Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.83%
2 KMID 3.40%
3 FMTM 3.03%
4 NEWZ 2.85%
5 VSDA 2.72%
6 KONG 2.64%
7 CNAV 2.17%
8 GFGF 2.05%
9 IPAY 2.03%
10 UPGD 1.98%
11 RYJ 1.98%
12 FINX 1.97%
13 FTDS 1.96%
14 TDV 1.94%
15 ERNZ 1.88%
16 GRW 1.74%
17 POWA 1.65%
18 BCFN 1.61%
19 NBSM 1.60%
20 SMCO 1.57%

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 5.86M (8.18%) 1.28M
Increased by +21.76%
Dec 31, 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 2.13M (2.97%) -28.05K
Decreased by -1.32%
Dec 31, 25
8 Atlantic Trust Group, LLC 1.89M (2.63%) -36.00
Decreased by -0.00%
Dec 31, 25
9 Amvescap Plc. 1.80M (2.51%) 155.62K
Increased by +8.64%
Sep 30, 25
10 Citadel Advisors Llc 1.60M (2.23%) 1.35M
Increased by +84.25%
Dec 31, 25
11 APG Asset Management 1.56M (2.18%) -2.22M
Decreased by -141.74%
Dec 31, 25
12 Apg All Pensions Group 1.56M (2.18%) -393.11K
Decreased by -25.15%
Dec 31, 25
13 Goldman Sachs Group Inc 1.41M (1.97%) 877.06K
Increased by +62.15%
Dec 31, 23
14 JPMorgan Chase & Co 1.35M (1.89%) 916.08K
Increased by +67.80%
Sep 30, 25
15 Wells Fargo & Co 1.35M (1.88%) -22.68K
Decreased by -1.68%
Sep 30, 25
16 Mitsubishi UFJ Asset Management Co.,Ltd 1.27M (1.77%) -402.46K
Decreased by -31.79%
Sep 30, 25
17 Neuberger Berman Group LLC 1.12M (1.56%) 339.44K
Increased by +30.37%
Dec 31, 25
18 Van Eck Associates Corporation 1.09M (1.52%) -24.60K
Decreased by -2.26%
Dec 31, 25
19 Amundi 1.05M (1.47%) -141.06K
Decreased by -13.38%
Dec 31, 23
20 Handelsbanken Fonder AB 955.50K (1.33%) -52.00K
Decreased by -5.44%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 2.35M (3.28%) 2.35M
Increased by +100.00%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 2.30M (3.21%) 1.62K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.29M (3.19%) 4.35K
Increased by +0.19%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 2.07M (2.89%) 13.24K
Increased by +0.64%
May 31, 25
5 Vanguard 500 Index Investor 1.84M (2.57%) -22.87K
Decreased by -1.24%
Mar 31, 26
6 Vanguard Small Cap Index 1.67M (2.33%) 22.81K
Increased by +1.37%
Mar 31, 26
7 MS INVF Global Brands A 1.36M (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
8 Morgan Stanley Glbl Franchise 1.36M (1.90%) 229.35K
Increased by +16.88%
Jun 30, 25
9 Eaton Vance Atlanta Capital SMID-Cap I 1.06M (1.48%) 100.36K
Increased by +9.45%
Feb 28, 26
10 Invesco S&P 500® Equal Weight ETF 1.04M (1.45%) 3.01K
Increased by +0.29%
Mar 31, 26
11 VanEck Morningstar Wide Moat 961.36K (1.34%) -23.59K
Decreased by -2.45%
Dec 31, 25
12 VanEck Morningstar Wide Moat ETF 939.38K (1.31%) -1.16K
Decreased by -0.12%
Feb 28, 26
13 Vanguard Small Cap Growth Index Inv 933.06K (1.30%) 20.24K
Increased by +2.17%
Mar 31, 26
14 iShares Core S&P 500 ETF 927.55K (1.29%) -504.00
Decreased by -0.05%
Mar 31, 26
15 Fidelity 500 Index 921.09K (1.29%) 1.51K
Increased by +0.16%
Feb 28, 26
16 SPDR® S&P 500 ETF 909.56K (1.27%) -13.33K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 885.44K (1.24%) -4.64K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 883.63K (1.23%) 10.88K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 859.55K (1.20%) -1.85K
Decreased by -0.22%
Apr 30, 24
20 Fidelity® 500 Index 849.20K (1.18%) 5.40K
Increased by +0.64%
Nov 30, 23