Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 INQQ 4.62%
2 EBLU 4.05%
3 TBLU 4.05%
4 UTRN 3.91%
5 PHO 3.68%
6 FIW 3.21%
7 STNC 3.13%
8 EQWM 3.01%
9 PIO 2.27%
10 UPGR 2.14%
11 GDIV 1.90%
12 SMAP 1.23%
13 RSPN 1.19%
14 RGI 1.18%
15 NVIR 1.12%
16 FLM 1.08%
17 HWAY 1.08%
18 SPLV 1.07%
19 XRLV 1.07%
20 ALTL 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.21M (12.23%) -93.99K
Decreased by -1.02%
Mar 31, 25
2 BlackRock Inc 5.91M (7.84%) 83.28K
Increased by +1.41%
Mar 31, 25
3 Wellington Management Company LLP 5.05M (6.70%) 831.00K
Increased by +16.45%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 3.16M (4.20%) 391.41K
Increased by +12.38%
Mar 31, 25
5 State Street Corp 3.08M (4.09%) 3.30K
Increased by +0.11%
Mar 31, 25
6 State Street Corporation 2.98M (3.96%) -10.66K
Decreased by -0.36%
Mar 31, 24
7 Impax Asset Management Group PLC 2.01M (2.66%) 207.17K
Increased by +10.32%
Mar 31, 25
8 Geode Capital Management, LLC 1.97M (2.62%) 58.58K
Increased by +2.97%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 1.96M (2.61%) -1.70M
Decreased by -86.79%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 1.85M (2.46%) -15.60K
Decreased by -0.84%
Mar 31, 25
11 Pictet Asset Manangement SA 1.47M (1.96%) -145.99K
Decreased by -9.90%
Mar 31, 25
12 Amvescap Plc. 1.34M (1.78%) -372.58K
Decreased by -27.83%
Dec 31, 24
13 Barclays PLC 1.29M (1.71%) 96.63K
Increased by +7.49%
Mar 31, 25
14 AllianceBernstein L.P. 1.26M (1.67%) -514.18K
Decreased by -40.86%
Sep 30, 23
15 Amundi 1.25M (1.66%) 236.65K
Increased by +18.94%
Mar 31, 25
16 First Trust Advisors L.P. 1.06M (1.40%) 105.96K
Increased by +10.03%
Dec 31, 24
17 Champlain Investment Partners, LLC 1.04M (1.39%) -88.25K
Decreased by -8.45%
Mar 31, 25
18 NORGES BANK 1.04M (1.38%) 109.37K
Increased by +10.52%
Dec 31, 24
19 Goldman Sachs Group Inc 985.62K (1.31%) 574.59K
Increased by +58.30%
Dec 31, 23
20 Van Eck Associates Corporation 972.69K (1.29%) 7.49K
Increased by +0.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.43M (3.23%) 35.69K
Increased by +1.47%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.40M (3.18%) 1.67K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.14M (2.83%) 33.43K
Increased by +1.57%
Apr 30, 25
4 Vanguard Small Cap Index 1.90M (2.53%) 11.49K
Increased by +0.60%
Apr 30, 25
5 Vanguard Equity-Income Inv 1.74M (2.30%) 416.60K
Increased by +24.01%
Mar 31, 25
6 Eaton Vance Atlanta Capital SMID-Cap I 1.33M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
7 T. Rowe Price New Horizons 1.30M (1.72%) -437.65K
Decreased by -33.79%
Mar 31, 25
8 US Small-Cap Growth II Equity Comp 1.30M (1.72%) -820.03K
Decreased by -63.31%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 1.23M (1.63%) 3.87K
Increased by +0.31%
Apr 30, 25
10 Impax Water Strategy Composite 1.15M (1.52%) 89.63K
Increased by +7.80%
Mar 31, 25
11 Pictet Water Segregated Accounts 1.14M (1.52%) 1.14M
Increased by +100.00%
Mar 31, 24
12 Champlain Mid Cap Fund, LLC 1.00M (1.33%) -25.30K
Decreased by -2.53%
Apr 30, 25
13 Fidelity 500 Index 950.02K (1.26%) 1.64K
Increased by +0.17%
Mar 31, 25
14 SPDR® S&P 500 ETF 939.65K (1.25%) -13.86K
Decreased by -1.47%
Mar 31, 25
15 VanEck Morningstar Wide Moat 922.97K (1.22%) -35.87K
Decreased by -3.89%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 914.40K (1.21%) -4.75K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 909.53K (1.21%) -5.54K
Decreased by -0.61%
Apr 30, 25
18 SPDR® S&P 500 ETF Trust 907.82K (1.20%) -7.11K
Decreased by -0.78%
Mar 31, 24
19 iShares Core S&P 500 ETF 897.45K (1.19%) -945.00
Decreased by -0.11%
Apr 30, 25
20 Fidelity® 500 Index 880.98K (1.17%) 5.61K
Increased by +0.64%
Nov 30, 23