Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.08%
2 UTRN 4.00%
3 XKFF 3.84%
4 FIW 3.23%
5 BOUT 3.20%
6 DRES 2.71%
7 EQTY 2.62%
8 PKB 2.55%
9 FIXT 2.19%
10 FEMA 2.19%
11 XKFS 2.06%
12 NUKZ 2.05%
13 TNUK 2.04%
14 RUNN 1.81%
15 NBCT 1.67%
16 WBIF 1.66%
17 EPSV 1.58%
18 QIS 1.53%
19 SMCO 1.30%
20 SRHQ 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.66M (11.73%) -42.00K
Decreased by -0.31%
Dec 31, 25
2 BlackRock Inc 9.62M (8.26%) 490.76K
Increased by +5.10%
Dec 31, 25
3 State Street Corp 7.37M (6.32%) 243.34K
Increased by +3.30%
Dec 31, 25
4 State Street Corporation 7.36M (6.31%) -94.38K
Decreased by -1.28%
Mar 31, 24
5 Capital World Investors 5.49M (4.71%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 4.52M (3.88%) -10.48K
Decreased by -0.23%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 3.38M (2.90%) 552.28K
Increased by +16.34%
Dec 31, 25
8 Ninety One UK Limited 3.26M (2.79%) 99.03K
Increased by +3.04%
Mar 31, 26
9 Geode Capital Management, LLC 3.22M (2.76%) 28.08K
Increased by +0.87%
Dec 31, 25
10 Amvescap Plc. 2.90M (2.49%) 254.02K
Increased by +8.76%
Mar 31, 26
11 Boston Partners Global Investors, Inc 2.43M (2.09%) -17.96K
Decreased by -0.74%
Mar 31, 26
12 Allspring Global Investments Holdings, LLC 2.39M (2.05%) -115.81K
Decreased by -4.85%
Dec 31, 25
13 Bank of America Corp 1.95M (1.67%) -123.10K
Decreased by -6.32%
Dec 31, 25
14 Select Equity Group LP 1.84M (1.58%) -2.19M
Decreased by -119.36%
Dec 31, 23
15 Ameriprise Financial Inc 1.70M (1.46%) 164.13K
Increased by +9.65%
Dec 31, 25
16 Massachusetts Financial Services Company 1.68M (1.44%) -62.90K
Decreased by -3.75%
Mar 31, 26
17 Macquarie Group Ltd 1.58M (1.36%) -140.44K
Decreased by -8.87%
Mar 31, 25
18 Lazard Asset Management LLC 1.48M (1.27%) -1.62M
Decreased by -109.33%
Dec 31, 25
19 Findlay Park Partners LLP 1.39M (1.19%) -207.84K
Decreased by -14.94%
Sep 30, 23
20 American Century Companies Inc 1.34M (1.15%) -376.19K
Decreased by -28.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.37%) -40.91K
Decreased by -1.04%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.73M (3.20%) -21.79K
Decreased by -0.58%
Mar 31, 26
3 Capital Group Growth Fnd of Amer Comp 3.68M (3.16%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 3.49M (2.99%) 25.76K
Increased by +0.74%
May 31, 25
5 Vanguard 500 Index Investor 2.99M (2.57%) -85.37K
Decreased by -2.86%
Mar 31, 26
6 Vanguard Small Cap Index 2.71M (2.33%) 1.36M
Increased by +50.28%
Mar 31, 26
7 American Funds Growth Fund of Amer A 2.71M (2.32%) -977.12K
Decreased by -36.11%
Jun 30, 24
8 Vanguard Capital Opportunity Inv 2.07M (1.78%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Windsor™ II Inv 1.74M (1.50%) -142.38K
Decreased by -8.17%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 1.73M (1.48%) 859.59K
Increased by +49.81%
Mar 31, 26
11 SPDR® S&P 500 ETF 1.52M (1.31%) -44.69K
Decreased by -2.93%
Mar 31, 25
12 iShares Core S&P 500 ETF 1.52M (1.30%) 4.49K
Increased by +0.30%
Apr 30, 26
13 Capital Group Growth Composite 1.50M (1.29%) -669.00K
Decreased by -44.60%
Mar 31, 24
14 Fidelity 500 Index 1.50M (1.29%) -21.36K
Decreased by -1.42%
Mar 31, 26
15 SPDR® S&P 500 ETF Trust 1.49M (1.28%) -3.23K
Decreased by -0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 1.48M (1.27%) -7.78K
Decreased by -0.52%
Mar 31, 25
17 Fidelity® 500 Index 1.47M (1.26%) 9.34K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF 1.45M (1.25%) 17.96K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 1.42M (1.22%) 4.56K
Increased by +0.32%
Apr 30, 26
20 Allspring Mid Value SMA 1.35M (1.16%) -621.60K
Decreased by -46.04%
Mar 31, 26