Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 10.10%
2 LCG 8.31%
3 PFOE 5.22%
4 FCTE 5.04%
5 PTH 4.46%
6 IHI 4.36%
7 NEWZ 4.30%
8 UTRN 3.94%
9 FIW 3.69%
10 ZIG 3.69%
11 STNC 3.61%
12 NUMG 3.22%
13 DWEQ 3.13%
14 PCLG 3.08%
15 RULE 2.79%
16 LQPE 2.59%
17 UPGD 2.49%
18 RYJ 2.48%
19 NBDS 2.30%
20 RISN 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.95M (12.66%) -16.70K
Decreased by -0.17%
Dec 31, 25
2 BlackRock Inc 8.37M (10.65%) -169.33K
Decreased by -2.02%
Mar 31, 26
3 Elyxium Wealth, LLC 5.42M (6.90%) 5.42M
Increased by +100.00%
Dec 31, 25
4 Vanguard Capital Management, LLC 5.18M (6.59%) 5.18M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.91M (4.98%) 3.91M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 3.78M (4.81%) 3.63K
Increased by +0.10%
Mar 31, 24
7 State Street Corp 3.67M (4.68%) 17.56K
Increased by +0.48%
Mar 31, 26
8 Geode Capital Management, LLC 2.66M (3.39%) 77.06K
Increased by +2.90%
Mar 31, 26
9 J Stern & Co LLP 2.65M (3.38%) 2.64M
Increased by +99.58%
Dec 31, 25
10 Amvescap Plc. 1.68M (2.14%) 176.34K
Increased by +10.51%
Mar 31, 26
11 BAMCO Inc 1.63M (2.08%) -164.67K
Decreased by -10.08%
Mar 31, 26
12 Bank of New York Mellon Corp 1.50M (1.91%) -119.94K
Decreased by -7.97%
Mar 31, 26
13 Fundsmith LLP 1.47M (1.87%) -410.25K
Decreased by -27.99%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 1.32M (1.67%) -237.78K
Decreased by -18.07%
Mar 31, 26
15 AllianceBernstein L.P. 1.24M (1.58%) -1.58M
Decreased by -127.38%
Dec 31, 24
16 Brown Advisory Holdings Inc 1.09M (1.39%) -63.79K
Decreased by -5.84%
Sep 30, 24
17 Capital World Investors 1.02M (1.30%) 11.35K
Increased by +1.11%
Dec 31, 23
18 NORGES BANK 997.14K (1.27%) 2.72K
Increased by +0.27%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 952.22K (1.21%) 258.01K
Increased by +27.10%
Dec 31, 25
20 Blair William & Co 946.34K (1.20%) -55.04K
Decreased by -5.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.61M (3.32%) -7.95K
Decreased by -0.31%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.54M (3.23%) 7.63K
Increased by +0.30%
Apr 30, 26
3 R233 Fundsmith Equity (GBP) 2.52M (3.21%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 2.33M (2.96%) 16.57K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 2.07M (2.64%) 36.85K
Increased by +1.78%
Apr 30, 26
6 Invesco QQQ Trust 1.73M (2.20%) 8.13K
Increased by +0.47%
May 29, 26
7 Vanguard Mid Cap Index Institutional 1.72M (2.19%) 3.84K
Increased by +0.22%
Apr 30, 26
8 Fundsmith Equity I Acc 1.41M (1.79%) 0.00
Increased by 0.00%
Apr 30, 26
9 iShares Core S&P 500 ETF 1.05M (1.34%) 3.24K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 1.02M (1.30%) 3.52K
Increased by +0.34%
Apr 30, 26
11 SPDR® S&P 500 ETF 1.02M (1.30%) -14.88K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.00M (1.28%) -7.74K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 992.12K (1.26%) -5.18K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 969.28K (1.23%) 11.89K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 967.32K (1.23%) 6.16K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 962.75K (1.23%) 1.01K
Increased by +0.11%
May 31, 26
17 Vanguard Growth Index Investor 931.58K (1.19%) 4.85K
Increased by +0.52%
Apr 30, 26
18 American Funds New Perspective A 869.64K (1.11%) 0.00
Increased by 0.00%
Dec 31, 23
19 Capital Group New Perspective Comp 869.64K (1.11%) 0.00
Increased by 0.00%
Dec 31, 23
20 American Funds AMCAP A 732.86K (0.93%) 155.14K
Increased by +21.17%
Mar 31, 26