Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 CRUZ 8.14%
3 IWTR 7.56%
4 PEJ 5.20%
5 ACKY 4.93%
6 WBIG 4.85%
7 BEDZ 4.83%
8 TRYP 4.75%
9 LUX 4.46%
10 JRNY 4.36%
11 UTRN 4.00%
12 LUXX 3.99%
13 OOTO 3.96%
14 GRW 3.83%
15 FLYD 3.82%
16 LSAT 3.62%
17 PEZ 3.43%
18 BCUS 3.13%
19 FLYU 3.10%
20 TAAG 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.31M (11.33%) -153.47K
Decreased by -0.61%
Dec 31, 25
2 BlackRock Inc 20.67M (9.26%) -1.81M
Decreased by -8.78%
Dec 31, 25
3 JPMorgan Chase & Co 10.44M (4.67%) 692.10K
Increased by +6.63%
Mar 31, 26
4 FMR Inc 10.33M (4.63%) -397.87K
Decreased by -3.85%
Dec 31, 25
5 State Street Corporation 9.63M (4.31%) -253.71K
Decreased by -2.64%
Mar 31, 24
6 State Street Corp 9.52M (4.26%) -32.95K
Decreased by -0.35%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 7.53M (3.37%) 3.00M
Increased by +39.78%
Dec 31, 25
8 Principal Financial Group Inc 6.60M (2.96%) -2.77M
Decreased by -41.93%
Mar 31, 26
9 Geode Capital Management, LLC 6.45M (2.89%) 31.36K
Increased by +0.49%
Dec 31, 25
10 Franklin Resources Inc 6.33M (2.84%) 37.19K
Increased by +0.59%
Mar 31, 26
11 Bank of America Corp 5.91M (2.64%) -75.86K
Decreased by -1.28%
Dec 31, 25
12 T. Rowe Price Associates, Inc. 5.09M (2.28%) 475.90K
Increased by +9.35%
Dec 31, 25
13 Putnam Investments, LLC., a Franklin Templeton company 3.83M (1.71%) 216.22K
Increased by +5.65%
Dec 31, 23
14 Putnam Investments LLC 3.61M (1.62%) 18.58K
Increased by +0.51%
Sep 30, 23
15 Massachusetts Financial Services Company 3.45M (1.55%) -516.26K
Decreased by -14.96%
Mar 31, 26
16 Jennison Associates LLC 3.25M (1.45%) -75.73K
Decreased by -2.33%
Mar 31, 26
17 Pershing Square Capital Management, L.P. 3.03M (1.36%) -1.91K
Decreased by -0.06%
Dec 31, 25
18 Pershing Square Capital Management, L.p. 3.03M (1.36%) -1.91K
Decreased by -0.06%
Dec 31, 25
19 Capital World Investors 2.93M (1.31%) -148.59K
Decreased by -5.07%
Dec 31, 24
20 Harris Associates L.P. 2.92M (1.31%) -26.57K
Decreased by -0.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.82M (3.50%) -90.10K
Decreased by -1.15%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.28M (3.26%) -69.27K
Decreased by -0.95%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 6.84M (3.06%) 47.05K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 5.84M (2.61%) -140.47K
Decreased by -2.41%
Mar 31, 26
5 Pershing Square Holdings Ord 4.85M (2.17%) 4.85M
Increased by +100.00%
Dec 31, 24
6 VA CollegeAmerica Amcap 529A 3.51M (1.57%) -156.87K
Decreased by -4.47%
Dec 31, 24
7 Principal Aligned MidCap Equity 3.36M (1.50%) -1.87M
Decreased by -55.66%
Mar 31, 26
8 Principal MidCap R5 3.36M (1.50%) -1.21M
Decreased by -35.95%
Mar 31, 26
9 Fidelity® 500 Index 3.05M (1.36%) 19.39K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF 2.99M (1.34%) -85.66K
Decreased by -2.86%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.98M (1.34%) 6.75K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 2.97M (1.33%) 8.71K
Increased by +0.29%
Apr 30, 26
13 Fidelity 500 Index 2.93M (1.31%) -29.79K
Decreased by -1.02%
Mar 31, 26
14 SPDR® S&P 500® ETF Trust 2.91M (1.30%) -15.23K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.87M (1.28%) 35.42K
Increased by +1.24%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 2.74M (1.22%) 8.91K
Increased by +0.33%
Apr 30, 26
17 Vanguard Growth Index Investor 2.59M (1.16%) -107.52K
Decreased by -4.15%
Mar 31, 26
18 Vanguard Mid Cap Index Institutional 2.48M (1.11%) -49.45K
Decreased by -2.00%
Mar 31, 26
19 American Funds New Perspective A 2.46M (1.10%) 177.65K
Increased by +7.22%
Jun 30, 25
20 Capital Group New Perspective Comp 2.46M (1.10%) 177.65K
Increased by +7.22%
Jun 30, 25