Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 8.07%
2 IHI 4.86%
3 FIW 4.58%
4 PTH 4.46%
5 UTRN 3.94%
6 ZIG 3.69%
7 RISN 3.46%
8 DWEQ 3.13%
9 JMID 2.53%
10 EMOT 2.30%
11 NBDS 2.30%
12 XHE 2.14%
13 RSPH 2.09%
14 QQXT 2.08%
15 PFUT 2.06%
16 MID 1.93%
17 AMOM 1.87%
18 GQI 1.53%
19 NWLG 1.52%
20 GDOC 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.71M (12.21%) 6.26K
Increased by +0.06%
Dec 31, 24
2 BlackRock Inc 8.47M (10.65%) -942.65K
Decreased by -11.13%
Dec 31, 24
3 State Street Corporation 3.78M (4.75%) 3.63K
Increased by +0.10%
Mar 31, 24
4 State Street Corp 3.64M (4.57%) 24.20K
Increased by +0.67%
Dec 31, 24
5 Fundsmith LLP 2.66M (3.35%) -1.31K
Decreased by -0.05%
Dec 31, 24
6 Geode Capital Management, LLC 2.30M (2.89%) 37.73K
Increased by +1.64%
Dec 31, 24
7 BAMCO Inc 2.01M (2.52%) 82.26K
Increased by +4.10%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 1.63M (2.05%) 451.33K
Increased by +27.64%
Dec 31, 24
9 AllianceBernstein L.P. 1.24M (1.56%) -1.58M
Decreased by -127.38%
Dec 31, 24
10 JPMorgan Chase & Co 1.21M (1.52%) -318.03K
Decreased by -26.36%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 1.16M (1.46%) -373.90K
Decreased by -32.15%
Dec 31, 24
12 Amvescap Plc. 1.16M (1.46%) 74.32K
Increased by +6.40%
Dec 31, 24
13 Principal Financial Group Inc 1.13M (1.42%) 414.80K
Increased by +36.84%
Mar 31, 25
14 Blair William & Co 1.11M (1.39%) -60.55K
Decreased by -5.48%
Dec 31, 24
15 Brown Advisory Holdings Inc 1.09M (1.37%) -63.79K
Decreased by -5.84%
Sep 30, 24
16 Capital World Investors 1.02M (1.29%) 11.35K
Increased by +1.11%
Dec 31, 23
17 NORGES BANK 997.14K (1.25%) 2.72K
Increased by +0.27%
Dec 31, 24
18 GQG Partners LLC 931.89K (1.17%) 931.89K
Increased by +100.00%
Sep 30, 23
19 GAMMA Investing LLC 918.43K (1.15%) 916.90K
Increased by +99.83%
Mar 31, 25
20 Northern Trust Corp 912.87K (1.15%) 143.37K
Increased by +15.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.61M (3.28%) -7.95K
Decreased by -0.31%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.57M (3.23%) -13.20K
Decreased by -0.51%
Mar 31, 25
3 Fundsmith Equity I Acc 2.52M (3.17%) 0.00
Increased by 0.00%
Dec 31, 24
4 R233 Fundsmith Equity (GBP) 2.52M (3.17%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 2.28M (2.86%) 4.70K
Increased by +0.21%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 1.75M (2.20%) -17.10K
Decreased by -0.98%
Mar 31, 25
7 Invesco QQQ Trust 1.66M (2.09%) -1.72K
Decreased by -0.10%
Apr 30, 25
8 Fidelity 500 Index 1.03M (1.29%) 1.77K
Increased by +0.17%
Mar 31, 25
9 SPDR® S&P 500 ETF 1.02M (1.28%) -14.88K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 1.00M (1.26%) -7.74K
Decreased by -0.77%
Mar 31, 24
11 SPDR® S&P 500® ETF 993.66K (1.25%) 816.00
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 992.12K (1.25%) -5.18K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 970.19K (1.22%) -1.01K
Decreased by -0.10%
Apr 30, 25
14 Fidelity® 500 Index 967.32K (1.22%) 6.16K
Increased by +0.64%
Nov 30, 23
15 Vanguard Growth Index Investor 952.86K (1.20%) 68.30K
Increased by +7.17%
Mar 31, 25
16 American Funds New Perspective A 869.64K (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
17 Capital Group New Perspective Comp 869.64K (1.09%) 0.00
Increased by 0.00%
Dec 31, 23
18 AB Large Cap Growth A 685.61K (0.86%) -6.72K
Decreased by -0.98%
Sep 30, 24
19 American Funds AMCAP A 649.26K (0.82%) 45.41K
Increased by +6.99%
Mar 31, 25
20 Capital Group AMCAP Composite 649.26K (0.82%) 45.41K
Increased by +6.99%
Mar 31, 25