Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 10.22%
2 LCG 8.31%
3 PFOE 5.06%
4 FCTE 4.99%
5 IHI 4.78%
6 PTH 4.46%
7 NEWZ 4.30%
8 UTRN 3.94%
9 FIW 3.78%
10 ZIG 3.69%
11 STNC 3.61%
12 NUMG 3.25%
13 DWEQ 3.13%
14 PCLG 3.08%
15 TSCM 2.85%
16 RULE 2.79%
17 LQPE 2.59%
18 UPGD 2.49%
19 RYJ 2.48%
20 RISN 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.95M (12.75%) -16.70K
Decreased by -0.17%
Dec 31, 25
2 BlackRock Inc 8.53M (10.94%) 329.88K
Increased by +3.87%
Dec 31, 25
3 Elyxium Wealth, LLC 5.42M (6.95%) 5.42M
Increased by +100.00%
Dec 31, 25
4 State Street Corporation 3.78M (4.85%) 3.63K
Increased by +0.10%
Mar 31, 24
5 State Street Corp 3.66M (4.69%) 138.96K
Increased by +3.80%
Dec 31, 25
6 J Stern & Co LLP 2.65M (3.40%) 2.64M
Increased by +99.58%
Dec 31, 25
7 Geode Capital Management, LLC 2.58M (3.31%) 86.26K
Increased by +3.34%
Dec 31, 25
8 BAMCO Inc 1.80M (2.30%) -86.09K
Decreased by -4.79%
Dec 31, 25
9 Amvescap Plc. 1.68M (2.15%) 176.34K
Increased by +10.51%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 1.55M (1.99%) -68.76K
Decreased by -4.43%
Dec 31, 25
11 Bank of New York Mellon Corp 1.50M (1.93%) -119.94K
Decreased by -7.97%
Mar 31, 26
12 Fundsmith LLP 1.47M (1.88%) -410.25K
Decreased by -27.99%
Mar 31, 26
13 AllianceBernstein L.P. 1.24M (1.59%) -1.58M
Decreased by -127.38%
Dec 31, 24
14 Brown Advisory Holdings Inc 1.09M (1.40%) -63.79K
Decreased by -5.84%
Sep 30, 24
15 Capital World Investors 1.02M (1.31%) 11.35K
Increased by +1.11%
Dec 31, 23
16 Blair William & Co 1.00M (1.28%) -30.41K
Decreased by -3.04%
Dec 31, 25
17 NORGES BANK 997.14K (1.28%) 2.72K
Increased by +0.27%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 952.22K (1.22%) 258.01K
Increased by +27.10%
Dec 31, 25
19 GQG Partners LLC 931.89K (1.19%) 931.89K
Increased by +100.00%
Sep 30, 23
20 GAMMA Investing LLC 918.43K (1.18%) 916.90K
Increased by +99.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.61M (3.34%) -7.95K
Decreased by -0.31%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.53M (3.24%) 2.90K
Increased by +0.11%
Mar 31, 26
3 R233 Fundsmith Equity (GBP) 2.52M (3.23%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 2.33M (2.99%) 16.57K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 2.03M (2.61%) -18.28K
Decreased by -0.90%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 1.72M (2.21%) -15.46K
Decreased by -0.90%
Mar 31, 26
7 Invesco QQQ Trust 1.70M (2.18%) 12.51K
Increased by +0.73%
Apr 30, 26
8 Fundsmith Equity I Acc 1.41M (1.81%) -384.62K
Decreased by -27.30%
Mar 31, 26
9 iShares Core S&P 500 ETF 1.03M (1.32%) 3.06K
Increased by +0.30%
Apr 30, 26
10 Fidelity 500 Index 1.02M (1.31%) 3.55K
Increased by +0.35%
Mar 31, 26
11 SPDR® S&P 500 ETF 1.02M (1.31%) -14.88K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.00M (1.29%) -7.74K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 992.12K (1.27%) -5.18K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 969.28K (1.24%) 11.89K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 967.32K (1.24%) 6.16K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 953.51K (1.22%) 3.08K
Increased by +0.32%
Apr 30, 26
17 Vanguard Growth Index Investor 926.73K (1.19%) -10.57K
Decreased by -1.14%
Mar 31, 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 (0.94%) 155.14K
Increased by +21.17%
Mar 31, 26