Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 6.40%
2 FCTE 5.98%
3 UTRN 4.09%
4 KONG 3.20%
5 EQWM 2.99%
6 EASI 2.56%
7 FRTY 2.40%
8 BCDF 2.22%
9 GFGF 2.05%
10 SWIN_old 1.92%
11 KCE 1.64%
12 HAPY 1.41%
13 RSPF 1.38%
14 PLAT 1.06%
15 RYF 1.05%
16 FDFF 0.94%
17 IAI 0.89%
18 RNMC 0.88%
19 FSCS 0.88%
20 RISN 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.41M (11.99%) -27.81K
Decreased by -0.63%
Mar 31, 25
2 BlackRock Inc 2.61M (7.09%) -558.49K
Decreased by -21.44%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 2.32M (6.32%) 24.61K
Increased by +1.06%
Mar 31, 25
4 FMR Inc 2.19M (5.96%) -110.62K
Decreased by -5.05%
Mar 31, 25
5 Van Eck Associates Corporation 2.01M (5.46%) 5.18K
Increased by +0.26%
Mar 31, 25
6 State Street Corporation 1.73M (4.70%) 27.91K
Increased by +1.62%
Mar 31, 24
7 Royal Bank of Canada 1.54M (4.20%) -227.30K
Decreased by -14.73%
Mar 31, 24
8 GuardCap Asset Management Limited 1.52M (4.14%) -240.20K
Decreased by -15.77%
Mar 31, 25
9 State Street Corp 1.47M (3.99%) -164.10K
Decreased by -11.20%
Mar 31, 25
10 PRIMECAP Management Company 1.36M (3.70%) -7.59K
Decreased by -0.56%
Mar 31, 25
11 Geode Capital Management, LLC 1.13M (3.09%) 21.44K
Increased by +1.89%
Mar 31, 25
12 Amvescap Plc. 1.04M (2.84%) 115.19K
Increased by +11.03%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 868.83K (2.36%) 618.53K
Increased by +71.19%
Dec 31, 23
14 Wasatch Advisors LP 688.05K (1.87%) 149.33K
Increased by +21.70%
Mar 31, 25
15 Findlay Park Partners LLP 680.00K (1.85%) 9.10K
Increased by +1.34%
Mar 31, 25
16 Kayne Anderson Rudnick Investment Management LLC 658.99K (1.79%) -24.51K
Decreased by -3.72%
Dec 31, 23
17 Macquarie Group Ltd 614.86K (1.67%) -105.44K
Decreased by -17.15%
Mar 31, 25
18 Allianz Asset Management AG 537.02K (1.46%) 168.58K
Increased by +31.39%
Mar 31, 24
19 NORGES BANK 526.87K (1.43%) 26.75K
Increased by +5.08%
Dec 31, 24
20 Millennium Management LLC 504.25K (1.37%) 222.34K
Increased by +44.09%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 1.60M (4.36%) -69.00
Decreased by -0.00%
Mar 31, 25
2 VanEck Morningstar Wide Moat ETF 1.53M (4.16%) -1.57K
Decreased by -0.10%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.15M (3.13%) 13.50K
Increased by +1.18%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 1.14M (3.10%) -58.38K
Decreased by -5.13%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 1.06M (2.90%) 16.71K
Increased by +1.57%
Apr 30, 25
6 T. Rowe Price Mid-Cap Growth 1.05M (2.85%) -1.30K
Decreased by -0.12%
Mar 31, 25
7 T. Rowe Price US Mid-Cap Growth Equity 1.05M (2.85%) -1.70K
Decreased by -0.16%
Mar 31, 25
8 Vanguard Small Cap Index 899.00K (2.45%) 5.35K
Increased by +0.59%
Apr 30, 25
9 Invesco S&P 500® Equal Weight ETF 680.16K (1.85%) -2.16K
Decreased by -0.32%
Apr 30, 25
10 Findlay Park American I USD Dist 670.90K (1.83%) 12.90K
Increased by +1.92%
Dec 31, 24
11 Delaware Ivy Mid Cap Growth A 657.75K (1.79%) -6.91K
Decreased by -1.05%
Sep 30, 24
12 GuardCap Global Equity I USD Acc 614.28K (1.67%) -3.79K
Decreased by -0.62%
Apr 30, 25
13 Vanguard Capital Opportunity Inv 588.10K (1.60%) -2.00K
Decreased by -0.34%
Mar 31, 25
14 PRIMECAP Odyssey Aggressive Growth 557.62K (1.52%) -2.29K
Decreased by -0.41%
Mar 31, 25
15 Strategic Advisers Fidelity US TtlStk 512.83K (1.40%) 77.25K
Increased by +15.06%
Mar 31, 25
16 Vanguard Small Cap Growth Index Inv 500.50K (1.36%) -519.00
Decreased by -0.10%
Apr 30, 25
17 Fidelity 500 Index 473.04K (1.29%) 817.00
Increased by +0.17%
Mar 31, 25
18 SPDR® S&P 500 ETF 470.64K (1.28%) -6.82K
Decreased by -1.45%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 458.30K (1.25%) -2.38K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 455.92K (1.24%) -2.71K
Decreased by -0.59%
Apr 30, 25