Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.23%
2 SULR 4.50%
3 SOLR 4.50%
4 VOLT 4.43%
5 SMIG 4.34%
6 TEKX 4.23%
7 LOPP 4.17%
8 UTRN 3.87%
9 GRID 3.78%
10 NBCT 3.73%
11 NBET 3.73%
12 PRN 3.62%
13 AIRR 3.34%
14 RULE 3.06%
15 BCUS 2.98%
16 STNC 2.67%
17 LEAD 2.59%
18 SSPX 2.46%
19 CCSO 2.40%
20 UPGD 2.22%

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 6.63M (12.53%) -9.29K
Decreased by -0.14%
Mar 31, 25
3 BlackRock Inc 5.14M (9.72%) -53.70K
Decreased by -1.04%
Mar 31, 25
4 Bank of New York Mellon Corp 2.83M (5.36%) 7.14K
Increased by +0.25%
Mar 31, 25
5 State Street Corp 2.16M (4.08%) 4.28K
Increased by +0.20%
Mar 31, 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 Amvescap Plc. 1.52M (2.88%) 31.86K
Increased by +2.09%
Mar 31, 25
9 Massachusetts Financial Services Company 1.45M (2.74%) -63.67K
Decreased by -4.40%
Mar 31, 25
10 Geode Capital Management, LLC 1.33M (2.52%) 45.21K
Increased by +3.40%
Mar 31, 25
11 Fidelity International Ltd 1.28M (2.43%) 225.59K
Increased by +17.57%
Mar 31, 25
12 JPMorgan Chase & Co 1.27M (2.39%) -168.78K
Decreased by -13.33%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.17M (2.21%) -403.49K
Decreased by -34.50%
Mar 31, 25
14 Deutsche Bank AG 1.10M (2.09%) 287.05K
Increased by +26.00%
Mar 31, 25
15 Adage Capital Partners Gp LLC 975.20K (1.84%) 628.89K
Increased by +64.49%
Mar 31, 25
16 Impax Asset Management Group PLC 919.16K (1.74%) -104.96K
Decreased by -11.42%
Mar 31, 25
17 Nuveen Asset Management, LLC 731.76K (1.38%) -270.48K
Decreased by -36.96%
Dec 31, 24
18 Marshall Wace Asset Management Ltd 662.23K (1.25%) 355.18K
Increased by +53.63%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 646.83K (1.22%) 13.68K
Increased by +2.12%
Mar 31, 25
20 Nuveen, LLC 644.53K (1.22%) 644.53K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.72M (3.26%) 1.06K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.70M (3.22%) 1.28K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.53M (2.89%) 11.60K
Increased by +0.76%
May 31, 25
4 Fidelity Global Dividend I-Acc-EUR 929.97K (1.76%) -35.17K
Decreased by -3.78%
May 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 677.07K (1.28%) 2.92K
Increased by +0.43%
May 31, 25
9 Vanguard Small Cap Index 676.74K (1.28%) 3.14K
Increased by +0.46%
May 31, 25
10 SPDR® S&P 500 ETF 668.26K (1.26%) -9.92K
Decreased by -1.48%
Mar 31, 25
11 MFS Massachusetts Inv Gr Stk A 654.46K (1.24%) -16.40K
Decreased by -2.51%
May 31, 25
12 SPDR® S&P 500® ETF Trust 650.31K (1.23%) -3.46K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 646.53K (1.22%) -2.23K
Decreased by -0.35%
Jun 30, 25
14 MFS Large Cap Growth Equity 644.59K (1.22%) 102.89K
Increased by +15.96%
Jun 30, 25
15 iShares Core S&P 500 ETF 633.28K (1.20%) 1.02K
Increased by +0.16%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 631.07K (1.19%) -1.38K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® 500 Index 624.95K (1.18%) 3.98K
Increased by +0.64%
Nov 30, 23
18 Vanguard Mid Cap Index Institutional 588.97K (1.11%) 5.58K
Increased by +0.95%
May 31, 25
19 T. Rowe Price New Horizons 547.52K (1.04%) -2.73K
Decreased by -0.50%
Jun 30, 25
20 US Small-Cap Growth II Equity Comp 547.52K (1.04%) 136.58K
Increased by +24.94%
Jun 30, 25