Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.23%
2 VOLT 4.43%
3 SOLR 4.42%
4 SULR 4.42%
5 TEKX 4.35%
6 SMIG 3.99%
7 UTRN 3.87%
8 LOPP 3.81%
9 NBCT 3.73%
10 NBET 3.73%
11 GRID 3.64%
12 PRN 3.62%
13 AIRR 3.34%
14 BCUS 3.12%
15 STNC 2.68%
16 LEAD 2.47%
17 CCSO 2.34%
18 MID 2.27%
19 RYJ 2.22%
20 UPGD 2.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mizuho Securities USA Inc 7.98M (15.03%) 7.98M
Increased by +99.95%
Sep 30, 24
2 Vanguard Group Inc 6.63M (12.48%) -9.29K
Decreased by -0.14%
Mar 31, 25
3 BlackRock Inc 5.14M (9.68%) -53.70K
Decreased by -1.04%
Mar 31, 25
4 Bank of New York Mellon Corp 2.83M (5.34%) 7.14K
Increased by +0.25%
Mar 31, 25
5 State Street Corp 2.16M (4.06%) 4.28K
Increased by +0.20%
Mar 31, 25
6 State Street Corporation 2.07M (3.90%) -12.49K
Decreased by -0.60%
Mar 31, 24
7 International Assets Investment Management, LLC 1.92M (3.62%) 1.92M
Increased by +99.77%
Sep 30, 24
8 Amvescap Plc. 1.52M (2.87%) 31.86K
Increased by +2.09%
Mar 31, 25
9 Massachusetts Financial Services Company 1.45M (2.72%) -63.67K
Decreased by -4.40%
Mar 31, 25
10 Geode Capital Management, LLC 1.33M (2.50%) 45.21K
Increased by +3.40%
Mar 31, 25
11 Fidelity International Ltd 1.28M (2.42%) 225.59K
Increased by +17.57%
Mar 31, 25
12 JPMorgan Chase & Co 1.27M (2.38%) -168.78K
Decreased by -13.33%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 1.17M (2.20%) -403.49K
Decreased by -34.50%
Mar 31, 25
14 Deutsche Bank AG 1.10M (2.08%) 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 (1.73%) -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 (1.21%) 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 (3.24%) 22.71K
Increased by +1.32%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.70M (3.20%) 1.28K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.51M (2.85%) 23.74K
Increased by +1.57%
Apr 30, 25
4 Fidelity Global Dividend I-Acc-EUR 965.14K (1.82%) 109.60K
Increased by +11.36%
Apr 30, 25
5 L46 Fidelity Global Dividend 770.66K (1.45%) 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 674.15K (1.27%) 833.00
Increased by +0.12%
Apr 30, 25
9 Vanguard Small Cap Index 673.59K (1.27%) 4.11K
Increased by +0.61%
Apr 30, 25
10 MFS Massachusetts Inv Gr Stk A 670.86K (1.26%) 129.16K
Increased by +19.25%
Apr 30, 25
11 SPDR® S&P 500 ETF 668.26K (1.26%) -9.92K
Decreased by -1.48%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 650.31K (1.22%) -3.46K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 642.44K (1.21%) -2.82K
Decreased by -0.44%
May 31, 25
14 SPDR® S&P 500 ETF Trust 631.07K (1.19%) -1.38K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 624.95K (1.18%) 3.98K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 621.28K (1.17%) 0.00
Increased by 0.00%
May 31, 25
17 Vanguard Mid Cap Index Institutional 583.39K (1.10%) 5.57K
Increased by +0.95%
Apr 30, 25
18 Impax Leaders Strategy Composite 577.25K (1.09%) 98.23K
Increased by +17.02%
Apr 30, 25
19 MFS Large Cap Growth Equity 541.69K (1.02%) 74.99K
Increased by +13.84%
Mar 31, 25
20 Impax Global Opportunities Strategy Comp 504.44K (0.95%) -21.05K
Decreased by -4.17%
Jan 31, 25