Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 CRUZ 8.14%
3 IWTR 7.56%
4 PEJ 4.93%
5 WBIG 4.85%
6 TRYP 4.75%
7 BEDZ 4.59%
8 LUX 4.46%
9 JRNY 4.36%
10 FLYD 4.00%
11 UTRN 4.00%
12 LUXX 3.99%
13 OOTO 3.96%
14 LSAT 3.62%
15 BELT 3.58%
16 BCHP 3.26%
17 GRW 3.13%
18 FLYU 3.10%
19 TAAG 2.96%
20 PVAL 2.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.12M (10.89%) 104.80K
Increased by +0.42%
Mar 31, 25
2 BlackRock Inc 22.51M (9.76%) 2.20M
Increased by +9.76%
Mar 31, 25
3 FMR Inc 11.12M (4.82%) 15.84K
Increased by +0.14%
Mar 31, 25
4 Principal Financial Group Inc 10.37M (4.50%) -19.74K
Decreased by -0.19%
Mar 31, 25
5 State Street Corporation 9.63M (4.17%) -253.71K
Decreased by -2.64%
Mar 31, 24
6 State Street Corp 9.51M (4.12%) -284.47K
Decreased by -2.99%
Mar 31, 25
7 JPMorgan Chase & Co 8.17M (3.54%) 267.40K
Increased by +3.27%
Mar 31, 25
8 Bank of America Corp 7.07M (3.06%) 550.72K
Increased by +7.79%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 6.91M (2.99%) -319.89K
Decreased by -4.63%
Mar 31, 25
10 Geode Capital Management, LLC 6.11M (2.65%) 199.68K
Increased by +3.27%
Mar 31, 25
11 Franklin Resources Inc 5.23M (2.27%) 822.45K
Increased by +15.71%
Mar 31, 25
12 Massachusetts Financial Services Company 4.84M (2.10%) 364.31K
Increased by +7.53%
Mar 31, 25
13 Putnam Investments, LLC., a Franklin Templeton company 3.83M (1.66%) 216.22K
Increased by +5.65%
Dec 31, 23
14 Jennison Associates LLC 3.78M (1.64%) 385.10K
Increased by +10.18%
Mar 31, 25
15 Putnam Investments LLC 3.61M (1.56%) 18.58K
Increased by +0.51%
Sep 30, 23
16 T. Rowe Price Investment Management,Inc. 3.57M (1.55%) -2.23M
Decreased by -62.51%
Mar 31, 25
17 T. Rowe Price Associates, Inc. 3.18M (1.38%) -733.98K
Decreased by -23.12%
Mar 31, 25
18 Capital Research Global Investors 3.10M (1.34%) -1.20M
Decreased by -38.61%
Mar 31, 25
19 Pershing Square Capital Management, L.p. 3.00M (1.30%) -2.44M
Decreased by -81.30%
Mar 31, 25
20 Capital World Investors 2.93M (1.27%) -148.59K
Decreased by -5.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.82M (3.39%) -90.10K
Decreased by -1.15%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.64M (3.31%) -86.03K
Decreased by -1.13%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 6.84M (2.97%) 47.05K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 6.75M (2.92%) -96.31K
Decreased by -1.43%
Jun 30, 25
5 Principal Aligned MidCap Equity 5.73M (2.48%) 188.71K
Increased by +3.29%
Jun 30, 25
6 Principal MidCap R5 5.73M (2.48%) 23.32K
Increased by +0.41%
Jun 30, 25
7 Pershing Square Holdings Ord 4.85M (2.10%) 4.85M
Increased by +100.00%
Dec 31, 24
8 VA CollegeAmerica Amcap 529A 3.51M (1.52%) -156.87K
Decreased by -4.47%
Dec 31, 24
9 Fidelity® 500 Index 3.05M (1.32%) 19.39K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 3.01M (1.31%) -23.74K
Decreased by -0.79%
Jun 30, 25
11 SPDR® S&P 500 ETF 2.99M (1.30%) -85.66K
Decreased by -2.86%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.98M (1.29%) 6.75K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 2.91M (1.26%) -15.23K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.89M (1.25%) -12.04K
Decreased by -0.42%
Jul 31, 25
15 iShares Core S&P 500 ETF 2.83M (1.23%) -280.00
Decreased by -0.01%
Jul 30, 25
16 Vanguard Mid Cap Index Institutional 2.62M (1.14%) -17.92K
Decreased by -0.68%
Jun 30, 25
17 Vanguard Growth Index Investor 2.62M (1.13%) -74.63K
Decreased by -2.85%
Jun 30, 25
18 American Funds New Perspective A 2.46M (1.07%) 177.65K
Increased by +7.22%
Jun 30, 25
19 Capital Group New Perspective Comp 2.46M (1.07%) 177.65K
Increased by +7.22%
Jun 30, 25
20 MFS Growth Equity 2.45M (1.06%) 119.53K
Increased by +4.88%
Mar 31, 25