Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EBLU 3.93%
2 TBLU 3.93%
3 UTRN 3.91%
4 FIW 3.82%
5 PHO 3.51%
6 STNC 3.13%
7 EQWM 3.01%
8 MGRO 3.00%
9 ABEQ 2.84%
10 UPGR 2.55%
11 MVFD 2.42%
12 INQQ 2.40%
13 DFRA 2.29%
14 GDIV 1.90%
15 PIO 1.74%
16 IPDP 1.73%
17 FTDS 1.70%
18 MOAT 1.56%
19 TCAL 1.48%
20 SAWG 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.99M (12.19%) -100.38K
Decreased by -1.12%
Dec 31, 25
2 BlackRock Inc 5.68M (7.69%) -9.87K
Decreased by -0.17%
Mar 31, 26
3 Vanguard Capital Management, LLC 4.85M (6.58%) 4.85M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 3.77M (5.11%) 3.77M
Increased by +100.00%
Mar 31, 26
5 PRIMECAP Management Company 3.30M (4.48%) 76.15K
Increased by +2.31%
Mar 31, 26
6 State Street Corp 3.21M (4.34%) 32.99K
Increased by +1.03%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 3.10M (4.20%) -167.24K
Decreased by -5.40%
Mar 31, 26
8 State Street Corporation 2.98M (4.04%) -10.66K
Decreased by -0.36%
Mar 31, 24
9 Geode Capital Management, LLC 2.09M (2.83%) 55.84K
Increased by +2.67%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 2.01M (2.73%) 51.73K
Increased by +2.57%
Jun 30, 25
11 Millennium Management LLC 2.00M (2.70%) 932.18K
Increased by +46.70%
Mar 31, 26
12 Nordea Investment Mgmt Bank Demark A/s 1.87M (2.54%) -381.69K
Decreased by -20.37%
Mar 31, 26
13 Wellington Management Company LLP 1.74M (2.36%) -3.95M
Decreased by -227.43%
Mar 31, 26
14 Amvescap Plc. 1.63M (2.20%) -65.71K
Decreased by -4.04%
Mar 31, 26
15 Victory Capital Management Inc. 1.51M (2.05%) 1.49M
Increased by +98.57%
Mar 31, 26
16 T. Rowe Price Investment Management,Inc. 1.49M (2.02%) -364.02K
Decreased by -24.44%
Jun 30, 25
17 Pictet Asset Manangement SA 1.47M (2.00%) -145.99K
Decreased by -9.90%
Mar 31, 25
18 Dodge & Cox 1.26M (1.71%) 918.21K
Increased by +72.73%
Dec 31, 25
19 AllianceBernstein L.P. 1.26M (1.71%) -514.18K
Decreased by -40.86%
Sep 30, 23
20 Amundi 1.22M (1.65%) -268.26K
Decreased by -22.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.40M (3.25%) 1.67K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.35M (3.18%) -15.19K
Decreased by -0.65%
Jun 30, 26
3 Vanguard Equity-Income Inv 2.24M (3.04%) -206.86K
Decreased by -9.22%
Dec 31, 25
4 Vanguard Institutional 500 Index Trust 2.15M (2.92%) 18.56K
Increased by +0.86%
May 31, 25
5 Vanguard 500 Index Investor 1.92M (2.60%) -37.80K
Decreased by -1.97%
Jun 30, 26
6 Vanguard Small Cap Index 1.70M (2.30%) -13.46K
Decreased by -0.79%
Jun 30, 26
7 Vanguard PRIMECAP Inv 1.43M (1.94%) 45.50K
Increased by +3.18%
Mar 31, 26
8 US Small-Cap Growth II Equity Comp 1.27M (1.72%) -23.25K
Decreased by -1.83%
Jun 30, 25
9 Pictet Water Segregated Accounts 1.14M (1.55%) 1.14M
Increased by +100.00%
Mar 31, 24
10 Victory Sycamore Established Value R 1.08M (1.47%) 0.00
Increased by 0.00%
Jun 30, 26
11 Vanguard Small Cap Value Index Inv 1.08M (1.46%) -24.75K
Decreased by -2.30%
Jun 30, 26
12 T. Rowe Price New Horizons 1.06M (1.44%) -211.27K
Decreased by -19.92%
Jul 31, 25
13 iShares Core S&P 500 ETF 1.02M (1.38%) 3.23K
Increased by +0.32%
Jun 30, 26
14 Vanguard Wellesley® Income Inv 1.02M (1.38%) -112.56K
Decreased by -11.03%
Dec 31, 25
15 Vanguard Capital Opportunity Inv 1.01M (1.37%) 18.25K
Increased by +1.80%
Mar 31, 26
16 Fidelity 500 Index 957.85K (1.30%) -1.33K
Decreased by -0.14%
May 31, 26
17 Impax Water Strategy Composite 947.90K (1.28%) 0.00
Increased by 0.00%
May 31, 26
18 SPDR® S&P 500 ETF 939.65K (1.27%) -13.86K
Decreased by -1.47%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 914.40K (1.24%) -4.75K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 912.44K (1.24%) 11.13K
Increased by +1.22%
Aug 31, 25