased by -38.13%
Jun 30, 25
9 FMR Inc 3.40M (2.58%) 583.87K
Increased by +17.20%
Dec 31, 25
10 Amvescap Plc. 3.32M (2.52%) 1.11M
Increased by +33.41%
Mar 31, 26
11 WCM Investment Management 3.28M (2.50%) -455.87K
Decreased by -13.89%
Dec 31, 25
12 JPMorgan Chase & Co 3.09M (2.35%) -128.17K
Decreased by -4.15%
Mar 31, 26
13 Wellington Management Company LLP 2.99M (2.28%) -157.04K
Decreased by -5.25%
Jun 30, 25
14 AQR Capital Management LLC 2.99M (2.27%) 1.62M
Increased by +54.01%
Dec 31, 25
15 Starboard Value LP 2.83M (2.15%) -303.99K
Decreased by -10.74%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 2.82M (2.15%) 56.09K
Increased by +1.99%
Dec 31, 25
17 T. Rowe Price Associates, Inc. 2.73M (2.08%) 235.98K
Increased by +8.63%
Dec 31, 25
18 Acadian Asset Management LLC 2.68M (2.04%) 2.31M
Increased by +86.11%
Mar 31, 26
19 Two Sigma Advisers, LLC 2.60M (1.98%) 459.90K
Increased by +17.66%
Dec 31, 25
20 Capital Research & Mgmt Co - Division 3 2.45M (1.86%) 1.35K
Increased by +0.06%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.45M (3.39%) 3.07K
Increased by +0.07%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 4.37M (3.32%) -780.00
Decreased by -0.02%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.24M (3.22%) -32.90K
Decreased by -0.78%
Mar 31, 26
4 Columbia Seligman Tech & Info A 4.03M (3.07%) 665.00K
Increased by +16.49%
Mar 31, 26
5 Columbia Seligman Technology Growth 4.03M (3.07%) 1.39M
Increased by +34.54%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 4.02M (3.06%) 28.17K
Increased by +0.70%
May 31, 25
7 AF High Growth (AFRIS) 3.66M (2.78%) 3.66M
Increased by +100.00%
Feb 29, 24
8 Vanguard 500 Index Investor 3.44M (2.62%) -31.46K
Decreased by -0.91%
Mar 31, 26
9 Columbia Seligman Tech & Inf SMA Cmp 2.91M (2.21%) 2.91M
Increased by +100.00%
Dec 31, 23
10 Eaton Vance Atlanta Capital SMID-Cap I 2.87M (2.19%) -141.24K
Decreased by -4.92%
Mar 31, 26
11 Janus Henderson Enterprise D 2.69M (2.05%) -25.62K
Decreased by -0.95%
Jun 30, 25
12 Janus Inst Mid Cap Growth CF 2.69M (2.05%) -1.06M
Decreased by -39.30%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.59%) 8.01K
Increased by +0.38%
Mar 31, 24
14 American Funds New Perspective A 1.97M (1.50%) -2.74K
Decreased by -0.14%
Mar 31, 25
15 Capital Group New Perspective Comp 1.97M (1.50%) -2.74K
Decreased by -0.14%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 1.95M (1.48%) -585.00
Decreased by -0.03%
Apr 30, 26
17 SPDR® S&P 500 ETF 1.75M (1.33%) -25.73K
Decreased by -1.47%
Mar 31, 25
18 iShares Core S&P 500 ETF 1.75M (1.33%) 5.13K
Increased by +0.29%
Apr 30, 26
19 Fidelity 500 Index 1.73M (1.31%) 6.02K
Increased by +0.35%
Mar 31, 26
20 SPDR® S&P 500® ETF 1.73M (1.31%) 21.25K
Increased by +1.23%
Aug 31, 25