Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.82%
2 UTRN 3.94%
3 DEMZ 3.77%
4 KONG 3.01%
5 BOTT 2.98%
6 KMID 2.68%
7 PJFM 2.59%
8 RSMC 2.32%
9 DVOL 2.18%
10 NBSM 1.98%
11 EQWM 1.95%
12 KSEA 1.85%
13 MGRO 1.71%
14 DFRA 1.67%
15 TMDV 1.61%
16 KNG 1.45%
17 NOBL 1.44%
18 QQQN 1.39%
19 ROBO 1.34%
20 RSPN 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.26M (12.60%) 186.48K
Increased by +2.98%
Dec 31, 25
2 BlackRock Inc 3.95M (7.96%) 33.14K
Increased by +0.84%
Mar 31, 26
3 Vanguard Capital Management, LLC 3.45M (6.94%) 3.45M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 2.90M (5.85%) 40.67K
Increased by +1.40%
Mar 31, 26
5 State Street Corporation 2.45M (4.94%) -221.33K
Decreased by -9.03%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 2.35M (4.73%) 2.35M
Increased by +100.00%
Mar 31, 26
7 Kayne Anderson Rudnick Investment Management LLC 2.05M (4.12%) -218.57K
Decreased by -10.69%
Mar 31, 26
8 Geode Capital Management, LLC 1.54M (3.11%) 30.67K
Increased by +1.99%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 1.44M (2.90%) -142.14K
Decreased by -9.87%
Mar 31, 26
10 Lazard Asset Management LLC 1.30M (2.62%) -258.29K
Decreased by -19.88%
Sep 30, 25
11 Goldman Sachs Group Inc 987.42K (1.99%) -36.98K
Decreased by -3.74%
Jun 30, 25
12 Amvescap Plc. 959.90K (1.93%) -4.58K
Decreased by -0.48%
Mar 31, 26
13 Massachusetts Financial Services Company 934.41K (1.88%) -62.01K
Decreased by -6.64%
Mar 31, 26
14 KeyBank National Association 832.29K (1.68%) -1.21K
Decreased by -0.15%
Sep 30, 23
15 FMR Inc 813.42K (1.64%) -99.14K
Decreased by -12.19%
Mar 31, 26
16 NORGES BANK 797.13K (1.61%) 147.70K
Increased by +18.53%
Dec 31, 25
17 Van Eck Associates Corporation 743.39K (1.50%) -18.63K
Decreased by -2.51%
Sep 30, 25
18 Millennium Management LLC 709.00K (1.43%) 17.17K
Increased by +2.42%
Mar 31, 26
19 The Goldman Sachs Group Inc 640.13K (1.29%) -211.63K
Decreased by -33.06%
Mar 31, 26
20 JPMorgan Chase & Co 636.21K (1.28%) -254.81K
Decreased by -40.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.69M (3.39%) 6.33K
Increased by +0.38%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.63M (3.28%) 1.17K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 1.37M (2.76%) 24.41K
Increased by +1.78%
Apr 30, 26
4 Vanguard Small Cap Index 1.22M (2.46%) -2.41K
Decreased by -0.20%
Apr 30, 26
5 Core Plus Full Discretion CIT D 915.00K (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
6 Loomis Sayles CPFD CIT 915.00K (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
7 Loomis Sayles Inv Grade Bond CIT 915.00K (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
8 Vanguard Windsor™ II Inv 886.30K (1.79%) 1.81K
Increased by +0.20%
Jun 30, 25
9 VanEck Morningstar Wide Moat 709.47K (1.43%) 709.47K
Increased by +100.00%
Jun 30, 25
10 iShares Core S&P 500 ETF 696.70K (1.40%) 2.14K
Increased by +0.31%
May 29, 26
11 Vanguard Small Cap Growth Index Inv 684.59K (1.38%) 50.00
Increased by +0.01%
Apr 30, 26
12 VanEck Morningstar Wide Moat ETF 682.02K (1.37%) -526.00
Decreased by -0.08%
Aug 30, 25
13 Fidelity 500 Index 678.13K (1.37%) 2.33K
Increased by +0.34%
Apr 30, 26
14 SPDR® S&P 500 ETF 676.11K (1.36%) -9.92K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 658.16K (1.33%) -3.46K
Decreased by -0.53%
Mar 31, 25
16 Eaton Vance Atlanta Capital SMID-Cap I 657.27K (1.32%) -30.40K
Decreased by -4.62%
Apr 30, 26
17 SPDR® S&P 500® ETF 656.82K (1.32%) 8.10K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 643.63K (1.30%) 868.00
Increased by +0.13%
May 29, 26
19 SPDR® S&P 500 ETF Trust 637.43K (1.28%) 1.44K
Increased by +0.23%
Apr 30, 24
20 Fidelity® 500 Index 630.90K (1.27%) 4.01K
Increased by +0.64%
Nov 30, 23