Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 11.95%
2 LCG 8.70%
3 FCTE 5.82%
4 IHI 4.98%
5 FIW 4.55%
6 PTH 4.46%
7 QQQG 4.39%
8 NEWZ 4.30%
9 NUMG 4.09%
10 UTRN 3.94%
11 ZIG 3.69%
12 STNC 3.61%
13 JMID 3.15%
14 DWEQ 3.13%
15 RULE 3.05%
16 BOUT 2.92%
17 RISN 2.82%
18 LQPE 2.72%
19 EMOT 2.65%
20 UPGD 2.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.88M (12.50%) 20.05K
Increased by +0.20%
Jun 30, 25
2 BlackRock Inc 8.37M (10.60%) -329.09K
Decreased by -3.93%
Jun 30, 25
3 State Street Corporation 3.78M (4.79%) 3.63K
Increased by +0.10%
Mar 31, 24
4 State Street Corp 3.55M (4.50%) -95.45K
Decreased by -2.69%
Jun 30, 25
5 Fundsmith LLP 2.64M (3.34%) -9.04K
Decreased by -0.34%
Jun 30, 25
6 Geode Capital Management, LLC 2.46M (3.12%) 54.40K
Increased by +2.21%
Jun 30, 25
7 BAMCO Inc 2.03M (2.57%) -27.16K
Decreased by -1.34%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 1.99M (2.52%) 825.97K
Increased by +41.53%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.66M (2.11%) 4.98K
Increased by +0.30%
Jun 30, 25
10 Bank of New York Mellon Corp 1.45M (1.84%) 884.81K
Increased by +60.96%
Jun 30, 25
11 AllianceBernstein L.P. 1.24M (1.57%) -1.58M
Decreased by -127.38%
Dec 31, 24
12 JPMorgan Chase & Co 1.21M (1.53%) -318.03K
Decreased by -26.36%
Sep 30, 24
13 Polen Capital 1.20M (1.51%) 1.20M
Increased by +100.00%
Jun 30, 25
14 Amvescap Plc. 1.16M (1.47%) -7.92K
Decreased by -0.68%
Jun 30, 25
15 Principal Financial Group Inc 1.13M (1.43%) 1.75K
Increased by +0.16%
Jun 30, 25
16 Brown Advisory Holdings Inc 1.09M (1.38%) -63.79K
Decreased by -5.84%
Sep 30, 24
17 Blair William & Co 1.08M (1.37%) -10.27K
Decreased by -0.95%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 1.07M (1.35%) -6.33K
Decreased by -0.59%
Jun 30, 25
19 Capital World Investors 1.02M (1.29%) 11.35K
Increased by +1.11%
Dec 31, 23
20 NORGES BANK 997.14K (1.26%) 2.72K
Increased by +0.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.61M (3.30%) -7.95K
Decreased by -0.31%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.53M (3.20%) -59.89K
Decreased by -2.37%
Jul 31, 25
3 Fundsmith Equity I Acc 2.52M (3.19%) 0.00
Increased by 0.00%
Mar 31, 25
4 R233 Fundsmith Equity (GBP) 2.52M (3.19%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 2.33M (2.95%) 16.57K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 1.99M (2.52%) -291.53K
Decreased by -14.64%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 1.79M (2.27%) 19.34K
Increased by +1.08%
Jul 31, 25
8 Invesco QQQ Trust 1.66M (2.10%) 11.48K
Increased by +0.69%
Aug 29, 25
9 Fidelity 500 Index 1.02M (1.29%) 437.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 1.02M (1.29%) -14.88K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 1.00M (1.27%) -7.74K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 992.12K (1.26%) -5.18K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 969.28K (1.23%) 11.89K
Increased by +1.23%
Aug 31, 25
14 Fidelity® 500 Index 967.32K (1.22%) 6.16K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 967.21K (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
16 Vanguard Growth Index Investor 914.80K (1.16%) 3.63K
Increased by +0.40%
Jul 31, 25
17 American Funds New Perspective A 869.64K (1.10%) 0.00
Increased by 0.00%
Dec 31, 23
18 Capital Group New Perspective Comp 869.64K (1.10%) 0.00
Increased by 0.00%
Dec 31, 23
19 Principal MidCap R5 705.78K (0.89%) 141.55K
Increased by +20.06%
Jul 31, 25
20 AB Large Cap Growth A 685.61K (0.87%) -6.72K
Decreased by -0.98%
Sep 30, 24