Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HOTL 11.17%
2 CRUZ 8.14%
3 IWTR 7.56%
4 ACKY 5.05%
5 PEJ 5.01%
6 WBIG 4.85%
7 TRYP 4.75%
8 LUX 4.46%
9 JRNY 4.36%
10 GRW 4.05%
11 FLYD 4.02%
12 UTRN 4.00%
13 LUXX 3.99%
14 OOTO 3.96%
15 LSAT 3.62%
16 PEZ 3.52%
17 BEDZ 3.19%
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 21.18M (9.48%) 504.02K
Increased by +2.38%
Mar 31, 26
3 Vanguard Capital Management, LLC 14.90M (6.67%) 14.90M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 11.67M (5.23%) 1.34M
Increased by +11.48%
Mar 31, 26
5 JPMorgan Chase & Co 10.44M (4.67%) 692.10K
Increased by +6.63%
Mar 31, 26
6 State Street Corporation 9.63M (4.31%) -253.71K
Decreased by -2.64%
Mar 31, 24
7 State Street Corp 9.38M (4.20%) -142.81K
Decreased by -1.52%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 7.71M (3.45%) 7.71M
Increased by +100.00%
Mar 31, 26
9 Principal Financial Group Inc 6.60M (2.96%) -2.77M
Decreased by -41.93%
Mar 31, 26
10 Geode Capital Management, LLC 6.55M (2.93%) 103.97K
Increased by +1.59%
Mar 31, 26
11 Franklin Resources Inc 6.33M (2.84%) 37.19K
Increased by +0.59%
Mar 31, 26
12 Bank of America Corp 5.95M (2.66%) 40.34K
Increased by +0.68%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 4.87M (2.18%) -220.00K
Decreased by -4.52%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 4.31M (1.93%) -3.22M
Decreased by -74.63%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 4.10M (1.84%) 1.28M
Increased by +31.13%
Mar 31, 26
16 Putnam Investments, LLC., a Franklin Templeton company 3.83M (1.71%) 216.22K
Increased by +5.65%
Dec 31, 23
17 Putnam Investments LLC 3.61M (1.62%) 18.58K
Increased by +0.51%
Sep 30, 23
18 Massachusetts Financial Services Company 3.45M (1.55%) -516.26K
Decreased by -14.96%
Mar 31, 26
19 Jennison Associates LLC 3.25M (1.45%) -75.73K
Decreased by -2.33%
Mar 31, 26
20 Pershing Square Capital Management, L.P. 3.03M (1.36%) -1.91K
Decreased by -0.06%
Dec 31, 25

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 7.30M (3.27%) 24.65K
Increased by +0.34%
Apr 30, 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 5.94M (2.66%) 106.26K
Increased by +1.79%
Apr 30, 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 3.12M (1.40%) -242.31K
Decreased by -7.78%
Apr 30, 26
9 Fidelity® 500 Index 3.05M (1.36%) 19.39K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 3.02M (1.35%) 9.25K
Increased by +0.31%
May 29, 26
11 SPDR® S&P 500 ETF 2.99M (1.34%) -85.66K
Decreased by -2.86%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.98M (1.34%) 6.75K
Increased by +0.23%
Apr 30, 24
13 Fidelity 500 Index 2.94M (1.32%) 10.11K
Increased by +0.34%
Apr 30, 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 2.76M (1.24%) 2.93K
Increased by +0.11%
May 31, 26
17 Vanguard Growth Index Investor 2.61M (1.17%) 13.56K
Increased by +0.52%
Apr 30, 26
18 Vanguard Mid Cap Index Institutional 2.48M (1.11%) 5.51K
Increased by +0.22%
Apr 30, 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