Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 6.40%
2 FCTE 5.98%
3 CVAR 4.10%
4 UTRN 4.09%
5 MGRO 4.01%
6 MDPL 3.11%
7 EQWM 2.99%
8 EASI 2.56%
9 FRTY 2.40%
10 KONG 2.37%
11 GFGF 2.05%
12 MOAT 2.01%
13 SWIN_old 1.92%
14 PSCF 1.75%
15 BCDF 1.65%
16 KCE 1.56%
17 HAPY 1.35%
18 PLAT 1.06%
19 MOTE 1.05%
20 RYF 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.36M (11.90%) -47.76K
Decreased by -1.10%
Jun 30, 25
2 BlackRock Inc 2.65M (7.23%) 44.49K
Increased by +1.68%
Jun 30, 25
3 FMR Inc 2.33M (6.37%) 142.23K
Increased by +6.10%
Jun 30, 25
4 T. Rowe Price Investment Management,Inc. 2.33M (6.37%) 8.97K
Increased by +0.38%
Jun 30, 25
5 Van Eck Associates Corporation 1.83M (4.99%) -176.32K
Decreased by -9.64%
Jun 30, 25
6 State Street Corporation 1.73M (4.71%) 27.91K
Increased by +1.62%
Mar 31, 24
7 Royal Bank of Canada 1.54M (4.21%) -227.30K
Decreased by -14.73%
Mar 31, 24
8 State Street Corp 1.53M (4.18%) 67.29K
Increased by +4.39%
Jun 30, 25
9 GuardCap Asset Management Limited 1.50M (4.09%) -24.65K
Decreased by -1.65%
Jun 30, 25
10 PRIMECAP Management Company 1.34M (3.66%) -22.22K
Decreased by -1.66%
Jun 30, 25
11 Geode Capital Management, LLC 1.14M (3.12%) 6.45K
Increased by +0.57%
Jun 30, 25
12 T. Rowe Price Associates, Inc. 868.83K (2.37%) 618.53K
Increased by +71.19%
Dec 31, 23
13 Amvescap Plc. 853.21K (2.33%) -50.99K
Decreased by -5.98%
Jun 30, 25
14 AQR Capital Management LLC 758.46K (2.07%) 628.95K
Increased by +82.92%
Jun 30, 25
15 Wasatch Advisors LP 688.05K (1.88%) 149.33K
Increased by +21.70%
Mar 31, 25
16 Kayne Anderson Rudnick Investment Management LLC 658.99K (1.80%) -24.51K
Decreased by -3.72%
Dec 31, 23
17 Findlay Park Partners LLP 656.30K (1.79%) -23.70K
Decreased by -3.61%
Jun 30, 25
18 Macquarie Group Ltd 614.86K (1.68%) -105.44K
Decreased by -17.15%
Mar 31, 25
19 Allianz Asset Management AG 537.02K (1.47%) 168.58K
Increased by +31.39%
Mar 31, 24
20 NORGES BANK 513.09K (1.40%) -13.79K
Decreased by -2.69%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 1.40M (3.83%) -200.12K
Decreased by -14.25%
Jun 30, 25
2 VanEck Morningstar Wide Moat ETF 1.35M (3.68%) -1.04K
Decreased by -0.08%
Aug 30, 25
3 Vanguard US Total Market Shares ETF 1.14M (3.11%) -58.38K
Decreased by -5.13%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.12M (3.06%) -27.52K
Decreased by -2.45%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 1.07M (2.92%) 6.63K
Increased by +0.62%
May 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 1.05M (2.86%) -1.20K
Decreased by -0.11%
Jun 30, 25
7 T. Rowe Price Mid-Cap Growth 1.05M (2.85%) -1.90K
Decreased by -0.18%
Jul 31, 25
8 Vanguard 500 Index Investor 928.63K (2.54%) -136.14K
Decreased by -14.66%
Jul 31, 25
9 Vanguard Small Cap Index 864.84K (2.36%) -5.65K
Decreased by -0.65%
Jul 31, 25
10 Delaware Ivy Mid Cap Growth A 657.75K (1.80%) -6.91K
Decreased by -1.05%
Sep 30, 24
11 Findlay Park American I USD Dist 656.30K (1.79%) -23.70K
Decreased by -3.61%
Jun 30, 25
12 Invesco S&P 500® Equal Weight ETF 628.48K (1.72%) 928.00
Increased by +0.15%
Aug 29, 25
13 Vanguard Capital Opportunity Inv 616.10K (1.68%) 28.00K
Increased by +4.54%
Jun 30, 25
14 GuardCap Global Equity I USD Acc 614.28K (1.68%) 0.00
Increased by 0.00%
May 31, 25
15 Strategic Advisers Fidelity US TtlStk 564.28K (1.54%) 29.42K
Increased by +5.21%
Jul 31, 25
16 PRIMECAP Odyssey Aggressive Growth 499.49K (1.36%) -58.13K
Decreased by -11.64%
Jun 30, 25
17 Vanguard Small Cap Growth Index Inv 487.02K (1.33%) -1.35K
Decreased by -0.28%
Jul 31, 25
18 Fidelity Balanced 482.29K (1.32%) -139.00
Decreased by -0.03%
Jun 30, 25
19 Fidelity 500 Index 475.38K (1.30%) 204.00
Increased by +0.04%
Jul 31, 25
20 SPDR® S&P 500 ETF 470.64K (1.28%) -6.82K
Decreased by -1.45%
Mar 31, 25