Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLAW 9.45%
2 ITB 6.85%
3 FCTE 5.07%
4 PKB 4.84%
5 NAIL 4.32%
6 MDCP 4.32%
7 JUNE_old 4.15%
8 UTRN 4.09%
9 BUL 3.23%
10 XHB 3.22%
11 RISN 3.19%
12 ZIG 3.05%
13 EQWM 3.00%
14 SHRY 2.84%
15 PEZ 2.78%
16 RCD 1.94%
17 RSPD 1.94%
18 PWC 1.91%
19 ECML 1.90%
20 SMAP 1.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 International Assets Investment Management, LLC 363.04K (13.67%) 363.00K
Increased by +99.99%
Sep 30, 24
2 Vanguard Group Inc 324.52K (12.22%) -8.37K
Decreased by -2.58%
Dec 31, 25
3 BlackRock Inc 292.64K (11.02%) -8.05K
Decreased by -2.75%
Dec 31, 25
4 Capital Research Global Investors 162.97K (6.14%) 29.41K
Increased by +18.05%
Mar 31, 26
5 GAMMA Investing LLC 159.38K (6.00%) 159.36K
Increased by +99.99%
Mar 31, 25
6 State Street Corporation 145.09K (5.46%) -3.54K
Decreased by -2.44%
Mar 31, 24
7 State Street Corp 129.43K (4.87%) -4.38K
Decreased by -3.38%
Dec 31, 25
8 JPMorgan Chase & Co 86.64K (3.26%) 45.04K
Increased by +51.98%
Sep 30, 25
9 Geode Capital Management, LLC 75.27K (2.83%) -260.00
Decreased by -0.35%
Dec 31, 25
10 Principal Financial Group Inc 58.24K (2.19%) -791.00
Decreased by -1.36%
Mar 31, 26
11 Boston Partners Global Investors, Inc 57.98K (2.18%) -4.46K
Decreased by -7.69%
Mar 31, 26
12 CI Private Wealth LLC 54.69K (2.06%) 45.71K
Increased by +83.58%
Dec 31, 25
13 JONES FINANCIAL COMPANIES LLLP 50.07K (1.89%) 50.05K
Increased by +99.95%
Mar 31, 25
14 Nuveen Asset Management, LLC 43.55K (1.64%) 1.56K
Increased by +3.59%
Dec 31, 24
15 Amvescap Plc. 43.00K (1.62%) 7.57K
Increased by +17.61%
Mar 31, 26
16 NORGES BANK 42.71K (1.61%) 6.37K
Increased by +14.90%
Dec 31, 25
17 Capital World Investors 40.76K (1.54%) 58.00
Increased by +0.14%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 40.15K (1.51%) 1.59K
Increased by +3.95%
Mar 31, 26
19 Wellington Management Company LLP 38.72K (1.46%) -5.87K
Decreased by -15.15%
Dec 31, 25
20 Jennison Associates LLC 37.55K (1.41%) 2.03K
Increased by +5.40%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 116.17K (4.37%) -185.00
Decreased by -0.16%
Mar 31, 26
2 Capital Group Growth Fnd of Amer Comp 116.17K (4.37%) -185.00
Decreased by -0.16%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 91.91K (3.46%) -2.31K
Decreased by -2.51%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 85.04K (3.20%) 471.00
Increased by +0.55%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 84.22K (3.17%) -1.08K
Decreased by -1.29%
Mar 31, 26
6 American Funds AMCAP A 79.36K (2.99%) 27.30K
Increased by +34.40%
Mar 31, 26
7 Capital Group AMCAP Composite 79.36K (2.99%) 27.30K
Increased by +34.40%
Mar 31, 26
8 Vanguard 500 Index Investor 71.64K (2.70%) -665.00
Decreased by -0.93%
Mar 31, 26
9 Vanguard Mid Cap Index Institutional 57.33K (2.16%) -1.29K
Decreased by -2.26%
Mar 31, 26
10 Principal Aligned MidCap Equity 45.96K (1.73%) -1.18K
Decreased by -2.58%
Mar 31, 26
11 Principal MidCap R5 45.96K (1.73%) -1.18K
Decreased by -2.58%
Mar 31, 26
12 VA CollegeAmerica Amcap 529A 39.86K (1.50%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity® 500 Index 37.79K (1.42%) 301.00
Increased by +0.80%
Oct 31, 23
14 SPDR® S&P 500 ETF Trust 37.64K (1.42%) 90.00
Increased by +0.24%
Apr 30, 24
15 SPDR® S&P 500 ETF 37.31K (1.40%) -1.40K
Decreased by -3.75%
Mar 31, 25
16 iShares Core S&P 500 ETF 36.61K (1.38%) 130.00
Increased by +0.36%
Apr 30, 26
17 SPDR® S&P 500® ETF Trust 36.19K (1.36%) -216.00
Decreased by -0.60%
Mar 31, 25
18 Fidelity 500 Index 35.68K (1.34%) -449.00
Decreased by -1.26%
Mar 31, 26
19 SPDR® S&P 500® ETF 35.11K (1.32%) 506.00
Increased by +1.44%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 33.37K (1.26%) 134.00
Increased by +0.40%
Apr 30, 26