Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.83%
2 FINX 3.33%
3 FMTM 3.03%
4 KONG 2.85%
5 NEWZ 2.85%
6 KMID 2.79%
7 VSDA 2.72%
8 GRW 2.53%
9 RW 2.44%
10 TDV 2.43%
11 UPGD 2.26%
12 RYJ 2.26%
13 CNAV 2.17%
14 GFGF 2.05%
15 IPAY 2.03%
16 ERNZ 1.88%
17 SMCO 1.88%
18 NBSM 1.85%
19 BCFN 1.83%
20 POWA 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.65M (12.07%) -108.25K
Decreased by -1.25%
Dec 31, 25
2 BlackRock Inc 6.10M (8.51%) -125.93K
Decreased by -2.07%
Sep 30, 25
3 Kayne Anderson Rudnick Investment Management LLC 4.59M (6.40%) -124.90K
Decreased by -2.72%
Sep 30, 25
4 State Street Corp 4.10M (5.73%) 97.14K
Increased by +2.37%
Sep 30, 25
5 State Street Corporation 3.83M (5.35%) 674.70K
Increased by +17.60%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 2.51M (3.51%) -2.80M
Decreased by -111.51%
Sep 30, 25
7 Geode Capital Management, LLC 2.16M (3.01%) 60.05K
Increased by +2.79%
Sep 30, 25
8 Apg All Pensions Group 1.96M (2.73%) -343.41K
Decreased by -17.55%
Sep 30, 25
9 Atlantic Trust Group, LLC 1.89M (2.63%) -36.00
Decreased by -0.00%
Dec 31, 25
10 Amvescap Plc. 1.80M (2.51%) 155.62K
Increased by +8.64%
Sep 30, 25
11 Goldman Sachs Group Inc 1.41M (1.97%) 877.06K
Increased by +62.15%
Dec 31, 23
12 JPMorgan Chase & Co 1.35M (1.89%) 916.08K
Increased by +67.80%
Sep 30, 25
13 Wells Fargo & Co 1.35M (1.88%) -22.68K
Decreased by -1.68%
Sep 30, 25
14 Mitsubishi UFJ Asset Management Co.,Ltd 1.27M (1.77%) -402.46K
Decreased by -31.79%
Sep 30, 25
15 Van Eck Associates Corporation 1.11M (1.55%) 1.06M
Increased by +95.03%
Sep 30, 25
16 Amundi 1.05M (1.47%) -141.06K
Decreased by -13.38%
Dec 31, 23
17 Handelsbanken Fonder AB 955.50K (1.33%) -52.00K
Decreased by -5.44%
Jun 30, 25
18 Mackenzie Investments 935.95K (1.31%) 9.06K
Increased by +0.97%
Sep 30, 25
19 UBS Group AG 847.00K (1.18%) 364.88K
Increased by +43.08%
Sep 30, 25
20 Neuberger Berman Group LLC 778.20K (1.09%) 148.56K
Increased by +19.09%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.30M (3.21%) 1.62K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.27M (3.17%) 4.98K
Increased by +0.22%
Jan 31, 26
3 Vanguard Institutional 500 Index Trust 2.07M (2.89%) 13.24K
Increased by +0.64%
May 31, 25
4 Vanguard 500 Index Investor 1.84M (2.57%) 11.30K
Increased by +0.61%
Jan 31, 26
5 Vanguard Small Cap Index 1.64M (2.29%) -457.00
Decreased by -0.03%
Jan 31, 26
6 MS INVF Global Brands A 1.36M (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
7 Morgan Stanley Glbl Franchise 1.36M (1.90%) 229.35K
Increased by +16.88%
Jun 30, 25
8 VanEck Morningstar Wide Moat 961.36K (1.34%) -23.59K
Decreased by -2.45%
Dec 31, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 961.21K (1.34%) 0.00
Increased by 0.00%
Jan 31, 26
10 VanEck Morningstar Wide Moat ETF 939.38K (1.31%) -1.16K
Decreased by -0.12%
Feb 28, 26
11 iShares Core S&P 500 ETF 921.84K (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
12 Invesco S&P 500® Equal Weight ETF 921.16K (1.29%) -399.00
Decreased by -0.04%
Feb 27, 26
13 Fidelity 500 Index 919.57K (1.28%) 4.26K
Increased by +0.46%
Jan 31, 26
14 Vanguard Small Cap Growth Index Inv 910.80K (1.27%) -15.37K
Decreased by -1.69%
Jan 31, 26
15 SPDR® S&P 500 ETF 909.56K (1.27%) -13.33K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 885.44K (1.24%) -4.64K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 883.63K (1.23%) 10.88K
Increased by +1.23%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 859.55K (1.20%) -1.85K
Decreased by -0.22%
Apr 30, 24
19 State Street® SPDR® S&P 500® ETF 859.04K (1.20%) 3.57K
Increased by +0.42%
Feb 27, 26
20 Fidelity® 500 Index 849.20K (1.18%) 5.40K
Increased by +0.64%
Nov 30, 23