Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKX 9.41%
2 XKFF 5.87%
3 TSSD 5.55%
4 SHLD 4.86%
5 ITA 4.68%
6 MISL 4.41%
7 OCFS 4.34%
8 PPA 4.11%
9 WDGF 4.07%
10 UTRN 4.01%
11 TGLR 3.59%
12 FOWF 3.56%
13 ARKQ 3.50%
14 DFEN 3.47%
15 GVLE 3.45%
16 ROKT 3.33%
17 LBAY 3.21%
18 GCAD 3.21%
19 XAR 3.15%
20 NATO 3.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.41M (10.65%) 190.96K
Increased by +0.82%
Dec 31, 25
2 BlackRock Inc 16.58M (7.54%) -1.10M
Decreased by -6.66%
Sep 30, 25
3 Capital World Investors 11.65M (5.30%) 329.91K
Increased by +2.83%
Dec 31, 25
4 State Street Corp 8.78M (3.99%) -96.56K
Decreased by -1.10%
Sep 30, 25
5 State Street Corporation 8.69M (3.96%) -531.42K
Decreased by -6.11%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 5.97M (2.72%) -2.64M
Decreased by -44.23%
Sep 30, 25
7 Geode Capital Management, LLC 5.15M (2.34%) 106.43K
Increased by +2.07%
Dec 31, 25
8 Wells Fargo & Co 4.96M (2.25%) -26.59K
Decreased by -0.54%
Sep 30, 25
9 Bank of New York Mellon Corp 3.97M (1.80%) -151.30K
Decreased by -3.82%
Sep 30, 25
10 Wellington Management Company LLP 3.70M (1.68%) -1.02M
Decreased by -27.65%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 3.19M (1.45%) -180.72K
Decreased by -5.66%
Sep 30, 25
12 ClearBridge Advisors, LLC 3.10M (1.41%) -106.58K
Decreased by -3.44%
Dec 31, 25
13 Boston Partners Global Investors, Inc 2.40M (1.09%) 519.23K
Increased by +21.62%
Dec 31, 25
14 MIZUHO MARKETS AMERICAS LLC 2.20M (1.00%) 2.00M
Increased by +90.83%
Dec 31, 23
15 Amvescap Plc. 2.18M (0.99%) -34.73K
Decreased by -1.59%
Sep 30, 25
16 Ameriprise Financial Inc 2.14M (0.97%) 349.40K
Increased by +16.32%
Sep 30, 24
17 JPMorgan Chase & Co 2.08M (0.95%) 1.07M
Increased by +51.62%
Sep 30, 25
18 Artisan Partners Limited Partnership 1.90M (0.86%) 1.21M
Increased by +63.53%
Dec 31, 25
19 The Goldman Sachs Group Inc 1.81M (0.82%) 111.47K
Increased by +6.15%
Dec 31, 25
20 HHG PLC 1.71M (0.78%) -273.71K
Decreased by -16.04%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.01M (2.73%) 4.20K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.92M (2.69%) 29.23K
Increased by +0.49%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 5.36M (2.44%) 37.07K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 4.81M (2.19%) 45.55K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 4.07M (1.85%) 14.17K
Increased by +0.35%
Feb 28, 26
6 American Funds Washington Mutual A 4.02M (1.83%) 0.00
Increased by 0.00%
Dec 31, 25
7 Capital Group Wash Mutual Invtrs Comp 4.02M (1.83%) 0.00
Increased by 0.00%
Dec 31, 25
8 iShares Core S&P 500 ETF 2.40M (1.09%) -1.31K
Decreased by -0.05%
Mar 31, 26
9 Fidelity 500 Index 2.38M (1.08%) 3.92K
Increased by +0.16%
Feb 28, 26
10 American Funds American Balanced A 2.38M (1.08%) 0.00
Increased by 0.00%
Dec 31, 25
11 SPDR® S&P 500 ETF 2.34M (1.07%) -52.41K
Decreased by -2.24%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 2.28M (1.04%) -11.99K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.25M (1.03%) 27.83K
Increased by +1.24%
Aug 31, 25
14 SPDR® S&P 500 ETF Trust 2.23M (1.01%) -4.86K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 2.20M (1.00%) 14.03K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 2.18M (0.99%) 4.91K
Increased by +0.22%
Mar 31, 26
17 iShares US Aerospace & Defense ETF 1.81M (0.82%) -14.76K
Decreased by -0.82%
Mar 31, 26
18 Allspring Special US Mid Cap Value Eq 1.80M (0.82%) 278.80K
Increased by +15.48%
Mar 31, 25
19 Vanguard Value Index Inv 1.74M (0.79%) 19.76K
Increased by +1.14%
Feb 28, 26
20 Vanguard Equity-Income Inv 1.67M (0.76%) -379.87K
Decreased by -22.81%
Dec 31, 25