Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 6.40%
2 FCTE 5.98%
3 MGRO 4.12%
4 UTRN 4.09%
5 CVAR 4.01%
6 EQWM 2.99%
7 MDPL 2.69%
8 KONG 2.63%
9 EASI 2.56%
10 FRTY 2.40%
11 MOAT 2.06%
12 GFGF 2.05%
13 SWIN_old 1.92%
14 BCDF 1.83%
15 KCE 1.24%
16 HAPY 1.23%
17 RSPF 1.22%
18 SMOT 1.13%
19 MOTE 1.08%
20 PLAT 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.41M (12.04%) -27.81K
Decreased by -0.63%
Mar 31, 25
2 BlackRock Inc 2.61M (7.12%) -558.49K
Decreased by -21.44%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 2.32M (6.34%) 24.61K
Increased by +1.06%
Mar 31, 25
4 FMR Inc 2.19M (5.98%) -110.62K
Decreased by -5.05%
Mar 31, 25
5 Van Eck Associates Corporation 2.01M (5.48%) 5.18K
Increased by +0.26%
Mar 31, 25
6 State Street Corporation 1.73M (4.72%) 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 GuardCap Asset Management Limited 1.50M (4.09%) -24.65K
Decreased by -1.65%
Jun 30, 25
9 State Street Corp 1.47M (4.00%) -164.10K
Decreased by -11.20%
Mar 31, 25
10 PRIMECAP Management Company 1.36M (3.72%) -7.59K
Decreased by -0.56%
Mar 31, 25
11 Geode Capital Management, LLC 1.13M (3.10%) 21.44K
Increased by +1.89%
Mar 31, 25
12 Amvescap Plc. 904.20K (2.47%) -140.16K
Decreased by -15.50%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 868.83K (2.37%) 618.53K
Increased by +71.19%
Dec 31, 23
14 Wasatch Advisors LP 688.05K (1.88%) 149.33K
Increased by +21.70%
Mar 31, 25
15 Findlay Park Partners LLP 680.00K (1.86%) 9.10K
Increased by +1.34%
Mar 31, 25
16 Kayne Anderson Rudnick Investment Management LLC 658.99K (1.80%) -24.51K
Decreased by -3.72%
Dec 31, 23
17 Millennium Management LLC 618.92K (1.69%) 474.78K
Increased by +76.71%
Mar 31, 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 526.87K (1.44%) 26.75K
Increased by +5.08%
Dec 31, 24

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 1.37M (3.73%) -521.00
Decreased by -0.04%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 1.15M (3.14%) 174.00
Increased by +0.02%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.14M (3.11%) -58.38K
Decreased by -5.13%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 1.07M (2.93%) 6.63K
Increased by +0.62%
May 31, 25
6 Vanguard 500 Index Investor 1.06M (2.91%) -6.60K
Decreased by -0.62%
Jun 30, 25
7 T. Rowe Price Mid-Cap Growth 1.05M (2.86%) -800.00
Decreased by -0.08%
Jun 30, 25
8 T. Rowe Price US Mid-Cap Growth Equity 1.05M (2.86%) -1.20K
Decreased by -0.11%
Jun 30, 25
9 Vanguard Small Cap Index 870.49K (2.38%) -32.63K
Decreased by -3.75%
Jun 30, 25
10 Findlay Park American I USD Dist 680.00K (1.86%) 9.10K
Increased by +1.34%
Mar 31, 25
11 Delaware Ivy Mid Cap Growth A 657.75K (1.80%) -6.91K
Decreased by -1.05%
Sep 30, 24
12 Invesco S&P 500® Equal Weight ETF 627.96K (1.71%) 176.00
Increased by +0.03%
Jul 31, 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%) -3.79K
Decreased by -0.62%
Apr 30, 25
15 Strategic Advisers Fidelity US TtlStk 534.86K (1.46%) 2.13K
Increased by +0.40%
Jun 30, 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 488.37K (1.33%) -9.08K
Decreased by -1.86%
Jun 30, 25
18 Fidelity Balanced 482.43K (1.32%) -17.00K
Decreased by -3.52%
May 31, 25
19 Fidelity 500 Index 475.17K (1.30%) -505.00
Decreased by -0.11%
Jun 30, 25
20 SPDR® S&P 500 ETF 470.64K (1.29%) -6.82K
Decreased by -1.45%
Mar 31, 25