Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLSI 4.57%
2 UTRN 3.83%
3 KMID 3.45%
4 FMTM 3.03%
5 NEWZ 2.85%
6 VSDA 2.72%
7 KONG 2.56%
8 TDV 2.53%
9 GRW 2.19%
10 CNAV 2.17%
11 GFGF 2.05%
12 FTDS 2.03%
13 IPAY 2.03%
14 FINX 2.02%
15 COWS 1.95%
16 HCOW 1.88%
17 ERNZ 1.88%
18 NBSM 1.82%
19 KYC 1.79%
20 POWA 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.65M (12.26%) -108.25K
Decreased by -1.25%
Dec 31, 25
2 BlackRock Inc 5.96M (8.44%) -20.50K
Decreased by -0.34%
Mar 31, 26
3 Kayne Anderson Rudnick Investment Management LLC 5.46M (7.74%) -401.14K
Decreased by -7.35%
Mar 31, 26
4 Vanguard Capital Management, LLC 4.68M (6.63%) 4.68M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 3.95M (5.60%) -82.70K
Decreased by -2.09%
Mar 31, 26
6 State Street Corporation 3.83M (5.43%) 674.70K
Increased by +17.60%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 3.59M (5.09%) 3.59M
Increased by +100.00%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 2.68M (3.80%) 233.59K
Increased by +8.70%
Mar 31, 26
9 Geode Capital Management, LLC 2.30M (3.26%) 174.91K
Increased by +7.60%
Mar 31, 26
10 CIBC Bancorp USA Inc. 1.91M (2.71%) 1.90M
Increased by +99.47%
Mar 31, 26
11 Atlantic Trust Group, LLC 1.89M (2.67%) -36.00
Decreased by -0.00%
Dec 31, 25
12 Amvescap Plc. 1.85M (2.63%) 222.69K
Increased by +12.02%
Mar 31, 26
13 Citadel Advisors Llc 1.60M (2.27%) 1.35M
Increased by +84.25%
Dec 31, 25
14 APG Asset Management 1.56M (2.21%) -352.00
Decreased by -0.02%
Mar 31, 26
15 Apg All Pensions Group 1.56M (2.21%) -352.00
Decreased by -0.02%
Mar 31, 26
16 UBS Asset Mgmt Americas Inc 1.46M (2.07%) 107.71K
Increased by +7.39%
Mar 31, 26
17 Goldman Sachs Group Inc 1.41M (2.00%) 877.06K
Increased by +62.15%
Dec 31, 23
18 Wells Fargo & Co 1.38M (1.96%) -33.51K
Decreased by -2.42%
Mar 31, 26
19 JPMorgan Chase & Co 1.35M (1.91%) 916.08K
Increased by +67.80%
Sep 30, 25
20 Mitsubishi UFJ Asset Management Co.,Ltd 1.27M (1.79%) -402.46K
Decreased by -31.79%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: Global Equity 2.35M (3.33%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 2.30M (3.26%) 1.62K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.26M (3.20%) -38.27K
Decreased by -1.70%
Jun 30, 26
4 Vanguard Institutional 500 Index Trust 2.07M (2.94%) 13.24K
Increased by +0.64%
May 31, 25
5 Vanguard 500 Index Investor 1.85M (2.62%) -43.95K
Decreased by -2.38%
Jun 30, 26
6 Vanguard Small Cap Index 1.63M (2.31%) -34.49K
Decreased by -2.12%
Jun 30, 26
7 Invesco S&P 500® Equal Weight ETF 1.43M (2.02%) 4.38K
Increased by +0.31%
Jun 30, 26
8 MS INVF Global Brands A 1.36M (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
9 Morgan Stanley Glbl Franchise 1.36M (1.93%) 229.35K
Increased by +16.88%
Jun 30, 25
10 VanEck Morningstar Wide Moat ETF 1.12M (1.59%) 0.00
Increased by 0.00%
Jun 30, 26
11 VanEck Morningstar Wide Moat 1.12M (1.59%) 1.12M
Increased by +100.00%
Jun 30, 26
12 iShares Core S&P 500 ETF 980.00K (1.39%) 3.08K
Increased by +0.31%
Jun 30, 26
13 Vanguard Small Cap Growth Index Inv 943.36K (1.34%) 8.29K
Increased by +0.88%
Jun 30, 26
14 Eaton Vance Atlanta Capital SMID-Cap I 930.01K (1.32%) 0.00
Increased by 0.00%
May 31, 26
15 Fidelity 500 Index 923.53K (1.31%) -1.28K
Decreased by -0.14%
May 31, 26
16 SPDR® S&P 500 ETF 909.56K (1.29%) -13.33K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 885.44K (1.25%) -4.64K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 883.63K (1.25%) 10.88K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 859.55K (1.22%) -1.85K
Decreased by -0.22%
Apr 30, 24
20 State Street® SPDR® S&P 500® ETF 858.60K (1.22%) -11.15K
Decreased by -1.30%
Jun 30, 26