Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.23%
2 SMIG 4.30%
3 SOLR 4.17%
4 SULR 4.17%
5 LOPP 4.17%
6 VOLT 4.00%
7 UTRN 3.87%
8 TEKX 3.82%
9 NBET 3.73%
10 NBCT 3.73%
11 PRN 3.62%
12 AIRR 3.34%
13 POWR 3.16%
14 FILL 3.16%
15 RULE 2.87%
16 SSPX 2.85%
17 BCUS 2.73%
18 STNC 2.67%
19 GRID 2.67%
20 ZAP 2.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mizuho Securities USA Inc 7.98M (15.10%) 7.98M
Increased by +99.95%
Sep 30, 24
2 Vanguard Group Inc 6.65M (12.57%) 21.51K
Increased by +0.32%
Jun 30, 25
3 BlackRock Inc 5.05M (9.56%) -87.30K
Decreased by -1.73%
Jun 30, 25
4 Bank of New York Mellon Corp 2.49M (4.71%) -344.61K
Decreased by -13.85%
Jun 30, 25
5 State Street Corp 2.18M (4.13%) 26.71K
Increased by +1.22%
Jun 30, 25
6 State Street Corporation 2.07M (3.92%) -12.49K
Decreased by -0.60%
Mar 31, 24
7 International Assets Investment Management, LLC 1.92M (3.63%) 1.92M
Increased by +99.77%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 1.58M (2.99%) 411.07K
Increased by +26.01%
Jun 30, 25
9 Amvescap Plc. 1.53M (2.90%) 9.70K
Increased by +0.63%
Jun 30, 25
10 Massachusetts Financial Services Company 1.43M (2.70%) -17.87K
Decreased by -1.25%
Jun 30, 25
11 Fidelity International Ltd 1.38M (2.62%) 99.46K
Increased by +7.19%
Jun 30, 25
12 Geode Capital Management, LLC 1.35M (2.56%) 24.11K
Increased by +1.78%
Jun 30, 25
13 Deutsche Bank AG 1.09M (2.06%) -15.51K
Decreased by -1.42%
Jun 30, 25
14 JPMorgan Chase & Co 1.05M (1.98%) -220.31K
Decreased by -21.07%
Jun 30, 25
15 Impax Asset Management Group PLC 1.01M (1.90%) 87.63K
Increased by +8.70%
Jun 30, 25
16 Adage Capital Partners Gp LLC 965.73K (1.83%) -9.47K
Decreased by -0.98%
Jun 30, 25
17 Wellington Management Company LLP 882.30K (1.67%) 749.81K
Increased by +84.98%
Jun 30, 25
18 Victory Capital Management Inc. 744.47K (1.41%) 375.38K
Increased by +50.42%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 739.33K (1.40%) 92.50K
Increased by +12.51%
Jun 30, 25
20 Nuveen Asset Management, LLC 731.76K (1.38%) -270.48K
Decreased by -36.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.70M (3.22%) 1.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.68M (3.18%) -37.52K
Decreased by -2.23%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.53M (2.89%) 11.60K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 1.32M (2.50%) -193.73K
Decreased by -14.67%
Jul 31, 25
5 L46 Fidelity Global Dividend 770.66K (1.46%) 24.88K
Increased by +3.23%
Feb 28, 25
6 Fidelity® Contrafund® 714.64K (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Contrafund 709.20K (1.34%) -36.40K
Decreased by -5.13%
Jan 31, 25
8 Fidelity 500 Index 676.56K (1.28%) 289.00
Increased by +0.04%
Jul 31, 25
9 Fidelity Global Dividend I-Acc-EUR 671.87K (1.27%) -254.00K
Decreased by -37.81%
Jul 31, 25
10 SPDR® S&P 500 ETF 668.26K (1.26%) -9.92K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 650.31K (1.23%) -3.46K
Decreased by -0.53%
Mar 31, 25
12 Vanguard Small Cap Index 647.92K (1.23%) -4.13K
Decreased by -0.64%
Jul 31, 25
13 MFS Large Cap Growth Equity 644.59K (1.22%) 102.89K
Increased by +15.96%
Jun 30, 25
14 iShares Core S&P 500 ETF 642.85K (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® S&P 500® ETF 641.64K (1.21%) 7.84K
Increased by +1.22%
Aug 31, 25
16 MFS Massachusetts Inv Gr Stk A 634.99K (1.20%) -9.60K
Decreased by -1.51%
Jul 31, 25
17 SPDR® S&P 500 ETF Trust 631.07K (1.19%) -1.38K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 624.95K (1.18%) 3.98K
Increased by +0.64%
Nov 30, 23
19 Vanguard Mid Cap Index Institutional 595.24K (1.13%) 6.40K
Increased by +1.08%
Jul 31, 25
20 Hartford Dividend and Growth Y 576.31K (1.09%) 83.06K
Increased by +14.41%
Jul 31, 25