Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.23%
2 CTIF 5.20%
3 LOPP 4.03%
4 SOLR 3.99%
5 SULR 3.99%
6 UTRN 3.87%
7 SMIG 3.76%
8 NBCT 3.73%
9 NBET 3.73%
10 PRN 3.62%
11 AIRR 3.34%
12 VOLT 3.27%
13 POWR 3.18%
14 FILL 3.18%
15 BCUS 3.17%
16 MID 3.06%
17 RULE 2.87%
18 SSPX 2.85%
19 TEKX 2.77%
20 POW 2.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mizuho Securities USA Inc 7.98M (15.18%) 7.98M
Increased by +99.95%
Sep 30, 24
2 Vanguard Group Inc 6.61M (12.57%) 3.60K
Increased by +0.05%
Dec 31, 25
3 BlackRock Inc 4.66M (8.86%) -42.49K
Decreased by -0.91%
Dec 31, 25
4 Wellington Management Company LLP 2.51M (4.78%) 1.47M
Increased by +58.41%
Dec 31, 25
5 State Street Corp 2.30M (4.38%) 40.62K
Increased by +1.76%
Dec 31, 25
6 State Street Corporation 2.07M (3.94%) -12.49K
Decreased by -0.60%
Mar 31, 24
7 Bank of New York Mellon Corp 2.06M (3.91%) -108.31K
Decreased by -5.26%
Mar 31, 26
8 International Assets Investment Management, LLC 1.92M (3.65%) 1.92M
Increased by +99.77%
Sep 30, 24
9 Massachusetts Financial Services Company 1.54M (2.92%) -36.47K
Decreased by -2.37%
Mar 31, 26
10 Geode Capital Management, LLC 1.38M (2.62%) 10.90K
Increased by +0.79%
Dec 31, 25
11 Amvescap Plc. 1.22M (2.32%) -32.69K
Decreased by -2.68%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 1.21M (2.31%) 60.07K
Increased by +4.95%
Dec 31, 25
13 Deutsche Bank AG 1.14M (2.16%) -5.89K
Decreased by -0.52%
Mar 31, 26
14 Boston Partners Global Investors, Inc 1.04M (1.98%) 24.95K
Increased by +2.40%
Mar 31, 26
15 JPMorgan Chase & Co 979.85K (1.86%) 129.50K
Increased by +13.22%
Mar 31, 26
16 Adage Capital Partners Gp LLC 965.73K (1.84%) -9.47K
Decreased by -0.98%
Jun 30, 25
17 Fidelity International Ltd 749.12K (1.42%) -88.78K
Decreased by -11.85%
Dec 31, 25
18 Nuveen Asset Management, LLC 731.76K (1.39%) -270.48K
Decreased by -36.96%
Dec 31, 24
19 Victory Capital Management Inc. 695.07K (1.32%) -27.61K
Decreased by -3.97%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 686.05K (1.30%) -110.05K
Decreased by -16.04%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.70M (3.23%) 1.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.69M (3.22%) 10.20K
Increased by +0.60%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 1.53M (2.90%) 11.60K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 1.35M (2.57%) -11.24K
Decreased by -0.83%
Mar 31, 26
5 Vanguard Wellington Inv 968.23K (1.84%) -330.12K
Decreased by -34.10%
Mar 31, 26
6 L46 Fidelity Global Dividend 770.66K (1.47%) 24.88K
Increased by +3.23%
Feb 28, 25
7 Fidelity® Contrafund® 714.64K (1.36%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Contrafund 709.20K (1.35%) -36.40K
Decreased by -5.13%
Jan 31, 25
9 iShares Core S&P 500 ETF 687.63K (1.31%) 2.02K
Increased by +0.29%
Apr 30, 26
10 Fidelity 500 Index 678.92K (1.29%) 2.58K
Increased by +0.38%
Mar 31, 26
11 SPDR® S&P 500 ETF 668.26K (1.27%) -9.92K
Decreased by -1.48%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 650.31K (1.24%) -3.46K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 641.64K (1.22%) 7.84K
Increased by +1.22%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 633.99K (1.21%) 2.08K
Increased by +0.33%
Apr 30, 26
15 SPDR® S&P 500 ETF Trust 631.07K (1.20%) -1.38K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 624.95K (1.19%) 3.98K
Increased by +0.64%
Nov 30, 23
17 Hartford Dividend and Growth Y 621.65K (1.18%) -5.85K
Decreased by -0.94%
Mar 31, 26
18 Vanguard Small Cap Index 613.71K (1.17%) 10.22K
Increased by +1.67%
Mar 31, 26
19 Vanguard Mid Cap Index Institutional 574.21K (1.09%) -3.31K
Decreased by -0.58%
Mar 31, 26
20 US Small-Cap Growth II Equity Comp 547.52K (1.04%) 136.58K
Increased by +24.94%
Jun 30, 25