Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.13%
2 GFGF 4.75%
3 IAI 4.14%
4 UTRN 4.11%
5 LCG 3.93%
6 PCGG 3.82%
7 KMID 3.45%
8 LBAY 3.20%
9 MID 3.05%
10 GRW 3.02%
11 TOLL 3.00%
12 AQGX 2.72%
13 AILG 2.64%
14 LGRO 2.18%
15 DFND 2.13%
16 LEAD 1.98%
17 SWIN_old 1.97%
18 POWA 1.91%
19 RUFF 1.90%
20 DEMZ 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.38M (12.55%) 518.83K
Increased by +5.53%
Mar 31, 25
2 BlackRock Inc 5.98M (8.01%) 41.80K
Increased by +0.70%
Mar 31, 25
3 State Street Corp 3.24M (4.33%) 16.75K
Increased by +0.52%
Mar 31, 25
4 State Street Corporation 3.11M (4.17%) -53.58K
Decreased by -1.72%
Mar 31, 24
5 Edgewood Management LLC 2.26M (3.02%) 223.71K
Increased by +9.92%
Mar 31, 25
6 BAMCO Inc 2.07M (2.77%) -60.28K
Decreased by -2.91%
Mar 31, 25
7 Geode Capital Management, LLC 1.96M (2.62%) 61.73K
Increased by +3.15%
Mar 31, 25
8 AllianceBernstein L.P. 1.89M (2.53%) -103.09K
Decreased by -5.46%
Mar 31, 24
9 Polen Capital 1.87M (2.50%) -164.10K
Decreased by -8.78%
Mar 31, 25
10 Principal Financial Group Inc 1.63M (2.18%) 13.92K
Increased by +0.86%
Mar 31, 25
11 Capital Research Global Investors 1.42M (1.90%) -85.39K
Decreased by -6.02%
Jun 30, 24
12 Wellington Management Company LLP 1.41M (1.89%) -52.06K
Decreased by -3.70%
Dec 31, 23
13 Capital Research & Mgmt Co - Division 3 1.25M (1.67%) -232.44K
Decreased by -18.64%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.18M (1.58%) -687.86K
Decreased by -58.25%
Mar 31, 25
15 Massachusetts Financial Services Company 1.07M (1.43%) -165.24K
Decreased by -15.48%
Mar 31, 25
16 NORGES BANK 1.02M (1.36%) 43.83K
Increased by +4.31%
Dec 31, 24
17 American Century Companies Inc 1.01M (1.35%) 19.85K
Increased by +1.97%
Mar 31, 25
18 Fiera Capital Corporation 949.17K (1.27%) -199.45K
Decreased by -21.01%
Mar 31, 25
19 Sustainable Growth Advisers, LP 943.68K (1.26%) -204.49K
Decreased by -21.67%
Dec 31, 24
20 Goldman Sachs Group Inc 911.07K (1.22%) 330.08K
Increased by +36.23%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.37M (3.17%) 2.81K
Increased by +0.12%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.37M (3.17%) -11.98K
Decreased by -0.51%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.21M (2.96%) 15.41K
Increased by +0.70%
May 31, 25
4 Vanguard Mid Cap Index Institutional 1.62M (2.17%) 15.27K
Increased by +0.94%
May 31, 25
5 Baron Growth Retail 1.23M (1.65%) -18.00K
Decreased by -1.46%
Jun 30, 25
6 Baron Small Cap Growth Strategy 1.23M (1.65%) -18.00K
Decreased by -1.46%
Jun 30, 25
7 Edgewood Growth Instl 1.18M (1.57%) 103.89K
Increased by +8.84%
Mar 31, 25
8 Principal Aligned MidCap Equity 1.06M (1.42%) 47.30K
Increased by +4.45%
Jun 30, 25
9 Principal MidCap R5 1.06M (1.42%) 29.90K
Increased by +2.82%
Jun 30, 25
10 Fidelity 500 Index 979.67K (1.31%) 4.24K
Increased by +0.43%
May 31, 25
11 SPDR® S&P 500 ETF 966.06K (1.29%) -23.56K
Decreased by -2.44%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 954.48K (1.28%) -7.43K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 940.26K (1.26%) -4.97K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 935.20K (1.25%) -3.31K
Decreased by -0.35%
Jun 30, 25
15 Fidelity® 500 Index 921.61K (1.23%) 5.87K
Increased by +0.64%
Nov 30, 23
16 iShares Core S&P 500 ETF 918.13K (1.23%) 1.47K
Increased by +0.16%
Jun 30, 25
17 Vanguard Growth Index Investor 855.41K (1.15%) 1.62K
Increased by +0.19%
May 31, 25
18 Fidelity Magellan 791.70K (1.06%) 0.00
Increased by 0.00%
May 31, 24
19 American Funds Growth Fund of Amer A 727.38K (0.97%) -426.28K
Decreased by -58.60%
Sep 30, 24
20 Capital Group Growth Fnd of Amer Comp 727.38K (0.97%) -426.28K
Decreased by -58.60%
Sep 30, 24