Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 4.91%
2 CARU 4.91%
3 PMR 4.72%
4 PEZ 4.70%
5 USSE 4.62%
6 QQQA 4.47%
7 RTH 4.34%
8 QQLV 4.25%
9 FMCX 4.07%
10 UTRN 3.73%
11 IWFG 3.67%
12 VNSE 3.22%
13 BCUS 3.13%
14 STNC 3.09%
15 RUFF 3.02%
16 RISN 2.93%
17 PDP 2.81%
18 DVOL 2.49%
19 PKW 2.48%
20 EQRR 2.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.16M (9.14%) 17.32K
Increased by +0.34%
Dec 31, 24
2 BlackRock Inc 4.10M (7.26%) 78.19K
Increased by +1.91%
Dec 31, 24
3 State Street Corp 2.48M (4.40%) 85.88K
Increased by +3.46%
Dec 31, 24
4 State Street Corporation 2.42M (4.28%) -19.88K
Decreased by -0.82%
Mar 31, 24
5 GAMMA Investing LLC 1.82M (3.23%) 1.82M
Increased by +99.94%
Mar 31, 25
6 Principal Financial Group Inc 1.77M (3.14%) -21.89K
Decreased by -1.24%
Mar 31, 25
7 Wellington Management Company LLP 1.59M (2.82%) -131.68K
Decreased by -8.26%
Dec 31, 24
8 Geode Capital Management, LLC 1.48M (2.63%) 3.53K
Increased by +0.24%
Dec 31, 24
9 FMR Inc 1.44M (2.56%) 11.04K
Increased by +0.76%
Dec 31, 24
10 Bank of New York Mellon Corp 1.31M (2.32%) -67.49K
Decreased by -5.15%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 1.16M (2.06%) 1.04K
Increased by +0.09%
Dec 31, 24
12 Akre Capital Management, LLC 895.28K (1.59%) -23.79K
Decreased by -2.66%
Dec 31, 24
13 International Assets Investment Management, LLC 854.49K (1.51%) 853.63K
Increased by +99.90%
Sep 30, 24
14 Jennison Associates LLC 841.84K (1.49%) -52.14K
Decreased by -6.19%
Dec 31, 24
15 Amvescap Plc. 799.85K (1.42%) 46.98K
Increased by +5.87%
Dec 31, 24
16 NORGES BANK 731.31K (1.30%) 32.91K
Increased by +4.50%
Dec 31, 24
17 Amundi 701.40K (1.24%) -51.34K
Decreased by -7.32%
Dec 31, 24
18 Northern Trust Corp 651.97K (1.15%) 94.46K
Increased by +14.49%
Dec 31, 24
19 Franklin Resources Inc 628.74K (1.11%) -54.12K
Decreased by -8.61%
Sep 30, 24
20 Bank of America Corp 602.28K (1.07%) -87.05K
Decreased by -14.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.84M (3.26%) -25.72K
Decreased by -1.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.82M (3.23%) 3.64K
Increased by +0.20%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 1.60M (2.83%) -4.10K
Decreased by -0.26%
Mar 31, 25
4 AF High Growth (AFRIS) 1.28M (2.26%) 1.28M
Increased by +100.00%
Feb 29, 24
5 Invesco QQQ Trust 1.17M (2.07%) -1.21K
Decreased by -0.10%
Apr 30, 25
6 Principal Aligned MidCap Equity 1.01M (1.79%) -11.92K
Decreased by -1.18%
Mar 31, 25
7 Principal MidCap R5 1.01M (1.79%) -9.17K
Decreased by -0.91%
Mar 31, 25
8 Fidelity 500 Index 721.17K (1.28%) -1.87K
Decreased by -0.26%
Mar 31, 25
9 SPDR® S&P 500 ETF 715.08K (1.27%) -14.04K
Decreased by -1.96%
Mar 31, 25
10 Fidelity® 500 Index 703.85K (1.25%) 4.48K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 699.52K (1.24%) 1.57K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF 697.10K (1.23%) 578.00
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 696.01K (1.23%) -3.67K
Decreased by -0.53%
Mar 31, 25
14 Vanguard Wellington™ Inv 688.47K (1.22%) 72.43K
Increased by +10.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 681.64K (1.21%) -680.00
Decreased by -0.10%
Apr 29, 25
16 Akre Focus Instl 655.00K (1.16%) -10.00K
Decreased by -1.53%
Jan 31, 25
17 Vanguard Growth Index Investor 626.23K (1.11%) 22.61K
Increased by +3.61%
Mar 31, 25
18 Global Balanced (AFRIS) 585.79K (1.04%) 585.79K
Increased by +100.00%
Feb 29, 24
19 Fidelity® Magellan® 366.80K (0.65%) -200.00
Decreased by -0.05%
Nov 30, 23
20 Fidelity Magellan 366.00K (0.65%) 700.00
Increased by +0.19%
Mar 31, 25