Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAWZ 12.83%
2 LCG 9.79%
3 FIW 5.88%
4 IHI 5.58%
5 PTH 4.46%
6 NUMG 4.23%
7 NEWZ 4.08%
8 STNC 4.01%
9 UTRN 3.94%
10 ZIG 3.69%
11 RISN 3.56%
12 DWEQ 3.13%
13 RULE 2.87%
14 JMID 2.63%
15 UPGD 2.52%
16 RYJ 2.52%
17 XHE 2.47%
18 EMOT 2.38%
19 NBDS 2.30%
20 QQXT 2.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.86M (12.45%) 146.43K
Increased by +1.49%
Mar 31, 25
2 BlackRock Inc 8.70M (11.00%) 230.51K
Increased by +2.65%
Mar 31, 25
3 State Street Corporation 3.78M (4.78%) 3.63K
Increased by +0.10%
Mar 31, 24
4 State Street Corp 3.65M (4.61%) 12.32K
Increased by +0.34%
Mar 31, 25
5 Fundsmith LLP 2.65M (3.35%) -14.52K
Decreased by -0.55%
Mar 31, 25
6 Geode Capital Management, LLC 2.41M (3.05%) 112.62K
Increased by +4.67%
Mar 31, 25
7 BAMCO Inc 2.06M (2.60%) 54.26K
Increased by +2.63%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 1.99M (2.51%) 825.97K
Increased by +41.53%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.66M (2.10%) 25.31K
Increased by +1.53%
Mar 31, 25
10 AllianceBernstein L.P. 1.24M (1.57%) -1.58M
Decreased by -127.38%
Dec 31, 24
11 JPMorgan Chase & Co 1.21M (1.52%) -318.03K
Decreased by -26.36%
Sep 30, 24
12 Amvescap Plc. 1.17M (1.47%) 5.42K
Increased by +0.46%
Mar 31, 25
13 Principal Financial Group Inc 1.13M (1.42%) 414.80K
Increased by +36.84%
Mar 31, 25
14 Brown Advisory Holdings Inc 1.09M (1.38%) -63.79K
Decreased by -5.84%
Sep 30, 24
15 Blair William & Co 1.08M (1.37%) -10.27K
Decreased by -0.95%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 1.08M (1.36%) 290.55K
Increased by +26.99%
Mar 31, 25
17 Capital World Investors 1.02M (1.29%) 11.35K
Increased by +1.11%
Dec 31, 23
18 NORGES BANK 997.14K (1.26%) 2.72K
Increased by +0.27%
Dec 31, 24
19 GQG Partners LLC 931.89K (1.18%) 931.89K
Increased by +100.00%
Sep 30, 23
20 GAMMA Investing LLC 918.43K (1.16%) 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 (3.29%) -7.95K
Decreased by -0.31%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.59M (3.27%) -25.91K
Decreased by -1.00%
Jun 30, 25
3 Fundsmith Equity I Acc 2.52M (3.18%) 0.00
Increased by 0.00%
Mar 31, 25
4 R233 Fundsmith Equity (GBP) 2.52M (3.18%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 2.33M (2.94%) 16.57K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 2.28M (2.88%) -46.30K
Decreased by -2.03%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 1.77M (2.24%) -10.56K
Decreased by -0.59%
Jun 30, 25
8 Invesco QQQ Trust 1.65M (2.09%) -1.03K
Decreased by -0.06%
Jul 31, 25
9 SPDR® S&P 500 ETF 1.02M (1.29%) -14.88K
Decreased by -1.46%
Mar 31, 25
10 Fidelity 500 Index 1.02M (1.29%) -14.07K
Decreased by -1.38%
Jun 30, 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 (1.25%) -5.18K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 977.62K (1.24%) -4.04K
Decreased by -0.41%
Jul 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 955.83K (1.21%) -94.00
Decreased by -0.01%
Jul 30, 25
16 Vanguard Growth Index Investor 911.18K (1.15%) -52.58K
Decreased by -5.77%
Jun 30, 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 AB Large Cap Growth A 685.61K (0.87%) -6.72K
Decreased by -0.98%
Sep 30, 24
20 American Funds AMCAP A 661.02K (0.84%) 11.76K
Increased by +1.78%
Jun 30, 25