Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.23%
2 TEKX 4.86%
3 VOLT 4.42%
4 SOLR 4.35%
5 SULR 4.35%
6 SMIG 4.18%
7 LOPP 4.17%
8 UTRN 3.87%
9 GRID 3.75%
10 NBCT 3.73%
11 NBET 3.73%
12 PRN 3.62%
13 ZAP 3.43%
14 AIRR 3.34%
15 BCUS 3.05%
16 RULE 3.02%
17 STNC 2.67%
18 LEAD 2.58%
19 SSPX 2.48%
20 CCSO 2.40%

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 5.14M (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 T. Rowe Price Associates, Inc. 1.58M (2.99%) 411.07K
Increased by +26.01%
Jun 30, 25
9 Amvescap Plc. 1.52M (2.88%) 31.86K
Increased by +2.09%
Mar 31, 25
10 Massachusetts Financial Services Company 1.43M (2.70%) -17.87K
Decreased by -1.25%
Jun 30, 25
11 Geode Capital Management, LLC 1.33M (2.52%) 45.21K
Increased by +3.40%
Mar 31, 25
12 Fidelity International Ltd 1.28M (2.43%) 225.59K
Increased by +17.57%
Mar 31, 25
13 JPMorgan Chase & Co 1.27M (2.39%) -168.78K
Decreased by -13.33%
Mar 31, 25
14 Deutsche Bank AG 1.10M (2.09%) 287.05K
Increased by +26.00%
Mar 31, 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 975.20K (1.84%) 628.89K
Increased by +64.49%
Mar 31, 25
17 Wellington Management Company LLP 882.30K (1.67%) 749.81K
Increased by +84.98%
Jun 30, 25
18 Nuveen Asset Management, LLC 731.76K (1.38%) -270.48K
Decreased by -36.96%
Dec 31, 24
19 Marshall Wace Asset Management Ltd 662.23K (1.25%) 355.18K
Increased by +53.63%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 646.83K (1.22%) 13.68K
Increased by +2.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.72M (3.25%) -6.58K
Decreased by -0.38%
Jun 30, 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 Vanguard 500 Index Investor 1.51M (2.86%) -11.55K
Decreased by -0.76%
Jun 30, 25
5 Fidelity Global Dividend I-Acc-EUR 925.88K (1.75%) -4.09K
Decreased by -0.44%
Jun 30, 25
6 L46 Fidelity Global Dividend 770.66K (1.46%) 24.88K
Increased by +3.23%
Feb 28, 25
7 Fidelity® Contrafund® 714.64K (1.35%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Contrafund 709.20K (1.34%) -36.40K
Decreased by -5.13%
Jan 31, 25
9 Fidelity 500 Index 676.27K (1.28%) -804.00
Decreased by -0.12%
Jun 30, 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 656.79K (1.24%) 2.76K
Increased by +0.42%
Jul 31, 25
12 Vanguard Small Cap Index 652.05K (1.23%) -24.69K
Decreased by -3.79%
Jun 30, 25
13 SPDR® S&P 500® ETF Trust 650.31K (1.23%) -3.46K
Decreased by -0.53%
Mar 31, 25
14 MFS Large Cap Growth Equity 644.59K (1.22%) 102.89K
Increased by +15.96%
Jun 30, 25
15 MFS Massachusetts Inv Gr Stk A 644.59K (1.22%) -9.87K
Decreased by -1.53%
Jun 30, 25
16 iShares Core S&P 500 ETF 638.05K (1.21%) 2.94K
Increased by +0.46%
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 588.84K (1.11%) -134.00
Decreased by -0.02%
Jun 30, 25
20 T. Rowe Price New Horizons 547.52K (1.04%) -2.73K
Decreased by -0.50%
Jun 30, 25