Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 6.62%
2 MJJ 6.62%
3 MCSE 4.89%
4 FCTE 4.69%
5 EPRE 4.58%
6 WBIL 4.24%
7 UTRN 3.96%
8 FBT 3.36%
9 DWEQ 2.74%
10 BMED 2.74%
11 IBB 2.46%
12 HECO 2.40%
13 STNC 2.27%
14 POWA 2.08%
15 ETFT 2.07%
16 DEF 2.06%
17 RYJ 2.05%
18 UPGD 2.05%
19 RUFF 1.98%
20 NUMG 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.54M (12.64%) -50.66K
Decreased by -1.99%
Dec 31, 25
2 BlackRock Inc 1.77M (8.81%) 32.32K
Increased by +1.82%
Mar 31, 26
3 Vanguard Capital Management, LLC 1.32M (6.58%) 1.32M
Increased by +100.00%
Mar 31, 26
4 Capital Research & Mgmt Co - Division 3 1.08M (5.38%) 111.70K
Increased by +10.34%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 996.08K (4.96%) 996.08K
Increased by +100.00%
Mar 31, 26
6 State Street Corp 942.53K (4.69%) 2.97K
Increased by +0.32%
Mar 31, 26
7 WCM Investment Management 926.04K (4.61%) -2.06K
Decreased by -0.22%
Sep 30, 23
8 State Street Corporation 924.11K (4.60%) -3.79K
Decreased by -0.41%
Mar 31, 24
9 AllianceBernstein L.P. 757.11K (3.77%) -36.99K
Decreased by -4.89%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 732.05K (3.64%) -413.30K
Decreased by -56.46%
Mar 31, 26
11 Bank of New York Mellon Corp 703.48K (3.50%) -32.23K
Decreased by -4.58%
Mar 31, 26
12 Geode Capital Management, LLC 605.74K (3.01%) 8.29K
Increased by +1.37%
Mar 31, 26
13 Fundsmith LLP 568.52K (2.83%) -11.99K
Decreased by -2.11%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 488.08K (2.43%) 74.50K
Increased by +15.26%
Mar 31, 26
15 The Goldman Sachs Group Inc 387.84K (1.93%) 160.60K
Increased by +41.41%
Mar 31, 26
16 GAMMA Investing LLC 386.16K (1.92%) 385.86K
Increased by +99.92%
Mar 31, 25
17 NORGES BANK 373.69K (1.86%) 67.12K
Increased by +17.96%
Dec 31, 25
18 StonePine Asset Management Inc. 322.78K (1.61%) -290.00
Decreased by -0.09%
Mar 31, 26
19 Fiera Capital Corporation 314.35K (1.56%) 4.35K
Increased by +1.39%
Mar 31, 26
20 T. Rowe Price Associates, Inc. 305.76K (1.52%) -36.32K
Decreased by -11.88%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 676.68K (3.37%) 484.00
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 646.89K (3.22%) 1.48K
Increased by +0.23%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 595.01K (2.96%) 4.36K
Increased by +0.73%
May 31, 25
4 Fundsmith Equity I Acc 540.28K (2.69%) 0.00
Increased by 0.00%
Feb 28, 26
5 R233 Fundsmith Equity (GBP) 540.28K (2.69%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard 500 Index Investor 526.21K (2.62%) 8.85K
Increased by +1.68%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 440.17K (2.19%) 1.10K
Increased by +0.25%
Apr 30, 26
8 American Funds New Perspective A 405.47K (2.02%) 36.38K
Increased by +8.97%
Mar 31, 26
9 Capital Group New Perspective Comp 405.47K (2.02%) 36.38K
Increased by +8.97%
Mar 31, 26
10 T. Rowe Price US Mid-Cap Growth Equity 347.03K (1.73%) 18.63K
Increased by +5.37%
Mar 31, 26
11 T. Rowe Price Mid-Cap Growth 346.88K (1.73%) -151.00
Decreased by -0.04%
Apr 30, 26
12 AllianceBernstein US L/C Growth Eqty MF 296.74K (1.48%) 0.00
Increased by 0.00%
Apr 30, 26
13 iShares Core S&P 500 ETF 267.76K (1.33%) 828.00
Increased by +0.31%
May 29, 26
14 Fidelity 500 Index 260.46K (1.30%) 898.00
Increased by +0.34%
Apr 30, 26
15 Vanguard Growth Index Investor 260.37K (1.30%) 1.28K
Increased by +0.49%
Apr 30, 26
16 SPDR® S&P 500 ETF 260.06K (1.29%) -6.12K
Decreased by -2.35%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 255.27K (1.27%) -559.00
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 254.79K (1.27%) 1.62K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 253.33K (1.26%) -1.30K
Decreased by -0.51%
Mar 31, 25
20 SPDR® S&P 500® ETF 250.32K (1.25%) 3.04K
Increased by +1.21%
Aug 31, 25